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 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.07K+ 0.33% |
$18.7K - $20.4K
|
635K
$6.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.02K+ 19.01% |
$18.2K - $19.9K
|
12.7K
$128K
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.8K+ 1.35% |
$16.2K - $17.7K
|
135K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.79K+ 6.56% |
$16.2K - $17.6K
|
29.1K
$295K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.7KNew |
$15.3K - $16.7K
|
1.7K
$17.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.59K+ 1.45% |
$14.3K - $15.6K
|
111K
$1.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.48K+ 0.18% |
$13.3K - $14.5K
|
843K
$8.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
994New |
$8.97K - $9.79K
|
994
$10.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
905+ 185.83% |
$8.16K - $8.91K
|
1.39K
$14.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
875+ 3.93% |
$7.89K - $8.62K
|
23.1K
$234K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
704+ 1.95% |
$6.35K - $6.93K
|
36.8K
$373K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
608+ 2.29% |
$5.48K - $5.99K
|
27.2K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
585+ 0.25% |
$5.28K - $5.76K
|
234K
$2.37M
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
500+ 1.48% |
$4.51K - $4.93K
|
34.2K
$346K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
392+ 1.22% |
$3.54K - $3.86K
|
32.4K
$328K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
197+ 1.05% |
$1.78K - $1.94K
|
19K
$193K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
179+ 1.67% |
$1.61K - $1.76K
|
10.9K
$110K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
124+ 0.16% |
$1.12K - $1.22K
|
75.7K
$767K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
97+ 0.63% |
$875 - $955
|
15.5K
$157K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
48+ 2.55% |
$433 - $473
|
1.93K
$19.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
40+ 2.52% |
$361 - $394
|
1.63K
$16.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-157- 0.05% |
$1.42K - $1.55K
|
320K
$3.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-181- 1.59% |
$1.63K - $1.78K
|
11.2K
$113K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-300- 21.43% |
$2.71K - $2.96K
|
1.1K
$11.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-314- 1.97% |
$2.83K - $3.09K
|
15.6K
$158K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-344- 0.41% |
$3.1K - $3.39K
|
84.3K
$854K
|
|
|
Aug 10, 2023
Q2 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-380- 0.66% |
$3.43K - $3.74K
|
57.4K
$581K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-383- 4.62% |
$3.45K - $3.77K
|
7.9K
$80K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-481- 2.22% |
$4.34K - $4.74K
|
21.2K
$215K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-550- 2.27% |
$4.96K - $5.42K
|
23.7K
$240K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-618- 5.27% |
$5.57K - $6.09K
|
11.1K
$113K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-879- 1.3% |
$7.93K - $8.66K
|
67K
$678K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-920- 5.48% |
$8.3K - $9.06K
|
15.9K
$161K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.01K- 3.98% |
$9.11K - $9.95K
|
24.3K
$247K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 3.65% |
$10.7K - $11.7K
|
31.3K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.2K- 3.77% |
$10.8K - $11.8K
|
30.6K
$310K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.43K- 2.99% |
$12.9K - $14.1K
|
46.5K
$471K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.71K- 1.63% |
$15.4K - $16.8K
|
103K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.76K- 10.94% |
$15.9K - $17.3K
|
14.3K
$145K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2K- 9.79% |
$18K - $19.7K
|
18.4K
$187K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.13K- 2.63% |
$19.2K - $21K
|
79K
$800K
|
|
|
Jul 27, 2023
Q2 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-2.3K- 2.29% |
$20.7K - $22.7K
|
98.2K
$995K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.53K- 0.53% |
$22.9K - $25K
|
475K
$4.81M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.89K- 19.97% |
$35.1K - $38.3K
|
15.6K
$158K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.87K- 19.41% |
$43.9K - $48K
|
20.2K
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.99K- 11.04% |
$45K - $49.2K
|
40.2K
$408K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.97K- 4.69% |
$53.9K - $58.8K
|
121K
$1.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-6.97K- 20.41% |
$62.9K - $68.7K
|
27.2K
$275K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.34K- 43.98% |
$84.3K - $92K
|
11.9K
$121K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.1K- 23.74% |
$136K - $149K
|
48.4K
$491K
|