Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free EVV Stock Alerts

Eaton Vance Limited Duration Income Fund (EVV) Institutional Ownership

$9.42 +0.02 (+0.21%)
Closing price 04:10 PM Eastern
Extended Trading
$9.41 -0.01 (-0.05%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Eaton Vance Limited Duration Income Fund (NYSEAMERICAN:EVV)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$29.78M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$20.27M
Get EVV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Eaton Vance Limited Duration Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

EVV Institutional Buying and Selling by Quarter

Eaton Vance Limited Duration Income Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC246,001$2.33M0.0%-5.3%0.000%
5/19/2026NewEdge Advisors LLC246,001$2.33M0.0%-5.3%0.000%
5/19/2026Bank of America Corp DE266,324$2.52M0.0%-9.7%0.000%
5/19/2026Ashton Thomas Securities LLC28,000$265K0.0%+21.7%0.000%
5/18/2026Kanen Wealth Management LLC379,816$3.59M1.3%+7.0%0.000%
5/18/2026Royal Bank of Canada995,905$9.41M0.0%+2.0%0.000%
5/13/2026Cetera Investment Advisers933,420$8.82M0.0%+15.1%0.000%
5/8/2026Cura Wealth Advisors LLC34,400$325K0.1%-21.6%0.000%
5/7/2026WealthTrust Asset Management LLC16,994$161K0.1%N/A0.000%
5/6/2026Aviance Capital Partners LLC142,539$1.35M0.2%+3.4%0.000%
5/6/2026Independent Financial Group LLC77,289$730K0.0%N/A0.000%
5/4/2026Chicago Partners Investment Group LLC1,064,177$10.15M0.2%+1.3%0.000%
5/1/2026Fifth Third Bancorp34,252$324K0.0%N/A0.000%
4/30/2026Kestra Advisory Services LLC284,294$2.69M0.0%+8.7%0.000%
4/22/2026Janney Montgomery Scott LLC520,780$4.92M0.0%+2.2%0.000%
4/21/2026Wealth Effects LLC36,095$341K0.1%N/A0.000%
4/17/2026First Merchants Corp21,000$198K0.0%-58.8%0.000%
3/17/2026Rockefeller Capital Management L.P.98,815$979K0.0%+430.5%0.000%
3/9/2026Corient Private Wealth LLC13,562$134K0.0%-28.8%0.000%
3/3/2026NWF Advisory Services Inc.81,850$811K0.1%-11.2%0.000%
2/19/2026Invesco Ltd.1,454,281$14.41M0.0%-1.3%0.000%
2/19/2026Corient Private Wealth LLC13,562$134K0.0%-28.8%0.000%
2/18/2026Kanen Wealth Management LLC355,116$3.53M1.1%-11.5%0.000%
2/18/2026NewEdge Advisors LLC259,730$2.57M0.0%+5.3%0.000%
2/18/2026Readystate Asset Management LP51,181$507K0.0%-48.5%0.000%
2/17/2026Guggenheim Capital LLC1,762,567$17.47M0.1%+1.6%0.000%
2/17/2026Cetera Investment Advisers810,950$8.04M0.0%+13.6%0.000%
2/17/2026Osaic Holdings Inc.362,470$3.59M0.0%-5.0%0.000%
2/17/2026Advisory Services Network LLC40,764$404K0.0%-2.8%0.000%
2/17/2026Royal Bank of Canada976,099$9.67M0.0%+4.4%0.000%
2/17/2026Pointe Capital Management LLC26,240$260K0.1%+23.6%0.000%
2/16/2026Landscape Capital Management L.L.C.41,350$410K0.0%N/A0.000%
2/16/2026Arax Advisory Partners3,830$38K0.0%N/A0.000%
2/13/2026Kestra Advisory Services LLC261,501$2.59M0.0%+32.5%0.000%
2/13/2026Pin Oak Investment Advisors Inc.63,308$629K0.5%+3.8%0.000%
2/13/2026Williams Jones Wealth Management LLC.13,473$134K0.0%N/A0.000%
2/13/2026Stifel Financial Corp282,339$2.80M0.0%-1.5%0.000%
2/13/2026Morgan Stanley10,003,565$99.14M0.0%-0.4%0.000%
2/13/2026Wells Fargo & Company MN342,458$3.39M0.0%+7.2%0.000%
2/13/2026Summit Financial LLC192,415$1.91M0.0%+15.3%0.000%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
2/12/2026Jane Street Group LLC152,300$1.51M0.0%+380.1%0.000%
2/12/2026HRT Financial LP30,108$298K0.0%N/A0.000%
2/12/2026Commonwealth Equity Services LLC212,329$2.10M0.0%-24.1%0.000%
2/12/2026Marex Group plc17,607$174K0.0%N/A0.000%
2/12/2026Steward Partners Investment Advisory LLC21,681$215K0.0%-33.1%0.000%
2/12/2026Wedbush Securities Inc.86,701$859K0.0%+10.5%0.000%
2/12/2026Sit Investment Associates Inc.6,460,942$64.03M1.3%+0.7%0.000%
2/11/2026Janney Montgomery Scott LLC509,467$5.05M0.0%+15.3%0.000%
2/11/2026LPL Financial LLC1,344,322$13.32M0.0%-20.5%0.000%
2/10/2026Lido Advisors LLC67,894$680K0.0%+129.1%0.000%
2/10/2026Moors & Cabot Inc.18,319$182K0.0%-5.6%0.000%
2/9/2026Clearstead Advisors LLC16,153$160K0.0%+26.5%0.000%
2/6/2026Prevail Innovative Wealth Advisors LLC206,016$2.04M0.4%+4.1%0.000%
2/6/2026Kennedy Investment Group136,816$1.36M0.5%-29.9%0.000%
2/6/2026Aviance Capital Partners LLC137,910$1.37M0.2%+4.7%0.000%
2/5/2026Stephens Inc. AR16,456$163K0.0%-8.3%0.000%
2/5/2026Thrivent Financial for Lutherans210,272$2.08M0.0%-4.1%0.000%
2/5/2026Western Wealth Management LLC11,162$111K0.0%N/A0.000%
2/2/2026Wolverine Asset Management LLC51,336$509K0.0%+1,143.9%0.000%
2/2/2026Ellis Investment Partners LLC10,161$101K0.0%N/A0.000%
2/2/2026Benjamin Edwards Inc.61,006$605K0.0%-14.0%0.000%
2/2/2026Ashton Thomas Securities LLC23,000$228K0.0%+43.8%0.000%
1/29/2026Comerica Bank33,896$336K0.0%+14.1%0.000%
1/29/2026ProVise Management Group LLC14,263$141K0.0%-14.8%0.000%
1/28/2026Chicago Partners Investment Group LLC1,050,961$10.42M0.3%+1.3%0.000%
1/26/2026Shaker Financial Services LLC239,059$2.37M0.8%-1.5%0.000%
1/26/2026PFG Investments LLC31,226$309K0.0%+25.8%0.000%
1/23/2026Cura Wealth Advisors LLC43,903$435K0.2%-24.9%0.000%
1/23/2026Clear Creek Financial Management LLC135,906$1.35M0.1%+3.5%0.000%
1/20/2026Ethos Financial Group LLC172,441$1.71M0.1%-5.0%0.000%
1/16/2026Melfa Wealth Management Inc.99,828$989K0.6%+3.0%0.000%
1/13/2026Capital Investment Advisors LLC714,065$7.08M0.1%-12.0%0.000%
1/13/2026CoreCap Advisors LLC128,635$1.28M0.0%-15.0%0.000%
1/12/2026First Merchants Corp51,000$505K0.0%N/A0.000%
1/7/2026Cyndeo Wealth Partners LLC437,128$4.33M0.2%-1.3%0.000%
11/26/2025Strategic Advocates LLC3,117$32K0.0%N/A0.000%
11/24/2025Pointe Capital Management LLC21,235$216K0.1%-8.2%0.000%
11/17/2025Camelot Portfolios LLC18,049$183K0.1%-82.0%0.000%
11/17/2025Kestra Private Wealth Services LLC14,434$147K0.0%+11.2%0.000%
11/17/2025NewEdge Advisors LLC246,654$2.50M0.0%+130.2%0.000%
11/17/2025Pin Oak Investment Advisors Inc.61,008$619K0.4%+9.3%0.000%
11/17/2025Susquehanna International Group LLP61,684$626K0.0%+180.1%0.000%
11/17/2025Moors & Cabot Inc.19,400$197K0.0%N/A0.000%
11/17/2025Millennium Management LLC22,000$223K0.0%N/A0.000%
11/17/2025Lido Advisors LLC29,632$301K0.0%+49.4%0.000%
11/17/2025Bank of America Corp DE301,065$3.06M0.0%+3.6%0.000%
11/17/2025Ameriprise Financial Inc.4,109,773$41.72M0.0%+2.6%0.000%
11/14/2025Creative Planning257,487$2.61M0.0%-6.4%0.000%
11/14/2025Raymond James Financial Inc.534,879$5.43M0.0%-8.1%0.000%
11/14/2025Comerica Bank29,716$302K0.0%+6.5%0.000%
Iran just proved America's energy strategy is broken (Ad)

When the U.S.-Iran deal allowed Iranian oil to flow again, energy stocks dropped 1.7% almost instantly - proving how exposed American energy policy remains to foreign supply decisions. But beneath U.S. soil sits an energy source estimated at 50,000 times the size of all global oil and gas reserves combined. It can't be sanctioned, embargoed, or shut off. Last year, a drilling crew hit targets 12 years ahead of schedule. Google signed a 15-year deal. Gates wrote the check. One company sits at the center, with August 18th as a key date to watch.tc pixel

Discover the company positioned to make OPEC irrelevant
11/13/2025Invesco Ltd.1,474,071$14.96M0.0%+6.5%0.000%
11/13/2025UBS Group AG766,559$7.78M0.0%+11.9%0.000%
11/13/2025Private Advisor Group LLC23,962$243K0.0%-40.5%0.000%
11/13/2025Prevail Innovative Wealth Advisors LLC197,830$2.01M0.4%+21.2%0.000%
11/10/2025Apriem Advisors31,440$319K0.0%-17.1%0.000%
11/10/2025Clear Creek Financial Management LLC131,357$1.33M0.1%-1.2%0.000%
11/7/2025Readystate Asset Management LP99,370$1.01M0.0%+381.2%0.000%
11/6/2025Wedbush Securities Inc.78,468$796K0.0%-10.0%0.000%
11/5/2025Flagship Harbor Advisors LLC69,215$703K0.0%+2.5%0.000%
11/5/2025Envestnet Asset Management Inc.31,858$323K0.0%-24.9%0.000%


EVV Institutional Ownership - Frequently Asked Questions

During the previous two years, 146 institutional investors and hedge funds held shares of Eaton Vance Limited Duration Income Fund. The most heavily invested institutionals were Morgan Stanley ($99.14M), Sit Investment Associates Inc. ($64.03M), Ameriprise Financial Inc. ($41.72M), Guggenheim Capital LLC ($17.47M), Invesco Ltd. ($14.41M), LPL Financial LLC ($13.32M), and Chicago Partners Investment Group LLC ($10.15M).Learn more on Eaton Vance Limited Duration Income Fund's institutional investors.

Of the 118 institutional investors that purchased Eaton Vance Limited Duration Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.24M), Ameriprise Financial Inc. ($1.08M), Guggenheim Capital LLC ($504.40K), LPL Financial LLC ($477.74K), Kanen Wealth Management LLC ($426.27K), Cetera Investment Advisers ($279.14K), and Pathstone Holdings LLC ($216.74K).

Institutional investors have bought a total of 2,972,766 shares in the last 24 months. This purchase volume represents approximately $29.78M in transactions.

Of the 56 institutional investors that sold Eaton Vance Limited Duration Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kennedy Investment Group ($433.84K), LPL Financial LLC ($346.60K), Capital Investment Advisors LLC ($209.97K), Cyndeo Wealth Partners LLC ($133.82K), Camelot Portfolios LLC ($90.24K), Raymond James Financial Inc. ($78.88K), and Commonwealth Equity Services LLC ($67.32K).

Institutional investors have sold a total of 2,017,486 shares in the last 24 months. This volume of shares sold represents approximately $20.27M in transactions.


Related Companies

This page (NYSEAMERICAN:EVV) was last updated on 7/6/2026 by MarketBeat.com Staff.
From Our Partners
Three companies about to leapfrog Nvidia [And transform the entire industry]
The government just committed $200 billion to building computer chips on American soil - one of the largest te...
Eagle Publishing | Sponsoredtc pixel
Are you leaving Social Security money on the table?
Most retirement plans still have gaps in them... The quiet ones that don't show up until it's too late to fix....
Money Pickle | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Amazon, Google, Meta, and Microsoft just committed $700 billion
Amazon, Google, Meta, and Microsoft have committed $700 billion this year alone to AI infrastructure - more th...
True Market Insiders | Sponsoredtc pixel
You must do this before the OpenAI IPO
OpenAI - the company behind ChatGPT - has begun filing confidential paperwork for what could be the largest IP...
InvestorPlace | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
The Warsh Fed and what it could mean for your savings
The Fed just changed hands, and Reagan Gold Group says there may be a short window before the impact shows up ...
Reagan Gold Group | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel