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Eaton Vance Limited Duration Income Fund (EVV) Institutional Ownership

$10.21 +0.04 (+0.39%)
Closing price 01/31/2025 04:10 PM Eastern
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$10.21 0.00 (0.00%)
As of 01/31/2025 06:30 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)
52
Number of
Institutional Sellers
(last 12 months)
32
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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
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%
1/28/2025 Stephens Inc. AR10,392$102K0.0%-54.3%0.000%
1/28/2025 Apollon Wealth Management LLC10,250$100K0.0%N/A0.000%
1/28/2025 Conning Inc.22,455$219K0.0%-30.0%0.000%
1/24/2025 Clay Northam Wealth Management LLC13,014$127K0.1%N/A0.000%
1/24/2025 Spire Wealth Management7,778$76K0.0%N/A0.000%
1/24/2025 Chicago Partners Investment Group LLC921,417$9.28M0.3%+1.9%0.000%
1/24/2025 Clear Creek Financial Management LLC125,022$1.22M0.1%+5.6%0.000%
1/22/2025 Kennedy Investment Group609,860$5.96M2.7%-1.9%0.000%
1/22/2025 PFG Investments LLC21,234$207K0.0%-12.2%0.000%
1/21/2025 Flagship Harbor Advisors LLC73,468$718K0.0%+8.1%0.000%
1/21/2025 Cyndeo Wealth Partners LLC673,294$6.58M0.4%-13.2%0.000%
1/17/2025 Janney Montgomery Scott LLC49,257$481K0.0%+90.5%0.000%
1/17/2025 Melfa Wealth Management Inc.100,177$979K0.7%+5.1%0.000%
1/16/2025 Kanen Wealth Management LLC229,225$2.24M0.8%N/A0.000%
1/15/2025 Merit Financial Group LLC59,092$577K0.0%+22.6%0.000%
1/14/2025 Quad Cities Investment Group LLC27,179$266K0.1%-5.9%0.000%
1/13/2025 Capital Investment Advisors LLC899,610$8.79M0.2%+8.3%0.000%
12/13/2024B. Riley Wealth Advisors Inc.42,887$449K0.0%-73.1%0.000%
11/15/2024MML Investors Services LLC35,265$371K0.0%+10.1%0.000%
11/15/2024Kovitz Investment Group Partners LLC52,036$547K0.0%N/A0.000%
11/15/2024Stifel Financial Corp351,494$3.69M0.0%+10.8%0.000%
11/15/2024HighTower Advisors LLC23,101$243K0.0%-13.4%0.000%
11/15/2024Benjamin Edwards Inc.140,353$1.48M0.0%N/A0.000%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC20,000$210K0.0%-42.9%0.000%
11/13/2024Rock Point Advisors LLC42,099$442K0.1%-3.7%0.000%
11/13/2024Horizon Kinetics Asset Management LLC15,668$165K0.0%+26.2%0.000%
11/12/2024Cahill Financial Advisors Inc.25,180$265K0.0%-12.8%0.000%
11/12/2024Penserra Capital Management LLC468,077$4.92M0.1%-63.1%0.000%
11/9/2024Landscape Capital Management L.L.C.66,547$699K0.1%-64.4%0.000%
11/8/2024 Avior Wealth Management LLC5,492$58K0.0%N/A0.000%
11/7/2024Pathstone Holdings LLC235,002$2.47M0.0%+1,186.6%0.000%
11/7/2024Aviance Capital Partners LLC133,921$1.41M0.2%+1.0%0.000%
11/7/2024Thrivent Financial for Lutherans245,156$2.58M0.0%-10.6%0.000%
11/1/2024 Fiera Capital Corp217,401$2.29M0.0%+8.3%0.000%
11/1/2024 Verity Asset Management Inc.16,061$169K0.1%-9.9%0.000%
10/31/2024Shaker Financial Services LLC90,252$949K0.4%-67.8%0.000%
10/31/2024Concurrent Investment Advisors LLC24,499$257K0.0%+8.1%0.000%
10/29/2024 Clear Creek Financial Management LLC118,348$1.24M0.1%+11.2%0.000%
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10/29/2024 Chicago Partners Investment Group LLC904,114$9.30M0.3%+5.5%0.000%
10/25/2024 Fortitude Family Office LLC3,140$33K0.0%N/A0.000%
10/24/2024 PFG Investments LLC24,196$254K0.0%+8.3%0.000%
10/22/2024 International Assets Investment Management LLC16,711$176K0.0%-78.5%0.000%
10/22/2024Private Advisor Group LLC36,937$388K0.0%-11.1%0.000%
10/22/2024 Eastern Bank10,000$105K0.0%N/A0.000%
10/19/2024 Allspring Global Investments Holdings LLC548,361$5.76M0.0%-36.0%0.000%
10/18/2024Raymond James & Associates440,393$4.63M0.0%-1.4%0.000%
10/18/2024 Capital Investment Advisors LLC830,620$8.73M0.2%+6.6%0.000%
10/16/2024 Quad Cities Investment Group LLC28,898$304K0.2%-6.1%0.000%
10/11/2024Creative Planning22,775$239K0.0%-26.4%0.000%
10/8/2024 Future Financial Wealth Managment LLC46,265$486K0.3%+6.5%0.000%
8/22/2024Cetera Investment Advisers637,416$6.21M0.0%+1.3%0.000%
8/19/2024B. Riley Wealth Advisors Inc.159,609$1.56M0.0%+23.6%0.000%
8/16/2024Northwestern Mutual Wealth Management Co.5,842$57K0.0%+188.6%0.000%
8/16/2024Creative Planning30,925$301K0.0%-11.9%0.000%
8/13/2024Thrivent Financial for Lutherans274,156$2.67M0.0%-3.5%0.000%
8/13/2024Benjamin F. Edwards & Company Inc.120,348$1.17M0.0%+2.8%0.000%
8/8/2024CoreCap Advisors LLC91,365$890K0.1%N/A0.000%
8/7/2024Wedbush Securities Inc.93,942$915K0.0%+8.0%0.000%
8/7/2024 PFG Investments LLC22,345$218K0.0%+8.4%0.000%
8/7/2024Cahill Financial Advisors Inc.28,884$281K0.0%-58.7%0.000%
8/3/2024Shaker Financial Services LLC280,101$2.73M1.1%-16.8%0.000%
8/2/2024Wolverine Asset Management LLC10,372$101K0.0%+1,925.8%0.000%
8/1/2024 Gilbert & Cook Inc.10,017$98K0.0%-95.7%0.000%
8/1/2024Summit Financial LLC56,626$552K0.0%+229.5%0.000%
7/31/2024Commonwealth Equity Services LLC398,538$3.88M0.0%+1.7%0.000%
7/31/2024Concurrent Investment Advisors LLC22,664$221K0.0%N/A0.000%
7/30/2024 International Assets Investment Management LLC77,693$757K0.0%+14.6%0.000%
7/26/2024Cambridge Investment Research Advisors Inc.118,114$1.15M0.0%+13.3%0.000%
7/26/2024 Allspring Global Investments Holdings LLC856,361$8.34M0.0%+13.1%0.000%
7/25/2024 Calamos Advisors LLC38,916$379K0.0%+46.4%0.000%
7/25/2024 Clear Creek Financial Management LLC106,475$1.04M0.1%+4.2%0.000%
7/22/2024 SeaCrest Wealth Management LLC17,513$171K0.0%-26.5%0.000%
7/19/2024Raymond James & Associates446,665$4.35M0.0%+14.4%0.000%
7/18/2024 Kennedy Investment Group621,438$6.05M3.1%-2.0%0.000%
7/15/2024 Melfa Wealth Management Inc.97,194$947K0.7%+1.6%0.000%
7/12/2024 Capital Investment Advisors LLC779,248$7.59M0.2%+7.0%0.000%
5/24/2024Cetera Advisors LLC497,546$4.85M0.0%+300.7%0.000%
5/24/2024Cetera Investment Advisers628,992$6.13M0.0%+74.6%0.000%
5/17/2024Comerica Bank45,123$440K0.0%+12.7%0.000%
5/16/2024B. Riley Wealth Advisors Inc.129,110$1.17M0.0%-11.1%0.000%
5/15/2024Alpine Global Management LLC95,444$931K0.2%-26.6%0.000%
5/13/2024Rockport Wealth LLC22,668$221K0.1%N/A0.000%
5/10/2024City of London Investment Management Co. Ltd.281,261$2.74M0.2%-11.1%0.000%
5/9/2024Camelot Portfolios LLC107,461$1.05M1.0%-25.2%0.000%
4/29/2024Commonwealth Equity Services LLC391,817$3.82M0.0%+7.4%0.000%
4/29/2024Benjamin F. Edwards & Company Inc.117,051$1.14M0.0%+4.4%0.000%
4/29/2024 Onyx Bridge Wealth Group LLC14,302$135K0.0%-26.4%0.000%
4/26/2024 Riverbridge Partners LLC19,009$185K0.0%+8.9%0.000%
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4/26/2024 Clear Creek Financial Management LLC102,170$996K0.1%-7.2%0.000%
4/26/2024 Chicago Partners Investment Group LLC843,632$8.02M0.3%+4.6%0.000%
4/25/2024Summit Financial LLC17,186$168K0.0%N/A0.000%
4/22/2024 PFG Investments LLC20,607$201K0.0%N/A0.000%
4/18/2024 SeaCrest Wealth Management LLC23,818$232K0.0%-7.1%0.000%
4/18/2024Edmonds Duncan Registered Investment Advisors LLC235,647$2.30M0.6%+1.5%0.000%
4/18/2024Aviance Capital Partners LLC126,836$1.24M0.2%+4.5%0.000%
4/17/2024 Cornerstone Wealth Group LLC12,460$121K0.0%N/A0.000%
4/15/2024 Future Financial Wealth Managment LLC28,480$278K0.2%-5.8%0.000%
4/11/2024 International Assets Investment Management LLC67,773$657K0.0%+23.9%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, 122 institutional investors and hedge funds held shares of Eaton Vance Limited Duration Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($44.86M), Chicago Partners Investment Group LLC ($9.28M), Capital Investment Advisors LLC ($8.79M), UBS Group AG ($7.59M), LPL Financial LLC ($7.07M), Relative Value Partners Group LLC ($6.97M), and Cyndeo Wealth Partners LLC ($6.58M).Learn more on EVV's institutional investors.

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

Of the 98 institutional investors that purchased Eaton Vance Limited Duration Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arete Wealth Advisors LLC ($1.31M), Penserra Capital Management LLC ($1.03M), Cyndeo Wealth Partners LLC ($966.02K), Relative Value Partners Group LLC ($691.37K), Allspring Global Investments Holdings LLC ($441.81K), Cetera Advisors LLC ($388.18K), and LPL Financial LLC ($351.67K).

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

Institutional investors have bought a total of 9,889,124 shares in the last 24 months. This purchase volume represents approximately $44.32M in transactions.

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

Of the 64 institutional investors that sold Eaton Vance Limited Duration Income Fund 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), Sit Investment Associates Inc. ($783.70K), Raymond James Financial Services Advisors Inc. ($543.03K), Cetera Advisor Networks LLC ($487.97K), Allspring Global Investments Holdings LLC ($475.78K), Shaker Financial Services LLC ($337.80K), and Centaurus Financial Inc. ($334.92K).

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

Institutional investors have sold a total of 5,596,276 shares in the last 24 months. This volume of shares sold represents approximately $16.68M in transactions.


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This page (NYSEAMERICAN:EVV) was last updated on 2/1/2025 by MarketBeat.com Staff
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