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.
Q3 2023 vs. Q2 2023
How the institutions holding Eaton Vance Ltd Duration Income Fund changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 156 | 2 | 155 | +1 |
| Shares | 32.4M | 24.8K | 34.5M | +2.04M (+6.3%) |
| Value | $303.7M | $232.4K | $311.2M | +$7.73M (+2.5%) |
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held Eaton Vance Ltd Duration Income Fund at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| City of London Investment Management Co Ltd | 233,055 | $2.11M | 0.18% |
| Alpine Global Management, LLC | 127,500 | $1.15M | 0.27% |
| Baird Financial Group, Inc. | 63,865 | $577.3K | 0.00% |
| Comerica Bank | 39,355 | $355.8K | 0.00% |
| EP Wealth Advisors, LLC | 26,800 | $242.3K | 0.00% |
| Northern Trust Corp | 23,246 | $210.1K | 0.00% |
| Pathstone Family Office, LLC | 20,534 | $185.6K | 0.00% |
| Riverbridge Partners LLC | 17,341 | $156.8K | 0.00% |
| NBC Securities, Inc. | 17,300 | $156.0K | 0.02% |
| Wealth Enhancement Advisory Services, LLC | 12,428 | $112.3K | 0.00% |
| Citadel Advisors LLC | 10,382 | $93.9K | 0.00% |
| Williams Jones Wealth Management, LLC. | 10,170 | $91.9K | 0.00% |
| Horizon Bancorp Inc | 625 | $6.00K | 0.00% |
| Highlander Capital Management, LLC | 500 | $5.00K | 0.00% |
| Farther Finance Advisors, LLC | 266 | $2.40K | 0.00% |
| Fortis Group Advisors, LLC | 250 | $2.26K | 0.00% |
Sold out (15)
Institutions that held Eaton Vance Ltd Duration Income Fund at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Almitas Capital LLC | 87,167 | $828.1K |
| Walleye Capital LLC | 68,525 | $641.4K |
| AXS Investments LLC | 24,000 | $224.6K |
| Veritable, L.P. | 17,600 | $164.7K |
| Greytown Advisors Inc. | 11,011 | $132.7K |
| Boothbay Fund Management, LLC | 11,000 | $103.0K |
| Lincoln National Corp | 10,759 | $100.7K |
| WMG Financial Advisors, LLC | 10,250 | $95.9K |
| PFG Advisors | 10,060 | $94.2K |
| MJP Associates Inc | 10,014 | $93.7K |
| Diversified Trust Co | 10,000 | $93.6K |
| Raleigh Capital Management Inc. | 1,100 | $10.3K |
| Assetmark, Inc | 994 | $9.30K |
| Godsey & Gibb Associates | 600 | $5.62K |
| FMR LLC | 1 | $9 |
Not filed for Q3 2023 yet (2)
Institutions that held Eaton Vance Ltd Duration Income Fund at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| BerganKDV Wealth Management, LLC | 23,125 | $216.4K |
| Kistler-Tiffany Companies, LLC | 1,700 | $15.9K |