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Eaton Vance Limited Duration Income Fund (EVV) Institutional Ownership

$9.20 +0.04 (+0.38%)
As of 02:39 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)
63
Total
Institutional Inflows
(last 12 months)
$27.91M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$14.99M
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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
7/7/2026 Quad Cities Investment Group LLC22,523$211K0.1%-23.6%0.000%
7/7/2026 CoreCap 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%
5/19/2026 Ashton 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%
5/7/2026 WealthTrust Asset Management LLC16,994$161K0.1%N/A0.000%
5/6/2026 Aviance Capital Partners LLC142,539$1.35M0.2%+3.4%0.000%
5/6/2026 Independent Financial Group LLC77,289$730K0.0%N/A0.000%
5/4/2026 Chicago Partners Investment Group LLC1,064,177$10.15M0.2%+1.3%0.000%
5/1/2026Fifth Third Bancorp34,252$324K0.0%N/A0.000%
4/30/2026 Kestra 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%
4/17/2026 First 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%
3/3/2026 NWF 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%
2/13/2026 Kestra 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%
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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%
2/12/2026 Commonwealth 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%
2/12/2026 Wedbush 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%
2/6/2026 Prevail Innovative Wealth Advisors LLC206,016$2.04M0.4%+4.1%0.000%
2/6/2026 Kennedy Investment Group136,816$1.36M0.5%-29.9%0.000%
2/6/2026 Aviance Capital Partners LLC137,910$1.37M0.2%+4.7%0.000%
2/5/2026 Stephens 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%
2/2/2026 Benjamin Edwards Inc.61,006$605K0.0%-14.0%0.000%
2/2/2026 Ashton Thomas Securities LLC23,000$228K0.0%+43.8%0.000%
1/29/2026Comerica Bank33,896$336K0.0%+14.1%0.000%
1/29/2026 ProVise Management Group LLC14,263$141K0.0%-14.8%0.000%
1/28/2026 Chicago Partners Investment Group LLC1,050,961$10.42M0.3%+1.3%0.000%
1/26/2026 Shaker Financial Services LLC239,059$2.37M0.8%-1.5%0.000%
1/26/2026 PFG Investments LLC31,226$309K0.0%+25.8%0.000%
1/23/2026Cura Wealth Advisors LLC43,903$435K0.2%-24.9%0.000%
1/23/2026 Clear 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%
1/16/2026 Melfa 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%
1/13/2026 CoreCap Advisors LLC128,635$1.28M0.0%-15.0%0.000%
1/12/2026 First Merchants Corp51,000$505K0.0%N/A0.000%
1/7/2026 Cyndeo 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%
11/17/2025 Camelot Portfolios LLC18,049$183K0.1%-82.0%0.000%
11/17/2025 Kestra 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%
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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%
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%
11/13/2025 Private Advisor Group LLC23,962$243K0.0%-40.5%0.000%
11/13/2025 Prevail Innovative Wealth Advisors LLC197,830$2.01M0.4%+21.2%0.000%
11/10/2025Apriem Advisors31,440$319K0.0%-17.1%0.000%
11/10/2025 Clear 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%
11/6/2025 Wedbush Securities Inc.78,468$796K0.0%-10.0%0.000%


EVV Institutional Ownership - Frequently Asked Questions

During the previous two years, 143 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 113 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 2,790,811 shares in the last 24 months. This purchase volume represents approximately $27.91M in transactions.

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: LPL Financial LLC ($346.60K), Kennedy Investment Group ($182.59K), Capital Investment Advisors LLC ($167.99K), Camelot Portfolios LLC ($82.43K), Raymond James Financial Inc. ($78.88K), Commonwealth Equity Services LLC ($67.32K), and Readystate Asset Management LP ($48.19K).

Institutional investors have sold a total of 1,504,226 shares in the last 24 months. This volume of shares sold represents approximately $14.99M in transactions.


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This page (NYSEAMERICAN:EVV) was last updated on 8/5/2026 by MarketBeat.com Staff.
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