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 |
---|---|---|---|---|---|---|---|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.96K+ 2.85% |
$24.2K - $25K
|
70.9K
$713K
|
|
Apr 27, 2021
Q1 2021
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-10.9KClosed |
$134K - $138K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
10.1KNew |
$124K - $128K
|
10.1K
$101K
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
SELL
|
- |
-300KClosed |
$3.41M - $3.76M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
M&T Bank Corp
|
SELL
|
- |
-11.5KClosed |
$131K - $144K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.09KClosed |
$23.8K - $26.2K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-103KClosed |
$1.17M - $1.29M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-250Closed |
$2.85K - $3.13K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Washington Trust CO
|
SELL
|
- |
-2KClosed |
$22.8K - $25.1K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-6.85KClosed |
$78K - $85.8K
|
0
$0
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33.8KClosed |
$385K - $424K
|
0
$0
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-128Closed |
$1.46K - $1.6K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-676Closed |
$7.49K - $8.1K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-16.8KClosed |
$186K - $201K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.2KClosed |
$12K - $14K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$20K - $23.3K
|
2K
$20.1K
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-334Closed |
$3.33K - $3.89K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-5.18KClosed |
$51.6K - $60.2K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.1KClosed |
$131K - $153K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Toth Financial Advisory Corp
|
SELL
|
- |
-9Closed |
$89.8 - $105
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Whittier Trust CO
|
SELL
|
- |
-1.6KClosed |
$15.9K - $18.6K
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-1KClosed |
$9.98K - $11.6K
|
0
$0
|
|
Q1 2020 | |||||||
Feb 13, 2024
Q1 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
255New |
$2.04K - $3.45K
|
255
$2.56K
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-12K- 85.6% |
$96.1K - $163K
|
2.02K
$20.3K
|
|
May 15, 2020
Q1 2020
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
22.5KNew |
$180K - $305K
|
22.5K
$226K
|
|
May 15, 2020
Q1 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-13.4KClosed |
$108K - $182K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-83KClosed |
$664K - $1.12M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-137KClosed |
$1.1M - $1.85M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-38KClosed |
$304K - $515K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-21.8KClosed |
$174K - $295K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-192KClosed |
$1.53M - $2.59M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-10KClosed |
$80.1K - $136K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Community Capital Management, LLC
|
SELL
|
- |
-40KClosed |
$320K - $542K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.33KClosed |
$26.6K - $45.1K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Human Investing LLC
|
SELL
|
- |
-228Closed |
$1.82K - $3.09K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-15.3KClosed |
$122K - $207K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Dfpg Investments, LLC
|
SELL
|
- |
-12KClosed |
$96.4K - $163K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$12.5 - $13.3
|
0
$0
|
|
Feb 18, 2020
Q4 2019
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-108KClosed |
$1.35M - $1.44M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-900Closed |
$11.2K - $11.9K
|
0
$0
|
|
Feb 06, 2020
Q4 2019
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.36KClosed |
$54.3K - $57.7K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.15KClosed |
$14.4K - $15.3K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-11KClosed |
$137K - $145K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 18, 2019
Q3 2019
|
Covington Capital Management
|
SELL
|
- |
-500Closed |
$6.2K - $6.35K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.35KClosed |
$116K - $119K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-475Closed |
$5.89K - $6.03K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-309Closed |
$3.83K - $3.92K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.35KClosed |
$16.7K - $17.1K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.03KClosed |
$12.7K - $13K
|
0
$0
|
|
Oct 25, 2019
Q3 2019
|
Beach Point Capital Management LP
Santa Monica, CA |
SELL
|
- |
-934KClosed |
$11.6M - $11.9M
|
0
$0
|