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 |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
14,400
shares
|
$143,856
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,036
shares
|
$140,219
0.01% of portfolio
|
Q1 2020
Reduced 85.6%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
13,881
shares
|
$138,671
0.02% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
13,400
shares
|
$133,866
0.0% of portfolio
|
Q2 2025
Reduced 27.96%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
13,000
shares
|
$129,870
0.0% of portfolio
|
Q3 2025
Added 18.18%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
12,944
shares
|
$129,310
0.03% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
12,770
shares
|
$127,572
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
12,760
shares
|
$127,472
0.01% of portfolio
|
Q4 2023
Reduced 44.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
12,688
shares
|
$126,753
0.0% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
12,460
shares
|
$124,475
0.06% of portfolio
|
Q3 2022
Added 107.11%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
12,460
shares
|
$124,475
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
12,417
shares
|
$124,045
0.0% of portfolio
|
Q3 2025
Reduced 20.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
12,169
shares
|
$121,568
0.0% of portfolio
|
Q3 2025
Reduced 16.79%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
11,800
shares
|
$117,882
0.03% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
11,411
shares
|
$113,995
0.01% of portfolio
|
Q3 2025
Reduced 32.19%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
11,253
shares
|
$112,417
0.0% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
10,250
shares
|
$102,397
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
10,184
shares
|
$101,738
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,079
shares
|
$100,689
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
7,838
shares
|
$78,301
0.0% of portfolio
|
Q4 2025
Reduced 4.68%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
7,000
shares
|
$69,930
0.02% of portfolio
|
Q2 2025
Reduced 21.81%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
7,000
shares
|
$69,930
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
6,834
shares
|
$68,271
0.0% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
6,783
shares
|
$67,762
0.0% of portfolio
|
Q2 2025
Added 6010.81%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
6,000
shares
|
$59,940
0.01% of portfolio
|
Q3 2025
New holding
|
|