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 |
|---|---|---|---|---|---|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
583
shares
|
$6,016
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
539
shares
|
$5,562
0.0% of portfolio
|
Q2 2025
Reduced 72.04%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$5,160
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
453
shares
|
$4,674
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
378
shares
|
$3,900
0.0% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
266
shares
|
$2,745
0.0% of portfolio
|
Q4 2024
Reduced 91.87%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
255
shares
|
$2,631
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
255
shares
|
$2,631
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
193
shares
|
$1,991
0.0% of portfolio
|
Q3 2024
Added 39.86%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
124
shares
|
$1,279
0.0% of portfolio
|
Q3 2024
Reduced 82.05%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
66
shares
|
$681
0.0% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
42
shares
|
$433
0.0% of portfolio
|
Q4 2024
Reduced 62.83%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
11
shares
|
$113
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
7
shares
|
$72
0.0% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|