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 154 institutions that hold shares in the stock, with a total of 35 Million shares, which have been reported (via 13F filing form) to have a value of $353 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,607
shares
|
$25,939
0.0% of portfolio
|
Q3 2024
Added 377.47%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
2,345
shares
|
$23,332
0.0% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,131
shares
|
$21,203
0.0% of portfolio
|
Q2 2024
Added 2.45%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
2,082
shares
|
$20,715
0.01% of portfolio
|
Q1 2024
Added 2.51%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$19,900
0.0% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
1,843
shares
|
$18,337
0.0% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,700
shares
|
$16,915
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
1,560
shares
|
$15,521
0.0% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,524
shares
|
$15,163
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,500
shares
|
$14,924
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,500
shares
|
$14,924
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,426
shares
|
$14,188
0.0% of portfolio
|
Q3 2024
Reduced 75.59%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
1,390
shares
|
$13,830
0.0% of portfolio
|
Q4 2024
Reduced 55.73%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
1,100
shares
|
$10,945
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,000
shares
|
$9,950
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
681
shares
|
$6,775
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$4,975
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
500
shares
|
$4,975
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
477
shares
|
$4,746
0.0% of portfolio
|
Q1 2024
Reduced 63.11%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
255
shares
|
$2,537
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
255
shares
|
$2,537
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
250
shares
|
$2,487
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
193
shares
|
$1,920
0.0% of portfolio
|
Q3 2024
Added 39.86%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
124
shares
|
$1,233
0.0% of portfolio
|
Q3 2024
Reduced 82.05%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
113
shares
|
$1,124
0.0% of portfolio
|
Q3 2024
Reduced 28.93%
|