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 |
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
24,515
shares
|
$243,679
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Riverbridge Partners LLC
|
Apr 21, 2025 Q1 2025 |
23,913
shares
|
$237,695
0.0% of portfolio
|
Q1 2025
Added 13.94%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
23,125
shares
|
$229,862
0.02% of portfolio
|
Q2 2023
Added 3.93%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
23,045
shares
|
$229,067
0.14% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
22,455
shares
|
$223,202
0.01% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
22,313
shares
|
$221,791
0.01% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
21,851
shares
|
$217,198
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
21,501
shares
|
$213,719
0.0% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
21,498
shares
|
$213,690
0.01% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
21,492
shares
|
$213,630
0.0% of portfolio
|
Q4 2024
Added 724.4%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
20,534
shares
|
$204,107
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
20,320
shares
|
$201,980
0.0% of portfolio
|
Q2 2022
Reduced 5.79%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
20,000
shares
|
$198,800
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
20,000
shares
|
$198,800
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
20,000
shares
|
$198,800
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
19,949
shares
|
$198,293
0.0% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
19,837
shares
|
$197,179
0.1% of portfolio
|
Q1 2023
Added 37.38%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
19,837
shares
|
$197,179
0.0% of portfolio
|
Q3 2024
Reduced 15.15%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
19,770
shares
|
$196,513
0.0% of portfolio
|
Q1 2025
Reduced 56.81%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
18,611
shares
|
$184,993
0.01% of portfolio
|
N/A
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
18,552
shares
|
$184,406
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
18,475
shares
|
$183,641
0.0% of portfolio
|
Q4 2024
Reduced 70.86%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
18,133
shares
|
$180,242
0.09% of portfolio
|
Q4 2023
Reduced 1.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
17,300
shares
|
$171,962
0.01% of portfolio
|
Q1 2025
Added 101664.71%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
16,733
shares
|
$166,326
0.01% of portfolio
|
Q1 2025
Reduced 2.08%
|