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 170 institutions that hold shares in the stock, with a total of 38.7 Million shares, which have been reported (via 13F filing form) to have a value of $384 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
257,896
shares
|
$2.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.9%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
256,490
shares
|
$2.55 Million
0.6% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
219,156
shares
|
$2.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
216,086
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
214,817
shares
|
$2.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
195,810
shares
|
$1.95 Million
0.79% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
180,739
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
170,903
shares
|
$1.7 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
163,465
shares
|
$1.62 Million
0.07% of portfolio
|
Q1 2025
Reduced 10.11%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
148,864
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
146,719
shares
|
$1.46 Million
0.39% of portfolio
|
Q1 2025
Added 19.82%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
134,664
shares
|
$1.34 Million
0.2% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
131,178
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
128,589
shares
|
$1.28 Million
0.14% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
120,348
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2024
Added 2.82%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
108,291
shares
|
$1.08 Million
0.68% of portfolio
|
Q1 2025
Added 27.8%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
107,240
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
107,011
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
102,945
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
100,128
shares
|
$995,272
0.67% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
94,116
shares
|
$935,513
0.03% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
79,315
shares
|
$788,391
0.03% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
71,061
shares
|
$706,346
0.04% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
59,611
shares
|
$592,533
0.01% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
59,404
shares
|
$590,475
0.25% of portfolio
|
Q1 2025
Reduced 2.42%
|