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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.64K- 3.81% |
$23.6K - $27.5K
|
66.5K
$664K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.83K- 10.09% |
$25.3K - $29.5K
|
25.2K
$251K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.99K- 10.62% |
$26.7K - $31.2K
|
25.2K
$251K
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.55K- 13.93% |
$31.7K - $37.1K
|
21.9K
$219K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.8K- 5.18% |
$42.9K - $50.2K
|
88K
$879K
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.82K- 6.17% |
$43.1K - $50.4K
|
73.3K
$732K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.81K- 6.45% |
$52K - $60.8K
|
84.4K
$843K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.02K- 9.67% |
$53.8K - $62.9K
|
56.2K
$561K
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-6.07K- 4.04% |
$54.3K - $63.5K
|
144K
$1.44M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.3K- 25.53% |
$56.3K - $65.8K
|
18.4K
$184K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.05K- 17.23% |
$63K - $73.6K
|
33.8K
$338K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.48K- 1.48% |
$66.8K - $78.1K
|
497K
$4.97M
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-9K- 44.98% |
$80.5K - $94.1K
|
11K
$110K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.7K- 16.02% |
$113K - $133K
|
66.5K
$664K
|
|
Feb 09, 2023
Q4 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-13.3K- 16.8% |
$119K - $139K
|
65.8K
$658K
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-13.4K- 40.9% |
$120K - $140K
|
19.3K
$193K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-14.1K- 6.7% |
$126K - $147K
|
197K
$1.96M
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-14.4K- 16.72% |
$128K - $150K
|
71.6K
$715K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15K- 35.47% |
$134K - $157K
|
27.3K
$272K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16K- 2.63% |
$143K - $167K
|
591K
$5.9M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.4K- 2.47% |
$147K - $172K
|
649K
$6.48M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.6K- 3.93% |
$157K - $184K
|
430K
$4.3M
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-21.1K- 46.6% |
$188K - $220K
|
24.1K
$241K
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-29K- 22.24% |
$259K - $303K
|
101K
$1.01M
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-40.6K- 21.92% |
$363K - $425K
|
145K
$1.45M
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-48.1K- 0.89% |
$430K - $502K
|
5.35M
$53.5M
|
|
Jan 11, 2023
Q4 2022
|
Riverbridge Partners LLC
|
SELL
|
- |
-49.7K- 72.37% |
$444K - $519K
|
19K
$189K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-51.5K- 6.02% |
$461K - $538K
|
805K
$8.04M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-58.7K- 19.67% |
$525K - $613K
|
240K
$2.39M
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-120K- 55.99% |
$1.08M - $1.26M
|
94.6K
$945K
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-193K- 63.69% |
$1.73M - $2.02M
|
110K
$1.1M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-340K- 3.93% |
$3.04M - $3.55M
|
8.3M
$82.9M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-507K- 65.83% |
$4.54M - $5.3M
|
263K
$2.63M
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-755K- 50.31% |
$6.75M - $7.89M
|
746K
$7.45M
|