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Eaton Vance Limited Duration Income Fund (EVV) Institutional Ownership

$10.38 +0.08 (+0.78%)
As of 05:00 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
5/20/2025Integrity Alliance LLC.10,326$103K0.0%N/A0.000%
5/19/2025Jane Street Group LLC35,811$357K0.0%+92.9%0.000%
5/16/2025Cape Investment Advisory Inc.7,093$71K0.0%+92.1%0.000%
5/15/2025EP Wealth Advisors LLC18,600$186K0.0%-30.6%0.000%
5/15/2025Royal Bank of Canada915,612$9.14M0.0%+3.8%0.000%
5/15/2025Cura Wealth Advisors LLC456,009$4.55M1.8%-26.4%0.000%
5/15/2025Baird Financial Group Inc.148,864$1.49M0.0%+0.9%0.000%
5/14/2025Guggenheim Capital LLC1,427,138$14.24M0.1%+8.7%0.000%
5/14/2025WealthTrust Axiom LLC13,300$133K0.0%-10.1%0.000%
5/14/2025Comerica Bank46,475$464K0.0%-2.8%0.000%
5/14/2025Kestra Advisory Services LLC131,178$1.31M0.0%-4.7%0.000%
5/14/2025Ameriprise Financial Inc.3,609,310$36.02M0.0%+9.5%0.000%
5/14/2025CW Advisors LLC19,770$197K0.0%-56.8%0.000%
5/14/2025Summit Financial LLC94,116$939K0.0%+14.6%0.000%
5/13/2025Elequin Capital LP8,586$86K0.0%-65.2%0.000%
5/13/2025Ethos Financial Group LLC170,903$1.71M0.2%N/A0.000%
5/13/2025Raymond James Financial Inc.613,759$6.13M0.0%-0.9%0.000%
5/13/2025Ground Swell Capital LLC12,488$125K0.3%N/A0.000%
5/13/2025Sit Investment Associates Inc.5,165,483$51.55M1.2%+0.4%0.000%
5/12/2025Invesco Ltd.1,385,134$13.82M0.0%+3.2%0.000%
5/12/2025Benjamin Edwards Inc.107,011$1.07M0.0%-9.6%0.000%
5/12/2025AlphaCore Capital LLC34,721$347K0.0%+3.6%0.000%
5/9/2025Chicago Partners Investment Group LLC984,289$9.76M0.3%+6.8%0.000%
5/9/2025Atria Wealth Solutions Inc.44,035$439K0.0%-24.5%0.000%
5/9/2025Shaker Financial Services LLC195,810$1.95M0.8%+5.6%0.000%
5/8/2025Harbour Investments Inc.12,688$127K0.0%-8.4%0.000%
5/7/2025Pin Oak Investment Advisors Inc.56,433$560K0.4%-14.1%0.000%
5/7/2025LPL Financial LLC1,315,745$13.13M0.0%+12.4%0.000%
5/6/2025Cetera Investment Advisers597,625$5.96M0.0%+3.7%0.000%
5/6/2025Readystate Asset Management LP56,593$565K0.0%+326.0%0.000%
5/5/2025IFP Advisors Inc5,814$58K0.0%+70.8%0.000%
5/5/2025Kestra Private Wealth Services LLC11,912$119K0.0%N/A0.000%
5/5/2025Fountainhead AM LLC36,672$366K0.1%+56.4%0.000%
5/2/2025Prevail Innovative Wealth Advisors LLC146,719$1.46M0.4%+19.8%0.000%
4/30/2025Rock Point Advisors LLC39,499$394K0.1%-3.1%0.000%
4/29/2025Envestnet Asset Management Inc.40,490$404K0.0%+32.1%0.000%
4/29/2025Penserra Capital Management LLC514,494$5.13M0.1%+2.5%0.000%
4/29/2025Aviance Capital Partners LLC134,664$1.34M0.2%+1.3%0.000%
4/28/2025Clear Creek Financial Management LLC128,589$1.28M0.1%+2.9%0.000%
4/24/2025Mallini Complete Financial Planning LLC28,693$286K0.3%+4.5%0.000%
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4/24/2025Allspring Global Investments Holdings LLC257,896$2.57M0.0%-34.9%0.000%
4/22/2025Flagship Harbor Advisors LLC71,061$709K0.0%-3.3%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.102,945$1.03M0.0%-3.0%0.000%
4/22/2025Kennedy Investment Group570,657$5.70M2.6%-6.4%0.000%
4/21/2025Riverbridge Partners LLC23,913$239K0.0%+13.9%0.000%
4/17/2025Fortitude Advisory Group L.L.C.34,824$334K0.2%+3.1%0.000%
4/17/2025Cyndeo Wealth Partners LLC570,944$5.70M0.4%-15.2%0.000%
4/15/2025Kanen Wealth Management LLC367,219$3.67M1.5%+60.2%0.000%
4/14/2025Capital Investment Advisors LLC924,034$9.22M0.2%+2.7%0.000%
4/9/2025Selway Asset Management59,404$593K0.2%-2.4%0.000%
4/9/2025Quad Cities Investment Group LLC32,512$324K0.2%+19.6%0.000%
4/9/2025NBC 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%
2/25/2025Armis Advisers LLC12,146$119K0.0%N/A0.000%
2/21/2025AlphaCore Capital LLC33,508$327K0.1%+5.0%0.000%
2/18/2025Elequin Capital LP24,682$241K0.0%N/A0.000%
2/17/2025Millennium Management LLC18,475$181K0.0%-70.9%0.000%
2/17/2025Focus Partners Wealth11,098$108K0.0%N/A0.000%
2/17/2025CoreCap Advisors LLC181,845$1.78M0.1%+101.2%0.000%
2/17/2025Cetera Investment Advisers576,144$5.63M0.0%-11.8%0.000%
2/17/2025Cahill Financial Advisors Inc.16,465$161K0.0%-34.6%0.000%
2/17/2025Citadel Advisors LLC11,055$108K0.0%N/A0.000%
2/17/2025Baird Financial Group Inc.147,498$1.44M0.0%+5.6%0.000%
2/17/2025Bank of America Corp DE286,981$2.80M0.0%+4.0%0.000%
2/17/2025Benjamin Edwards Inc.118,367$1.16M0.0%-15.7%0.000%
2/17/2025Ameriprise Financial Inc.3,295,778$32.19M0.0%+8.6%0.000%
2/14/2025Jane Street Group LLC18,565$181K0.0%N/A0.000%
2/14/2025Comerica Bank47,820$467K0.0%+9.6%0.000%
2/14/2025Marshall & Sterling Wealth Advisors Inc.3,400$33K0.0%N/A0.000%
2/14/2025Stifel Financial Corp363,371$3.55M0.0%+3.4%0.000%
2/14/2025Shaker Financial Services LLC185,412$1.81M0.7%+105.4%0.000%
2/13/2025Guggenheim Capital LLC1,312,791$12.83M0.1%+17.0%0.000%
2/13/2025Raymond James Financial Inc.619,403$6.05M0.0%N/A0.000%
2/13/2025Invesco Ltd.1,342,161$13.11M0.0%-13.3%0.000%
2/13/2025Wedbush Securities Inc.78,728$769K0.0%-11.2%0.000%
2/13/2025Sit Investment Associates Inc.5,147,342$50.29M1.1%+1.2%0.000%
2/13/2025Oarsman Capital Inc.6,475$63K0.0%-34.1%0.000%
2/13/2025Wells Fargo & Company MN177,074$1.73M0.0%+263.2%0.000%
2/12/2025Landscape Capital Management L.L.C.24,912$243K0.0%-62.6%0.000%
2/12/2025Selway Asset Management60,879$595K0.2%+4.1%0.000%
2/12/2025StoneX Group Inc.24,454$239K0.0%N/A0.000%
2/12/2025Summit Financial LLC82,149$803K0.0%+11.8%0.000%
2/12/2025Prevail Innovative Wealth Advisors LLC122,451$1.20M0.3%+14.4%0.000%
2/11/2025Congress Wealth Management LLC DE 45,770$447K0.0%+131.5%0.000%
2/11/2025LPL Financial LLC1,170,586$11.44M0.0%+39.7%0.000%
2/11/2025Virtu Financial LLC22,718$222K0.0%N/A0.000%
2/11/2025ProVise Management Group LLC17,088$167K0.0%+11.8%0.000%
2/10/2025Thrivent Financial for Lutherans219,156$2.14M0.0%-10.6%0.000%
2/10/2025Commonwealth Equity Services LLC438,334$4.28M0.0%+4.9%0.000%
2/7/2025HighTower Advisors LLC17,358$170K0.0%-24.9%0.000%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
2/7/2025Aviance Capital Partners LLC132,943$1.30M0.2%-0.7%0.000%
2/6/2025Raymond James Financial Inc.619,403$6.05M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC21,492$210K0.0%+724.4%0.000%
2/5/2025Cape Investment Advisory Inc.3,693$36K0.0%-35.1%0.000%
2/5/2025Oppenheimer & Co. Inc.11,833$116K0.0%+10.7%0.000%
2/3/2025Sigma Planning Corp12,289$120K0.0%N/A0.000%
2/3/2025Camelot Portfolios LLC84,733$828K0.9%-7.4%0.000%
2/3/2025Private Advisor Group LLC40,684$397K0.0%+10.1%0.000%
1/30/2025Ellis Investment Partners LLC10,331$101K0.0%N/A0.000%
1/29/2025Allspring 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 7/3/2025 by MarketBeat.com Staff
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