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 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.75K+ 5.84% |
$15K - $17K
|
31.8K
$317K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.7KNew |
$14.5K - $16.5K
|
1.7K
$17K
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.62K+ 1.5% |
$13.9K - $15.8K
|
110K
$1.1M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.52KNew |
$13K - $14.8K
|
1.52K
$15.2K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.5KNew |
$12.8K - $14.5K
|
1.5K
$15K
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.5K+ 14.63% |
$12.8K - $14.5K
|
11.8K
$117K
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.5KNew |
$12.8K - $14.5K
|
1.5K
$15K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.4K+ 14.31% |
$12K - $13.6K
|
11.2K
$112K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.21KNew |
$10.4K - $11.8K
|
1.21K
$12.1K
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.06K+ 0.46% |
$9.06K - $10.3K
|
232K
$2.32M
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.03KNew |
$8.76K - $9.94K
|
1.03K
$10.2K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
981+ 2.34% |
$8.39K - $9.52K
|
42.9K
$428K
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
883+ 8.08% |
$7.55K - $8.57K
|
11.8K
$118K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
816+ 171.07% |
$6.98K - $7.92K
|
1.29K
$12.9K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
750New |
$6.41K - $7.27K
|
750
$7.49K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
697+ 1.77% |
$5.96K - $6.76K
|
40.1K
$400K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
650New |
$5.56K - $6.3K
|
650
$6.49K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
600New |
$5.13K - $5.82K
|
600
$5.99K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
450+ 405.41% |
$3.85K - $4.37K
|
561
$5.6K
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
250+ 100.0% |
$2.14K - $2.43K
|
500
$5K
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
205+ 1.07% |
$1.75K - $1.99K
|
19.4K
$194K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
165+ 1.37% |
$1.41K - $1.6K
|
12.2K
$122K
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
162+ 0.89% |
$1.39K - $1.57K
|
18.4K
$184K
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
118+ 0.68% |
$1.01K - $1.14K
|
17.5K
$174K
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
118+ 0.68% |
$1.01K - $1.14K
|
17.5K
$174K
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
102+ 0.72% |
$872 - $989
|
14.3K
$143K
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
61+ 0.59% |
$522 - $592
|
10.3K
$103K
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
51+ 0.47% |
$436 - $495
|
10.9K
$109K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
50+ 2.53% |
$428 - $485
|
2.03K
$20.3K
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
42+ 2.51% |
$359 - $407
|
1.71K
$17.1K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
42+ 2.51% |
$359 - $407
|
1.71K
$17.1K
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
27+ 0.1% |
$231 - $262
|
27.2K
$272K
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
16+ 0.79% |
$137 - $155
|
2.03K
$20.3K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11+ 0.56% |
$94.1 - $107
|
1.99K
$19.9K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7New |
$59.9 - $67.9
|
7
$69.9
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1New |
$8.55 - $9.7
|
1
$9.99
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$8.55 - $9.7
|
1.45K
$14.5K
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-39- 0.31% |
$333 - $378
|
12.4K
$124K
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-125- 20.0% |
$1.07K - $1.21K
|
500
$5K
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-300- 1.87% |
$2.57K - $2.91K
|
15.8K
$157K
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-332- 0.79% |
$2.84K - $3.22K
|
41.8K
$417K
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-350- 1.89% |
$2.99K - $3.39K
|
18.1K
$181K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-360- 1.0% |
$3.08K - $3.49K
|
35.6K
$355K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-574- 3.96% |
$4.91K - $5.57K
|
13.9K
$139K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-875- 4.02% |
$7.48K - $8.49K
|
20.9K
$209K
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-907- 3.86% |
$7.75K - $8.8K
|
22.6K
$226K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.1K- 32.84% |
$9.41K - $10.7K
|
2.25K
$22.5K
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.24K- 1.63% |
$10.6K - $12K
|
74.9K
$748K
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.82K- 6.64% |
$15.6K - $17.7K
|
25.6K
$256K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.4K- 0.65% |
$20.6K - $23.3K
|
365K
$3.64M
|