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Get Institutions for : 
Eaton Vance Limited Duration Income Fund (EVV)  
$9.44 0.08 (0.85%) as of 4:30 Fri 4/26


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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  : 
0.33 (3.62%)  




 
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
   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 70 - 2024-03-31 843,632 $8,015,000 37,005
   Cyndeo Wealth Partners LLC 40 - 2024-03-31 779,067 $7,596,000 6,643
   Capital Investment Advisors LLC 104 - 2024-03-31 728,293 $7,101,000 695,103
   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 - 2024-03-31 634,179 $6,183,000 3,562
   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
   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
   Edmonds Duncan Registered Investment Advisors LLC 31 - 2024-03-31 235,647 $2,298,000 3,596
   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
   AVIANCE CAPITAL PARTNERS, LLC 128 - 2024-03-31 126,836 $1,237,000 5,514
   MULTIFINANCIAL SECURITIES CORP 700 - 2023-12-31 124,161 $1,189,000 40,811
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1713 - 2024-03-31 104,212 $1,016,000 15,557
   Goss Wealth Management LLC 927 - 2023-12-31 102,428 $984,000 9,245
   Baird Financial Group Inc. 1180 - 2023-12-31 91,272 $874,000 27,407
   WEDBUSH MORGAN SECURITIES INC 400 - 2023-12-31 81,792 $784,000 4,846
   Atria Wealth Solutions Inc. 1043 - 2023-12-31 69,700 $668,000 21,310
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 299 - 2024-03-31 67,773 $657,000 13,072
   FLAGSHIP HARBOR ADVISORS LLC 337 - 2024-03-31 62,735 $612,000 4,262
   PIN OAK INVESTMENT ADVISORS INC 35 - 2023-12-31 62,428 $598,000 8,905
   WELLS FARGO & CO/MN 3455 - 2023-12-31 42,871 $411,000 981
   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
   MML INVESTORS SERVICES LLC 2026 - 2023-12-31 31,751 $304,000 1,753
   Quad-Cities Investment Group LLC 127 - 2024-03-31 30,100 $293,000 542
   IWAMOTO KONG & CO INC 129 - 2023-12-31 27,248 $261,000 27
   Fortitude Advisory Group L.L.C. 163 - 2023-12-31 25,801 $247,000 2,672
   BerganKDV Wealth Management LLC 223 - 2023-06-30 23,125 $216,000 875
   Onyx Bridge Wealth Group LLC 230 - 2023-12-31 19,424 $186,000 205
   RIVERBRIDGE PARTNERS LLC 170 - 2024-03-31 19,009 $185,000 1,550
   Sandy Cove Advisors LLC 119 - 2024-03-31 15,825 $154,000 75
   Garden State Investment Advisory Services LLC 199 - 2023-12-31 16,054 $154,000 1,073
   OPPENHEIMER & CO INC 1328 - 2023-12-31 12,226 $117,000 165
   WMG Financial Advisors LLC 121 - 2023-12-31 11,750 $113,000 11,750
   Advisor OS LLC 333 - 2023-12-31 11,806 $113,000 883
   ELEQUIN CAPITAL LP 163 - 2023-12-31 11,213 $107,000 1,404
   TOWER RESEARCH CAPITAL LLC 2599 - 2023-12-31 11,127 $107,000 11,122
   STALEY CAPITAL ADVISERS INC 172 - 2023-12-31 10,888 $104,000 51
   WealthTrust Asset Management LLC 81 - 2023-12-31 10,331 $99,000 61
   AXS Investments LLC 327 - 2023-12-31 10,000 $96,000 10,000
   HANSON MCCLAIN, INC. 1542 - 2024-03-31 2,929 $29,000 679
   West Branch Capital LLC 227 - 2024-03-31 2,082 $20,000 51
   IFP Advisors Inc 1913 - 2023-12-31 2,029 $19,000 50
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2385 - 2023-12-31 1,991 $19,000 11
   Concord Wealth Partners 510 - 2023-12-31 1,713 $16,000 42
   PNC FINANCIAL SERVICES GROUP INC 3591 - 2023-12-31 1,293 $12,000 816
   Global Retirement Partners LLC 2287 - 2024-03-31 566 $6,000 5
   Fortis Group Advisors LLC 363 - 2023-12-31 500 $5,000 250

  63 Records found
  1    
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