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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
800+ 5.82% |
$7.42K - $7.92K
|
14.6K
$147K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
691+ 2.3% |
$6.41K - $6.84K
|
30.8K
$312K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
691New |
$6.41K - $6.84K
|
691
$7K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
508+ 1.76% |
$4.71K - $5.03K
|
29.4K
$298K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
444+ 0.98% |
$4.12K - $4.4K
|
45.6K
$462K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
347+ 0.16% |
$3.22K - $3.44K
|
215K
$2.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
138+ 0.96% |
$1.28K - $1.37K
|
14.4K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
123New |
$1.14K - $1.22K
|
123
$1.25K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
96+ 0.42% |
$891 - $950
|
22.8K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
75+ 0.47% |
$696 - $743
|
16.2K
$164K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
62+ 0.6% |
$575 - $614
|
10.5K
$106K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
51+ 2.45% |
$473 - $505
|
2.13K
$21.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
43+ 2.45% |
$399 - $426
|
1.8K
$18.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
37+ 2.49% |
$343 - $366
|
1.52K
$15.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
12+ 0.41% |
$111 - $119
|
2.94K
$29.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6+ 120.0% |
$55.7 - $59.4
|
11
$111
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12- 0.05% |
$111 - $119
|
24.7K
$250K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-75- 0.47% |
$696 - $743
|
15.8K
$160K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-219- 57.94% |
$2.03K - $2.17K
|
159
$1.61K
|
|
|
Aug 08, 2024
Q2 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-250- 0.57% |
$2.32K - $2.48K
|
43.7K
$443K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-250- 11.11% |
$2.32K - $2.48K
|
2K
$20.3K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-289- 0.3% |
$2.68K - $2.86K
|
96.9K
$982K
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-296- 0.13% |
$2.75K - $2.93K
|
235K
$2.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-455- 80.39% |
$4.22K - $4.5K
|
111
$1.12K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-500- 3.08% |
$4.64K - $4.95K
|
15.7K
$159K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-576- 2.35% |
$5.35K - $5.7K
|
23.9K
$243K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-606- 2.6% |
$5.62K - $6K
|
22.7K
$230K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-801- 2.63% |
$7.43K - $7.93K
|
29.6K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-831- 2.53% |
$7.71K - $8.23K
|
32K
$324K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-846- 7.43% |
$7.85K - $8.38K
|
10.5K
$107K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1.1K- 1.65% |
$10.2K - $10.9K
|
65.7K
$665K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.17K- 6.15% |
$10.8K - $11.6K
|
17.8K
$181K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.21K- 1.94% |
$11.2K - $12K
|
61K
$618K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.25K- 12.25% |
$11.6K - $12.4K
|
8.95K
$90.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.27K- 11.05% |
$21K - $22.5K
|
18.3K
$185K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.98K- 0.38% |
$27.6K - $29.5K
|
776K
$7.86M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.16K- 11.86% |
$38.6K - $41.2K
|
30.9K
$313K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.31K- 26.47% |
$58.5K - $62.4K
|
17.5K
$177K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-7.12K- 23.7% |
$66.1K - $70.5K
|
22.9K
$232K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-9.86K- 35.31% |
$91.5K - $97.6K
|
18.1K
$183K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10K- 3.52% |
$92.8K - $99K
|
274K
$2.78M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.5K- 17.89% |
$97K - $103K
|
48K
$486K
|
|
|
Aug 13, 2024
Q2 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-10.5K- 15.26% |
$97.7K - $104K
|
58.5K
$592K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-12.7K- 2.01% |
$118K - $126K
|
621K
$6.3M
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-13.4K- 9.82% |
$124K - $133K
|
123K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.8K- 40.06% |
$166K - $177K
|
26.7K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-21.4K- 1.34% |
$199K - $212K
|
1.58M
$16M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.4K- 3.67% |
$235K - $251K
|
666K
$6.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-25.9K- 22.1% |
$241K - $257K
|
91.4K
$926K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-32.3K- 4.33% |
$299K - $319K
|
713K
$7.23M
|