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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-12.5KClosed |
$141K - $165K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
255New |
$2.87K - $3.36K
|
255
$2.56K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$16.9K - $19.8K
|
1.5K
$15.1K
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-25.4KClosed |
$286K - $335K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-925Closed |
$10.4K - $12.2K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-424Closed |
$4.77K - $5.58K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.37KClosed |
$26.7K - $31.2K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.26K+ 41.93% |
$14.1K - $16.6K
|
4.26K
$42.8K
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-3KClosed |
$33.7K - $39.5K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.35KClosed |
$71.4K - $83.7K
|
0
$0
|
|
Q4 2021 | |||||||
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.07KNew |
$13.7K - $14.3K
|
1.07K
$10.7K
|
|
Feb 14, 2022
Q4 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-16KClosed |
$205K - $213K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3.41KClosed |
$43.7K - $45.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.5KClosed |
$135K - $141K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.6K- 19.08% |
$33.4K - $34.8K
|
11K
$111K
|
|
Feb 11, 2022
Q4 2021
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
18.6KNew |
$238K - $248K
|
18.6K
$186K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-8.63K- 30.15% |
$111K - $115K
|
20K
$201K
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-26K- 86.67% |
$334K - $348K
|
4K
$40.2K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-500Closed |
$6.42K - $6.69K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.4KClosed |
$162K - $167K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-186KClosed |
$2.41M - $2.49M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-145Closed |
$1.89K - $1.95K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.2KClosed |
$132K - $137K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-18Closed |
$234 - $242
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 44.44% |
$26K - $26.9K
|
2.5K
$25.1K
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-29.7KClosed |
$386K - $399K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
39.1KNew |
$509K - $526K
|
39.1K
$393K
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-8KClosed |
$104K - $108K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-332KClosed |
$4.18M - $4.4M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-912Closed |
$11.5K - $12.1K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
27New |
$340 - $358
|
27
$271
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.5KClosed |
$133K - $140K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-20Closed |
$252 - $265
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-11.2KClosed |
$141K - $148K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-300Closed |
$3.78K - $3.98K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.9KClosed |
$23.4K - $24.2K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-700Closed |
$8.64K - $8.9K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-31.3KClosed |
$386K - $398K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-62Closed |
$765 - $789
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-8.18KClosed |
$101K - $104K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-30.1KClosed |
$372K - $383K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
17.5KNew |
$216K - $223K
|
17.5K
$176K
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-19.5KClosed |
$240K - $248K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-11.4KClosed |
$140K - $145K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
13.7KNew |
$169K - $175K
|
13.7K
$138K
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.76KClosed |
$34.1K - $35.1K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-869Closed |
$10.7K - $11.1K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-16.8KClosed |
$208K - $214K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5.05KClosed |
$62.3K - $64.2K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-9.3KClosed |
$115K - $118K
|
0
$0
|