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 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
15.4KNew |
$132K - $150K
|
15.4K
$155K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.52KNew |
$13K - $14.8K
|
1.52K
$15.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.5KNew |
$12.8K - $14.5K
|
1.5K
$15.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.7KNew |
$14.5K - $16.5K
|
1.7K
$17.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
11.8KNew |
$101K - $115K
|
11.8K
$119K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11.5K- 73.67% |
$98.2K - $111K
|
4.11K
$41.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10KNew |
$85.5K - $97K
|
10K
$101K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.21KNew |
$10.4K - $11.8K
|
1.21K
$12.2K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.03KNew |
$8.76K - $9.94K
|
1.03K
$10.3K
|
|
| Q3 2023 | |||||||
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
26.8KNew |
$241K - $255K
|
26.8K
$269K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.67K- 4.44% |
$69.1K - $72.8K
|
165K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
10.2KNew |
$91.6K - $96.6K
|
10.2K
$102K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-850- 3.59% |
$7.66K - $8.08K
|
22.8K
$229K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.4KNew |
$112K - $118K
|
12.4K
$125K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.2KNew |
$209K - $221K
|
23.2K
$234K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500New |
$4.51K - $4.75K
|
500
$5.03K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-500- 17.24% |
$4.51K - $4.75K
|
2.4K
$24.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
20.5KNew |
$185K - $195K
|
20.5K
$206K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
183+ 1.68% |
$1.65K - $1.74K
|
11.1K
$111K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
11KNew |
$99.2K - $108K
|
11K
$111K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
994New |
$8.97K - $9.79K
|
994
$9.99K
|
|
|
Aug 11, 2023
Q2 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
87.2KNew |
$786K - $859K
|
87.2K
$876K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
10.8KNew |
$97K - $106K
|
10.8K
$108K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.7KNew |
$15.3K - $16.7K
|
1.7K
$17.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-300- 21.43% |
$2.71K - $2.96K
|
1.1K
$11.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
875+ 3.93% |
$7.89K - $8.62K
|
23.1K
$232K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-314- 1.97% |
$2.83K - $3.09K
|
15.6K
$157K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
10KNew |
$90.2K - $98.5K
|
10K
$101K
|
|
| Q1 2023 | |||||||
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1K+ 50.0% |
$9.5K - $10.5K
|
3K
$30.2K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.5K- 39.17% |
$99.8K - $110K
|
16.3K
$164K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.23K- 1.3% |
$11.7K - $13K
|
93.4K
$939K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13.7KNew |
$130K - $144K
|
13.7K
$137K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
51+ 0.46% |
$485 - $536
|
11.1K
$111K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-4.92K- 4.46% |
$46.7K - $51.7K
|
105K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
140New |
$1.33K - $1.47K
|
140
$1.41K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
42K+ 41.42% |
$399K - $441K
|
143K
$1.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.93K- 49.33% |
$65.8K - $72.8K
|
7.11K
$71.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$9.5K - $10.5K
|
1K
$10.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
760New |
$7.22K - $7.99K
|
760
$7.64K
|
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
5.4K+ 37.38% |
$51.3K - $56.7K
|
19.8K
$199K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
3.58KNew |
$34K - $37.6K
|
3.58K
$35.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 2.06% |
$950 - $1.05K
|
4.75K
$47.7K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2KNew |
$19K - $21K
|
2K
$20.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.78KNew |
$15.9K - $18.6K
|
1.78K
$17.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
17.6KNew |
$157K - $184K
|
17.6K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
24.3KNew |
$217K - $254K
|
24.3K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
28.4KNew |
$254K - $297K
|
28.4K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
85.6KNew |
$765K - $895K
|
85.6K
$860K
|
|
|
Feb 14, 2023
Q4 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
90.7KNew |
$811K - $948K
|
90.7K
$912K
|
|