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 179 institutions that hold shares in the stock, with a total of 37.7 Million shares, which have been reported (via 13F filing form) to have a value of $379 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
10,392
shares
|
$104,127
0.0% of portfolio
|
Q4 2024
Reduced 54.28%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
10,331
shares
|
$103,516
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
10,250
shares
|
$102,705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,079
shares
|
$100,991
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
10,017
shares
|
$100,370
0.01% of portfolio
|
Q2 2024
Reduced 95.74%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
10,001
shares
|
$100,210
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
8,952
shares
|
$89,699
0.04% of portfolio
|
Q2 2024
Reduced 12.25%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
8,700
shares
|
$87,174
0.01% of portfolio
|
Q1 2024
Added 10.13%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
7,778
shares
|
$77,935
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
7,000
shares
|
$70,140
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
6,475
shares
|
$64,879
0.01% of portfolio
|
Q4 2024
Reduced 34.12%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
6,401
shares
|
$64,138
0.0% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
4,750
shares
|
$47,595
0.04% of portfolio
|
Q1 2023
Reduced 2.06%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
4,105
shares
|
$41,132
0.01% of portfolio
|
Q4 2023
Reduced 73.67%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
3,693
shares
|
$37,003
0.01% of portfolio
|
Q4 2024
Reduced 35.13%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,404
shares
|
$34,108
0.0% of portfolio
|
Q4 2024
Reduced 14.28%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
3,400
shares
|
$34,068
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
3,000
shares
|
$30,060
0.01% of portfolio
|
Q1 2023
Added 50.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,959
shares
|
$29,649
0.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
2,195
shares
|
$21,993
0.02% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
2,082
shares
|
$20,861
0.01% of portfolio
|
Q1 2024
Added 2.51%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,000
shares
|
$20,040
0.0% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
1,886
shares
|
$18,897
0.0% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,700
shares
|
$17,034
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,663
shares
|
$16,663
0.0% of portfolio
|
Q4 2024
New holding
|