Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2KNew |
$25.7K - $26.8K
|
2K
$20K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1.95K+ 28.53% |
$25.1K - $26.1K
|
8.79K
$87.8K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.77K+ 15.09% |
$22.7K - $23.7K
|
13.5K
$135K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.38K+ 2.0% |
$17.8K - $18.5K
|
70.6K
$705K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.38KNew |
$17.7K - $18.4K
|
1.38K
$13.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.37K+ 1.84% |
$17.6K - $18.3K
|
75.6K
$755K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.23K+ 1.44% |
$15.7K - $16.4K
|
86.1K
$860K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.1K+ 5.36% |
$14.2K - $14.8K
|
21.7K
$217K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.07KNew |
$13.7K - $14.3K
|
1.07K
$10.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.02KNew |
$13K - $13.6K
|
1.02K
$10.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1KNew |
$12.8K - $13.4K
|
1K
$9.99K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$12.8K - $13.4K
|
1K
$9.99K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1KNew |
$12.8K - $13.4K
|
1K
$9.99K
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
572+ 2.3% |
$7.34K - $7.65K
|
25.4K
$254K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
493+ 0.71% |
$6.33K - $6.6K
|
69.9K
$698K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
424New |
$5.44K - $5.67K
|
424
$4.24K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
300New |
$3.85K - $4.01K
|
300
$3K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
286+ 100.35% |
$3.67K - $3.83K
|
571
$5.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
200New |
$2.57K - $2.68K
|
200
$2K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
165+ 1.6% |
$2.12K - $2.21K
|
10.5K
$104K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
112+ 0.85% |
$1.44K - $1.5K
|
13.3K
$133K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
101+ 183.64% |
$1.3K - $1.35K
|
156
$1.56K
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
97+ 0.44% |
$1.25K - $1.3K
|
22K
$220K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
29+ 0.26% |
$372 - $388
|
11.3K
$113K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
19+ 0.31% |
$244 - $254
|
6.18K
$61.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 5.88% |
$12.8 - $13.4
|
18
$180
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-45- 0.34% |
$578 - $602
|
13.3K
$133K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-45- 0.16% |
$578 - $602
|
28K
$280K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-125- 0.91% |
$1.61K - $1.67K
|
13.7K
$137K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-182- 0.44% |
$2.34K - $2.44K
|
41.3K
$412K
|
|
|
Feb 09, 2022
Q4 2021
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-190- 0.23% |
$2.44K - $2.54K
|
84.2K
$842K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-255Closed |
$3.27K - $3.41K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-294- 0.43% |
$3.77K - $3.93K
|
68.5K
$685K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-352- 0.4% |
$4.52K - $4.71K
|
87.1K
$870K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-421- 1.39% |
$5.41K - $5.63K
|
29.8K
$298K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-500Closed |
$6.42K - $6.69K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-540- 0.63% |
$6.93K - $7.23K
|
85.2K
$851K
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-548- 1.49% |
$7.04K - $7.33K
|
36.2K
$362K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-596Closed |
$7.65K - $7.97K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-604- 0.52% |
$7.76K - $8.08K
|
116K
$1.16M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-637- 1.97% |
$8.18K - $8.52K
|
31.8K
$317K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-696- 1.36% |
$8.94K - $9.31K
|
50.5K
$504K
|
|
|
Jan 19, 2022
Q4 2021
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-700- 0.69% |
$8.99K - $9.37K
|
100K
$1M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-706- 6.31% |
$9.07K - $9.45K
|
10.5K
$105K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-958- 7.68% |
$12.3K - $12.8K
|
11.5K
$115K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1KClosed |
$12.8K - $13.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.27K- 2.08% |
$16.3K - $17K
|
59.9K
$598K
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.5K- 9.09% |
$19.3K - $20.1K
|
15K
$150K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.55K- 3.35% |
$19.9K - $20.7K
|
44.7K
$446K
|