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 09, 2022
Q4 2021
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-1.75K- 6.03% |
$22.5K - $23.4K
|
27.3K
$273K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.84K- 11.47% |
$23.6K - $24.6K
|
14.2K
$142K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-2KClosed |
$25.7K - $26.8K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.01K- 0.22% |
$25.8K - $26.8K
|
921K
$9.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.16KClosed |
$27.7K - $28.8K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
SELL
|
- |
-2.51K- 6.41% |
$32.2K - $33.5K
|
36.6K
$366K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.6K- 19.08% |
$33.4K - $34.8K
|
11K
$110K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.63K- 29.29% |
$33.8K - $35.2K
|
6.35K
$63.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.65K- 38.21% |
$34K - $35.5K
|
4.29K
$42.8K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.76K- 19.66% |
$35.4K - $36.9K
|
11.3K
$113K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.77K- 10.8% |
$35.6K - $37.1K
|
22.9K
$228K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.23K- 10.21% |
$41.5K - $43.2K
|
28.4K
$284K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3.41KClosed |
$43.7K - $45.6K
|
0
$0
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-3.64K- 24.24% |
$46.7K - $48.7K
|
11.4K
$114K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.95K- 7.14% |
$50.7K - $52.8K
|
51.4K
$513K
|
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
SELL
|
- |
-4.71K- 10.56% |
$60.4K - $63K
|
39.9K
$398K
|
|
|
Feb 08, 2022
Q4 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-4.96K- 30.18% |
$63.7K - $66.4K
|
11.5K
$115K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.39K- 18.66% |
$69.2K - $72.1K
|
23.5K
$235K
|
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-6.05K- 20.11% |
$77.7K - $80.9K
|
24K
$240K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.4K- 10.37% |
$82.2K - $85.6K
|
55.3K
$553K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.06K- 28.53% |
$104K - $108K
|
20.2K
$202K
|
|
|
Mar 22, 2022
Q4 2021
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-8.47K- 8.47% |
$109K - $113K
|
91.5K
$914K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-8.54K- 0.92% |
$110K - $114K
|
915K
$9.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-8.63K- 30.15% |
$111K - $115K
|
20K
$200K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.5KClosed |
$135K - $141K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-10.8KClosed |
$138K - $144K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.1K- 12.25% |
$168K - $175K
|
93.5K
$934K
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-13.2KClosed |
$170K - $177K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-16KClosed |
$205K - $213K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-24.2KClosed |
$311K - $324K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-26K- 86.67% |
$334K - $348K
|
4K
$40K
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-27.8KClosed |
$357K - $372K
|
0
$0
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-60.5K- 37.86% |
$777K - $809K
|
99.3K
$992K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-72.5K- 4.45% |
$931K - $970K
|
1.56M
$15.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-84.6KClosed |
$1.09M - $1.13M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-89.5K- 73.44% |
$1.15M - $1.2M
|
32.3K
$323K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-105K- 22.45% |
$1.35M - $1.41M
|
364K
$3.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-133K- 35.53% |
$1.71M - $1.78M
|
242K
$2.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-179K- 14.17% |
$2.3M - $2.4M
|
1.09M
$10.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-370K- 84.94% |
$4.75M - $4.94M
|
65.5K
$655K
|
|
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-1.01M- 14.1% |
$13M - $13.5M
|
6.17M
$61.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.13M- 95.27% |
$14.6M - $15.2M
|
56.3K
$562K
|