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 2024 vs. Q2 2024
How the institutions holding Eaton Vance Ltd Duration Income Fund changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 144 | 1 | 144 | +1 |
| Shares | 36.8M | 120.3K | 35.3M | −1.34M (−3.7%) |
| Value | $358.6M | $1.17M | $371.1M | +$13.7M (+3.8%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held Eaton Vance Ltd Duration Income Fund at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Benjamin Edwards Inc | 140,353 | $1.48M | 0.02% |
| Prevail Innovative Wealth Advisors, LLC | 107,007 | $1.12M | 0.34% |
| Rareview Capital LLC | 73,810 | $775.7K | 0.58% |
| Millennium Management LLC | 63,410 | $666.4K | 0.00% |
| Kovitz Investment Group Partners, LLC | 52,036 | $546.9K | 0.00% |
| Congress Wealth Management LLC | 19,770 | $207.8K | 0.00% |
| Equitable Holdings, Inc. | 10,901 | $114.6K | 0.00% |
| Eastern Bank | 10,000 | $105.1K | 0.00% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,492 | $57.7K | 0.00% |
| Fortitude Family Office, LLC | 3,140 | $33.0K | 0.01% |
| Trust Co of Vermont | 1,100 | $11.6K | 0.00% |
| Montag A & Associates Inc | 681 | $7.16K | 0.00% |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 250 | $2.63K | 0.00% |
| Northwest Financial Advisors | 1 | $11 | 0.00% |
Sold out (13)
Institutions that held Eaton Vance Ltd Duration Income Fund at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Arete Wealth Advisors, LLC | 665,996 | $6.49M |
| Oxford Financial Group Ltd | 226,137 | $2.20M |
| 1607 Capital Partners, LLC | 123,000 | $1.20M |
| CNH Partners LLC | 101,553 | $989.1K |
| Calamos Advisors LLC | 38,916 | $379.0K |
| Walleye Capital LLC | 25,450 | $247.9K |
| Baker Tilly Wealth Management, LLC | 15,600 | $151.9K |
| HRT Financial LP | 14,955 | $145.0K |
| Colony Group, LLC | 10,586 | $104.0K |
| WealthTrust Asset Management, LLC | 10,455 | $101.8K |
| Wolverine Asset Management LLC | 10,372 | $101.0K |
| Williams Jones Wealth Management, LLC. | 10,170 | $99.1K |
| Hilltop National Bank | 360 | $3.51K |
Not filed for Q3 2024 yet (1)
Institutions that held Eaton Vance Ltd Duration Income Fund at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 120,348 | $1.17M |