Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
878K+ 275.35% |
$7.91M - $8.34M
|
1.2M
$11.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
730KNew |
$6.58M - $6.94M
|
730K
$7.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
234K+ 100.28% |
$2.1M - $2.22M
|
467K
$4.65M
|
|
|
Nov 09, 2023
Q3 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
233KNew |
$2.1M - $2.21M
|
233K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
212K+ 49.57% |
$1.91M - $2.02M
|
641K
$6.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
194K+ 27.36% |
$1.75M - $1.84M
|
904K
$9M
|
|
|
Nov 14, 2023
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
128KNew |
$1.15M - $1.21M
|
128K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
88.5K+ 1.85% |
$798K - $841K
|
4.88M
$48.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
85K+ 12.2% |
$766K - $808K
|
782K
$7.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
69.4K+ 30.23% |
$626K - $660K
|
299K
$2.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
63.9KNew |
$575K - $607K
|
63.9K
$636K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
39.4KNew |
$355K - $374K
|
39.4K
$392K
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
34.5K+ 17.67% |
$311K - $328K
|
230K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
33.3K+ 5.25% |
$300K - $316K
|
668K
$6.65M
|
|
|
Aug 06, 2024
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
32.1K+ 33.59% |
$289K - $305K
|
128K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
32K+ 148.97% |
$289K - $304K
|
53.5K
$533K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.6K+ 0.34% |
$267K - $281K
|
8.71M
$86.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
27.2K+ 18.84% |
$245K - $258K
|
171K
$1.71M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
26.8KNew |
$241K - $255K
|
26.8K
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.8K+ 19.66% |
$215K - $226K
|
145K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.2KNew |
$209K - $221K
|
23.2K
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.7K+ 5.99% |
$196K - $206K
|
384K
$3.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
20.5KNew |
$185K - $195K
|
20.5K
$205K
|
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
17.3KNew |
$156K - $165K
|
17.3K
$173K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17.3KNew |
$156K - $164K
|
17.3K
$172K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.3K+ 4.93% |
$156K - $164K
|
367K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.2K+ 2.79% |
$119K - $126K
|
488K
$4.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.4KNew |
$112K - $118K
|
12.4K
$124K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12K+ 1.43% |
$108K - $114K
|
855K
$8.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.4KNew |
$93.5K - $98.6K
|
10.4K
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
10.2KNew |
$91.6K - $96.6K
|
10.2K
$101K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.1K+ 22.81% |
$91.2K - $96.2K
|
54.5K
$543K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.53K+ 29.41% |
$85.9K - $90.6K
|
41.9K
$418K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.45K+ 2.96% |
$85.2K - $89.8K
|
329K
$3.28M
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
8.59K+ 3.86% |
$77.4K - $81.6K
|
231K
$2.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.47K+ 5.93% |
$58.3K - $61.4K
|
116K
$1.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.36K+ 5.22% |
$48.3K - $50.9K
|
108K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.3K+ 6.79% |
$47.8K - $50.4K
|
83.4K
$830K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.71K+ 92.37% |
$42.4K - $44.7K
|
9.81K
$97.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
4.6K+ 5.65% |
$41.4K - $43.7K
|
86.1K
$857K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.48K+ 14.23% |
$40.3K - $42.5K
|
35.9K
$358K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.97K+ 3.98% |
$35.8K - $37.7K
|
104K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.82K+ 3.76% |
$34.4K - $36.3K
|
105K
$1.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
3.05K+ 0.49% |
$27.5K - $29K
|
621K
$6.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.51K+ 12.18% |
$22.6K - $23.9K
|
23.1K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
2.33K+ 7.17% |
$20.9K - $22.1K
|
34.8K
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.32K+ 18.34% |
$20.9K - $22.1K
|
15K
$149K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.86K+ 4.62% |
$16.8K - $17.7K
|
42.1K
$419K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.65K+ 182.69% |
$14.8K - $15.6K
|
2.55K
$25.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.28K+ 1.69% |
$11.5K - $12.1K
|
76.9K
$766K
|