Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
418K+ 18.69% |
$3.88M - $4.13M
|
2.65M
$26.4M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
316K+ 3.36% |
$2.94M - $3.13M
|
9.74M
$97M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
316K+ 3.36% |
$2.94M - $3.13M
|
9.74M
$97M
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
226KNew |
$2.1M - $2.24M
|
226K
$2.25M
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
145K+ 18.11% |
$1.34M - $1.43M
|
943K
$9.4M
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
99.9K+ 114.52% |
$927K - $989K
|
187K
$1.86M
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
99K+ 13.08% |
$919K - $980K
|
856K
$8.53M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
56.3K+ 14.42% |
$522K - $557K
|
447K
$4.45M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.7K+ 4.43% |
$499K - $532K
|
1.27M
$12.6M
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
51K+ 7.0% |
$473K - $504K
|
779K
$7.76M
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
39.4K+ 229.49% |
$366K - $390K
|
56.6K
$564K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.4K+ 6.77% |
$356K - $380K
|
605K
$6.03M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
35KNew |
$325K - $347K
|
35K
$349K
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
31.9KNew |
$296K - $316K
|
31.9K
$318K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
30.5K+ 23.62% |
$283K - $302K
|
160K
$1.59M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.2K+ 10.12% |
$271K - $289K
|
317K
$3.16M
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
28.2K+ 2.27% |
$262K - $279K
|
1.27M
$12.6M
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
25.5KNew |
$236K - $252K
|
25.5K
$253K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
25.3K+ 156.34% |
$235K - $251K
|
41.5K
$414K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
24.7K+ 26.59% |
$229K - $244K
|
117K
$1.17M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.7KNew |
$210K - $224K
|
22.7K
$226K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
22K+ 8.68% |
$204K - $218K
|
275K
$2.74M
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
20KNew |
$186K - $198K
|
20K
$199K
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
20KNew |
$186K - $198K
|
20K
$199K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.7K+ 45.86% |
$183K - $195K
|
62.6K
$624K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
19.6K+ 18.22% |
$182K - $194K
|
127K
$1.27M
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
15K+ 52.54% |
$139K - $148K
|
43.4K
$433K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15KNew |
$139K - $148K
|
15K
$149K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9K+ 13.34% |
$129K - $138K
|
118K
$1.18M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.4K+ 1.59% |
$124K - $133K
|
857K
$8.54M
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
- |
12.3K+ 46.42% |
$114K - $122K
|
38.9K
$388K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.92K+ 14.64% |
$92.1K - $98.2K
|
77.7K
$774K
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
9.86K+ 1925.78% |
$91.5K - $97.6K
|
10.4K
$103K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.42K+ 1.34% |
$78.2K - $83.4K
|
637K
$6.35M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.94K+ 7.98% |
$64.4K - $68.7K
|
93.9K
$936K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.72K+ 1.72% |
$62.4K - $66.5K
|
399K
$3.97M
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.74K+ 4.53% |
$53.3K - $56.9K
|
133K
$1.32M
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.13KNew |
$47.6K - $50.7K
|
5.13K
$51K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.75K+ 16.47% |
$44.1K - $47K
|
33.6K
$335K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.31K+ 4.21% |
$40K - $42.6K
|
106K
$1.06M
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4.03K+ 14.77% |
$37.4K - $39.9K
|
31.3K
$312K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.82K+ 188.64% |
$35.4K - $37.8K
|
5.84K
$58.2K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.54K+ 17.85% |
$32.9K - $35.1K
|
23.4K
$233K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.34K+ 7.19% |
$31K - $33K
|
49.8K
$496K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.3K+ 2.82% |
$30.6K - $32.6K
|
120K
$1.2M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.01K+ 1130.45% |
$27.9K - $29.8K
|
3.27K
$32.6K
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
2.52K+ 4.09% |
$23.4K - $25K
|
64.3K
$640K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.74K+ 8.43% |
$16.1K - $17.2K
|
22.3K
$223K
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.55K+ 1.62% |
$14.4K - $15.3K
|
97.2K
$968K
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
1.16K+ 6.08% |
$10.7K - $11.4K
|
20.2K
$201K
|