Purchases and Sales Made in Q1 2022 in Eaton Vance LTD Duration Income Fund (EVV)
This table provides information about the institutional ownership of Eaton Vance LTD Duration Income Fund (EVV) during Q1 2022. The information is specifically focused on institutions that hold shares of EATON VANCE LTD DURATION INCOME FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
773K+ 90.93% |
$8.68M - $10.2M
|
1.62M
$16.2M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
550K+ 6.82% |
$6.18M - $7.25M
|
8.62M
$85.8M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
367K+ 268.53% |
$4.12M - $4.83M
|
503K
$5.01M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
141K+ 56.85% |
$1.58M - $1.85M
|
388K
$3.87M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
66.3K+ 31.31% |
$745K - $873K
|
278K
$2.77M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
61.3K+ 14.49% |
$689K - $807K
|
484K
$4.82M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
54.9KNew |
$617K - $723K
|
54.9K
$546K
|
|
May 06, 2022
Q1 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
52KNew |
$585K - $685K
|
52K
$518K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
46.7K+ 5.06% |
$524K - $615K
|
968K
$9.64M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.2K+ 12.14% |
$497K - $582K
|
408K
$4.07M
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
42.3K+ 24.85% |
$475K - $557K
|
212K
$2.12M
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
40.5K+ 68.07% |
$455K - $533K
|
100K
$996K
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
39.7KNew |
$446K - $522K
|
39.7K
$395K
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
32.4K+ 26.66% |
$365K - $427K
|
154K
$1.53M
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
29.5K+ 10.04% |
$332K - $389K
|
324K
$3.22M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28K+ 11.58% |
$315K - $369K
|
270K
$2.69M
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
24.3K+ 18.0% |
$274K - $321K
|
160K
$1.59M
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
22.7K+ 30.0% |
$255K - $299K
|
98.3K
$979K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.3KNew |
$239K - $280K
|
21.3K
$212K
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
20.4KNew |
$229K - $268K
|
20.4K
$203K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
18.3K+ 20.38% |
$206K - $241K
|
108K
$1.08M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.1K+ 5.69% |
$192K - $225K
|
318K
$3.17M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.3K+ 19.1% |
$172K - $202K
|
95.5K
$951K
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.9KNew |
$156K - $183K
|
13.9K
$138K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
13KNew |
$146K - $172K
|
13K
$130K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.4K+ 2.66% |
$140K - $164K
|
481K
$4.79M
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
10.1KNew |
$114K - $133K
|
10.1K
$101K
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9.88K+ 94.44% |
$111K - $130K
|
20.3K
$203K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.89K+ 7.87% |
$99.9K - $117K
|
122K
$1.21M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.36K+ 2.69% |
$94K - $110K
|
319K
$3.17M
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
7.37K+ 7.42% |
$82.8K - $97K
|
107K
$1.06M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.36K+ 8.97% |
$82.7K - $96.9K
|
89.4K
$891K
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.3K+ 2.06% |
$70.8K - $83K
|
312K
$3.11M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
4.79K+ 42.07% |
$53.8K - $63K
|
16.2K
$161K
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.97K+ 29.45% |
$44.7K - $52.3K
|
17.5K
$174K
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
3.23KNew |
$36.2K - $42.5K
|
3.23K
$32.1K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.16KNew |
$24.2K - $28.4K
|
2.16K
$21.5K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.99KNew |
$22.3K - $26.2K
|
1.99K
$19.8K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.86K+ 148.4% |
$20.9K - $24.4K
|
3.11K
$30.9K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.76K+ 12.4% |
$19.8K - $23.2K
|
16K
$159K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$16.9K - $19.8K
|
1.5K
$14.9K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.36K+ 12.99% |
$15.3K - $17.9K
|
11.8K
$118K
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.26K+ 41.93% |
$14.1K - $16.6K
|
4.26K
$42.4K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.13K+ 8.06% |
$12.7K - $14.9K
|
15.2K
$151K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1KNew |
$11.2K - $13.2K
|
1K
$9.96K
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
851+ 1.24% |
$9.57K - $11.2K
|
69.4K
$691K
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
800+ 5.85% |
$8.99K - $10.5K
|
14.5K
$144K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
686+ 1.15% |
$7.71K - $9.03K
|
60.6K
$603K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
600New |
$6.74K - $7.9K
|
600
$5.98K
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
562+ 1.5% |
$6.32K - $7.4K
|
38.1K
$380K
|