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Eaton Vance Limited Duration Income Fund (EVV) Institutional Ownership

$10.02 -0.01 (-0.10%)
As of 06/20/2025 04:10 PM Eastern
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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)
84
Total
Institutional Inflows
(last 12 months)
$42.73M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$12.78M
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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
5/20/2025 Integrity Alliance LLC.10,326$103K0.0%N/A0.000%
5/19/2025 Jane Street Group LLC35,811$357K0.0%+92.9%0.000%
5/16/2025 Cape Investment Advisory Inc.7,093$71K0.0%+92.1%0.000%
5/15/2025 EP Wealth Advisors LLC18,600$186K0.0%-30.6%0.000%
5/15/2025 Royal Bank of Canada915,612$9.14M0.0%+3.8%0.000%
5/15/2025 Cura Wealth Advisors LLC456,009$4.55M1.8%-26.4%0.000%
5/15/2025 Baird Financial Group Inc.148,864$1.49M0.0%+0.9%0.000%
5/14/2025 Guggenheim Capital LLC1,427,138$14.24M0.1%+8.7%0.000%
5/14/2025 WealthTrust Axiom LLC13,300$133K0.0%-10.1%0.000%
5/14/2025 Comerica Bank46,475$464K0.0%-2.8%0.000%
5/14/2025 Kestra Advisory Services LLC131,178$1.31M0.0%-4.7%0.000%
5/14/2025 Ameriprise Financial Inc.3,609,310$36.02M0.0%+9.5%0.000%
5/14/2025 CW Advisors LLC19,770$197K0.0%-56.8%0.000%
5/14/2025 Summit Financial LLC94,116$939K0.0%+14.6%0.000%
5/13/2025 Elequin Capital LP8,586$86K0.0%-65.2%0.000%
5/13/2025 Ethos Financial Group LLC170,903$1.71M0.2%N/A0.000%
5/13/2025 Raymond James Financial Inc.613,759$6.13M0.0%-0.9%0.000%
5/13/2025 Ground Swell Capital LLC12,488$125K0.3%N/A0.000%
5/13/2025 Sit Investment Associates Inc.5,165,483$51.55M1.2%+0.4%0.000%
5/12/2025 Invesco Ltd.1,385,134$13.82M0.0%+3.2%0.000%
5/12/2025 Benjamin Edwards Inc.107,011$1.07M0.0%-9.6%0.000%
5/12/2025 AlphaCore Capital LLC34,721$347K0.0%+3.6%0.000%
5/9/2025 Chicago Partners Investment Group LLC984,289$9.76M0.3%+6.8%0.000%
5/9/2025 Atria Wealth Solutions Inc.44,035$439K0.0%-24.5%0.000%
5/9/2025 Shaker Financial Services LLC195,810$1.95M0.8%+5.6%0.000%
5/8/2025 Harbour Investments Inc.12,688$127K0.0%-8.4%0.000%
5/7/2025 Pin Oak Investment Advisors Inc.56,433$560K0.4%-14.1%0.000%
5/7/2025 LPL Financial LLC1,315,745$13.13M0.0%+12.4%0.000%
5/6/2025 Cetera Investment Advisers597,625$5.96M0.0%+3.7%0.000%
5/6/2025 Readystate Asset Management LP56,593$565K0.0%+326.0%0.000%
5/5/2025 IFP Advisors Inc5,814$58K0.0%+70.8%0.000%
5/5/2025 Kestra Private Wealth Services LLC11,912$119K0.0%N/A0.000%
5/5/2025 Fountainhead AM LLC36,672$366K0.1%+56.4%0.000%
5/2/2025 Prevail Innovative Wealth Advisors LLC146,719$1.46M0.4%+19.8%0.000%
4/30/2025 Rock Point Advisors LLC39,499$394K0.1%-3.1%0.000%
4/29/2025 Envestnet Asset Management Inc.40,490$404K0.0%+32.1%0.000%
4/29/2025 Penserra Capital Management LLC514,494$5.13M0.1%+2.5%0.000%
4/29/2025 Aviance Capital Partners LLC134,664$1.34M0.2%+1.3%0.000%
4/28/2025 Clear Creek Financial Management LLC128,589$1.28M0.1%+2.9%0.000%
4/24/2025 Mallini Complete Financial Planning LLC28,693$286K0.3%+4.5%0.000%
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4/24/2025 Allspring Global Investments Holdings LLC257,896$2.57M0.0%-34.9%0.000%
4/22/2025 Flagship Harbor Advisors LLC71,061$709K0.0%-3.3%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.102,945$1.03M0.0%-3.0%0.000%
4/22/2025 Kennedy Investment Group570,657$5.70M2.6%-6.4%0.000%
4/21/2025 Riverbridge Partners LLC23,913$239K0.0%+13.9%0.000%
4/17/2025 Fortitude Advisory Group L.L.C.34,824$334K0.2%+3.1%0.000%
4/17/2025 Cyndeo Wealth Partners LLC570,944$5.70M0.4%-15.2%0.000%
4/15/2025 Kanen Wealth Management LLC367,219$3.67M1.5%+60.2%0.000%
4/14/2025 Capital Investment Advisors LLC924,034$9.22M0.2%+2.7%0.000%
4/9/2025 Selway Asset Management59,404$593K0.2%-2.4%0.000%
4/9/2025 Quad Cities Investment Group LLC32,512$324K0.2%+19.6%0.000%
4/9/2025 NBC Securities Inc.17,300$172K0.0%+101,664.7%0.000%
2/25/2025B. Riley Wealth Advisors Inc.36,746$359K0.0%-14.3%0.000%
2/25/2025 Armis Advisers LLC12,146$119K0.0%N/A0.000%
2/21/2025 AlphaCore Capital LLC33,508$327K0.1%+5.0%0.000%
2/18/2025 Elequin Capital LP24,682$241K0.0%N/A0.000%
2/17/2025 Millennium Management LLC18,475$181K0.0%-70.9%0.000%
2/17/2025 Focus Partners Wealth11,098$108K0.0%N/A0.000%
2/17/2025 CoreCap Advisors LLC181,845$1.78M0.1%+101.2%0.000%
2/17/2025 Cetera Investment Advisers576,144$5.63M0.0%-11.8%0.000%
2/17/2025 Cahill Financial Advisors Inc.16,465$161K0.0%-34.6%0.000%
2/17/2025 Citadel Advisors LLC11,055$108K0.0%N/A0.000%
2/17/2025 Baird Financial Group Inc.147,498$1.44M0.0%+5.6%0.000%
2/17/2025 Bank of America Corp DE286,981$2.80M0.0%+4.0%0.000%
2/17/2025 Benjamin Edwards Inc.118,367$1.16M0.0%-15.7%0.000%
2/17/2025 Ameriprise Financial Inc.3,295,778$32.19M0.0%+8.6%0.000%
2/14/2025 Jane Street Group LLC18,565$181K0.0%N/A0.000%
2/14/2025 Comerica Bank47,820$467K0.0%+9.6%0.000%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.3,400$33K0.0%N/A0.000%
2/14/2025 Stifel Financial Corp363,371$3.55M0.0%+3.4%0.000%
2/14/2025 Shaker Financial Services LLC185,412$1.81M0.7%+105.4%0.000%
2/13/2025 Guggenheim Capital LLC1,312,791$12.83M0.1%+17.0%0.000%
2/13/2025 Raymond James Financial Inc.619,403$6.05M0.0%N/A0.000%
2/13/2025 Invesco Ltd.1,342,161$13.11M0.0%-13.3%0.000%
2/13/2025 Wedbush Securities Inc.78,728$769K0.0%-11.2%0.000%
2/13/2025 Sit Investment Associates Inc.5,147,342$50.29M1.1%+1.2%0.000%
2/13/2025 Oarsman Capital Inc.6,475$63K0.0%-34.1%0.000%
2/13/2025 Wells Fargo & Company MN177,074$1.73M0.0%+263.2%0.000%
2/12/2025 Landscape Capital Management L.L.C.24,912$243K0.0%-62.6%0.000%
2/12/2025 Selway Asset Management60,879$595K0.2%+4.1%0.000%
2/12/2025 StoneX Group Inc.24,454$239K0.0%N/A0.000%
2/12/2025 Summit Financial LLC82,149$803K0.0%+11.8%0.000%
2/12/2025 Prevail Innovative Wealth Advisors LLC122,451$1.20M0.3%+14.4%0.000%
2/11/2025 Congress Wealth Management LLC DE 45,770$447K0.0%+131.5%0.000%
2/11/2025 LPL Financial LLC1,170,586$11.44M0.0%+39.7%0.000%
2/11/2025 Virtu Financial LLC22,718$222K0.0%N/A0.000%
2/11/2025 ProVise Management Group LLC17,088$167K0.0%+11.8%0.000%
2/10/2025 Thrivent Financial for Lutherans219,156$2.14M0.0%-10.6%0.000%
2/10/2025 Commonwealth Equity Services LLC438,334$4.28M0.0%+4.9%0.000%
2/7/2025 HighTower Advisors LLC17,358$170K0.0%-24.9%0.000%
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2/7/2025 Aviance Capital Partners LLC132,943$1.30M0.2%-0.7%0.000%
2/6/2025 Raymond James Financial Inc.619,403$6.05M0.0%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC21,492$210K0.0%+724.4%0.000%
2/5/2025 Cape Investment Advisory Inc.3,693$36K0.0%-35.1%0.000%
2/5/2025 Oppenheimer & Co. Inc.11,833$116K0.0%+10.7%0.000%
2/3/2025 Sigma Planning Corp12,289$120K0.0%N/A0.000%
2/3/2025 Camelot Portfolios LLC84,733$828K0.9%-7.4%0.000%
2/3/2025 Private Advisor Group LLC40,684$397K0.0%+10.1%0.000%
1/30/2025 Ellis Investment Partners LLC10,331$101K0.0%N/A0.000%
1/29/2025 Allspring Global Investments Holdings LLC396,175$3.87M0.0%-27.8%0.000%
(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, 139 institutional investors and hedge funds held shares of Eaton Vance Limited Duration Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($51.55M), Ameriprise Financial Inc. ($36.02M), Guggenheim Capital LLC ($14.24M), Invesco Ltd. ($13.82M), LPL Financial LLC ($13.13M), Chicago Partners Investment Group LLC ($9.76M), and Capital Investment Advisors LLC ($9.22M).Learn more on Eaton Vance Limited Duration Income Fund's institutional investors.

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

Of the 110 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), Penserra Capital Management LLC ($910.30K), LPL Financial LLC ($823.79K), Relative Value Partners Group LLC ($691.37K), Ameriprise Financial Inc. ($575.92K), Allspring Global Investments Holdings LLC ($441.81K), and Cetera Advisors LLC ($388.18K).

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

Institutional investors have bought a total of 5,466,490 shares in the last 24 months. This purchase volume represents approximately $42.73M in transactions.

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

Of the 46 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: Penserra Capital Management LLC ($801.50K), Allspring Global Investments Holdings LLC ($598.47K), Shaker Financial Services LLC ($246.41K), Gilbert & Cook Inc. ($224.94K), Invesco Ltd. ($205.15K), Cyndeo Wealth Partners LLC ($205.14K), and Cura Wealth Advisors LLC ($163.45K).

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

Institutional investors have sold a total of 3,335,650 shares in the last 24 months. This volume of shares sold represents approximately $12.78M in transactions.


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This page (NYSEAMERICAN:EVV) was last updated on 6/21/2025 by MarketBeat.com Staff
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