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 162 institutions that hold shares in the stock, with a total of 39.8 Million shares, which have been reported (via 13F filing form) to have a value of $398 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
246,654
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2025
Added 130.23%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
242,714
shares
|
$2.42 Million
0.87% of portfolio
|
Q3 2025
Added 15.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
219,156
shares
|
$2.19 Million
0.0% of portfolio
|
Q1 2025
Added 154.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
216,086
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
197,830
shares
|
$1.98 Million
0.39% of portfolio
|
Q3 2025
Added 21.23%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
197,342
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2025
Added 32.12%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
195,238
shares
|
$1.95 Million
0.79% of portfolio
|
Q3 2025
Reduced 38.88%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
181,590
shares
|
$1.81 Million
0.17% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
175,282
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
Added 14.26%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
166,856
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
131,737
shares
|
$1.32 Million
0.17% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
131,357
shares
|
$1.31 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
128,635
shares
|
$1.29 Million
0.05% of portfolio
|
Q4 2025
Reduced 14.96%
|
|
|
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%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 16, 2026 Q4 2025 |
99,828
shares
|
$997,281
0.57% of portfolio
|
Q4 2025
Added 3.03%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 07, 2025 Q3 2025 |
99,370
shares
|
$992,706
0.04% of portfolio
|
Q3 2025
Added 381.16%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
92,150
shares
|
$920,578
0.1% of portfolio
|
Q4 2023
Reduced 3.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
83,152
shares
|
$830,688
0.0% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
78,468
shares
|
$783,895
0.03% of portfolio
|
Q3 2025
Reduced 9.99%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
70,909
shares
|
$708,380
0.01% of portfolio
|
Q3 2025
Reduced 12.28%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
69,215
shares
|
$691,457
0.03% of portfolio
|
Q2 2024
Reduced 9.36%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
61,684
shares
|
$616,223
0.0% of portfolio
|
Q3 2025
Added 180.13%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
61,008
shares
|
$609,469
0.5% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
60,077
shares
|
$600,169
0.0% of portfolio
|
Q4 2025
Reduced 1.29%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
59,404
shares
|
$593,445
0.25% of portfolio
|
Q1 2025
Reduced 2.42%
|
|