Purchases and Sales Made in Q4 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.63K+ 43.42% |
$50.3K - $58.8K
|
18.6K
$188K
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
5.31KNew |
$47.4K - $55.4K
|
5.31K
$53.7K
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4.53K+ 1.98% |
$40.5K - $47.4K
|
234K
$2.37M
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4.45K+ 4.86% |
$39.8K - $46.5K
|
96.1K
$973K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.31K+ 1.32% |
$38.5K - $45.1K
|
330K
$3.35M
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3.76KNew |
$33.6K - $39.3K
|
3.76K
$38.1K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3.25K+ 0.27% |
$29.1K - $34K
|
1.22M
$12.3M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.9KNew |
$25.9K - $30.3K
|
2.9K
$29.4K
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.7K+ 7.12% |
$24.1K - $28.2K
|
40.7K
$412K
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.21K+ 10.12% |
$19.7K - $23K
|
24K
$243K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2.05K+ 32.36% |
$18.3K - $21.4K
|
8.39K
$85K
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2KNew |
$17.9K - $20.9K
|
2K
$20.3K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2KNew |
$17.9K - $20.9K
|
2K
$20.3K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.83K+ 8.99% |
$16.4K - $19.2K
|
22.2K
$225K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.78KNew |
$15.9K - $18.6K
|
1.78K
$18K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.54KNew |
$13.8K - $16.1K
|
1.54K
$15.6K
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
1.5KNew |
$13.4K - $15.7K
|
1.5K
$15.2K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$13.4K - $15.7K
|
1.5K
$15.2K
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1.27K+ 57.63% |
$11.3K - $13.2K
|
3.46K
$35K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.2K+ 5.74% |
$10.7K - $12.5K
|
22.1K
$224K
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.1K+ 7.43% |
$9.83K - $11.5K
|
15.9K
$161K
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
875+ 0.4% |
$7.82K - $9.14K
|
222K
$2.25M
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
600New |
$5.36K - $6.27K
|
600
$6.08K
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
586+ 3.8% |
$5.24K - $6.12K
|
16K
$162K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
578New |
$5.17K - $6.04K
|
578
$5.86K
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
208+ 2.02% |
$1.86K - $2.17K
|
10.5K
$106K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
185+ 0.88% |
$1.65K - $1.93K
|
21.2K
$215K
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
100+ 2.11% |
$894 - $1.05K
|
4.85K
$49.1K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100+ 7.69% |
$894 - $1.05K
|
1.4K
$14.2K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
76+ 5.55% |
$679 - $794
|
1.45K
$14.6K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
69New |
$617 - $721
|
69
$699
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
68+ 0.08% |
$608 - $711
|
89.8K
$909K
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
58+ 0.5% |
$519 - $606
|
11.7K
$118K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 2.1% |
$89.4 - $105
|
487
$4.93K
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1+ 0.0% |
$8.94 - $10.5
|
21.5K
$218K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-9- 0.44% |
$80.5 - $94.1
|
2.03K
$20.5K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-52- 0.08% |
$465 - $543
|
65.6K
$664K
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-113- 0.73% |
$1.01K - $1.18K
|
15.3K
$155K
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-134- 1.17% |
$1.2K - $1.4K
|
11.3K
$114K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-204- 0.06% |
$1.82K - $2.13K
|
321K
$3.26M
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-350- 2.94% |
$3.13K - $3.66K
|
11.6K
$117K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-409- 3.57% |
$3.66K - $4.27K
|
11K
$112K
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-472- 3.65% |
$4.22K - $4.93K
|
12.5K
$126K
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-700- 2.12% |
$6.26K - $7.31K
|
32.4K
$328K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.3K- 57.52% |
$11.6K - $13.6K
|
960
$9.72K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.37K- 8.48% |
$12.3K - $14.3K
|
14.8K
$150K
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 4.48% |
$13.9K - $16.2K
|
33.1K
$335K
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.9K- 6.98% |
$17K - $19.8K
|
25.2K
$256K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.51K- 11.99% |
$22.4K - $26.2K
|
18.4K
$187K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.51K- 82.14% |
$22.4K - $26.2K
|
546
$5.53K
|