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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
634+ 0.79% |
$6.02K - $6.66K
|
81.1K
$810K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
612+ 0.93% |
$5.81K - $6.43K
|
66.5K
$664K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
515+ 34.33% |
$4.89K - $5.41K
|
2.02K
$20.1K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
500New |
$4.75K - $5.26K
|
500
$5K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
314+ 2.01% |
$2.98K - $3.3K
|
15.9K
$159K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
227+ 1.22% |
$2.16K - $2.39K
|
18.8K
$188K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
208+ 0.25% |
$1.98K - $2.19K
|
84.6K
$845K
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
206+ 1.96% |
$1.96K - $2.17K
|
10.7K
$107K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
140New |
$1.33K - $1.47K
|
140
$1.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
126+ 0.57% |
$1.2K - $1.32K
|
22.3K
$222K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
105+ 0.44% |
$998 - $1.1K
|
24.2K
$242K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
103+ 0.41% |
$979 - $1.08K
|
25.4K
$253K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
68+ 0.6% |
$646 - $715
|
11.4K
$113K
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
57+ 0.49% |
$542 - $599
|
11.7K
$117K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
51+ 0.46% |
$485 - $536
|
11.1K
$111K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
51+ 0.24% |
$485 - $536
|
21.2K
$212K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
47+ 3.05% |
$447 - $494
|
1.59K
$15.9K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17+ 0.06% |
$162 - $179
|
27.3K
$273K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
3+ 0.21% |
$28.5 - $31.5
|
1.45K
$14.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-68- 0.27% |
$646 - $715
|
25.1K
$251K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 2.06% |
$950 - $1.05K
|
4.75K
$47.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-145- 7.15% |
$1.38K - $1.52K
|
1.88K
$18.8K
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-150- 0.81% |
$1.43K - $1.58K
|
18.5K
$185K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 2.36% |
$1.9K - $2.1K
|
8.28K
$82.7K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-273- 1.84% |
$2.59K - $2.87K
|
14.6K
$145K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-308- 1.41% |
$2.93K - $3.24K
|
21.5K
$215K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-493- 2.68% |
$4.68K - $5.18K
|
17.9K
$179K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-612- 0.92% |
$5.81K - $6.43K
|
65.9K
$658K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-643- 1.94% |
$6.11K - $6.76K
|
32.5K
$324K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-700- 2.16% |
$6.65K - $7.36K
|
31.7K
$317K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-950- 3.8% |
$9.03K - $9.98K
|
24.1K
$240K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.23K- 1.3% |
$11.7K - $13K
|
93.4K
$933K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.43K- 0.44% |
$13.6K - $15K
|
320K
$3.2M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.5K- 6.84% |
$14.3K - $15.8K
|
20.4K
$204K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.61K- 3.44% |
$15.3K - $16.9K
|
45.2K
$452K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2K- 5.91% |
$19K - $21K
|
31.8K
$318K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.05K- 94.85% |
$19.4K - $21.5K
|
111
$1.11K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.06K- 3.13% |
$19.5K - $21.6K
|
63.5K
$635K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-2.23K- 8.18% |
$21.2K - $23.5K
|
25.1K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.36K- 12.79% |
$22.4K - $24.8K
|
16.1K
$161K
|
|
|
May 10, 2023
Q1 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-3.4K- 3.27% |
$32.3K - $35.7K
|
101K
$1M
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-3.98K- 1.79% |
$37.8K - $41.8K
|
218K
$2.18M
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.07K- 2.0% |
$38.7K - $42.8K
|
200K
$2M
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-4.51K- 11.09% |
$42.8K - $47.4K
|
36.1K
$361K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-4.92K- 4.46% |
$46.7K - $51.7K
|
105K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.57K- 14.82% |
$52.9K - $58.6K
|
32K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-6.01K- 18.85% |
$57K - $63.1K
|
25.9K
$258K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.07K- 5.49% |
$57.7K - $63.8K
|
104K
$1.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.93K- 49.33% |
$65.8K - $72.8K
|
7.11K
$71.1K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.94K- 9.28% |
$65.9K - $72.9K
|
67.9K
$678K
|