Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
150+ 6.83% |
$1.45K - $1.58K
|
2.35K
$23.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
142+ 1.35% |
$1.37K - $1.49K
|
10.7K
$107K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
119+ 0.52% |
$1.15K - $1.25K
|
22.8K
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
95+ 0.42% |
$919 - $998
|
22.9K
$228K
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
70+ 0.35% |
$677 - $736
|
20.2K
$202K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
55+ 39.86% |
$532 - $578
|
193
$1.93K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
44+ 2.45% |
$425 - $462
|
1.84K
$18.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
36+ 2.36% |
$348 - $378
|
1.56K
$15.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.2% |
$58 - $63.1
|
2.95K
$29.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1- -0.0% |
$9.67 - $10.5
|
65.7K
$656K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-46- 28.93% |
$445 - $483
|
113
$1.13K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-200- 0.87% |
$1.93K - $2.1K
|
22.7K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-400- 1.19% |
$3.87K - $4.2K
|
33.2K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-442- 2.81% |
$4.27K - $4.65K
|
15.3K
$153K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-567- 82.05% |
$5.48K - $5.96K
|
124
$1.24K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-698- 4.8% |
$6.75K - $7.34K
|
13.9K
$138K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1K- 1.09% |
$9.67K - $10.5K
|
90.4K
$903K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.02K- 2.06% |
$9.89K - $10.8K
|
48.8K
$487K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.6K- 3.66% |
$15.5K - $16.8K
|
42.1K
$421K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.77K- 9.94% |
$17.1K - $18.6K
|
16.1K
$160K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.86K- 1.92% |
$18K - $19.6K
|
95.3K
$952K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.89K- 6.15% |
$18.3K - $19.9K
|
28.9K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.94K- 4.26% |
$18.8K - $20.4K
|
43.6K
$436K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.71K- 11.32% |
$26.2K - $28.5K
|
21.2K
$212K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.22K- 2.72% |
$31.1K - $33.8K
|
115K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.54K- 15.15% |
$34.2K - $37.2K
|
19.8K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.59K- 13.44% |
$34.7K - $37.7K
|
23.1K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.7K- 12.82% |
$35.8K - $38.9K
|
25.2K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.42K- 75.59% |
$42.7K - $46.4K
|
1.43K
$14.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.59K- 11.05% |
$44.4K - $48.2K
|
36.9K
$369K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.33K- 5.67% |
$51.5K - $56K
|
88.6K
$885K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.27K- 1.4% |
$60.7K - $65.9K
|
440K
$4.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.15K- 26.35% |
$78.8K - $85.7K
|
22.8K
$228K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-8.24K- 45.6% |
$79.7K - $86.6K
|
9.83K
$98.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.8K- 21.05% |
$124K - $135K
|
48.2K
$481K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-15K- 42.86% |
$145K - $158K
|
20K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.8K- 6.38% |
$173K - $187K
|
262K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.1K- 28.92% |
$175K - $190K
|
44.5K
$445K
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-19.2K- 29.81% |
$185K - $201K
|
45.1K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-19.2K- 2.69% |
$186K - $202K
|
694K
$6.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-29K- 10.58% |
$280K - $305K
|
245K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-32.3K- 2.05% |
$313K - $340K
|
1.55M
$15.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-35.6K- 28.0% |
$344K - $374K
|
91.5K
$914K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-61K- 78.49% |
$590K - $641K
|
16.7K
$167K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-117K- 73.13% |
$1.13M - $1.23M
|
42.9K
$428K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-121K- 64.43% |
$1.17M - $1.27M
|
66.5K
$665K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-190K- 67.78% |
$1.84M - $2M
|
90.3K
$902K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-308K- 35.97% |
$2.98M - $3.24M
|
548K
$5.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-429K- 33.87% |
$4.15M - $4.51M
|
838K
$8.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-801K- 63.13% |
$7.75M - $8.42M
|
468K
$4.68M
|