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Eaton Vance Limited Duration Income Fund (EVV) Institutional Ownership

$8.43 -0.04 (-0.47%)
Closing price 10/2/2026 04:10 PM Eastern
Extended Trading
$8.44 +0.01 (+0.06%)
As of 10/2/2026 07:37 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.
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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)
64
Total
Institutional Inflows
(last 12 months)
$28.22M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$14.15M
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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
9/9/2026NewEdge Advisors LLC251,894$2.36M0.0%+2.4%0.000%
9/9/2026Pointe Capital Management LLC44,619$418K0.2%-7.3%0.000%
9/9/2026Baird Financial Group Inc.226,485$2.12M0.0%+11.5%0.000%
8/27/2026Corient Private Wealth LP12,640$118K0.0%-11.6%0.000%
8/23/2026Readystate Asset Management LP31,085$291K0.0%N/A0.000%
8/23/2026Fortitude Advisory Group L.L.C.36,756$344K0.1%+5.5%0.000%
8/22/2026Advisory Solutions Group LLC25,211$236K0.1%N/A0.000%
8/22/2026NWF Advisory Services Inc.71,650$671K0.1%-12.5%0.000%
8/20/2026Susquehanna International Group LLP70,602$662K0.0%+31.3%0.000%
8/20/2026Benjamin Edwards Inc.59,173$554K0.0%-3.4%0.000%
8/20/2026IMC Chicago LLC68,616$643K0.0%N/A0.000%
8/20/2026Northwestern Mutual Wealth Management Co.75,541$708K0.0%+27,672.4%0.000%
8/20/2026Wedbush Securities Inc.91,632$859K0.0%-2.1%0.000%
8/18/2026Pin Oak Investment Advisors Inc.62,173$583K0.3%N/A0.000%
8/17/2026Almitas Capital LLC46,399$435K0.1%N/A0.000%
8/17/2026Corient Private Wealth LP13,821$130K0.0%N/A0.000%
8/17/2026Bank of America Corp DE256,234$2.40M0.0%N/A0.000%
8/12/2026Northwestern Mutual Wealth Management Co.75,541$708K0.0%N/A0.000%
8/7/2026Cura Wealth Advisors LLC34,912$327K0.1%N/A0.000%
8/7/2026Wealth Effects LLC36,745$344K0.1%N/A0.000%
8/6/2026IMC Chicago LLC68,616$643K0.0%N/A0.000%
8/6/2026Global Retirement Partners LLC5,758$54K0.0%N/A0.000%
7/7/2026Quad Cities Investment Group LLC22,523$211K0.1%-23.6%0.000%
7/7/2026CoreCap Advisors LLC114,835$1.08M0.0%-5.6%0.000%
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%
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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%
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%
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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%


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 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), Bank of America Corp DE ($291.47K), and Cetera Investment Advisers ($270.72K).

Institutional investors have bought a total of 2,894,947 shares in the last 24 months. This purchase volume represents approximately $28.22M in transactions.

Of the 40 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: LPL Financial LLC ($346.60K), Kennedy Investment Group ($182.59K), Capital Investment Advisors LLC ($167.99K), Camelot Portfolios LLC ($82.43K), Commonwealth Equity Services LLC ($67.32K), Readystate Asset Management LP ($48.19K), and Raymond James Financial Inc. ($47.38K).

Institutional investors have sold a total of 1,423,878 shares in the last 24 months. This volume of shares sold represents approximately $14.15M in transactions.


Related Companies

Institutional ownership data for NYSEAMERICAN:EVV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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