Purchases and Sales Made in Q3 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
200+ 3.26% |
$1.84K - $2.27K
|
6.34K
$64.2K
|
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
185+ 1.83% |
$1.7K - $2.1K
|
10.3K
$104K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
166+ 0.8% |
$1.53K - $1.88K
|
21K
$213K
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
152+ 1.12% |
$1.4K - $1.73K
|
13.8K
$140K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
130+ 4.04% |
$1.2K - $1.48K
|
3.35K
$33.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
69+ 0.34% |
$635 - $783
|
20.4K
$207K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
59+ 0.52% |
$543 - $670
|
11.5K
$116K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
50+ 2.52% |
$461 - $568
|
2.04K
$20.6K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41+ 0.06% |
$378 - $465
|
65.6K
$665K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
31+ 2.89% |
$286 - $352
|
1.1K
$11.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
18+ 0.16% |
$166 - $204
|
11.4K
$116K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-113- 0.73% |
$1.04K - $1.28K
|
15.3K
$155K
|
|
|
Nov 14, 2022
Q3 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-150- 0.69% |
$1.38K - $1.7K
|
21.5K
$218K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-205- 1.31% |
$1.89K - $2.33K
|
15.4K
$156K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-296- 1.39% |
$2.73K - $3.36K
|
20.9K
$212K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-400- 4.5% |
$3.68K - $4.54K
|
8.48K
$85.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-463- 0.24% |
$4.26K - $5.26K
|
193K
$1.95M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-494- 2.22% |
$4.55K - $5.61K
|
21.8K
$221K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-550- 0.59% |
$5.07K - $6.24K
|
92.8K
$940K
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-600- 0.46% |
$5.53K - $6.81K
|
130K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-828- 2.14% |
$7.63K - $9.4K
|
38K
$384K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-952- 2.28% |
$8.77K - $10.8K
|
40.9K
$414K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.04K- 1.49% |
$9.54K - $11.8K
|
68.3K
$692K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.75K- 6.43% |
$16.1K - $19.9K
|
25.5K
$258K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.87K- 7.04% |
$17.2K - $21.2K
|
24.7K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.95K- 4.14% |
$18K - $22.1K
|
45.2K
$458K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.18K- 11.85% |
$20.1K - $24.7K
|
16.2K
$164K
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.4K- 15.04% |
$22.1K - $27.2K
|
13.6K
$137K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.46K- 0.76% |
$22.7K - $27.9K
|
322K
$3.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-3.14K- 3.82% |
$29K - $35.7K
|
79.1K
$802K
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.9K- 18.14% |
$35.9K - $44.3K
|
17.6K
$178K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.15K- 10.69% |
$38.2K - $47.1K
|
34.7K
$351K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-4.81K- 17.93% |
$44.3K - $54.6K
|
22K
$223K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.86K- 2.21% |
$44.8K - $55.2K
|
215K
$2.18M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.88K- 20.78% |
$45K - $55.4K
|
18.6K
$189K
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.88K- 20.78% |
$45K - $55.4K
|
18.6K
$189K
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-5.05K- 51.53% |
$46.5K - $57.3K
|
4.75K
$48.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.63K- 15.53% |
$51.8K - $63.9K
|
30.6K
$310K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.08K- 5.62% |
$56K - $69K
|
102K
$1.03M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.3K- 9.19% |
$58K - $71.5K
|
62.2K
$630K
|
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-6.5K- 6.25% |
$59.9K - $73.8K
|
97.4K
$987K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.04K- 2.3% |
$64.8K - $79.9K
|
298K
$3.02M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-7.64K- 37.07% |
$70.3K - $86.7K
|
13K
$131K
|
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-8.57K- 23.99% |
$78.9K - $97.2K
|
27.1K
$275K
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-9.21K- 2.94% |
$84.8K - $105K
|
304K
$3.08M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.37K- 25.09% |
$86.3K - $106K
|
28K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-10K- 43.84% |
$92.3K - $114K
|
12.8K
$130K
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-10.2KClosed |
$94.2K - $116K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.9K- 15.86% |
$119K - $147K
|
68.5K
$694K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-14.4KClosed |
$133K - $163K
|
0
$0
|