Purchases and Sales Made in Q4 2025 in Eaton Vance LTD Duration Income Fund (EVV)
This table provides information about the institutional ownership of Eaton Vance LTD Duration Income Fund (EVV) during Q4 2025. The information is specifically focused on institutions that hold shares of EATON VANCE LTD DURATION INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
51KNew |
$504K - $521K
|
51K
$509K
|
|
|
Jan 16, 2026
Q4 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2.94K+ 3.03% |
$29K - $30K
|
99.8K
$997K
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
348+ 1.03% |
$3.44K - $3.56K
|
34.1K
$340K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
304New |
$3K - $3.11K
|
304
$3.04K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
40+ 2.34% |
$395 - $409
|
1.75K
$17.5K
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
BUY
|
- |
15+ 0.72% |
$148 - $153
|
2.1K
$20.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-385- 4.68% |
$3.8K - $3.93K
|
7.84K
$78.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-787- 1.29% |
$7.78K - $8.04K
|
60.1K
$600K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-922- 3.04% |
$9.11K - $9.42K
|
29.4K
$293K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5.63K- 1.27% |
$55.7K - $57.6K
|
437K
$4.37M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-22.6K- 14.96% |
$224K - $231K
|
129K
$1.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-97.4K- 12.0% |
$962K - $996K
|
714K
$7.13M
|
|