Free Trial
→ DOGE Social Security bombshell? (From Altimetry) (Ad) Buy EVV Stock  Free EVV Stock Alerts

Eaton Vance Limited Duration Income Fund (EVV) Institutional Ownership

$9.46 -0.51 (-5.12%)
Closing price 04/4/2025 04:10 PM Eastern
Extended Trading
$9.37 -0.09 (-0.91%)
As of 04/4/2025 06:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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
Get EVV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Eaton Vance Limited Duration Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

EVV Institutional Buying and Selling by Quarter

Remove Ads

Eaton Vance Limited Duration Income Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/25/2025B. Riley Wealth Advisors Inc.36,746$359K0.0%-14.3%0.000%
2/25/2025Armis Advisers LLC12,146$119K0.0%N/A0.000%
2/21/2025AlphaCore Capital LLC33,508$327K0.1%+5.0%0.000%
2/18/2025Elequin Capital LP24,682$241K0.0%N/A0.000%
2/17/2025Millennium Management LLC18,475$181K0.0%-70.9%0.000%
2/17/2025Focus Partners Wealth11,098$108K0.0%N/A0.000%
2/17/2025CoreCap Advisors LLC181,845$1.78M0.1%+101.2%0.000%
2/17/2025Cetera Investment Advisers576,144$5.63M0.0%-11.8%0.000%
2/17/2025Cahill Financial Advisors Inc.16,465$161K0.0%-34.6%0.000%
2/17/2025Citadel Advisors LLC11,055$108K0.0%N/A0.000%
2/17/2025Baird Financial Group Inc.147,498$1.44M0.0%+5.6%0.000%
2/17/2025Bank of America Corp DE286,981$2.80M0.0%+4.0%0.000%
2/17/2025Benjamin Edwards Inc.118,367$1.16M0.0%-15.7%0.000%
2/17/2025Ameriprise Financial Inc.3,295,778$32.19M0.0%+8.6%0.000%
2/14/2025Jane Street Group LLC18,565$181K0.0%N/A0.000%
2/14/2025Comerica Bank47,820$467K0.0%+9.6%0.000%
2/14/2025Marshall & Sterling Wealth Advisors Inc.3,400$33K0.0%N/A0.000%
2/14/2025Stifel Financial Corp363,371$3.55M0.0%+3.4%0.000%
2/14/2025Shaker Financial Services LLC185,412$1.81M0.7%+105.4%0.000%
2/13/2025Guggenheim Capital LLC1,312,791$12.83M0.1%+17.0%0.000%
2/13/2025Raymond James Financial Inc.619,403$6.05M0.0%N/A0.000%
2/13/2025Invesco Ltd.1,342,161$13.11M0.0%-13.3%0.000%
2/13/2025Wedbush Securities Inc.78,728$769K0.0%-11.2%0.000%
2/13/2025Sit Investment Associates Inc.5,147,342$50.29M1.1%+1.2%0.000%
2/13/2025Oarsman Capital Inc.6,475$63K0.0%-34.1%0.000%
2/13/2025Wells Fargo & Company MN177,074$1.73M0.0%+263.2%0.000%
2/12/2025Landscape Capital Management L.L.C.24,912$243K0.0%-62.6%0.000%
2/12/2025Selway Asset Management60,879$595K0.2%+4.1%0.000%
2/12/2025StoneX Group Inc.24,454$239K0.0%N/A0.000%
2/12/2025Summit Financial LLC82,149$803K0.0%+11.8%0.000%
2/12/2025Prevail Innovative Wealth Advisors LLC122,451$1.20M0.3%+14.4%0.000%
2/11/2025Congress Wealth Management LLC DE 45,770$447K0.0%+131.5%0.000%
2/11/2025LPL Financial LLC1,170,586$11.44M0.0%+39.7%0.000%
2/11/2025Virtu Financial LLC22,718$222K0.0%N/A0.000%
2/11/2025ProVise Management Group LLC17,088$167K0.0%+11.8%0.000%
2/10/2025Thrivent Financial for Lutherans219,156$2.14M0.0%-10.6%0.000%
2/10/2025Commonwealth Equity Services LLC438,334$4.28M0.0%+4.9%0.000%
2/7/2025HighTower Advisors LLC17,358$170K0.0%-24.9%0.000%
2/7/2025Aviance Capital Partners LLC132,943$1.30M0.2%-0.7%0.000%
2/6/2025Raymond James Financial Inc.619,403$6.05M0.0%N/A0.000%
Forget 99% of the entire stock market. Trade this one stock instead (Ad)

Jeff Clark says he joined the top 1% of wealthy Americans by doing something radically simple — ignoring 99% of the stock market and trading just one specific gold stock. He calls it the “One Gold Stock Retirement” strategy. Through bull and bear markets alike, he’s used this same trade to rack up triple-digit gains — often outperforming gold itself. And he's not the only one: over 20,000 everyday investors have tapped into this approach to pursue financial freedom. Whether you’re starting with $100 or $1 million, this monthly trade could help you profit in any market — even during crashes.

Jeff Clark reveals the one gold stock he’s traded for years — and how it’s helping thousands reach f
2/6/2025Steward Partners Investment Advisory LLC21,492$210K0.0%+724.4%0.000%
2/5/2025Cape Investment Advisory Inc.3,693$36K0.0%-35.1%0.000%
2/5/2025Oppenheimer & Co. Inc.11,833$116K0.0%+10.7%0.000%
2/3/2025Sigma Planning Corp12,289$120K0.0%N/A0.000%
2/3/2025Camelot Portfolios LLC84,733$828K0.9%-7.4%0.000%
2/3/2025Private Advisor Group LLC40,684$397K0.0%+10.1%0.000%
1/30/2025Ellis Investment Partners LLC10,331$101K0.0%N/A0.000%
1/29/2025Allspring Global Investments Holdings LLC396,175$3.87M0.0%-27.8%0.000%
1/28/2025Stephens Inc. AR10,392$102K0.0%-54.3%0.000%
1/28/2025Apollon Wealth Management LLC10,250$100K0.0%N/A0.000%
1/28/2025Conning Inc.22,455$219K0.0%-30.0%0.000%
1/24/2025Clay Northam Wealth Management LLC13,014$127K0.1%N/A0.000%
1/24/2025Spire Wealth Management7,778$76K0.0%N/A0.000%
1/24/2025Chicago Partners Investment Group LLC921,417$9.28M0.3%+1.9%0.000%
1/24/2025Clear Creek Financial Management LLC125,022$1.22M0.1%+5.6%0.000%
1/22/2025Kennedy Investment Group609,860$5.96M2.7%-1.9%0.000%
1/22/2025PFG Investments LLC21,234$207K0.0%-12.2%0.000%
1/21/2025Flagship Harbor Advisors LLC73,468$718K0.0%+8.1%0.000%
1/21/2025Cyndeo Wealth Partners LLC673,294$6.58M0.4%-13.2%0.000%
1/17/2025Janney Montgomery Scott LLC49,257$481K0.0%+90.5%0.000%
1/17/2025Melfa Wealth Management Inc.100,177$979K0.7%+5.1%0.000%
1/16/2025Kanen Wealth Management LLC229,225$2.24M0.8%N/A0.000%
1/15/2025Merit Financial Group LLC59,092$577K0.0%+22.6%0.000%
1/14/2025Quad Cities Investment Group LLC27,179$266K0.1%-5.9%0.000%
1/13/2025Capital 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%
11/8/2024Avior 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%
11/1/2024Fiera Capital Corp217,401$2.29M0.0%+8.3%0.000%
11/1/2024Verity 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%
10/29/2024Clear Creek Financial Management LLC118,348$1.24M0.1%+11.2%0.000%
10/29/2024Chicago Partners Investment Group LLC904,114$9.30M0.3%+5.5%0.000%
10/25/2024Fortitude Family Office LLC3,140$33K0.0%N/A0.000%
10/24/2024PFG Investments LLC24,196$254K0.0%+8.3%0.000%
10/22/2024International Assets Investment Management LLC16,711$176K0.0%-78.5%0.000%
Forget 99% of the entire stock market. Trade this one stock instead (Ad)

Jeff Clark says he joined the top 1% of wealthy Americans by doing something radically simple — ignoring 99% of the stock market and trading just one specific gold stock. He calls it the “One Gold Stock Retirement” strategy. Through bull and bear markets alike, he’s used this same trade to rack up triple-digit gains — often outperforming gold itself. And he's not the only one: over 20,000 everyday investors have tapped into this approach to pursue financial freedom. Whether you’re starting with $100 or $1 million, this monthly trade could help you profit in any market — even during crashes.

Jeff Clark reveals the one gold stock he’s traded for years — and how it’s helping thousands reach f
10/22/2024Private Advisor Group LLC36,937$388K0.0%-11.1%0.000%
10/22/2024Eastern Bank10,000$105K0.0%N/A0.000%
10/19/2024Allspring 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%
10/16/2024Quad Cities Investment Group LLC28,898$304K0.2%-6.1%0.000%
10/11/2024Creative Planning22,775$239K0.0%-26.4%0.000%
10/8/2024Future 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%
(Data available from 1/1/2016 forward)

Remove Ads

EVV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EVV shares?

During the previous two years, 135 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 12,066,818 shares in the last 24 months. This purchase volume represents approximately $73.94M in transactions.

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

Of the 62 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 5,285,134 shares in the last 24 months. This volume of shares sold represents approximately $23.94M in transactions.


Related Companies

This page (NYSEAMERICAN:EVV) was last updated on 4/6/2025 by MarketBeat.com Staff
From Our Partners
Three new patents reveal Elon and Trump’s secret “Project America”
Right now for a limited time… You can get Tim Bohen’s top 5 Trump stocks for 2025… For only ONE DOLLAR!...
Timothy Sykes | Sponsored
Nearly $3 Trillion Gone…
Nearly $3 trillion disappeared from the stock market on Thursday morning. According to Whitney Tilson - a f...
Stansberry Research | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Elon Musk Demands Fort Knox Audit
With gold prices recently soaring to record highs over $3,000 an ounce, and central banks rushing to accumulat...
The Oxford Club | Sponsored
Caught on Camera: Elon Musk’s “Area 51”
You won’t believe what tech legend Jeff Brown found in what he calls Elon Musk’s “Area 51.” (Click here to see...
Brownstone Research | Sponsored
Retirement Nightmare? It’s Already Happening.
The market is on edge. Every day, another company slashes its dividend, leaving investors scrambling. Intel...
Investors Alley | Sponsored
Wall St. Icon: Looming Financial Tsunami Could Wipe Out the 1%
Wall Street icon who forecasted Black Monday and dot-com crash says a new economic event could hit the America...
InvestorPlace | Sponsored
Controversial opinion: Volume isn't enough.
Don’t be fooled by volume alone — it's just one piece of the trading puzzle. High demand doesn’t matter if sup...
MillPub | Sponsored