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Eaton Vance Limited Duration Income Fund (EVV) Institutional Ownership

$10.16 -0.04 (-0.39%)
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)
72
Total
Institutional Inflows
(last 12 months)
$29.71M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$7.26M
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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
2/25/2025 B. Riley Wealth Advisors Inc.36,746$359K0.0%-14.3%0.000%
2/25/2025 Armis Advisers LLC12,146$119K0.0%N/A0.000%
2/21/2025 AlphaCore Capital LLC33,508$327K0.1%+5.0%0.000%
2/18/2025 Elequin Capital LP24,682$241K0.0%N/A0.000%
2/17/2025 Millennium Management LLC18,475$181K0.0%-70.9%0.000%
2/17/2025 Focus Partners Wealth11,098$108K0.0%N/A0.000%
2/17/2025 CoreCap Advisors LLC181,845$1.78M0.1%+101.2%0.000%
2/17/2025 Cetera Investment Advisers576,144$5.63M0.0%-11.8%0.000%
2/17/2025 Cahill Financial Advisors Inc.16,465$161K0.0%-34.6%0.000%
2/17/2025 Citadel Advisors LLC11,055$108K0.0%N/A0.000%
2/17/2025 Baird Financial Group Inc.147,498$1.44M0.0%+5.6%0.000%
2/17/2025 Bank of America Corp DE286,981$2.80M0.0%+4.0%0.000%
2/17/2025 Benjamin Edwards Inc.118,367$1.16M0.0%-15.7%0.000%
2/17/2025 Ameriprise Financial Inc.3,295,778$32.19M0.0%+8.6%0.000%
2/14/2025 Jane Street Group LLC18,565$181K0.0%N/A0.000%
2/14/2025 Comerica Bank47,820$467K0.0%+9.6%0.000%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.3,400$33K0.0%N/A0.000%
2/14/2025 Stifel Financial Corp363,371$3.55M0.0%+3.4%0.000%
2/14/2025 Shaker Financial Services LLC185,412$1.81M0.7%+105.4%0.000%
2/13/2025 Guggenheim Capital LLC1,312,791$12.83M0.1%+17.0%0.000%
2/13/2025 Raymond James Financial Inc.619,403$6.05M0.0%N/A0.000%
2/13/2025 Invesco Ltd.1,342,161$13.11M0.0%-13.3%0.000%
2/13/2025 Wedbush Securities Inc.78,728$769K0.0%-11.2%0.000%
2/13/2025 Sit Investment Associates Inc.5,147,342$50.29M1.1%+1.2%0.000%
2/13/2025 Oarsman Capital Inc.6,475$63K0.0%-34.1%0.000%
2/13/2025 Wells Fargo & Company MN177,074$1.73M0.0%+263.2%0.000%
2/12/2025 Landscape Capital Management L.L.C.24,912$243K0.0%-62.6%0.000%
2/12/2025 Selway Asset Management60,879$595K0.2%+4.1%0.000%
2/12/2025 StoneX Group Inc.24,454$239K0.0%N/A0.000%
2/12/2025 Summit Financial LLC82,149$803K0.0%+11.8%0.000%
2/12/2025 Prevail Innovative Wealth Advisors LLC122,451$1.20M0.3%+14.4%0.000%
2/11/2025 Congress Wealth Management LLC DE 45,770$447K0.0%+131.5%0.000%
2/11/2025 LPL Financial LLC1,170,586$11.44M0.0%+39.7%0.000%
2/11/2025 Virtu Financial LLC22,718$222K0.0%N/A0.000%
2/11/2025 ProVise Management Group LLC17,088$167K0.0%+11.8%0.000%
2/10/2025 Thrivent Financial for Lutherans219,156$2.14M0.0%-10.6%0.000%
2/10/2025 Commonwealth Equity Services LLC438,334$4.28M0.0%+4.9%0.000%
2/7/2025 HighTower Advisors LLC17,358$170K0.0%-24.9%0.000%
2/7/2025 Aviance Capital Partners LLC132,943$1.30M0.2%-0.7%0.000%
2/6/2025 Raymond James Financial Inc.619,403$6.05M0.0%N/A0.000%
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2/6/2025 Steward Partners Investment Advisory LLC21,492$210K0.0%+724.4%0.000%
2/5/2025 Cape Investment Advisory Inc.3,693$36K0.0%-35.1%0.000%
2/5/2025 Oppenheimer & Co. Inc.11,833$116K0.0%+10.7%0.000%
2/3/2025 Sigma Planning Corp12,289$120K0.0%N/A0.000%
2/3/2025 Camelot Portfolios LLC84,733$828K0.9%-7.4%0.000%
2/3/2025 Private Advisor Group LLC40,684$397K0.0%+10.1%0.000%
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%
12/13/2024 B. Riley Wealth Advisors Inc.42,887$449K0.0%-73.1%0.000%
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%
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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%
10/18/2024 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%
10/11/2024 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%
8/19/2024 B. Riley Wealth Advisors Inc.159,609$1.56M0.0%+23.6%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, 136 institutional investors and hedge funds held shares of Eaton Vance Limited Duration Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($50.29M), Ameriprise Financial Inc. ($32.19M), Invesco Ltd. ($13.11M), Guggenheim Capital LLC ($12.83M), LPL Financial LLC ($11.44M), Chicago Partners Investment Group LLC ($9.28M), and Capital Investment Advisors LLC ($8.79M).Learn more on EVV's institutional investors.

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

Of the 109 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), Raymond James Financial Inc. ($1.24M), Penserra Capital Management LLC ($1.01M), Cyndeo Wealth Partners LLC ($966.02K), Relative Value Partners Group LLC ($691.37K), LPL Financial LLC ($684.25K), and Allspring Global Investments Holdings LLC ($441.81K).

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

Institutional investors have bought a total of 12,089,188 shares in the last 24 months. This purchase volume represents approximately $74.03M in transactions.

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

Of the 63 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. ($735.62K), Cetera Advisor Networks LLC ($487.97K), Allspring Global Investments Holdings LLC ($475.78K), Shaker Financial Services LLC ($337.80K), Centaurus Financial Inc. ($334.92K), and Gilbert & Cook Inc. ($224.94K).

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

Institutional investors have sold a total of 5,292,179 shares in the last 24 months. This volume of shares sold represents approximately $23.94M in transactions.


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This page (NYSEAMERICAN:EVV) was last updated on 3/6/2025 by MarketBeat.com Staff
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