Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
356K+ 4.27% |
$3.21M - $3.5M
|
8.68M
$86.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
344K+ 94.09% |
$3.1M - $3.39M
|
709K
$7.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
296K+ 19.37% |
$2.67M - $2.92M
|
1.83M
$18.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
261K+ 59.92% |
$2.35M - $2.57M
|
697K
$6.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
233KNew |
$2.1M - $2.29M
|
233K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
195KNew |
$1.76M - $1.92M
|
195K
$1.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
178K+ 3.85% |
$1.6M - $1.75M
|
4.79M
$47.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
174K+ 312.83% |
$1.57M - $1.71M
|
230K
$2.29M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
158K+ 81.85% |
$1.42M - $1.55M
|
351K
$3.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
146KNew |
$1.31M - $1.43M
|
146K
$1.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
144KNew |
$1.3M - $1.42M
|
144K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
87.2KNew |
$786K - $859K
|
87.2K
$868K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
68.5KNew |
$618K - $675K
|
68.5K
$683K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
57.8K+ 8.86% |
$522K - $570K
|
711K
$7.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.6K+ 414.94% |
$411K - $449K
|
56.6K
$564K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
37.8KNew |
$341K - $373K
|
37.8K
$377K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
35K+ 162.7% |
$315K - $344K
|
56.5K
$562K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
24KNew |
$216K - $236K
|
24K
$239K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
19.9K+ 6.65% |
$179K - $196K
|
319K
$3.18M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18.5K+ 9.43% |
$167K - $182K
|
215K
$2.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.4K+ 102.72% |
$166K - $181K
|
36.2K
$361K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
18.1K+ 75.2% |
$163K - $178K
|
42.2K
$420K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
15.2K+ 2.52% |
$137K - $149K
|
618K
$6.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.8K+ 23.38% |
$133K - $146K
|
78.1K
$777K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.1K+ 4.22% |
$128K - $139K
|
350K
$3.48M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.7K+ 19.08% |
$114K - $125K
|
79.2K
$789K
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
12.2K+ 13.96% |
$110K - $120K
|
99.8K
$994K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12K+ 10.2% |
$109K - $119K
|
130K
$1.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
11.7KNew |
$105K - $115K
|
11.7K
$116K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
11KNew |
$99.2K - $108K
|
11K
$110K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
10.8KNew |
$97K - $106K
|
10.8K
$107K
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
10.3KNew |
$92.5K - $101K
|
10.3K
$102K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
10KNew |
$90.3K - $98.6K
|
10K
$99.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
10KNew |
$90.2K - $98.5K
|
10K
$99.6K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8K+ 21.99% |
$72.2K - $78.8K
|
44.4K
$442K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6.81K+ 4.56% |
$61.4K - $67K
|
156K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
6.58K+ 25.44% |
$59.4K - $64.8K
|
32.4K
$323K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.13K+ 1.78% |
$55.3K - $60.4K
|
350K
$3.48M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.05K+ 0.75% |
$54.6K - $59.6K
|
808K
$8.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.42K+ 5.64% |
$48.9K - $53.4K
|
102K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.1KNew |
$46K - $50.2K
|
5.1K
$50.8K
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4.45K+ 2.04% |
$40.1K - $43.8K
|
222K
$2.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.42K+ 1.23% |
$39.9K - $43.5K
|
362K
$3.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.88K+ 23.2% |
$35K - $38.2K
|
20.6K
$205K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.27K+ 11.59% |
$29.5K - $32.2K
|
31.5K
$313K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
3.08K+ 29.88% |
$27.8K - $30.3K
|
13.4K
$133K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.47K+ 14.77% |
$22.2K - $24.3K
|
19.2K
$191K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.46K+ 450.0% |
$22.2K - $24.2K
|
3K
$29.9K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
2.2KNew |
$19.8K - $21.6K
|
2.2K
$21.9K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.1K+ 2.32% |
$18.9K - $20.7K
|
92.6K
$922K
|