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 162 institutions that hold shares in the stock, with a total of 39.9 Million shares, which have been reported (via 13F filing form) to have a value of $399 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
6,000
shares
|
$59,940
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
5,814
shares
|
$58,081
0.0% of portfolio
|
Q1 2025
Added 70.8%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
5,420
shares
|
$54,145
0.0% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
4,750
shares
|
$47,452
0.04% of portfolio
|
Q1 2023
Reduced 2.06%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
4,356
shares
|
$43,516
0.0% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
4,127
shares
|
$41,228
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,105
shares
|
$41,008
0.0% of portfolio
|
Q4 2023
Reduced 73.67%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
3,400
shares
|
$33,966
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
3,117
shares
|
$31,138
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
3,000
shares
|
$29,970
0.01% of portfolio
|
Q1 2023
Added 50.0%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
2,154
shares
|
$21,518
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
2,082
shares
|
$20,799
0.01% of portfolio
|
Q1 2024
Added 2.51%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,000
shares
|
$19,980
0.0% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2025 Q3 2025 |
1,976
shares
|
$19,740
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
1,709
shares
|
$17,072
0.0% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,700
shares
|
$16,983
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,558
shares
|
$15,564
0.0% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,524
shares
|
$15,224
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,500
shares
|
$14,985
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,500
shares
|
$14,985
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,357
shares
|
$13,556
0.0% of portfolio
|
Q3 2025
Reduced 56.6%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
1,000
shares
|
$9,990
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,000
shares
|
$9,990
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
645
shares
|
$6,443
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
583
shares
|
$5,824
0.0% of portfolio
|
Q1 2025
New holding
|
|