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 |
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,492
shares
|
$14,830
0.0% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,000
shares
|
$9,940
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
998
shares
|
$9,920
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
645
shares
|
$6,411
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
583
shares
|
$5,795
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$4,970
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
500
shares
|
$4,970
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
477
shares
|
$4,741
0.0% of portfolio
|
Q1 2024
Reduced 63.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
378
shares
|
$3,757
0.0% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
319
shares
|
$3,170
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
266
shares
|
$2,644
0.0% of portfolio
|
Q4 2024
Reduced 91.87%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
255
shares
|
$2,534
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
255
shares
|
$2,534
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
193
shares
|
$1,918
0.0% of portfolio
|
Q3 2024
Added 39.86%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
124
shares
|
$1,232
0.0% of portfolio
|
Q3 2024
Reduced 82.05%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
111
shares
|
$1,103
0.0% of portfolio
|
Q2 2024
Reduced 80.39%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
66
shares
|
$656
0.0% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
42
shares
|
$417
0.0% of portfolio
|
Q4 2024
Reduced 62.83%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
7
shares
|
$69
0.0% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|