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Get Institutions for : 
Eaton Vance Limited Duration Income Fund (EVV)  
$9.75 0.02 (0.2%) as of 4:30 Thu 3/28


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 157    3
Total shares held : 
35,185,289  
% of shares held : 
30.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  21  
Amount of shares held : 
2,411,986  
% of shares held change : 
  2.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$8.93  
Last Quarter's Ending Price : 
$9.58  
Last Quarter's Average Price
$9.11  
Change from last quarter's     
avg. price to the last closing  : 
0.64 (7.03%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 443,091
 1.26%
 
Increased Positions :
61
 3,399,621
 9.66%
 
Unchanged Positions :
37
 1,778,869
 5.06%
 
Decreased Positions :
43
-961,248
-2.73%
 
Closed Positions :
13
-469,478
-1.33%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 1244 - 2023-12-31 9,189,343 $88,034,000 480,956
   SIT INVESTMENT ASSOCIATES INC 9 - 2023-12-31 5,328,636 $51,048,000 447,097
   INVESCO LTD 1508 - 2023-12-31 1,682,941 $16,123,000 -95,462
   AMERIPRISE FINANCIAL INC 1523 - 2023-12-31 1,394,547 $13,361,000 490,942
   Penserra Capital Management LLC 61 - 2023-12-31 1,285,602 $12,316,000 88,977
   LPL FINANCIAL CORP 1347 - 2023-12-31 874,537 $8,378,000 92,800
   Chicago Partners Investment Group LLC 62 - 2023-12-31 806,627 $7,752,000 -47,947
   UBS Group AG 1636 - 2023-12-31 792,694 $7,594,000 -63,402
   Cyndeo Wealth Partners LLC 34 - 2023-12-31 772,424 $7,400,000 -35,517
   Allspring Global Investments Holdings LLC - 2023-12-31 757,328 $7,255,000 27,170
   Relative Value Partners Group LLC 46 - 2023-12-31 727,172 $6,966,000 691,372
   Arete Wealth Advisors LLC 37 - 2023-12-31 721,964 $6,916,000 11,242
   GUGGENHEIM CAPITAL LLC 429 - 2023-12-31 697,043 $6,678,000 29,170
   CNH PARTNERS LLC 60 - 2023-12-31 683,157 $6,545,000 216,586
   KENNEDY INVESTMENT GROUP 4 - 2023-12-31 630,617 $6,041,000 9,200
   ROYAL BANK OF CANADA 1864 - 2023-12-31 528,337 $5,061,000 40,010
   BANK OF AMERICA CORP /DE/ 2914 - 2023-12-31 484,792 $4,644,000 18,839
   SHAKER FINANCIAL SERVICES, LLC 8 - 2023-12-31 436,704 $4,184,000 137,627
   Advisor Group Holdings Inc. 1321 - 2023-12-31 435,923 $4,176,000 -204,700
   RAYMOND JAMES & ASSOCIATES 1686 - 2023-12-31 405,662 $3,886,000 55,125
   OAK HILL ADVISORS LP 10 - 2023-12-31 403,604 $3,867,000 0
   COHEN & STEERS INC 169 - 2023-12-31 375,463 $3,597,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 1301 - 2023-12-31 364,732 $3,494,000 -2,404
   Cetera Investment Advisers 578 - 2023-12-31 360,329 $3,452,000 -23,660
   STIFEL FINANCIAL CORP 1388 - 2023-12-31 318,511 $3,051,000 -10,710
   CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 60 - 2023-12-31 316,261 $3,030,000 83,206
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 96 - 2023-12-31 302,257 $2,896,000 209,367
   THRIVENT FINANCIAL FOR LUTHERANS 1105 - 2023-12-31 284,156 $2,722,000 0
   1607 CAPITAL PARTNERS, LLC 105 *New 2023-12-31 271,000 $2,596,000 271,000
   Gilbert & Cook Inc. 27 - 2023-12-31 234,295 $2,245,000 0
   Edmonds Duncan Registered Investment Advisors LLC 33 - 2023-12-31 232,051 $2,223,000 1,060
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1535 - 2023-12-31 215,380 $2,063,000 -17,259
   FIERA SCEPTRE INC. 295 - 2023-12-31 199,487 $1,911,000 0
   NATIONAL ASSET MANAGEMENT, INC. 444 - 2023-12-31 145,163 $1,391,000 16,053
   CAMELOT PORTFOLIOS, LLC - 2023-12-31 143,616 $1,376,000 31,829
   Alpine Partners VI LLC 52 - 2023-12-31 130,000 $1,245,000 2,500
   MULTIFINANCIAL SECURITIES CORP 700 - 2023-12-31 124,161 $1,189,000 40,811
   AVIANCE CAPITAL PARTNERS, LLC 104 - 2023-12-31 121,322 $1,162,000 -13,165
   CoreCap Advisors LLC 240 - 2023-12-31 117,285 $1,124,000 1,770
   BENJAMIN F. EDWARDS & COMPANY INC. 464 - 2023-12-31 112,074 $1,074,000 6,681
   FINANCIAL NETWORK 1329 - 2023-12-31 111,238 $1,066,000 -4,333
   Clear Creek Financial Management LLC - 2023-12-31 110,103 $1,055,000 1,624
   Goss Wealth Management LLC 927 - 2023-12-31 102,428 $984,000 9,245
   MELFA WEALTH MANAGEMENT LLC - 2023-12-31 96,301 $916,000 -7,434
   CENTAURUS FINANCIAL INC. 259 - 2023-12-31 91,388 $875,000 -334,921
   Baird Financial Group Inc. 1180 - 2023-12-31 91,272 $874,000 27,407
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1737 - 2023-12-31 88,655 $849,000 -19,452
   WEDBUSH MORGAN SECURITIES INC 400 - 2023-12-31 81,792 $784,000 4,846
   OHE FINANCIAL INC 139 - 2023-12-31 74,906 $718,000 -1,239
   Atria Wealth Solutions Inc. 1043 - 2023-12-31 69,700 $668,000 21,310
   BURROUGHS HUTCHINSON 56 - 2023-12-31 68,979 $661,000 -17,100
   Merit Financial Group LLC 442 - 2023-12-31 64,411 $617,000 -19,030
   PIN OAK INVESTMENT ADVISORS INC 35 - 2023-12-31 62,428 $598,000 8,905
   FLAGSHIP HARBOR ADVISORS LLC 339 - 2023-12-31 58,473 $560,000 2,749
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC - 2023-12-31 54,701 $524,000 190
   Flow State Investments L.P. 62 *New 2023-12-31 54,159 $519,000 54,159
   CREDIT SUISSE/ 2644 - 2023-12-31 50,000 $479,000 -10,000
   RIVERNORTH CAPITAL MANAGEMENT, INC. 227 - 2023-12-31 47,056 $451,000 -182,597
   ROCK POINT ADVISORS LLC 67 - 2023-12-31 46,074 $441,000 -9,590
   Congress Wealth Management LLC / DE / 484 - 2023-12-31 45,770 $438,000 26,000
   HIGHTOWER ADVISORS, LLC 2365 - 2023-12-31 45,306 $431,000 -2,639
   WELLS FARGO & CO/MN 3455 - 2023-12-31 42,871 $411,000 981
   Sowell Financial Services LLC - 2023-12-31 41,769 $400,000 -332
   Kestra Advisory Services LLC 1665 - 2023-12-31 40,648 $389,000 17,034
   COMERICA BANK 1977 - 2023-12-31 40,052 $384,000 697
   STEPHENS INC /AR/ 867 - 2023-12-31 37,190 $356,000 2,425
   ADVISORY SERVICES NETWORK, LLC 1037 - 2023-12-31 35,572 $341,000 -360
   Capital Investment Advisors LLC 444 - 2023-12-31 33,190 $318,000 2,499
   CONNING ASSET MANAGEMENT CO. 251 - 2023-12-31 32,079 $307,000 0
   MML INVESTORS SERVICES LLC 2026 - 2023-12-31 31,751 $304,000 1,753
   OARSMAN CAPITAL, INC. 176 - 2023-12-31 30,437 $292,000 0
   Future Financial Wealth Managment LLC 76 - 2023-12-31 30,237 $290,000 -4,575
   Quad-Cities Investment Group LLC 126 - 2023-12-31 29,558 $287,000 -5,805
   Rockefeller Capital Management L.P. 1472 - 2023-12-31 28,838 $276,000 -2,800
   IWAMOTO KONG & CO INC 129 - 2023-12-31 27,248 $261,000 27
   CREATIVE PLANNING 2188 - 2023-12-31 27,037 $259,000 -14,911
   EP WEALTH ADVISORS, INC. 664 - 2023-12-31 26,800 $257,000 0
   SeaCrest Wealth Management LLC 516 - 2023-12-31 25,628 $248,000 -1,824
   Fortitude Advisory Group L.L.C. 163 - 2023-12-31 25,801 $247,000 2,672
   JANNEY MONTGOMERY SCOTT LLC 2330 - 2023-12-31 25,495 $244,000 -4,845
   Moors & Cabot Inc. 729 - 2023-12-31 22,781 $218,000 -17,450
   Pointe Capital Management LLC 140 - 2023-12-31 22,575 $216,000 -907
   BerganKDV Wealth Management LLC 223 - 2023-06-30 23,125 $216,000 875
   CI Private Wealth LLC 2069 - 2023-12-31 20,886 $200,000 -875
   Pathstone Holdings LLC 2060 - 2023-12-31 20,534 $197,000 0
   ENVESTNET ASSET MANAGEMENT INC 3808 - 2023-12-31 20,014 $192,000 -125,070
   Lido Advisors LLC 1086 *New 2023-12-31 19,837 $190,000 19,837
   Verity Asset Management Inc. 179 *New 2023-12-31 19,729 $189,000 19,729
   PATHSTONE FAMILY OFFICE, LLC 1527 *New 2023-09-30 20,534 $186,000 20,534
   Onyx Bridge Wealth Group LLC 230 - 2023-12-31 19,424 $186,000 205
   Claybrook Capital LLC 131 - 2023-09-30 19,837 $179,000 0
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 345 - 2023-12-31 18,611 $178,000 0
   Stonegate Investment Group LLC - 2023-12-31 18,552 $178,000 0
   Ellis Investment Partners LLC 218 - 2023-12-31 18,391 $176,000 162
   DUDLEY CAPITAL MANAGEMENT LLC 102 - 2023-12-31 18,133 $174,000 -350
   RIVERBRIDGE PARTNERS LLC 193 - 2023-12-31 17,459 $167,000 0
   NBC SECURITIES INC. 797 - 2023-12-31 17,300 $165,000 0
   NOMURA HOLDINGS INC 906 *New 2023-12-31 17,150 $164,000 17,150
   US BANCORP 2110 - 2023-12-31 16,600 $159,000 0
   JANE STREET GROUP LLC 4851 *New 2023-12-31 16,634 $159,000 16,634

  100 Records found
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