Latest Institutional Transactions on Eaton Vance LTD Duration Income Fund (EVV)
This table provides information on the latest institutional transactions involving Eaton Vance LTD Duration Income Fund (EVV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
43+ 2.33% |
$420 - $452
|
1.89K
$19K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17.3K+ 1.91% |
$169K - $182K
|
921K
$9.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.67K+ 5.64% |
$65.2K - $70.1K
|
125K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.96K- 12.24% |
$28.9K - $31.1K
|
21.2K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.3K- 99.9% |
$169K - $182K
|
17
$171
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
387+ 1.16% |
$3.78K - $4.07K
|
33.8K
$339K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-11.9K- 1.92% |
$116K - $125K
|
610K
$6.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.5K+ 8.09% |
$53.7K - $57.8K
|
73.5K
$738K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.66KNew |
$16.2K - $17.5K
|
1.66K
$16.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-103K- 13.25% |
$1M - $1.08M
|
673K
$6.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
645New |
$6.3K - $6.78K
|
645
$6.48K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
549+ 9.38% |
$5.36K - $5.77K
|
6.4K
$64.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4.85K+ 5.08% |
$47.3K - $50.9K
|
100K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.4K+ 90.54% |
$229K - $246K
|
49.3K
$495K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
753+ 3.72% |
$7.36K - $7.91K
|
21K
$211K
|
|
|
Jan 16, 2025
Q4 2024
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
229KNew |
$2.24M - $2.41M
|
229K
$2.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.9K+ 22.64% |
$107K - $115K
|
59.1K
$594K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
400New |
$3.91K - $4.2K
|
400
$4.02K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-270- 1.54% |
$2.64K - $2.84K
|
17.2K
$173K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1K+ 10.0% |
$9.77K - $10.5K
|
11K
$111K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
69K+ 8.31% |
$674K - $725K
|
900K
$9.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
660+ 1.43% |
$6.45K - $6.94K
|
46.9K
$472K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-71- 62.83% |
$694 - $746
|
42
$422
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.72K- 5.95% |
$16.8K - $18.1K
|
27.2K
$273K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.75K- 55.73% |
$17.1K - $18.4K
|
1.39K
$14K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
15.5KNew |
$149K - $162K
|
15.5K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.54K- 15.15% |
$34.2K - $37.2K
|
19.8K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-400- 1.19% |
$3.87K - $4.2K
|
33.2K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-15K- 42.86% |
$145K - $158K
|
20K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.9KNew |
$105K - $115K
|
10.9K
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
52KNew |
$503K - $547K
|
52K
$523K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
3.25K+ 26.18% |
$31.4K - $34.2K
|
15.7K
$157K
|
|
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
73.8KNew |
$714K - $776K
|
73.8K
$742K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
21.1K+ 8.98% |
$204K - $222K
|
256K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1- -0.0% |
$9.67 - $10.5
|
65.7K
$660K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.49KNew |
$53.1K - $57.7K
|
5.49K
$55.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
681New |
$6.59K - $7.16K
|
681
$6.84K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-698- 4.8% |
$6.75K - $7.34K
|
13.9K
$139K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.77K- 9.94% |
$17.1K - $18.6K
|
16.1K
$161K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-61K- 78.49% |
$590K - $641K
|
16.7K
$168K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.37K+ 0.64% |
$13.3K - $14.4K
|
216K
$2.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.27K- 1.4% |
$60.7K - $65.9K
|
440K
$4.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-19.2K- 29.81% |
$185K - $201K
|
45.1K
$453K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.1KNew |
$10.6K - $11.6K
|
1.1K
$11.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-567- 82.05% |
$5.48K - $5.96K
|
124
$1.25K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
250New |
$2.42K - $2.63K
|
250
$2.51K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
55+ 39.86% |
$532 - $578
|
193
$1.94K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
25.5KNew |
$236K - $252K
|
25.5K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-341K- 77.07% |
$3.17M - $3.38M
|
102K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.4K- 3.67% |
$235K - $251K
|
666K
$6.69M
|
|