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Eaton Vance Limited Duration Income Fund (EVV) Institutional Ownership

Eaton Vance Limited Duration Income Fund logo
$10.10 +0.02 (+0.20%)
(As of 11/22/2024 ET)

Institutional Ownership Changes (13F Filings) for Eaton Vance Limited Duration Income Fund (NYSEAMERICAN:EVV)

Number of
Institutional Buyers
(last 12 months)
45
Number of
Institutional Sellers
(last 12 months)
28
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EVV Institutional Buying and Selling by Quarter

Eaton Vance Limited Duration Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 MML Investors Services LLC35,265$371K0.0%+10.1%0.000%
11/15/2024 Kovitz Investment Group Partners LLC52,036$547K0.0%N/A0.000%
11/15/2024 Stifel Financial Corp351,494$3.69M0.0%+10.8%0.000%
11/15/2024 HighTower Advisors LLC23,101$243K0.0%-13.4%0.000%
11/15/2024 Benjamin Edwards Inc.140,353$1.48M0.0%N/A0.000%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC20,000$210K0.0%-42.9%0.000%
11/13/2024 Rock Point Advisors LLC42,099$442K0.1%-3.7%0.000%
11/13/2024 Horizon Kinetics Asset Management LLC15,668$165K0.0%+26.2%0.000%
11/12/2024 Cahill Financial Advisors Inc.25,180$265K0.0%-12.8%0.000%
11/12/2024 Penserra Capital Management LLC468,077$4.92M0.1%-63.1%0.000%
11/9/2024 Landscape 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%
11/7/2024 Pathstone Holdings LLC235,002$2.47M0.0%+1,186.6%0.000%
11/7/2024 Aviance Capital Partners LLC133,921$1.41M0.2%+1.0%0.000%
11/7/2024 Thrivent 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%
10/31/2024 Shaker Financial Services LLC90,252$949K0.4%-67.8%0.000%
10/31/2024 Concurrent 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%
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%
10/22/2024 Private 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%
10/18/2024Capital 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%
10/11/2024 Creative Planning22,775$239K0.0%-26.4%0.000%
10/8/2024 Future Financial Wealth Managment LLC46,265$486K0.3%+6.5%0.000%
8/22/2024 Cetera 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%
8/16/2024 Northwestern Mutual Wealth Management Co.5,842$57K0.0%+188.6%0.000%
8/16/2024 Creative Planning30,925$301K0.0%-11.9%0.000%
8/13/2024 Thrivent 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%
8/8/2024 CoreCap Advisors LLC91,365$890K0.1%N/A0.000%
8/7/2024 Wedbush Securities Inc.93,942$915K0.0%+8.0%0.000%
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8/7/2024 PFG Investments LLC22,345$218K0.0%+8.4%0.000%
8/7/2024 Cahill Financial Advisors Inc.28,884$281K0.0%-58.7%0.000%
8/3/2024 Shaker Financial Services LLC280,101$2.73M1.1%-16.8%0.000%
8/2/2024 Wolverine 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%
8/1/2024 Summit Financial LLC56,626$552K0.0%+229.5%0.000%
7/31/2024Commonwealth Equity Services LLC398,538$3.88M0.0%+1.7%0.000%
7/31/2024 Concurrent Investment Advisors LLC22,664$221K0.0%N/A0.000%
7/30/2024 International Assets Investment Management LLC77,693$757K0.0%+14.6%0.000%
7/26/2024 Cambridge 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%
7/12/2024Capital Investment Advisors LLC779,248$7.59M0.2%+7.0%0.000%
5/24/2024Cetera Advisors LLC497,546$4.85M0.0%+300.7%0.000%
5/24/2024 Cetera Investment Advisers628,992$6.13M0.0%+74.6%0.000%
5/17/2024 Comerica Bank45,123$440K0.0%+12.7%0.000%
5/16/2024B. Riley Wealth Advisors Inc.129,110$1.17M0.0%-11.1%0.000%
5/15/2024 Alpine Global Management LLC95,444$931K0.2%-26.6%0.000%
5/13/2024 Rockport Wealth LLC22,668$221K0.1%N/A0.000%
5/10/2024 City of London Investment Management Co. Ltd.281,261$2.74M0.2%-11.1%0.000%
5/9/2024 Camelot 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%
4/29/2024Onyx Bridge Wealth Group LLC14,302$135K0.0%-26.4%0.000%
4/26/2024 Riverbridge Partners LLC19,009$185K0.0%+8.9%0.000%
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%
4/25/2024 Summit 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%
4/18/2024 Edmonds Duncan Registered Investment Advisors LLC235,647$2.30M0.6%+1.5%0.000%
4/18/2024 Aviance 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%
2/26/2024 Centaurus Financial Inc.91,388$875K0.1%-78.6%0.000%
2/14/2024 Pin Oak Investment Advisors Inc.62,428$598K0.6%+16.6%0.000%
2/12/2024Relative Value Partners Group LLC727,172$6.97M0.4%+1,931.2%0.000%
2/9/2024 Congress Wealth Management LLC DE 45,770$438K0.0%+131.5%0.000%
2/9/2024 ProVise Management Group LLC15,730$151K0.0%-14.7%0.000%
2/9/2024 City of London Investment Management Co. Ltd.316,261$3.03M0.2%+35.7%0.000%
2/9/2024 UBS Group AG792,694$7.59M0.0%-7.4%0.000%
2/8/2024 Verity Asset Management Inc.19,729$189K0.1%N/A0.000%
2/8/2024 WMG Financial Advisors LLC11,750$113K0.1%N/A0.000%
1/25/2024 Allspring Global Investments Holdings LLC757,328$7.26M0.0%+3.7%0.000%
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1/23/2024 Camelot Portfolios LLC143,616$1.38M0.8%+28.5%0.000%
1/16/2024 CoreCap Advisors LLC117,285$1.12M0.1%+1.5%0.000%
1/11/2024 Edmonds Duncan Registered Investment Advisors LLC232,051$2.22M0.6%+0.5%0.000%
11/16/2023 Penserra Capital Management LLC1,196,625$10.82M0.2%+275.3%0.000%
11/14/2023 AQR Arbitrage LLC466,571$4.22M0.2%+100.3%0.000%
11/13/2023 Stifel Financial Corp329,221$2.98M0.0%+3.0%0.000%
11/13/2023 LPL Financial LLC781,737$7.07M0.0%+12.2%0.000%
11/13/2023 Kestra Advisory Services LLC23,614$213K0.0%-34.9%0.000%
11/9/2023 City of London Investment Management Co. Ltd.233,055$2.11M0.2%N/A0.000%
11/9/2023 UBS Group AG856,096$7.74M0.0%-15.5%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, 123 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 ($9.30M), Capital Investment Advisors LLC ($8.73M), UBS Group AG ($7.59M), Cyndeo Wealth Partners LLC ($7.56M), LPL Financial LLC ($7.07M), and Relative Value Partners Group LLC ($6.97M).Learn more on EVV's institutional investors.

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

Of the 99 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), Cyndeo Wealth Partners LLC ($1.29M), Penserra Capital Management LLC ($1.03M), Relative Value Partners Group LLC ($691.37K), Allspring Global Investments Holdings LLC ($604.08K), 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 10,301,181 shares in the last 24 months. This purchase volume represents approximately $45.38M in transactions.

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

Of the 65 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), Shaker Financial Services LLC ($337.80K), Centaurus Financial Inc. ($334.92K), and Allspring Global Investments Holdings LLC ($323.60K).

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

Institutional investors have sold a total of 5,489,592 shares in the last 24 months. This volume of shares sold represents approximately $16.71M in transactions.



This page (NYSEAMERICAN:EVV) was last updated on 11/23/2024 by MarketBeat.com Staff
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