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Eaton Vance Limited Duration Income Fund (EVV) Institutional Ownership

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$9.70
+0.06 (+0.62%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for Eaton Vance Limited Duration Income Fund (NYSEAMERICAN:EVV)

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$25.77M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$15.24M
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EVV Institutional Buying and Selling by Quarter

Eaton Vance Limited Duration Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2024Commonwealth Equity Services LLC391,817$3.82M0.0%+7.4%0.000%
4/29/2024 Benjamin F. Edwards & Company Inc.117,051$1.14M0.0%+4.4%0.000%
4/29/2024 Onyx Bridge Wealth Group LLC14,302$135K0.0%-26.4%0.000%
4/26/2024 Riverbridge Partners LLC19,009$185K0.0%+8.9%0.000%
4/26/2024 Clear Creek Financial Management LLC102,170$996K0.1%-7.2%0.000%
4/26/2024 Chicago Partners Investment Group LLC843,632$8.02M0.3%+4.6%0.000%
4/25/2024 Summit Financial LLC17,186$168K0.0%N/A0.000%
4/22/2024 PFG Investments LLC20,607$201K0.0%N/A0.000%
4/18/2024 SeaCrest Wealth Management LLC23,818$232K0.0%-7.1%0.000%
4/18/2024 Edmonds Duncan Registered Investment Advisors LLC235,647$2.30M0.6%+1.5%0.000%
4/18/2024 Aviance Capital Partners LLC126,836$1.24M0.2%+4.5%0.000%
4/17/2024 Cornerstone Wealth Group LLC12,460$121K0.0%N/A0.000%
4/15/2024 Future Financial Wealth Managment LLC28,480$278K0.2%-5.8%0.000%
4/11/2024 International Assets Investment Management LLC67,773$657K0.0%+23.9%0.000%
2/26/2024Centaurus Financial Inc.91,388$875K0.1%-78.6%0.000%
2/14/2024Pin Oak Investment Advisors Inc.62,428$598K0.6%+16.6%0.000%
2/12/2024Relative Value Partners Group LLC727,172$6.97M0.4%+1,931.2%0.000%
2/9/2024 Congress Wealth Management LLC DE 45,770$438K0.0%+131.5%0.000%
2/9/2024ProVise Management Group LLC15,730$151K0.0%-14.7%0.000%
2/9/2024City of London Investment Management Co. Ltd.316,261$3.03M0.2%+35.7%0.000%
2/9/2024UBS Group AG792,694$7.59M0.0%-7.4%0.000%
2/8/2024Verity Asset Management Inc.19,729$189K0.1%N/A0.000%
2/8/2024WMG Financial Advisors LLC11,750$113K0.1%N/A0.000%
1/25/2024 Allspring Global Investments Holdings LLC757,328$7.26M0.0%+3.7%0.000%
1/23/2024Camelot Portfolios LLC143,616$1.38M0.8%+28.5%0.000%
1/16/2024CoreCap Advisors LLC117,285$1.12M0.1%+1.5%0.000%
1/11/2024 Edmonds Duncan Registered Investment Advisors LLC232,051$2.22M0.6%+0.5%0.000%
11/16/2023Penserra Capital Management LLC1,196,625$10.82M0.2%+275.3%0.000%
11/14/2023AQR Arbitrage LLC466,571$4.22M0.2%+100.3%0.000%
11/13/2023Stifel Financial Corp329,221$2.98M0.0%+3.0%0.000%
11/13/2023LPL Financial LLC781,737$7.07M0.0%+12.2%0.000%
11/13/2023Kestra Advisory Services LLC23,614$213K0.0%-34.9%0.000%
11/9/2023City of London Investment Management Co. Ltd.233,055$2.11M0.2%N/A0.000%
11/9/2023UBS Group AG856,096$7.74M0.0%-15.5%0.000%
11/8/2023Pathstone Family Office LLC20,534$186K0.0%N/A0.000%
11/8/2023Atria Wealth Solutions Inc.48,390$437K0.0%-38.9%0.000%
11/8/2023Sowell Financial Services LLC42,101$381K0.0%+4.6%0.000%
11/4/2023 NBC Securities Inc.17,300$156K0.0%N/A0.000%
11/2/2023 Selway Asset Management86,079$778K0.3%-12.4%0.000%
11/2/2023Shaker Financial Services LLC299,077$2.70M1.3%+30.2%0.000%
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10/26/2023 Chicago Partners Investment Group LLC854,574$7.39M0.4%+1.4%0.000%
10/25/2023 Kennedy Investment Group621,417$5.62M3.4%+0.5%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.232,639$2.10M0.0%-4.8%0.000%
10/10/2023 International Assets Investment Management LLC54,511$491K0.0%+22.8%0.000%
10/4/2023 International Assets Investment Management LLC54,511$491K0.0%+22.8%0.000%
8/15/2023Cahill Financial Advisors Inc.78,978$739K0.1%-2.6%0.000%
8/11/2023Almitas Capital LLC87,167$828K0.4%N/A0.000%
8/11/2023Landscape Capital Management L.L.C.145,507$1.36M0.2%N/A0.000%
8/11/2023Guggenheim Capital LLC634,585$5.94M0.0%+0.3%0.000%
8/11/2023Penserra Capital Management LLC318,804$2.98M0.1%+6.6%0.000%
8/10/2023Osaic Holdings Inc.428,316$4.01M0.0%-5.4%0.000%
8/10/2023Commonwealth Equity Services LLC349,872$3.28M0.0%+1.8%0.000%
8/10/2023AXS Investments LLC24,000$225K0.1%N/A0.000%
8/10/2023Moors & Cabot Inc.42,170$395K0.0%+75.2%0.000%
8/10/2023Cetera Advisors LLC78,050$731K0.0%+23.4%0.000%
8/10/2023Cetera Advisor Networks LLC109,103$1.02M0.0%-81.7%0.000%
8/10/2023Sit Investment Associates Inc.4,793,017$44.86M1.2%+3.8%0.000%
8/10/2023Cetera Investment Advisers362,289$3.39M0.0%+1.2%0.000%
8/8/2023Apriem Advisors27,194$255K0.0%-20.4%0.000%
8/8/2023Advisor OS LLC11,696$109K0.0%N/A0.000%
8/8/2023 Chicago Partners Investment Group LLC842,543$7.90M0.4%+0.2%0.000%
8/7/2023Wolverine Asset Management LLC144,285$1.35M0.0%N/A0.000%
8/7/2023Shaker Financial Services LLC229,645$2.15M0.9%+312.8%0.000%
8/7/2023 Ellis Investment Partners LLC19,158$179K0.0%+14.8%0.000%
8/7/2023Lincoln National Corp10,759$101K0.0%N/A0.000%
8/4/2023Envestnet Asset Management Inc.121,249$1.14M0.0%-4.7%0.000%
8/4/2023 Aviance Capital Partners LLC155,901$1.46M0.3%+4.6%0.000%
8/3/2023Atria Wealth Solutions Inc.79,172$741K0.0%+19.1%0.000%
8/3/2023WMG Financial Advisors LLC10,250$96K0.1%N/A0.000%
8/3/2023 CWM LLC13,378$125K0.0%+29.9%0.000%
8/3/2023Oppenheimer & Co. Inc.11,900$111K0.0%-44.0%0.000%
8/1/2023Truist Financial Corp172,827$1.62M0.0%-25.0%0.000%
7/31/2023LPL Financial LLC696,736$6.52M0.0%+59.9%0.000%
7/31/2023Fortitude Advisory Group L.L.C.20,618$193K0.1%+23.2%0.000%
7/27/2023 Selway Asset Management98,229$919K0.4%-2.3%0.000%
7/27/2023B. Riley Wealth Advisors Inc.130,083$1.22M0.0%+10.2%0.000%
7/27/2023 Cyndeo Wealth Partners LLC807,941$7.56M0.8%+0.8%0.000%
7/26/2023 Janney Montgomery Scott LLC46,532$436K0.0%-3.0%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.244,414$2.29M0.0%-8.9%0.000%
7/25/2023 Raymond James & Associates349,617$3.27M0.0%+4.2%0.000%
7/25/2023Camelot Portfolios LLC134,630$1.26M0.8%+1.4%0.000%
7/24/2023 Allspring Global Investments Holdings LLC350,585$3.28M0.0%+81.9%0.000%
7/20/2023 International Assets Investment Management LLC44,386$415K0.1%+22.0%0.000%
7/19/2023 Kennedy Investment Group618,367$5.79M3.4%+2.5%0.000%
7/18/2023 Diversified Trust Co10,000$94K0.0%N/A0.000%
7/18/2023 Melfa Wealth Management LLC99,763$934K0.9%+14.0%0.000%
7/18/2023 Allspring Global Investments Holdings LLC350,585$3.28M0.0%+81.9%0.000%
7/17/2023 GPS Wealth Strategies Group LLC15,590$146K0.0%-20.0%0.000%
7/17/2023 Clear Creek Financial Management LLC110,884$1.04M0.2%+1.5%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.102,745$962K0.0%-1.6%0.000%
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7/12/2023 MJP Associates Inc. ADV10,014$94K0.0%N/A0.000%
7/11/2023 Capital Investment Advisors LLC31,274$293K0.0%-3.7%0.000%
7/11/2023 Flagship Harbor Advisors LLC56,467$529K0.0%+162.7%0.000%
7/10/2023AE Wealth Management LLC20,224$189K0.0%-19.4%0.000%
7/6/2023 Edmonds Duncan Registered Investment Advisors LLC222,406$2.08M0.6%+2.0%0.000%
6/1/2023 Kennedy Investment Group603,195$5.94M3.6%+2.8%0.000%
5/22/2023Arete Wealth Advisors LLC652,892$6.43M0.4%N/A0.000%
5/18/2023Centaurus Financial Inc.601,439$5.92M0.5%+35.6%0.000%
5/12/2023 SeaCrest Wealth Management LLC26,588$262K0.0%+19.6%0.000%
5/11/2023 Consolidated Portfolio Review Corp13,663$135K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

EVV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EVV shares?

During the previous two years, 126 institutional investors and hedge funds held shares of Eaton Vance Limited Duration Income Fund. The most heavily invested institutionals were Private Advisor Group LLC ($100.05M), Sit Investment Associates Inc. ($44.86M), Penserra Capital Management LLC ($10.82M), Chicago Partners Investment Group LLC ($8.02M), UBS Group AG ($7.59M), Cyndeo Wealth Partners LLC ($7.56M), and Allspring Global Investments Holdings LLC ($7.26M).Learn more on EVV's institutional investors.

Which institutional investors have been buying Eaton Vance Limited Duration Income Fund stock?

Of the 102 institutional investors that purchased Eaton Vance Limited Duration Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arete Wealth Advisors LLC ($2.33M), Cyndeo Wealth Partners LLC ($1.29M), Penserra Capital Management LLC ($1.03M), Relative Value Partners Group LLC ($691.37K), Bramshill Investments LLC ($595.56K), Allspring Global Investments Holdings LLC ($505.05K), and Centaurus Financial Inc. ($446.47K).

How much institutional buying is happening at Eaton Vance Limited Duration Income Fund?

Institutional investors have bought a total of 12,084,142 shares in the last 24 months. This purchase volume represents approximately $81.44M in transactions.

Which Eaton Vance Limited Duration Income Fund major shareholders have been selling company stock?

Of the 68 institutional investors that sold Eaton Vance Limited Duration Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($1.90M), Cohen & Steers Inc. ($724.31K), Raymond James Financial Services Advisors Inc. ($555.41K), UBS Group AG ($513.31K), Cetera Advisor Networks LLC ($487.97K), Centaurus Financial Inc. ($334.92K), and Allspring Global Investments Holdings LLC ($248.28K).

How much institutional selling is happening at Eaton Vance Limited Duration Income Fund?

Institutional investors have sold a total of 6,682,877 shares in the last 24 months. This volume of shares sold represents approximately $50.66M in transactions.


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This page (NYSEAMERICAN:EVV) was last updated on 5/4/2024 by MarketBeat.com Staff

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