Skip to main content
Livermore
Livermore
ZHEN

Eaton Vance Ltd Duration Income Fund

EVV
Exchange
NYSE
SEC CIK
0001222922

No open-market purchases or sales by Eaton Vance Ltd Duration Income Fund insiders were filed in the last 90 days; 143 institutions reported holding it in 13F filings for Q2 2026, worth $398.9M in total; no superinvestor holds it.

Q4 2021 vs. Q3 2021

How the institutions holding Eaton Vance Ltd Duration Income Fund changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of EVV: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1471160+14
Shares33.9M72.6K32.9M−932.5K (−2.8%)
Value$447.1M$956.0K$429.4M−$16.8M (−3.8%)

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (31)

Institutions that held Eaton Vance Ltd Duration Income Fund at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to EVV in Q4 2021
InstitutionSharesValue% of portfolio
Allspring Global Investments Holdings, LLC347,765$4.55M0.01%
CoreCap Advisors, LLC207,250$2.71M0.18%
Vident Investment Advisory, LLC170,190$2.23M0.06%
Credit Suisse AG135,000$1.77M0.00%
GWM Advisors LLC81,860$1.07M0.02%
Compass Financial Advisors LLC59,495$779.0K0.86%
San Luis Wealth Advisors LLC27,105$355.0K0.36%
Stonegate Investment Group, LLC18,552$243.0K0.01%
Retirement Guys Formula LLC15,151$198.0K0.16%
Congress Wealth Management LLC14,990$196.0K0.00%
WMG Financial Advisors, LLC13,606$178.0K0.14%
Fortitude Advisory Group L.L.C.13,567$178.0K0.09%
Two Sigma Securities, LLC12,537$164.0K0.03%
MKT Advisors LLC11,919$147.0K0.12%
Virtu Financial LLC10,483$137.0K0.01%
Byrne Asset Management LLC10,200$134.0K0.09%
Nomura Holdings Inc10,000$131.0K0.00%
Paragon Capital Management Ltd3,000$39.0K0.01%
Lindbrook Capital, LLC3,000$39.0K0.01%
Masso Torrence Wealth Management Inc.2,372$31.0K0.02%
Cambridge Trust Co2,000$26.0K0.00%
Concord Wealth Partners1,377$18.0K0.00%
Ahrens Investment Partners LLC1,000$13.0K0.01%
Ellis Investment Partners, LLC1,015$13.0K0.00%
Mach-1 Financial Group, Inc.1,000$13.0K0.01%
Raleigh Capital Management Inc.1,000$13.0K0.01%
Investmark Advisory Group LLC1,067$13.0K0.01%
Centerpoint Advisors, LLC424$6.00K0.00%
Sandy Cove Advisors, LLC300$4.00K0.00%
CWM, LLC156$2.00K0.00%
Snowden Capital Advisors LLC200$2.00K0.00%

Sold out (17)

Institutions that held Eaton Vance Ltd Duration Income Fund at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of EVV in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Citadel Advisors LLC510,668$6.73M
Shaker Financial Services, LLC84,598$1.11M
Millennium Management LLC27,804$366.0K
HRT Financial LP24,235$319.0K
Thomas J. Herzfeld Advisors, Inc.15,953$210.0K
Hollencrest Capital Management13,209$174.0K
Wade G W & Inc10,785$142.0K
IHT Wealth Management, LLC10,504$138.0K
Carolinas Wealth Consulting LLC3,405$45.0K
Global Retirement Partners, LLC2,156$28.0K
Herold Advisors, Inc.2,000$26.0K
Barrett Asset Management, LLC1,800$24.0K
Montag A & Associates Inc1,000$13.0K
Central Trust Co596$8.00K
Arkadios Wealth Advisors500$6.00K
Bartlett & Co. Wealth Management LLC255$3.36K
Bartlett & Co. LLC255$3.00K

Not filed for Q4 2021 yet (1)

Institutions that held Eaton Vance Ltd Duration Income Fund at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EVV in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Mid Atlantic Financial Management Inc72,555$956.0K