Purchases and Sales Made in Q4 2023 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 2023. 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 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
691K+ 1931.21% |
$5.91M - $6.71M
|
727K
$7.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
491K+ 54.33% |
$4.2M - $4.76M
|
1.39M
$13.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
481K+ 5.52% |
$4.11M - $4.67M
|
9.19M
$91.5M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
470K+ 861.34% |
$4.01M - $4.55M
|
524K
$5.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
447K+ 9.16% |
$3.82M - $4.34M
|
5.33M
$53.1M
|
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
271KNew |
$2.32M - $2.63M
|
271K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
217K+ 46.42% |
$1.85M - $2.1M
|
683K
$6.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
209K+ 225.39% |
$1.79M - $2.03M
|
302K
$3.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
138K+ 46.02% |
$1.18M - $1.33M
|
437K
$4.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92.8K+ 11.87% |
$793K - $900K
|
875K
$8.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
89K+ 7.44% |
$761K - $863K
|
1.29M
$12.8M
|
|
|
Feb 09, 2024
Q4 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
83.2K+ 35.7% |
$711K - $807K
|
316K
$3.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
55.1K+ 15.73% |
$471K - $535K
|
406K
$4.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
54.2KNew |
$463K - $525K
|
54.2K
$539K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
40.8K+ 48.96% |
$349K - $396K
|
124K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40K+ 8.19% |
$342K - $388K
|
528K
$5.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
31.8K+ 28.47% |
$272K - $309K
|
144K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
29.2K+ 4.37% |
$249K - $283K
|
697K
$6.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
27.4K+ 42.91% |
$234K - $266K
|
91.3K
$909K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
27.2K+ 3.72% |
$232K - $264K
|
757K
$7.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
26K+ 131.51% |
$222K - $252K
|
45.8K
$456K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.3K+ 44.04% |
$182K - $207K
|
69.7K
$694K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.5KNew |
$176K - $199K
|
20.5K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.8KNew |
$170K - $192K
|
19.8K
$198K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
19.7KNew |
$169K - $191K
|
19.7K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.2KNew |
$147K - $166K
|
17.2K
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17K+ 72.14% |
$146K - $165K
|
40.6K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.6KNew |
$142K - $161K
|
16.6K
$166K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16.1K+ 12.43% |
$137K - $156K
|
145K
$1.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
15.4KNew |
$132K - $150K
|
15.4K
$154K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
13.4KNew |
$114K - $130K
|
13.4K
$133K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
11.8KNew |
$101K - $115K
|
11.8K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 1.58% |
$96.1K - $109K
|
722K
$7.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.1K+ 222440.0% |
$95.1K - $108K
|
11.1K
$111K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10.1KNew |
$86.2K - $97.8K
|
10.1K
$100K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10KNew |
$85.5K - $97K
|
10K
$99.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
10KNew |
$85.5K - $97K
|
10K
$99.6K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.25K+ 9.92% |
$79K - $89.7K
|
102K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
9.2K+ 1.48% |
$78.7K - $89.2K
|
631K
$6.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
8.91K+ 16.64% |
$76.1K - $86.4K
|
62.4K
$622K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.68K+ 6.34% |
$57.1K - $64.8K
|
112K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4.85K+ 6.3% |
$41.4K - $47K
|
81.8K
$815K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.69K+ 0.98% |
$40.1K - $45.5K
|
485K
$4.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.75K+ 4.93% |
$23.5K - $26.7K
|
58.5K
$582K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.67K+ 11.55% |
$22.8K - $25.9K
|
25.8K
$257K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.5K+ 1.96% |
$21.4K - $24.3K
|
130K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.5K+ 1.96% |
$21.4K - $24.3K
|
130K
$1.29M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.5K+ 8.14% |
$21.4K - $24.2K
|
33.2K
$331K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
2.43K+ 6.98% |
$20.7K - $23.5K
|
37.2K
$370K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.77K+ 1.53% |
$15.1K - $17.2K
|
117K
$1.17M
|