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
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.46K- 81.82% |
$21K - $23.8K
|
546
$5.45K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.64K- 5.5% |
$22.6K - $25.6K
|
45.3K
$453K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.7K- 14.65% |
$23.1K - $26.2K
|
15.7K
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.8K- 8.85% |
$23.9K - $27.2K
|
28.8K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.33K- 3.75% |
$37K - $42K
|
111K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.56K- 28.22% |
$39K - $44.2K
|
11.6K
$116K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-4.58K- 13.14% |
$39.1K - $44.4K
|
30.2K
$302K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.85K- 15.97% |
$41.4K - $47K
|
25.5K
$255K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-5.81K- 16.42% |
$49.6K - $56.3K
|
29.6K
$295K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-7.43K- 7.17% |
$63.6K - $72.1K
|
96.3K
$962K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-7.91K- 64.58% |
$67.6K - $76.7K
|
4.34K
$43.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-9.59K- 17.23% |
$82K - $93K
|
46.1K
$460K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-10K- 16.67% |
$85.5K - $97K
|
50K
$500K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-10.2K- 44.43% |
$87.2K - $98.9K
|
12.8K
$127K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.7K- 3.25% |
$91.6K - $104K
|
319K
$3.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11.5K- 73.67% |
$98.2K - $111K
|
4.11K
$41K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-13.2K- 9.79% |
$113K - $128K
|
121K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.9K- 35.55% |
$127K - $145K
|
27K
$270K
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-17.1K- 19.87% |
$146K - $166K
|
69K
$689K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.3K- 7.42% |
$148K - $167K
|
215K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-17.5K- 43.37% |
$149K - $169K
|
22.8K
$228K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-19K- 22.81% |
$163K - $185K
|
64.4K
$643K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.5K- 17.99% |
$166K - $189K
|
88.7K
$886K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.7K- 6.16% |
$202K - $230K
|
360K
$3.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-35.5K- 4.4% |
$304K - $345K
|
772K
$7.72M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-47.9K- 5.61% |
$410K - $465K
|
807K
$8.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-63.4K- 7.41% |
$542K - $615K
|
793K
$7.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-95.5K- 5.37% |
$816K - $926K
|
1.68M
$16.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-125K- 86.21% |
$1.07M - $1.21M
|
20K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-183K- 79.51% |
$1.56M - $1.77M
|
47.1K
$470K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-205K- 31.95% |
$1.75M - $1.99M
|
436K
$4.35M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-335K- 78.56% |
$2.86M - $3.25M
|
91.4K
$913K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-469K- 89.56% |
$4.01M - $4.55M
|
54.7K
$546K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-555K- 5.69% |
$4.74M - $5.38M
|
9.19M
$91.8M
|