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 |
---|---|---|---|---|---|---|---|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
300New |
$3.37K - $3.95K
|
300
$3K
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
281+ 0.13% |
$3.16K - $3.7K
|
213K
$2.13M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
255New |
$2.87K - $3.36K
|
255
$2.55K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
200+ 20.0% |
$2.25K - $2.63K
|
1.2K
$12K
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
153+ 0.69% |
$1.72K - $2.02K
|
22.2K
$222K
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
128+ 0.14% |
$1.44K - $1.69K
|
93.6K
$935K
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
124+ 0.93% |
$1.39K - $1.63K
|
13.5K
$135K
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
48+ 0.43% |
$540 - $632
|
11.3K
$113K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
45+ 0.21% |
$506 - $593
|
21.6K
$215K
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
42+ 0.37% |
$472 - $553
|
11.5K
$115K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
35+ 2.54% |
$393 - $461
|
1.41K
$14.1K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
26+ 2.56% |
$292 - $342
|
1.04K
$10.4K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2+ 0.0% |
$22.5 - $26.3
|
65.5K
$655K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-18- 11.54% |
$202 - $237
|
138
$1.38K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-129- 19.11% |
$1.45K - $1.7K
|
546
$5.45K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-153- 1.74% |
$1.72K - $2.02K
|
8.64K
$86.3K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-164- 0.58% |
$1.84K - $2.16K
|
28.2K
$282K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-200Closed |
$2.25K - $2.63K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-310- 0.86% |
$3.48K - $4.08K
|
35.9K
$359K
|
|
May 13, 2022
Q1 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-359- 2.7% |
$4.04K - $4.73K
|
12.9K
$129K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-379- 8.84% |
$4.26K - $4.99K
|
3.91K
$39K
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-400- 3.92% |
$4.5K - $5.27K
|
9.8K
$97.9K
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-424Closed |
$4.77K - $5.58K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-425- 1.52% |
$4.78K - $5.6K
|
27.6K
$276K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-556- 0.79% |
$6.25K - $7.32K
|
70.1K
$700K
|
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-625- 4.13% |
$7.03K - $8.23K
|
14.5K
$145K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-825- 0.95% |
$9.27K - $10.9K
|
86.3K
$862K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-916- 1.12% |
$10.3K - $12.1K
|
80.9K
$809K
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-925Closed |
$10.4K - $12.2K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.15K- 0.55% |
$12.9K - $15.1K
|
206K
$2.06M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.21K- 5.27% |
$13.5K - $15.9K
|
21.7K
$216K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.33K- 9.77% |
$14.9K - $17.5K
|
12.2K
$122K
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.45K- 2.62% |
$16.3K - $19.1K
|
53.9K
$538K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.46K- 1.26% |
$16.4K - $19.3K
|
115K
$1.15M
|
|
May 16, 2022
Q1 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-1.52K- 5.56% |
$17K - $20K
|
25.8K
$257K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.58KClosed |
$17.7K - $20.7K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.63K- 1.93% |
$18.3K - $21.4K
|
82.6K
$825K
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.76K- 4.41% |
$19.7K - $23.1K
|
38.1K
$381K
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.06K- 2.42% |
$23.2K - $27.1K
|
83.2K
$831K
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.22K- 5.37% |
$24.9K - $29.2K
|
39.1K
$390K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.25K- 6.97% |
$25.3K - $29.7K
|
30.1K
$301K
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-2.31K- 9.61% |
$26K - $30.4K
|
21.7K
$217K
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.37KClosed |
$26.7K - $31.2K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.66K- 23.08% |
$29.9K - $35K
|
8.86K
$88.5K
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-3KClosed |
$33.7K - $39.5K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3K- 10.07% |
$33.7K - $39.5K
|
26.8K
$268K
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.61K- 1.58% |
$40.6K - $47.6K
|
225K
$2.25M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.73K- 17.17% |
$41.9K - $49.1K
|
18K
$180K
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-4.34K- 9.71% |
$48.8K - $57.1K
|
40.4K
$403K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.86K- 5.9% |
$54.6K - $64K
|
77.4K
$773K
|