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 |
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
10,267
shares
|
$102,053
0.0% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
10,250
shares
|
$101,885
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,079
shares
|
$100,185
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
10,017
shares
|
$99,568
0.01% of portfolio
|
Q2 2024
Reduced 95.74%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
8,952
shares
|
$88,982
0.04% of portfolio
|
Q2 2024
Reduced 12.25%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
8,586
shares
|
$85,344
0.01% of portfolio
|
Q1 2025
Reduced 65.21%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
7,838
shares
|
$77,909
0.0% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
7,000
shares
|
$69,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
6,542
shares
|
$65,027
0.0% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5,814
shares
|
$57,791
0.0% of portfolio
|
Q1 2025
Added 70.8%
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
4,750
shares
|
$47,215
0.04% of portfolio
|
Q1 2023
Reduced 2.06%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
4,105
shares
|
$40,803
0.01% of portfolio
|
Q4 2023
Reduced 73.67%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
3,693
shares
|
$36,708
0.01% of portfolio
|
Q4 2024
Reduced 35.13%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
3,400
shares
|
$33,796
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
3,000
shares
|
$29,820
0.01% of portfolio
|
Q1 2023
Added 50.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,942
shares
|
$29,243
0.0% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
2,195
shares
|
$21,818
0.02% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
2,082
shares
|
$20,695
0.01% of portfolio
|
Q1 2024
Added 2.51%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,000
shares
|
$19,880
0.0% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
1,928
shares
|
$19,164
0.0% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,700
shares
|
$16,898
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,636
shares
|
$16,261
0.0% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,524
shares
|
$15,148
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,500
shares
|
$14,910
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,500
shares
|
$14,910
0.0% of portfolio
|
Q4 2023
New holding
|