Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
840K+ 60.26% |
$7.99M - $8.39M
|
2.23M
$22.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
695K+ 2094.31% |
$6.61M - $6.94M
|
728K
$7.25M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
629KNew |
$5.98M - $6.28M
|
629K
$6.26M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
373K+ 300.73% |
$3.55M - $3.73M
|
498K
$4.96M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
339K+ 38.76% |
$3.22M - $3.39M
|
1.21M
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
238K+ 2.59% |
$2.26M - $2.38M
|
9.43M
$93.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
238K+ 2.59% |
$2.26M - $2.38M
|
9.43M
$93.9M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
102K+ 14.58% |
$967K - $1.02M
|
799K
$7.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
61.7KNew |
$587K - $617K
|
61.7K
$615K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.6K+ 7.31% |
$367K - $386K
|
567K
$5.65M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
37K+ 4.59% |
$352K - $370K
|
844K
$8.4M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
33.2KNew |
$315K - $331K
|
33.2K
$330K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.1K+ 7.43% |
$258K - $271K
|
392K
$3.9M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
26.6KNew |
$253K - $266K
|
26.6K
$265K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
23KNew |
$219K - $230K
|
23K
$229K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
22.7KNew |
$216K - $226K
|
22.7K
$226K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20.6KNew |
$196K - $206K
|
20.6K
$205K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
17.2KNew |
$163K - $172K
|
17.2K
$171K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.6K+ 17.55% |
$148K - $155K
|
104K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
14.7K+ 2.01% |
$139K - $146K
|
742K
$7.39M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.3K+ 11.99% |
$127K - $133K
|
125K
$1.24M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.1K+ 23.9% |
$124K - $131K
|
67.8K
$675K
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
13K+ 130.0% |
$124K - $130K
|
23K
$229K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
12.5KNew |
$118K - $124K
|
12.5K
$124K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.9K+ 71.63% |
$113K - $119K
|
28.5K
$284K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.4K+ 51.92% |
$98.8K - $104K
|
30.4K
$303K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.05K+ 29.78% |
$76.6K - $80.4K
|
35.1K
$349K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.75K+ 1.55% |
$64.2K - $67.5K
|
443K
$4.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.64K+ 0.86% |
$63.2K - $66.4K
|
779K
$7.76M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.9K+ 16.59% |
$56.1K - $58.9K
|
41.5K
$413K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.51K+ 4.54% |
$52.4K - $55.1K
|
127K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.21K+ 6.37% |
$49.5K - $52K
|
87K
$867K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
5.07K+ 12.66% |
$48.2K - $50.7K
|
45.1K
$449K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.98K+ 4.44% |
$47.3K - $49.7K
|
117K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
4.34K+ 6.94% |
$41.2K - $43.3K
|
66.8K
$665K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.26K+ 7.29% |
$40.5K - $42.6K
|
62.7K
$625K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.64K+ 17.41% |
$34.6K - $36.3K
|
24.5K
$244K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.6K+ 1.55% |
$34.2K - $35.9K
|
236K
$2.35M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.57K+ 8.32% |
$33.9K - $35.6K
|
46.4K
$463K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
3.56K+ 0.56% |
$33.9K - $35.6K
|
634K
$6.32M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.12K+ 12.1% |
$29.7K - $31.2K
|
28.9K
$288K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.29K+ 5.64% |
$21.8K - $22.9K
|
42.9K
$428K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.25KNew |
$21.4K - $22.5K
|
2.25K
$22.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
1.55K+ 8.88% |
$14.7K - $15.5K
|
19K
$189K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.45K+ 1.59% |
$13.8K - $14.5K
|
92.7K
$924K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.21K+ 0.61% |
$11.5K - $12.1K
|
201K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.15K+ 7.64% |
$10.9K - $11.4K
|
16.1K
$161K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.1K+ 3.47% |
$10.5K - $11K
|
32.9K
$327K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
800+ 10.13% |
$7.61K - $7.99K
|
8.7K
$86.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
679+ 30.18% |
$6.46K - $6.78K
|
2.93K
$29.2K
|