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 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1K+ 3.26% |
$9.01K - $9.5K
|
31.6K
$316K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
920+ 0.26% |
$8.29K - $8.74K
|
351K
$3.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
915+ 3.15% |
$8.24K - $8.69K
|
30K
$300K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
625New |
$5.63K - $5.94K
|
625
$6.24K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
621+ 0.67% |
$5.6K - $5.9K
|
93.2K
$931K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
617+ 1.8% |
$5.56K - $5.86K
|
34.8K
$348K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
541+ 2.55% |
$4.87K - $5.14K
|
21.8K
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500New |
$4.51K - $4.75K
|
500
$5K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
266New |
$2.4K - $2.53K
|
266
$2.66K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
256+ 0.94% |
$2.31K - $2.43K
|
27.5K
$274K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
250New |
$2.25K - $2.38K
|
250
$2.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
202+ 1.06% |
$1.82K - $1.92K
|
19.2K
$192K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
183+ 1.68% |
$1.65K - $1.74K
|
11.1K
$111K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
166+ 1.16% |
$1.5K - $1.58K
|
14.5K
$145K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
161+ 1.35% |
$1.45K - $1.53K
|
12.1K
$120K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
150+ 0.94% |
$1.35K - $1.43K
|
16.1K
$160K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
49+ 2.54% |
$441 - $466
|
1.98K
$19.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
42+ 2.58% |
$378 - $399
|
1.67K
$16.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
27+ 0.1% |
$243 - $257
|
27.2K
$272K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11- -0.0% |
$99.1 - $105
|
711K
$7.1M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-42- 2.45% |
$378 - $399
|
1.67K
$16.7K
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-118- 0.68% |
$1.06K - $1.12K
|
17.3K
$173K
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-282- 2.54% |
$2.54K - $2.68K
|
10.8K
$108K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-352- 0.18% |
$3.17K - $3.34K
|
199K
$1.99M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-490- 1.01% |
$4.41K - $4.66K
|
47.9K
$479K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-500- 17.24% |
$4.51K - $4.75K
|
2.4K
$24K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-583- 1.86% |
$5.25K - $5.54K
|
30.7K
$307K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-743- 1.32% |
$6.69K - $7.06K
|
55.7K
$557K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-773- 6.61% |
$6.96K - $7.34K
|
10.9K
$109K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-815- 0.97% |
$7.34K - $7.74K
|
83.4K
$834K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-850- 3.59% |
$7.66K - $8.08K
|
22.8K
$228K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-859- 3.53% |
$7.74K - $8.16K
|
23.5K
$235K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-906- 8.11% |
$8.16K - $8.61K
|
10.3K
$103K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-915- 65.73% |
$8.24K - $8.69K
|
477
$4.77K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-929- 4.85% |
$8.37K - $8.83K
|
18.2K
$182K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-973- 0.75% |
$8.77K - $9.24K
|
129K
$1.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.13K- 8.43% |
$10.2K - $10.7K
|
12.3K
$122K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.21K- 0.6% |
$10.9K - $11.5K
|
199K
$1.99M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.25K- 3.94% |
$11.3K - $11.9K
|
30.4K
$304K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.3K- 8.38% |
$11.7K - $12.4K
|
14.2K
$142K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.49K- 4.03% |
$13.4K - $14.1K
|
35.4K
$353K
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.73K- 3.01% |
$15.6K - $16.4K
|
55.7K
$556K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.94K- 4.6% |
$17.5K - $18.4K
|
40.2K
$402K
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.04K- 5.4% |
$18.4K - $19.4K
|
35.8K
$358K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-2.12K- 8.45% |
$19.1K - $20.1K
|
23K
$229K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.41K- 2.17% |
$21.7K - $22.8K
|
108K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.83K- 3.59% |
$25.5K - $26.9K
|
76.1K
$761K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.06K- 20.09% |
$36.6K - $38.6K
|
16.2K
$161K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.59K- 69.86% |
$41.4K - $43.6K
|
1.98K
$19.8K
|