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Eaton Vance Limited Duration Income Fund (EVV) Institutional Ownership

$9.82 +0.05 (+0.51%)
Closing price 04/25/2025 04:10 PM Eastern
Extended Trading
$9.82 +0.00 (+0.05%)
As of 04/25/2025 04:16 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.
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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)
74
Total
Institutional Inflows
(last 12 months)
$31.61M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$10.12M
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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
4/24/2025 Mallini Complete Financial Planning LLC28,693$286K0.3%+4.5%0.000%
4/24/2025 Allspring Global Investments Holdings LLC257,896$2.57M0.0%-34.9%0.000%
4/22/2025 Flagship Harbor Advisors LLC71,061$709K0.0%-3.3%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.102,945$1.03M0.0%-3.0%0.000%
4/22/2025 Kennedy Investment Group570,657$5.70M2.6%-6.4%0.000%
4/21/2025 Riverbridge Partners LLC23,913$239K0.0%+13.9%0.000%
4/17/2025 Fortitude Advisory Group L.L.C.34,824$334K0.2%+3.1%0.000%
4/17/2025 Cyndeo Wealth Partners LLC570,944$5.70M0.4%-15.2%0.000%
4/15/2025 Kanen Wealth Management LLC367,219$3.67M1.5%+60.2%0.000%
4/14/2025 Capital Investment Advisors LLC924,034$9.22M0.2%+2.7%0.000%
4/9/2025 Selway Asset Management59,404$593K0.2%-2.4%0.000%
4/9/2025 Quad Cities Investment Group LLC32,512$324K0.2%+19.6%0.000%
4/9/2025 NBC Securities Inc.17,300$172K0.0%+101,664.7%0.000%
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%
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2/12/2025 Selway 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%
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%
2/5/2025 Oppenheimer & 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%
1/30/2025 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%
1/28/2025Stephens 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%
1/24/2025 Clay Northam Wealth Management LLC13,014$127K0.1%N/A0.000%
1/24/2025 Spire Wealth Management7,778$76K0.0%N/A0.000%
1/24/2025Chicago 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%
1/22/2025 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%
1/17/2025Melfa 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%
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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%
11/1/2024Fiera 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%
10/29/2024Clear 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%
(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, 134 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 ($9.22M).Learn more on EVV's institutional investors.

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

Of the 108 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 ($897.70K), Relative Value Partners Group LLC ($691.37K), LPL Financial LLC ($684.25K), Allspring Global Investments Holdings LLC ($441.81K), and Cetera Advisors LLC ($388.18K).

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

Institutional investors have bought a total of 11,076,217 shares in the last 24 months. This purchase volume represents approximately $64.30M in transactions.

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

Of the 61 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), Allspring Global Investments Holdings LLC ($598.47K), Cetera Advisor Networks LLC ($487.97K), 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 5,448,171 shares in the last 24 months. This volume of shares sold represents approximately $25.59M in transactions.


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This page (NYSEAMERICAN:EVV) was last updated on 4/27/2025 by MarketBeat.com Staff
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