Purchases and Sales Made in Q1 2025 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 2025. 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 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
236+ 1.58% |
$2.32K - $2.44K
|
15.2K
$156K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
227+ 2.2% |
$2.23K - $2.35K
|
10.6K
$109K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
141+ 2.2% |
$1.39K - $1.46K
|
6.54K
$67.4K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
91+ 0.4% |
$895 - $941
|
23K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
88+ 0.44% |
$865 - $910
|
19.9K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
61+ 0.25% |
$600 - $631
|
24.5K
$253K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
60+ 0.77% |
$590 - $620
|
7.84K
$80.7K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
42+ 2.23% |
$413 - $434
|
1.93K
$19.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
39+ 2.44% |
$383 - $403
|
1.64K
$16.9K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33+ 2.26% |
$324 - $341
|
1.49K
$15.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12+ 0.05% |
$118 - $124
|
21.9K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.26% |
$9.83 - $10.3
|
378
$3.89K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4- 36.36% |
$39.3 - $41.4
|
7
$72.1
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-9- 12.0% |
$88.5 - $93.1
|
66
$680
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-17- 0.57% |
$167 - $176
|
2.94K
$30.3K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-21Closed |
$206 - $217
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-49- 0.05% |
$482 - $507
|
100K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-78- 0.63% |
$767 - $807
|
12.2K
$126K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-125- 1.2% |
$1.23K - $1.29K
|
10.3K
$106K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-150- 0.95% |
$1.47K - $1.55K
|
15.6K
$161K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-331- 0.67% |
$3.25K - $3.42K
|
48.9K
$504K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-355- 2.08% |
$3.49K - $3.67K
|
16.7K
$172K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-482- 2.11% |
$4.74K - $4.98K
|
22.3K
$230K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-714- 4.11% |
$7.02K - $7.38K
|
16.6K
$171K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-864- 7.3% |
$8.49K - $8.93K
|
11K
$113K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.17K- 8.44% |
$11.5K - $12.1K
|
12.7K
$131K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.25K- 3.07% |
$12.3K - $12.9K
|
39.5K
$407K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.35K- 2.81% |
$13.2K - $13.9K
|
46.5K
$479K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-1.48K- 2.42% |
$14.5K - $15.3K
|
59.4K
$612K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.5K- 10.14% |
$14.7K - $15.5K
|
13.3K
$137K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.01K- 0.72% |
$19.8K - $20.8K
|
276K
$2.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.41K- 3.28% |
$23.7K - $24.9K
|
71.1K
$732K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.62K- 16.31% |
$25.7K - $27.1K
|
13.4K
$138K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.21K- 3.03% |
$31.6K - $33.2K
|
103K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.22K- 16.37% |
$31.7K - $33.3K
|
16.5K
$170K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.08K- 24.76% |
$40.1K - $42.1K
|
12.4K
$128K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.12K- 25.49% |
$50.3K - $52.9K
|
15K
$154K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.64K- 0.91% |
$55.5K - $58.4K
|
614K
$6.32M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.48K- 19.53% |
$63.7K - $67K
|
26.7K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.51K- 4.72% |
$63.9K - $67.3K
|
131K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.2K- 30.6% |
$80.6K - $84.8K
|
18.6K
$192K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.7KClosed |
$85.5K - $90K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-9.23K- 14.06% |
$90.7K - $95.4K
|
56.4K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.2K- 3.55% |
$100K - $105K
|
277K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-11.4K- 9.59% |
$112K - $117K
|
107K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.3K- 24.53% |
$141K - $148K
|
44K
$454K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.7K- 29.65% |
$154K - $162K
|
37.2K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-16.1K- 65.21% |
$158K - $166K
|
8.59K
$88.4K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18.4K- 10.11% |
$181K - $190K
|
163K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.5K- 4.22% |
$182K - $191K
|
420K
$4.32M
|