Purchases and Sales Made in Q1 2023 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 2023. 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 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
480K+ 149.11% |
$4.56M - $5.04M
|
802K
$7.99M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
205K+ 151.85% |
$1.95M - $2.15M
|
340K
$3.39M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
158K+ 35.55% |
$1.5M - $1.66M
|
601K
$5.99M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
126K+ 52.47% |
$1.2M - $1.32M
|
366K
$3.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
112K+ 59.64% |
$1.06M - $1.17M
|
299K
$2.98M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
48.9KNew |
$465K - $514K
|
48.9K
$487K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
48.6K+ 693.57% |
$461K - $510K
|
55.6K
$553K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
42K+ 41.42% |
$399K - $441K
|
143K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.6KNew |
$357K - $395K
|
37.6K
$374K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
36K+ 4.47% |
$342K - $379K
|
841K
$8.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
36K+ 49.13% |
$342K - $378K
|
109K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.8K+ 6.42% |
$274K - $303K
|
478K
$4.76M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28KNew |
$266K - $294K
|
28K
$279K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28KNew |
$266K - $294K
|
28K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.7KNew |
$206K - $228K
|
21.7K
$216K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.6K+ 0.25% |
$196K - $217K
|
8.32M
$82.9M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
19.7K+ 9.34% |
$187K - $207K
|
230K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.1K+ 5.34% |
$172K - $191K
|
358K
$3.56M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.4K+ 5.45% |
$165K - $182K
|
335K
$3.34M
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
16.7KNew |
$159K - $175K
|
16.7K
$166K
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
16.4K+ 2.8% |
$156K - $173K
|
603K
$6.01M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
15.4KNew |
$146K - $162K
|
15.4K
$154K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.2K+ 14.8% |
$145K - $160K
|
118K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13.7KNew |
$130K - $144K
|
13.7K
$136K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 4.07% |
$128K - $141K
|
344K
$3.42M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
10.6KNew |
$101K - $112K
|
10.6K
$106K
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
9.7K+ 40.4% |
$92.1K - $102K
|
33.7K
$336K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.22K+ 6.91% |
$78.1K - $86.4K
|
127K
$1.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.18K+ 9.3% |
$77.7K - $86K
|
96.1K
$958K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.04K+ 1.02% |
$57.4K - $63.5K
|
597K
$5.95M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.62K+ 1.31% |
$53.4K - $59.1K
|
436K
$4.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
5.4K+ 37.38% |
$51.3K - $56.7K
|
19.8K
$198K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5K+ 1.9% |
$47.5K - $52.6K
|
268K
$2.67M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.78K+ 31.89% |
$45.4K - $50.2K
|
19.8K
$197K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.36K+ 19.62% |
$41.4K - $45.8K
|
26.6K
$265K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.36K+ 3.01% |
$41.4K - $45.8K
|
149K
$1.48M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4K+ 0.62% |
$38K - $42.1K
|
653K
$6.5M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.95K+ 5.51% |
$37.5K - $41.5K
|
75.5K
$752K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
3.58KNew |
$34K - $37.6K
|
3.58K
$35.6K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.03K+ 12.02% |
$28.7K - $31.8K
|
28.2K
$281K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2.8K+ 23.33% |
$26.6K - $29.4K
|
14.8K
$147K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2KNew |
$19K - $21K
|
2K
$19.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.91K+ 22.77% |
$18.1K - $20.1K
|
10.3K
$103K
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.07K+ 1.24% |
$10.1K - $11.2K
|
87.5K
$872K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$9.5K - $10.5K
|
1K
$9.96K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1K+ 50.0% |
$9.5K - $10.5K
|
3K
$29.9K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
920+ 5.8% |
$8.74K - $9.67K
|
16.8K
$167K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
760New |
$7.22K - $7.99K
|
760
$7.57K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
738+ 4.61% |
$7.01K - $7.76K
|
16.7K
$167K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
700+ 0.78% |
$6.65K - $7.36K
|
90.5K
$901K
|