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 179 institutions that hold shares in the stock, with a total of 37.7 Million shares, which have been reported (via 13F filing form) to have a value of $381 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,597
shares
|
$16,065
0.0% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,524
shares
|
$15,331
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,500
shares
|
$15,090
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,500
shares
|
$15,090
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,459
shares
|
$14,677
0.0% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
1,390
shares
|
$13,983
0.0% of portfolio
|
Q4 2024
Reduced 55.73%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,000
shares
|
$10,060
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
998
shares
|
$10,039
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
998
shares
|
$10,039
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
645
shares
|
$6,488
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
500
shares
|
$5,030
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$5,030
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
477
shares
|
$4,798
0.0% of portfolio
|
Q1 2024
Reduced 63.11%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
400
shares
|
$4,024
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
379
shares
|
$3,812
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
356
shares
|
$3,581
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
319
shares
|
$3,209
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
266
shares
|
$2,675
0.0% of portfolio
|
Q4 2024
Reduced 91.87%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
255
shares
|
$2,565
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
255
shares
|
$2,565
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
250
shares
|
$2,515
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
193
shares
|
$1,941
0.0% of portfolio
|
Q3 2024
Added 39.86%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
124
shares
|
$1,247
0.0% of portfolio
|
Q3 2024
Reduced 82.05%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
111
shares
|
$1,116
0.0% of portfolio
|
Q2 2024
Reduced 80.39%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
75
shares
|
$754
0.0% of portfolio
|
Q4 2024
New holding
|