Institutional Ownership Eaton Vance LTD Duration Income Fund (EVV)
This table provides information about the institutional ownership of Eaton Vance LTD Duration Income Fund (EVV). We have compiled data on the 163 institutions that hold shares in the stock, with a total of 39.9 Million shares, which have been reported (via 13F filing form) to have a value of $399 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
10,048,048
shares
|
$100 Million
0.01% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
6,416,703
shares
|
$64.1 Million
1.32% of portfolio
|
Q3 2025
Added 7.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
4,109,773
shares
|
$41.1 Million
0.01% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,734,264
shares
|
$17.3 Million
0.13% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,690,923
shares
|
$16.9 Million
0.01% of portfolio
|
Q3 2025
Added 56.62%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
1,474,071
shares
|
$14.7 Million
0.0% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
1,037,324
shares
|
$10.4 Million
0.3% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
935,040
shares
|
$9.34 Million
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
811,482
shares
|
$8.11 Million
0.14% of portfolio
|
Q3 2025
Reduced 8.0%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
766,559
shares
|
$7.66 Million
0.0% of portfolio
|
Q3 2025
Added 11.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
713,976
shares
|
$7.13 Million
0.01% of portfolio
|
Q3 2025
Added 13.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
534,879
shares
|
$5.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
442,761
shares
|
$4.42 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
441,957
shares
|
$4.42 Million
0.01% of portfolio
|
Q3 2025
Added 962.6%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
440,393
shares
|
$4.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Kanen Wealth Management LLC
Coral Springs, FL |
Nov 14, 2025 Q3 2025 |
401,414
shares
|
$4.01 Million
1.37% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Oak Hill Advisors LP
New York, NY |
Nov 14, 2025 Q3 2025 |
390,403
shares
|
$3.9 Million
0.83% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
381,531
shares
|
$3.81 Million
0.01% of portfolio
|
Q3 2025
Added 14.56%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
375,463
shares
|
$3.75 Million
0.01% of portfolio
|
Q3 2022
Reduced 7.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
319,438
shares
|
$3.19 Million
0.0% of portfolio
|
Q3 2025
Added 22.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
301,065
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
286,583
shares
|
$2.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 32.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
279,652
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.65%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
257,487
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
256,490
shares
|
$2.56 Million
0.6% of portfolio
|
Q3 2024
Added 8.98%
|
|