Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
499+ 1.44% |
$6.49K - $6.71K
|
35.1K
$353K
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
154+ 0.33% |
$2K - $2.07K
|
46.2K
$465K
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
150+ 0.14% |
$1.95K - $2.02K
|
107K
$1.07M
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
108+ 0.82% |
$1.4K - $1.45K
|
13.2K
$133K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
42+ 0.37% |
$546 - $564
|
11.3K
$113K
|
|
|
Nov 05, 2021
Q3 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
37+ 0.23% |
$481 - $497
|
16.4K
$165K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
12+ 0.01% |
$156 - $161
|
87.5K
$879K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-18Closed |
$234 - $242
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-145Closed |
$1.89K - $1.95K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-150- 0.41% |
$1.95K - $2.02K
|
36.7K
$369K
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-154- 1.14% |
$2K - $2.07K
|
13.3K
$134K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-178- 0.21% |
$2.31K - $2.39K
|
84.8K
$853K
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-300- 0.48% |
$3.9K - $4.03K
|
61.7K
$620K
|
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-389- 1.74% |
$5.06K - $5.23K
|
21.9K
$220K
|
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-785- 2.54% |
$10.2K - $10.6K
|
30.1K
$302K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-831- 11.89% |
$10.8K - $11.2K
|
6.16K
$61.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-868- 0.31% |
$11.3K - $11.7K
|
283K
$2.85M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1K- 3.44% |
$13K - $13.4K
|
28.1K
$282K
|
|
|
Oct 18, 2021
Q3 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1KClosed |
$13K - $13.4K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1K- 8.33% |
$13K - $13.4K
|
11K
$111K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.23K- 1.64% |
$16K - $16.6K
|
74K
$744K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.25KClosed |
$16.3K - $16.8K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.43K- 3.33% |
$18.6K - $19.2K
|
41.5K
$417K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.43K- 83.37% |
$18.6K - $19.2K
|
285
$2.86K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.8K- 59.02% |
$23.4K - $24.2K
|
1.25K
$12.6K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 44.44% |
$26K - $26.9K
|
2.5K
$25.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.11K- 23.33% |
$27.4K - $28.4K
|
6.94K
$69.7K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.71K- 19.27% |
$35.2K - $36.4K
|
11.3K
$114K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-2.82K- 2.36% |
$36.7K - $37.9K
|
117K
$1.18M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.03K- 25.21% |
$39.4K - $40.7K
|
8.98K
$90.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.04K- 12.88% |
$39.6K - $40.9K
|
20.6K
$207K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-5.18K- 25.65% |
$67.3K - $69.6K
|
15K
$151K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.68K- 15.23% |
$73.9K - $76.4K
|
31.6K
$318K
|
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
SELL
|
- |
-6K- 11.86% |
$78K - $80.6K
|
44.6K
$448K
|
|
|
Nov 04, 2021
Q3 2021
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-6.25K- 17.72% |
$81.3K - $84.1K
|
29K
$292K
|
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-8KClosed |
$104K - $108K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-8.35K- 0.9% |
$108K - $112K
|
924K
$9.28M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.2KClosed |
$132K - $137K
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.4KClosed |
$162K - $167K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-14.7KClosed |
$192K - $198K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.2K- 22.94% |
$198K - $205K
|
51.2K
$514K
|
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-23.3K- 10.05% |
$302K - $313K
|
208K
$2.09M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.3K- 72.37% |
$381K - $394K
|
11.2K
$112K
|
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-29.7KClosed |
$386K - $399K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.4K- 8.17% |
$434K - $449K
|
375K
$3.77M
|
|
|
Nov 15, 2021
Q3 2021
|
Oak Hill Advisors LP
New York, NY |
SELL
|
- |
-37K- 7.82% |
$481K - $497K
|
436K
$4.39M
|
|
|
Nov 05, 2021
Q3 2021
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-39.5K- 31.89% |
$514K - $531K
|
84.4K
$849K
|
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-40.3K- 0.56% |
$524K - $542K
|
7.18M
$72.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-42.7K- 3.27% |
$555K - $574K
|
1.26M
$12.7M
|