Latest Institutional Purchases of Eaton Vance LTD Duration Income Fund (EVV)

EVV Quotes by TradingView

This list provides information on the latest institutional transactions involving Eaton Vance LTD Duration Income Fund (EVV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jul 18, 2023 Q2 2023
Diversified Trust CO

BUY
 -
10K
New
$90.2K - $98.5K
10K $100K
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
1.7K
New
$15.3K - $16.7K
1.7K $17K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
994
New
$8.97K - $9.79K
994 $9.96K
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
875
+ 3.93%
$7.89K - $8.62K
23.1K $232K
Q1 2023
May 03, 2023 Q1 2023
Compass Financial Advisors LLC

BUY
 -
42K
+ 41.42%
$399K - $441K
143K $1.44M
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
13.7K
New
$130K - $144K
13.7K $137K
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
 -
3.58K
New
$34K - $37.6K
3.58K $35.8K
Apr 03, 2023 Q1 2023
M&R Capital Management Inc

BUY
 -
2K
New
$19K - $21K
2K $20K
Jun 20, 2023 Q1 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
1K
+ 50.0%
$9.5K - $10.5K
3K $30.1K
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
760
New
$7.22K - $7.99K
760 $7.62K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
140
New
$1.33K - $1.47K
140 $1.4K
May 05, 2023 Q1 2023
Good Life Advisors, LLC

BUY
 -
51
+ 0.46%
$485 - $536
11.1K $111K
Q4 2022
Feb 14, 2023 Q4 2022
Clough Capital Partners L P

Boston, MA
BUY
 -
90.7K
New
$811K - $948K
90.7K $909K
Feb 14, 2023 Q4 2022
Logan Stone Capital, LLC

Chicago, IL
BUY
 -
85.6K
New
$765K - $895K
85.6K $858K
Feb 14, 2023 Q4 2022
Weiss Asset Management LP

Boston, MA
BUY
 -
47.4K
New
$424K - $496K
47.4K $475K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
28.4K
New
$254K - $297K
28.4K $284K
Feb 14, 2023 Q4 2022
Aristides Capital LLC

Ottawa Hills, OH
BUY
 -
24.3K
New
$217K - $254K
24.3K $244K
Feb 14, 2023 Q4 2022
Veritable, L.P.

Newtown Square, PA
BUY
 -
17.6K
New
$157K - $184K
17.6K $176K
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
15.7K
New
$140K - $164K
15.7K $157K
Feb 03, 2023 Q4 2022
Tradition Wealth Management, LLC

BUY
 -
7.77K
New
$69.5K - $81.2K
7.77K $77.9K
Jan 31, 2023 Q4 2022
Dt Investment Partners, LLC

BUY
 -
5.31K
New
$47.4K - $55.4K
5.31K $53.2K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
3.76K
New
$33.6K - $39.3K
3.76K $37.7K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
2K
New
$17.9K - $20.9K
2K $20K
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
1.78K
New
$15.9K - $18.6K
1.78K $17.8K
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
1.5K
New
$13.4K - $15.7K
1.5K $15K
Jan 18, 2023 Q4 2022
Godsey & Gibb Associates

BUY
 -
600
New
$5.36K - $6.27K
600 $6.01K
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
69
New
$617 - $721
69 $691
Q3 2022
Oct 19, 2022 Q3 2022
Essex Savings Bank

BUY
 -
12K
New
$110K - $136K
12K $120K
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
11K
New
$102K - $125K
11K $111K
Nov 07, 2023 Q3 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
6.44K
+ 107.11%
$59.3K - $73.1K
12.5K $125K
Oct 13, 2022 Q3 2022
Umb Bank, N.A.

BUY
 -
2.28K
New
$21K - $25.8K
2.28K $22.8K
Nov 09, 2022 Q3 2022
First Horizon Advisors, Inc.

BUY
 -
667
New
$6.14K - $7.57K
667 $6.68K
Oct 11, 2022 Q3 2022
Ford Financial Group, LLC

BUY
 -
152
+ 1.12%
$1.4K - $1.73K
13.8K $138K
Q2 2022
Jul 25, 2022 Q2 2022
Walker Asset Management, LLC

BUY
 -
149K
New
$1.44M - $1.77M
149K $1.49M
Aug 15, 2022 Q2 2022
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
40.3K
+ 18.99%
$391K - $480K
253K $2.53M
Aug 15, 2022 Q2 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
14.4K
New
$139K - $171K
14.4K $144K
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
5.77K
New
$55.9K - $68.7K
5.77K $57.8K
Aug 01, 2022 Q2 2022
Investors Asset Management Of Georgia Inc

BUY
 -
2K
New
$19.4K - $23.8K
2K $20K
Aug 11, 2022 Q2 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
1.55K
New
$15K - $18.4K
1.55K $15.5K
Aug 10, 2022 Q2 2022
Cnb Bank

Clearfield, PA
BUY
 -
248
New
$2.4K - $2.95K
248 $2.48K
Aug 05, 2022 Q2 2022
Carmichael Hill & Associates, Inc.

BUY
 -
1
+ 5.56%
$9.68 - $11.9
19 $190
Q1 2022
May 13, 2022 Q1 2022
Worth Asset Management, LLC

BUY
 -
1.5K
New
$16.9K - $19.8K
1.5K $15K
Apr 21, 2022 Q1 2022
Lindbrook Capital, LLC

BUY
 -
1.26K
+ 41.93%
$14.1K - $16.6K
4.26K $42.7K
May 13, 2022 Q1 2022
Bartlett & Co. LLC

BUY
 -
255
New
$2.87K - $3.36K
255 $2.56K
Q4 2021
Feb 11, 2022 Q4 2021
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
18.6K
New
$238K - $248K
18.6K $186K
May 03, 2022 Q4 2021
Investmark Advisory Group LLC

BUY
 -
1.07K
New
$13.7K - $14.3K
1.07K $10.7K
Q3 2021
Oct 20, 2021 Q3 2021
Johnson Bixby & Associates, LLC

BUY
 -
39.1K
New
$509K - $526K
39.1K $392K
Q2 2021
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
27
New
$340 - $358
27 $271

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