Institutional Ownership Eaton Vance LTD Duration Income Fund (EVV)
This table provides information about the institutional ownership of Eaton Vance LTD Duration Income Fund (EVV). We have compiled data on the 165 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $406 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
7,000
shares
|
$72,240
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
7,000
shares
|
$72,240
0.03% of portfolio
|
Q2 2025
Reduced 21.81%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
6,783
shares
|
$70,000
0.0% of portfolio
|
Q2 2025
Added 6010.81%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
6,688
shares
|
$69,020
0.0% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
6,093
shares
|
$62,879
0.02% of portfolio
|
Q2 2025
Reduced 14.1%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
5,814
shares
|
$60,000
0.0% of portfolio
|
Q1 2025
Added 70.8%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5,450
shares
|
$56,244
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
4,750
shares
|
$49,020
0.04% of portfolio
|
Q1 2023
Reduced 2.06%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
4,348
shares
|
$44,871
0.0% of portfolio
|
Q2 2025
Added 47.79%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,105
shares
|
$42,363
0.01% of portfolio
|
Q4 2023
Reduced 73.67%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
3,400
shares
|
$35,088
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,127
shares
|
$32,270
0.0% of portfolio
|
Q2 2025
Added 555.56%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
3,000
shares
|
$30,960
0.01% of portfolio
|
Q1 2023
Added 50.0%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
2,082
shares
|
$21,486
0.01% of portfolio
|
Q1 2024
Added 2.51%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,000
shares
|
$20,640
0.0% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,700
shares
|
$17,544
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,672
shares
|
$17,255
0.0% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,525
shares
|
$15,738
0.0% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,524
shares
|
$15,727
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,500
shares
|
$15,480
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,500
shares
|
$15,480
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,000
shares
|
$10,320
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
998
shares
|
$10,299
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
700
shares
|
$7,224
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
645
shares
|
$6,656
0.0% of portfolio
|
Q4 2024
New holding
|