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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
226KNew |
$2.1M - $2.24M
|
226K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6+ 120.0% |
$55.7 - $59.4
|
11
$111
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
20KNew |
$186K - $198K
|
20K
$201K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
62+ 0.6% |
$575 - $614
|
10.5K
$105K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.3K+ 2.82% |
$30.6K - $32.6K
|
120K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-250- 11.11% |
$2.32K - $2.48K
|
2K
$20.1K
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-13.4K- 9.82% |
$124K - $133K
|
123K
$1.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
20KNew |
$186K - $198K
|
20K
$201K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
9.86K+ 1925.78% |
$91.5K - $97.6K
|
10.4K
$104K
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-225K- 95.74% |
$2.09M - $2.23M
|
10K
$101K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
- |
12.3K+ 46.42% |
$114K - $122K
|
38.9K
$391K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.25K- 12.25% |
$11.6K - $12.4K
|
8.95K
$90K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-75- 0.47% |
$696 - $743
|
15.8K
$158K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-455- 80.39% |
$4.22K - $4.5K
|
111
$1.12K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
23KNew |
$219K - $230K
|
23K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
33.2KNew |
$315K - $331K
|
33.2K
$333K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
500New |
$4.76K - $5K
|
500
$5.03K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
373K+ 300.73% |
$3.55M - $3.73M
|
498K
$5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.3K+ 11.99% |
$127K - $133K
|
125K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-44.5K- 48.7% |
$423K - $445K
|
46.9K
$471K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
14.7K+ 2.01% |
$139K - $146K
|
742K
$7.46M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-816- 63.11% |
$7.76K - $8.15K
|
477
$4.79K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.01% |
$9.51 - $9.99
|
14.8K
$149K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
37New |
$352 - $370
|
37
$372
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-15K- 30.0% |
$143K - $150K
|
35K
$352K
|
|
|
May 10, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-35K- 11.07% |
$333K - $350K
|
281K
$2.83M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
22.7KNew |
$216K - $226K
|
22.7K
$228K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
360New |
$3.42K - $3.6K
|
360
$3.62K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
800+ 10.13% |
$7.61K - $7.99K
|
8.7K
$87.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-250- 50.0% |
$2.38K - $2.5K
|
250
$2.51K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
51+ 2.51% |
$485 - $509
|
2.08K
$20.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
12.5KNew |
$118K - $124K
|
12.5K
$125K
|
|
| Q4 2023 | |||||||
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.5K+ 1.96% |
$21.4K - $24.3K
|
130K
$1.31M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
13.4KNew |
$114K - $130K
|
13.4K
$134K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
650New |
$5.56K - $6.3K
|
650
$6.53K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-10.2K- 44.43% |
$87.2K - $98.9K
|
12.8K
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.2KNew |
$147K - $166K
|
17.2K
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.56K- 28.22% |
$39K - $44.2K
|
11.6K
$117K
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-183K- 79.51% |
$1.56M - $1.77M
|
47.1K
$473K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
750New |
$6.41K - $7.27K
|
750
$7.54K
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
54.2KNew |
$463K - $525K
|
54.2K
$544K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
51+ 0.47% |
$436 - $495
|
10.9K
$109K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-350- 1.89% |
$2.99K - $3.39K
|
18.1K
$182K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7New |
$59.9 - $67.9
|
7
$70.4
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10.1KNew |
$86.2K - $97.8K
|
10.1K
$101K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.5K+ 14.63% |
$12.8K - $14.5K
|
11.8K
$118K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
883+ 8.08% |
$7.55K - $8.57K
|
11.8K
$119K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1New |
$8.55 - $9.7
|
1
$10.1
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.5KNew |
$12.8K - $14.5K
|
1.5K
$15.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
600New |
$5.13K - $5.82K
|
600
$6.03K
|
|