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Eaton Vance Limited Duration Income Fund (EVV) Institutional Ownership

$10.32 -0.03 (-0.29%)
Closing price 04:10 PM Eastern
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$10.32 0.00 (0.00%)
As of 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)
84
Total
Institutional Inflows
(last 12 months)
$52.23M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$19.21M
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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
9/9/2025 NWF Advisory Services Inc.95,050$975K0.1%-7.5%0.000%
9/4/2025 Osaic Holdings Inc.333,034$3.42M0.0%+6.5%0.000%
8/19/2025 B. Riley Wealth Advisors Inc.25,963$266K0.0%N/A0.000%
8/19/2025 Cape Investment Advisory Inc.6,093$63K0.0%-14.1%0.000%
8/15/2025 Prevail Innovative Wealth Advisors LLC163,192$1.67M0.4%+11.2%0.000%
8/15/2025 Mendel Capital Management LLC27,242$280K0.2%-17.8%0.000%
8/15/2025 EP Wealth Advisors LLC13,400$137K0.0%-28.0%0.000%
8/15/2025 Benjamin Edwards Inc.80,837$829K0.0%-24.5%0.000%
8/15/2025 Bank of America Corp DE290,735$2.98M0.0%+5.0%0.000%
8/15/2025 Ameriprise Financial Inc.4,005,680$41.10M0.0%+11.0%0.000%
8/14/2025 Raymond James Financial Inc.582,256$5.97M0.0%-5.1%0.000%
8/13/2025 StoneX Group Inc.16,827$173K0.0%-31.4%0.000%
8/13/2025 M Holdings Securities Inc.24,668$251K0.0%N/A0.000%
8/13/2025 Baird Financial Group Inc.153,408$1.57M0.0%+3.1%0.000%
8/13/2025 Guggenheim Capital LLC1,598,064$16.40M0.1%+12.0%0.000%
8/13/2025 Invesco Ltd.1,383,570$14.20M0.0%-0.1%0.000%
8/13/2025 WealthTrust Axiom LLC11,800$121K0.0%-11.3%0.000%
8/12/2025 AlphaCore Capital LLC43,402$445K0.0%+25.0%0.000%
8/8/2025 Rockefeller Capital Management L.P.20,055$206K0.0%-24.9%0.000%
8/8/2025 Cetera Investment Advisers627,418$6.44M0.0%+5.0%0.000%
8/8/2025 Fiera Capital Corp209,918$2.15M0.0%-2.3%0.000%
8/8/2025 PNC Financial Services Group Inc.3,127$32K0.0%+555.6%0.000%
8/7/2025 Allworth Financial LP4,348$45K0.0%+47.8%0.000%
8/6/2025 Penserra Capital Management LLC530,154$5.44M0.1%+3.0%0.000%
8/6/2025 Wedbush Securities Inc.87,173$894K0.0%+9.9%0.000%
8/6/2025 Ethos Financial Group LLC176,074$1.81M0.2%+3.0%0.000%
8/5/2025 Shaker Financial Services LLC209,404$2.15M0.8%+6.9%0.000%
8/5/2025 Aviance Capital Partners LLC131,428$1.35M0.2%-2.4%0.000%
8/4/2025 Flagship Harbor Advisors LLC67,554$693K0.0%-4.9%0.000%
8/1/2025 Envestnet Asset Management Inc.42,394$435K0.0%+4.7%0.000%
7/31/2025 Jackson Hole Capital Partners LLC10,184$104K0.0%N/A0.000%
7/30/2025 Onyx Bridge Wealth Group LLC13,672$140K0.0%-9.8%0.000%
7/29/2025 Chicago Partners Investment Group LLC1,030,744$10.41M0.3%+4.7%0.000%
7/25/2025 Atria Wealth Solutions Inc.28,984$297K0.0%-34.2%0.000%
7/25/2025 Allspring Global Investments Holdings LLC191,488$1.97M0.0%-25.7%0.000%
7/24/2025 Cyndeo Wealth Partners LLC452,912$4.65M0.3%-20.7%0.000%
7/23/2025 Clear Creek Financial Management LLC132,937$1.36M0.1%+3.4%0.000%
7/21/2025 Future Financial Wealth Managment LLC49,419$507K0.3%+3.3%0.000%
7/21/2025 Barrett & Company Inc.7,000$72K0.0%-21.8%0.000%
7/21/2025 Ameritas Advisory Services LLC5,450$56K0.0%N/A0.000%
7/21/2025 Ashton Thomas Securities LLC16,000$164K0.0%-20.0%0.000%
7/18/2025 PFG Investments LLC19,684$202K0.0%-8.4%0.000%
7/17/2025 Melfa Wealth Management Inc.96,946$995K0.6%-3.2%0.000%
7/17/2025 Capital Investment Advisors LLC882,054$9.05M0.2%-4.5%0.000%
7/17/2025 Janney Montgomery Scott LLC41,592$427K0.0%-15.0%0.000%
7/17/2025 Camelot Portfolios LLC100,474$1.03M0.6%-7.2%0.000%
7/16/2025 Kennedy Investment Group319,410$3.28M1.4%-44.0%0.000%
7/15/2025 Kanen Wealth Management LLC401,569$4.12M1.6%+9.4%0.000%
7/11/2025 Mallini Complete Financial Planning LLC33,274$341K0.3%+16.0%0.000%
7/10/2025 Oliver Lagore Vanvalin Investment Group3,000$30K0.0%N/A0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC56,507$587K0.0%N/A0.000%
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%
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%
(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, 137 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. ($41.10M), Guggenheim Capital LLC ($16.40M), Invesco Ltd. ($14.20M), LPL Financial LLC ($13.13M), Chicago Partners Investment Group LLC ($10.41M), and Royal Bank of Canada ($9.14M).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 106 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. ($972.29K), Penserra Capital Management LLC ($906.09K), Relative Value Partners Group LLC ($691.37K), LPL Financial LLC ($562.74K), Guggenheim Capital LLC ($476.10K), and Kanen Wealth Management LLC ($401.57K).

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

Institutional investors have bought a total of 5,919,694 shares in the last 24 months. This purchase volume represents approximately $52.23M in transactions.

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

Of the 55 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 ($664.87K), Cyndeo Wealth Partners LLC ($323.18K), Kennedy Investment Group ($302.36K), Invesco Ltd. ($206.71K), Shaker Financial Services LLC ($189.85K), 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 3,606,775 shares in the last 24 months. This volume of shares sold represents approximately $19.21M in transactions.


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This page (NYSEAMERICAN:EVV) was last updated on 9/10/2025 by MarketBeat.com Staff
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