Eaton Vance Limited Duration Income Fund (EVV) Institutional Ownership

$9.29 +0.05 (+0.54%)

Closing price 04:10 PM Eastern

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$9.32 +0.03 (+0.32%)

As of 04:18 PM Eastern

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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): $20.14M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/19/2026	NewEdge Advisors LLC	246,001	$2.33M	0.0%	-5.3%	0.000%
5/19/2026	Bank of America Corp DE	266,324	$2.52M	0.0%	-9.7%	0.000%
5/19/2026	Ashton Thomas Securities LLC	28,000	$265K	0.0%	+21.7%	0.000%
5/18/2026	Kanen Wealth Management LLC	379,816	$3.59M	1.3%	+7.0%	0.000%
5/18/2026	Royal Bank of Canada	995,905	$9.41M	0.0%	+2.0%	0.000%
5/13/2026	Cetera Investment Advisers	933,420	$8.82M	0.0%	+15.1%	0.000%
5/8/2026	Cura Wealth Advisors LLC	34,400	$325K	0.1%	-21.6%	0.000%
5/7/2026	WealthTrust Asset Management LLC	16,994	$161K	0.1%	N/A	0.000%
5/6/2026	Aviance Capital Partners LLC	142,539	$1.35M	0.2%	+3.4%	0.000%
5/6/2026	Independent Financial Group LLC	77,289	$730K	0.0%	N/A	0.000%
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5/4/2026	Chicago Partners Investment Group LLC	1,064,177	$10.15M	0.2%	+1.3%	0.000%
5/1/2026	Fifth Third Bancorp	34,252	$324K	0.0%	N/A	0.000%
4/30/2026	Kestra Advisory Services LLC	284,294	$2.69M	0.0%	+8.7%	0.000%
4/22/2026	Janney Montgomery Scott LLC	520,780	$4.92M	0.0%	+2.2%	0.000%
4/21/2026	Wealth Effects LLC	36,095	$341K	0.1%	N/A	0.000%
4/17/2026	First Merchants Corp	21,000	$198K	0.0%	-58.8%	0.000%
3/17/2026	Rockefeller Capital Management L.P.	98,815	$979K	0.0%	+430.5%	0.000%
3/9/2026	Corient Private Wealth LLC	13,562	$134K	0.0%	-28.8%	0.000%
3/3/2026	NWF Advisory Services Inc.	81,850	$811K	0.1%	-11.2%	0.000%
2/19/2026	Invesco Ltd.	1,454,281	$14.41M	0.0%	-1.3%	0.000%
2/19/2026	Corient Private Wealth LLC	13,562	$134K	0.0%	-28.8%	0.000%
2/18/2026	Kanen Wealth Management LLC	355,116	$3.53M	1.1%	-11.5%	0.000%
2/18/2026	NewEdge Advisors LLC	259,730	$2.57M	0.0%	+5.3%	0.000%
2/18/2026	Readystate Asset Management LP	51,181	$507K	0.0%	-48.5%	0.000%
2/17/2026	Guggenheim Capital LLC	1,762,567	$17.47M	0.1%	+1.6%	0.000%
2/17/2026	Cetera Investment Advisers	810,950	$8.04M	0.0%	+13.6%	0.000%
2/17/2026	Osaic Holdings Inc.	362,470	$3.59M	0.0%	-5.0%	0.000%
2/17/2026	Advisory Services Network LLC	40,764	$404K	0.0%	-2.8%	0.000%
2/17/2026	Royal Bank of Canada	976,099	$9.67M	0.0%	+4.4%	0.000%
2/17/2026	Pointe Capital Management LLC	26,240	$260K	0.1%	+23.6%	0.000%
2/16/2026	Landscape Capital Management L.L.C.	41,350	$410K	0.0%	N/A	0.000%
2/16/2026	Arax Advisory Partners	3,830	$38K	0.0%	N/A	0.000%
2/13/2026	Kestra Advisory Services LLC	261,501	$2.59M	0.0%	+32.5%	0.000%
2/13/2026	Pin Oak Investment Advisors Inc.	63,308	$629K	0.5%	+3.8%	0.000%
2/13/2026	Williams Jones Wealth Management LLC.	13,473	$134K	0.0%	N/A	0.000%
2/13/2026	Stifel Financial Corp	282,339	$2.80M	0.0%	-1.5%	0.000%
2/13/2026	Morgan Stanley	10,003,565	$99.14M	0.0%	-0.4%	0.000%
2/13/2026	Wells Fargo & Company MN	342,458	$3.39M	0.0%	+7.2%	0.000%
2/13/2026	Summit Financial LLC	192,415	$1.91M	0.0%	+15.3%	0.000%
2/12/2026	Jane Street Group LLC	152,300	$1.51M	0.0%	+380.1%	0.000%
The chokepoint supplier behind SpaceX's $1.75 trillion empire (Ad) When Musk laughed and said 'you need transformers to run transformers,' it wasn't a joke - it was a confession. The world's largest supercomputer requires power equipment that takes 120 weeks to build, and Musk built Colossus in just 122 days. One small American company is positioned to close that gap faster than anyone else, yet Wall Street still prices it like an afterthought. Dylan Jovine has the full story and the ticker. See the stock Musk's own words pointed to right here
2/12/2026	HRT Financial LP	30,108	$298K	0.0%	N/A	0.000%
2/12/2026	Commonwealth Equity Services LLC	212,329	$2.10M	0.0%	-24.1%	0.000%
2/12/2026	Marex Group plc	17,607	$174K	0.0%	N/A	0.000%
2/12/2026	Steward Partners Investment Advisory LLC	21,681	$215K	0.0%	-33.1%	0.000%
2/12/2026	Wedbush Securities Inc.	86,701	$859K	0.0%	+10.5%	0.000%
2/12/2026	Sit Investment Associates Inc.	6,460,942	$64.03M	1.3%	+0.7%	0.000%
2/11/2026	Janney Montgomery Scott LLC	509,467	$5.05M	0.0%	+15.3%	0.000%
2/11/2026	LPL Financial LLC	1,344,322	$13.32M	0.0%	-20.5%	0.000%
2/10/2026	Lido Advisors LLC	67,894	$680K	0.0%	+129.1%	0.000%
2/10/2026	Moors & Cabot Inc.	18,319	$182K	0.0%	-5.6%	0.000%
2/9/2026	Clearstead Advisors LLC	16,153	$160K	0.0%	+26.5%	0.000%
2/6/2026	Prevail Innovative Wealth Advisors LLC	206,016	$2.04M	0.4%	+4.1%	0.000%
2/6/2026	Kennedy Investment Group	136,816	$1.36M	0.5%	-29.9%	0.000%
2/6/2026	Aviance Capital Partners LLC	137,910	$1.37M	0.2%	+4.7%	0.000%
2/5/2026	Stephens Inc. AR	16,456	$163K	0.0%	-8.3%	0.000%
2/5/2026	Thrivent Financial for Lutherans	210,272	$2.08M	0.0%	-4.1%	0.000%
2/5/2026	Western Wealth Management LLC	11,162	$111K	0.0%	N/A	0.000%
2/2/2026	Wolverine Asset Management LLC	51,336	$509K	0.0%	+1,143.9%	0.000%
2/2/2026	Ellis Investment Partners LLC	10,161	$101K	0.0%	N/A	0.000%
2/2/2026	Benjamin Edwards Inc.	61,006	$605K	0.0%	-14.0%	0.000%
2/2/2026	Ashton Thomas Securities LLC	23,000	$228K	0.0%	+43.8%	0.000%
1/29/2026	Comerica Bank	33,896	$336K	0.0%	+14.1%	0.000%
1/29/2026	ProVise Management Group LLC	14,263	$141K	0.0%	-14.8%	0.000%
1/28/2026	Chicago Partners Investment Group LLC	1,050,961	$10.42M	0.3%	+1.3%	0.000%
1/26/2026	Shaker Financial Services LLC	239,059	$2.37M	0.8%	-1.5%	0.000%
1/26/2026	PFG Investments LLC	31,226	$309K	0.0%	+25.8%	0.000%
1/23/2026	Cura Wealth Advisors LLC	43,903	$435K	0.2%	-24.9%	0.000%
1/23/2026	Clear Creek Financial Management LLC	135,906	$1.35M	0.1%	+3.5%	0.000%
1/20/2026	Ethos Financial Group LLC	172,441	$1.71M	0.1%	-5.0%	0.000%
1/16/2026	Melfa Wealth Management Inc.	99,828	$989K	0.6%	+3.0%	0.000%
1/13/2026	Capital Investment Advisors LLC	714,065	$7.08M	0.1%	-12.0%	0.000%
1/13/2026	CoreCap Advisors LLC	128,635	$1.28M	0.0%	-15.0%	0.000%
1/12/2026	First Merchants Corp	51,000	$505K	0.0%	N/A	0.000%
1/7/2026	Cyndeo Wealth Partners LLC	437,128	$4.33M	0.2%	-1.3%	0.000%
11/26/2025	Strategic Advocates LLC	3,117	$32K	0.0%	N/A	0.000%
11/24/2025	Pointe Capital Management LLC	21,235	$216K	0.1%	-8.2%	0.000%
11/17/2025	Camelot Portfolios LLC	18,049	$183K	0.1%	-82.0%	0.000%
11/17/2025	Kestra Private Wealth Services LLC	14,434	$147K	0.0%	+11.2%	0.000%
11/17/2025	NewEdge Advisors LLC	246,654	$2.50M	0.0%	+130.2%	0.000%
11/17/2025	Pin Oak Investment Advisors Inc.	61,008	$619K	0.4%	+9.3%	0.000%
11/17/2025	Susquehanna International Group LLP	61,684	$626K	0.0%	+180.1%	0.000%
11/17/2025	Moors & Cabot Inc.	19,400	$197K	0.0%	N/A	0.000%
11/17/2025	Millennium Management LLC	22,000	$223K	0.0%	N/A	0.000%
11/17/2025	Lido Advisors LLC	29,632	$301K	0.0%	+49.4%	0.000%
11/17/2025	Bank of America Corp DE	301,065	$3.06M	0.0%	+3.6%	0.000%
11/17/2025	Ameriprise Financial Inc.	4,109,773	$41.72M	0.0%	+2.6%	0.000%
11/14/2025	Creative Planning	257,487	$2.61M	0.0%	-6.4%	0.000%
11/14/2025	Raymond James Financial Inc.	534,879	$5.43M	0.0%	-8.1%	0.000%
11/14/2025	Comerica Bank	29,716	$302K	0.0%	+6.5%	0.000%
11/13/2025	Invesco Ltd.	1,474,071	$14.96M	0.0%	+6.5%	0.000%
June 4: The day smart money moves (not June 12) (Ad) Everyone is watching June 12 - the SpaceX listing date. The real deadline is June 4, when Goldman Sachs, Morgan Stanley, and the largest funds begin presenting SpaceX's S-1 to clients. Buried in that filing is a small, publicly traded company that builds critical power infrastructure Musk's Colossus can't operate without. Right now it trades like a sleepy industrial stock. Dylan Jovine has the ticker and is releasing it before the roadshow begins. Get the ticker name before June 4 changes the price
11/13/2025	UBS Group AG	766,559	$7.78M	0.0%	+11.9%	0.000%
11/13/2025	Private Advisor Group LLC	23,962	$243K	0.0%	-40.5%	0.000%
11/13/2025	Prevail Innovative Wealth Advisors LLC	197,830	$2.01M	0.4%	+21.2%	0.000%
11/10/2025	Apriem Advisors	31,440	$319K	0.0%	-17.1%	0.000%
11/10/2025	Clear Creek Financial Management LLC	131,357	$1.33M	0.1%	-1.2%	0.000%
11/7/2025	Readystate Asset Management LP	99,370	$1.01M	0.0%	+381.2%	0.000%
11/6/2025	Wedbush Securities Inc.	78,468	$796K	0.0%	-10.0%	0.000%
11/5/2025	Flagship Harbor Advisors LLC	69,215	$703K	0.0%	+2.5%	0.000%
11/5/2025	Envestnet Asset Management Inc.	31,858	$323K	0.0%	-24.9%	0.000%
10/31/2025	NWF Advisory Services Inc.	92,150	$935K	0.1%	-3.1%	0.000%

EVV Institutional Ownership - Frequently Asked Questions

During the previous two years, 147 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 119 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), Cetera Investment Advisers ($547.81K), Guggenheim Capital LLC ($504.40K), LPL Financial LLC ($477.74K), Kanen Wealth Management LLC ($426.27K), and Cetera Advisors LLC ($373.39K).

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 2,003,757 shares in the last 24 months. This volume of shares sold represents approximately $20.14M in transactions.

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This page (NYSEAMERICAN:EVV) was last updated on 5/22/2026 by MarketBeat.com Staff.

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Eaton Vance Limited Duration Income Fund (EVV) Institutional Ownership

EVV Institutional Buying and Selling by Quarter

Eaton Vance Limited Duration Income Fund Major Shareholders & Ownership History

EVV Institutional Ownership - Frequently Asked Questions

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Eaton Vance Limited Duration Income Fund (EVV) Institutional Ownership

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

EVV Institutional Buying and Selling by Quarter

Eaton Vance Limited Duration Income Fund Major Shareholders & Ownership History

EVV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EVV shares?

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

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

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

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

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