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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
47.4KNew |
$424K - $496K
|
47.4K
$477K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
69New |
$617 - $721
|
69
$693
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-9K- 44.98% |
$80.5K - $94.1K
|
11K
$111K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15.7KNew |
$140K - $164K
|
15.7K
$158K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$13.4K - $15.7K
|
1.5K
$15.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.77KNew |
$69.5K - $81.2K
|
7.77K
$78.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
5.31KNew |
$47.4K - $55.4K
|
5.31K
$53.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-350- 2.94% |
$3.13K - $3.66K
|
11.6K
$116K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
600New |
$5.36K - $6.27K
|
600
$6.03K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2KNew |
$17.9K - $20.9K
|
2K
$20.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3.76KNew |
$33.6K - $39.3K
|
3.76K
$37.8K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6.44K+ 107.11% |
$59.3K - $73.1K
|
12.5K
$125K
|
|
|
Nov 14, 2022
Q3 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-10K- 43.84% |
$92.3K - $114K
|
12.8K
$129K
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-10.2KClosed |
$94.2K - $116K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-14.4KClosed |
$133K - $163K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-30.2K- 7.45% |
$278K - $343K
|
375K
$3.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-595K- 99.96% |
$5.48M - $6.76M
|
216
$2.17K
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.4K- 15.04% |
$22.1K - $27.2K
|
13.6K
$136K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
667New |
$6.14K - $7.57K
|
667
$6.7K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
11KNew |
$102K - $125K
|
11K
$111K
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.9K- 18.14% |
$35.9K - $44.3K
|
17.6K
$177K
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
12KNew |
$110K - $136K
|
12K
$120K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2.28KNew |
$21K - $25.8K
|
2.28K
$22.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
152+ 1.12% |
$1.4K - $1.73K
|
13.8K
$138K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-428Closed |
$4.14K - $5.09K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.77KNew |
$55.9K - $68.7K
|
5.77K
$58K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-286- 50.09% |
$2.77K - $3.4K
|
285
$2.86K
|
|
|
Aug 15, 2022
Q2 2022
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-74.7KClosed |
$723K - $889K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-91.5KClosed |
$886K - $1.09M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-39.7KClosed |
$384K - $472K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.3KClosed |
$206K - $253K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.4KNew |
$139K - $171K
|
14.4K
$145K
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-21.2KClosed |
$205K - $253K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
40.3K+ 18.99% |
$391K - $480K
|
253K
$2.54M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-326- 1.95% |
$3.16K - $3.88K
|
16.4K
$165K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.25K- 5.79% |
$12.1K - $14.9K
|
20.3K
$204K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.55KNew |
$15K - $18.4K
|
1.55K
$15.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
248New |
$2.4K - $2.95K
|
248
$2.49K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-27.1KClosed |
$262K - $323K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-15KClosed |
$145K - $179K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 5.56% |
$9.68 - $11.9
|
19
$191
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-2- 0.2% |
$19.4 - $23.8
|
998
$10K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
2KNew |
$19.4K - $23.8K
|
2K
$20.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.2K- 11.7% |
$21.3K - $26.2K
|
16.6K
$167K
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
149KNew |
$1.44M - $1.77M
|
149K
$1.5M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1KClosed |
$9.68K - $11.9K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-3.23KClosed |
$31.2K - $38.4K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-600Closed |
$5.81K - $7.14K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-300Closed |
$2.9K - $3.57K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-200Closed |
$2.25K - $2.63K
|
0
$0
|
|