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 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
658+ 0.28% |
$6.26K - $6.57K
|
235K
$2.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
542+ 1.83% |
$5.15K - $5.41K
|
30.1K
$301K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
512+ 2.25% |
$4.87K - $5.11K
|
23.3K
$233K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
512New |
$4.87K - $5.11K
|
512
$5.11K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
500New |
$4.76K - $5K
|
500
$5K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
500+ 3.18% |
$4.76K - $5K
|
16.2K
$162K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
360New |
$3.42K - $3.6K
|
360
$3.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
333+ 2.1% |
$3.17K - $3.33K
|
16.2K
$162K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
93+ 0.41% |
$884 - $929
|
22.7K
$226K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
75+ 0.48% |
$713 - $749
|
15.8K
$158K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
62+ 0.6% |
$590 - $619
|
10.4K
$104K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
51+ 2.51% |
$485 - $509
|
2.08K
$20.8K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
51+ 2.51% |
$485 - $509
|
2.08K
$20.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
43+ 2.51% |
$409 - $430
|
1.76K
$17.5K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
38+ 2.62% |
$361 - $380
|
1.49K
$14.9K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
37New |
$352 - $370
|
37
$370
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33+ 1.66% |
$314 - $330
|
2.02K
$20.2K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
27+ 0.1% |
$257 - $270
|
27.3K
$272K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.89% |
$47.6 - $50
|
566
$5.65K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.01% |
$9.51 - $9.99
|
14.8K
$148K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-122- 24.4% |
$1.16K - $1.22K
|
378
$3.78K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-154- 1.11% |
$1.46K - $1.54K
|
13.8K
$137K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-250- 50.0% |
$2.38K - $2.5K
|
250
$2.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-655- 0.68% |
$6.23K - $6.54K
|
95.6K
$956K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-727- 3.68% |
$6.91K - $7.26K
|
19K
$190K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-781- 1.72% |
$7.43K - $7.8K
|
44.5K
$445K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-816- 63.11% |
$7.76K - $8.15K
|
477
$4.77K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-819- 3.21% |
$7.79K - $8.18K
|
24.7K
$247K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-836- 6.84% |
$7.95K - $8.35K
|
11.4K
$114K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.01K- 0.47% |
$9.64K - $10.1K
|
214K
$2.14M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.56K- 1.7% |
$14.8K - $15.5K
|
89.8K
$897K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.76K- 5.81% |
$16.7K - $17.6K
|
28.5K
$285K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.81K- 7.06% |
$17.2K - $18.1K
|
23.8K
$238K
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-2.13K- 4.61% |
$20.2K - $21.2K
|
43.9K
$439K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.17K- 3.38% |
$20.7K - $21.7K
|
62.2K
$622K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.51K- 8.25% |
$23.9K - $25.1K
|
27.9K
$279K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-4.12K- 28.76% |
$39.2K - $41.1K
|
10.2K
$102K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-4.2K- 96.82% |
$40K - $42K
|
138
$1.38K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.02K- 6.7% |
$47.7K - $50.1K
|
69.9K
$698K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-5.12K- 26.37% |
$48.7K - $51.2K
|
14.3K
$143K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.21K- 5.08% |
$49.5K - $52K
|
97.2K
$971K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-7.14K- 19.2% |
$67.9K - $71.3K
|
30.1K
$300K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-7.63K- 41.47% |
$72.5K - $76.2K
|
10.8K
$108K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.93K- 7.21% |
$75.4K - $79.3K
|
102K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.1K- 99.96% |
$106K - $111K
|
5
$50
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.3K- 16.18% |
$107K - $113K
|
58.4K
$584K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-15K- 30.0% |
$143K - $150K
|
35K
$350K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.3K- 3.77% |
$145K - $153K
|
390K
$3.9M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.1K- 11.06% |
$153K - $160K
|
129K
$1.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-26K- 56.81% |
$247K - $260K
|
19.8K
$198K
|