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Eaton Vance Limited Duration Income Fund (EVV) Institutional Ownership

$9.12 +0.02 (+0.22%)
As of 08/28/2026 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)
64
Total
Institutional Inflows
(last 12 months)
$28.16M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$14.20M
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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
8/27/2026 Corient Private Wealth LP12,640$118K0.0%-11.6%0.000%
8/23/2026 Readystate Asset Management LP31,085$291K0.0%N/A0.000%
8/23/2026 Fortitude Advisory Group L.L.C.36,756$344K0.1%+5.5%0.000%
8/22/2026 Advisory Solutions Group LLC25,211$236K0.1%N/A0.000%
8/22/2026 NWF Advisory Services Inc.71,650$671K0.1%-12.5%0.000%
8/20/2026 Susquehanna International Group LLP70,602$662K0.0%+31.3%0.000%
8/20/2026 Benjamin Edwards Inc.59,173$554K0.0%-3.4%0.000%
8/20/2026 IMC Chicago LLC68,616$643K0.0%N/A0.000%
8/20/2026 Northwestern Mutual Wealth Management Co.75,541$708K0.0%+27,672.4%0.000%
8/20/2026 Wedbush Securities Inc.91,632$859K0.0%-2.1%0.000%
8/18/2026 Pin Oak Investment Advisors Inc.62,173$583K0.3%N/A0.000%
8/17/2026 Almitas Capital LLC46,399$435K0.1%N/A0.000%
8/17/2026 Corient Private Wealth LP13,821$130K0.0%N/A0.000%
8/17/2026 Bank of America Corp DE256,234$2.40M0.0%N/A0.000%
8/12/2026 Northwestern Mutual Wealth Management Co.75,541$708K0.0%N/A0.000%
8/7/2026 Cura Wealth Advisors LLC34,912$327K0.1%N/A0.000%
8/7/2026 Wealth Effects LLC36,745$344K0.1%N/A0.000%
8/6/2026 IMC Chicago LLC68,616$643K0.0%N/A0.000%
8/6/2026 Global Retirement Partners LLC5,758$54K0.0%N/A0.000%
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%
6/3/2026 NewEdge Advisors LLC246,001$2.33M0.0%-5.3%0.000%
5/19/2026 NewEdge Advisors LLC246,001$2.33M0.0%-5.3%0.000%
5/19/2026 Bank 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%
5/18/2026 Kanen Wealth Management LLC379,816$3.59M1.3%+7.0%0.000%
5/18/2026 Royal Bank of Canada995,905$9.41M0.0%+2.0%0.000%
5/13/2026 Cetera Investment Advisers933,420$8.82M0.0%+15.1%0.000%
5/8/2026 Cura 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%
5/1/2026 Fifth Third Bancorp34,252$324K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC284,294$2.69M0.0%+8.7%0.000%
4/22/2026 Janney Montgomery Scott LLC520,780$4.92M0.0%+2.2%0.000%
4/21/2026 Wealth Effects LLC36,095$341K0.1%N/A0.000%
4/17/2026 First Merchants Corp21,000$198K0.0%-58.8%0.000%
3/17/2026 Rockefeller Capital Management L.P.98,815$979K0.0%+430.5%0.000%
3/9/2026 Corient Private Wealth LLC13,562$134K0.0%-28.8%0.000%
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3/3/2026 NWF Advisory Services Inc.81,850$811K0.1%-11.2%0.000%
2/19/2026 Invesco Ltd.1,454,281$14.41M0.0%-1.3%0.000%
2/19/2026 Corient Private Wealth LLC13,562$134K0.0%-28.8%0.000%
2/18/2026 Kanen Wealth Management LLC355,116$3.53M1.1%-11.5%0.000%
2/18/2026 NewEdge Advisors LLC259,730$2.57M0.0%+5.3%0.000%
2/18/2026 Readystate Asset Management LP51,181$507K0.0%-48.5%0.000%
2/17/2026 Guggenheim Capital LLC1,762,567$17.47M0.1%+1.6%0.000%
2/17/2026 Cetera Investment Advisers810,950$8.04M0.0%+13.6%0.000%
2/17/2026 Osaic Holdings Inc.362,470$3.59M0.0%-5.0%0.000%
2/17/2026 Advisory Services Network LLC40,764$404K0.0%-2.8%0.000%
2/17/2026 Royal Bank of Canada976,099$9.67M0.0%+4.4%0.000%
2/17/2026 Pointe Capital Management LLC26,240$260K0.1%+23.6%0.000%
2/16/2026 Landscape Capital Management L.L.C.41,350$410K0.0%N/A0.000%
2/16/2026 Arax Advisory Partners3,830$38K0.0%N/A0.000%
2/13/2026 Kestra Advisory Services LLC261,501$2.59M0.0%+32.5%0.000%
2/13/2026 Pin Oak Investment Advisors Inc.63,308$629K0.5%+3.8%0.000%
2/13/2026 Williams Jones Wealth Management LLC.13,473$134K0.0%N/A0.000%
2/13/2026 Stifel Financial Corp282,339$2.80M0.0%-1.5%0.000%
2/13/2026 Morgan Stanley10,003,565$99.14M0.0%-0.4%0.000%
2/13/2026 Wells Fargo & Company MN342,458$3.39M0.0%+7.2%0.000%
2/13/2026 Summit Financial LLC192,415$1.91M0.0%+15.3%0.000%
2/12/2026 Jane Street Group LLC152,300$1.51M0.0%+380.1%0.000%
2/12/2026 HRT Financial LP30,108$298K0.0%N/A0.000%
2/12/2026 Commonwealth Equity Services LLC212,329$2.10M0.0%-24.1%0.000%
2/12/2026 Marex Group plc17,607$174K0.0%N/A0.000%
2/12/2026 Steward 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%
2/12/2026 Sit Investment Associates Inc.6,460,942$64.03M1.3%+0.7%0.000%
2/11/2026 Janney Montgomery Scott LLC509,467$5.05M0.0%+15.3%0.000%
2/11/2026 LPL Financial LLC1,344,322$13.32M0.0%-20.5%0.000%
2/10/2026 Lido Advisors LLC67,894$680K0.0%+129.1%0.000%
2/10/2026 Moors & Cabot Inc.18,319$182K0.0%-5.6%0.000%
2/9/2026 Clearstead 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%
2/5/2026 Thrivent Financial for Lutherans210,272$2.08M0.0%-4.1%0.000%
2/5/2026 Western Wealth Management LLC11,162$111K0.0%N/A0.000%
2/2/2026 Wolverine Asset Management LLC51,336$509K0.0%+1,143.9%0.000%
2/2/2026 Ellis 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%
1/23/2026 Cura 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%
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1/20/2026 Ethos 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%
1/13/2026 Capital 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%
11/26/2025 Strategic Advocates LLC3,117$32K0.0%N/A0.000%
11/24/2025 Pointe 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%


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 2,885,856 shares in the last 24 months. This purchase volume represents approximately $28.16M 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 1,428,070 shares in the last 24 months. This volume of shares sold represents approximately $14.20M 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 8/27/2026. New 13F filings are added each quarter as they're published.
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