Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Eaton Vance Limited Duration Income Fund (EVV)  
$9.44 0.08 (0.85%) as of 4:30 Fri 4/26


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   INVESCO LTD 1508 - 2023-12-31 1,682,941 $16,123,000 -95,462
   UBS Group AG 1636 - 2023-12-31 792,694 $7,594,000 -63,402
   Advisor Group Holdings Inc. 1321 - 2023-12-31 435,923 $4,176,000 -204,700
   RAYMOND JAMES & ASSOCIATES 1764 - 2024-03-31 390,364 $3,806,000 -15,298
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1605 - 2024-03-31 214,366 $2,090,000 -1,014
   FINANCIAL NETWORK 1329 - 2023-12-31 111,238 $1,066,000 -4,333
   Clear Creek Financial Management LLC 146 - 2024-03-31 102,170 $996,000 -7,933
   MELFA WEALTH MANAGEMENT LLC 40 - 2024-03-31 95,646 $933,000 -655
   CENTAURUS FINANCIAL INC. 259 - 2023-12-31 91,388 $875,000 -334,921
   OHE FINANCIAL INC 139 - 2023-12-31 74,906 $718,000 -1,239
   Merit Financial Group LLC 442 - 2023-12-31 64,411 $617,000 -19,030
   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
   HIGHTOWER ADVISORS, LLC 2365 - 2023-12-31 45,306 $431,000 -2,639
   Sowell Financial Services LLC - 2023-12-31 41,769 $400,000 -332
   ADVISORY SERVICES NETWORK, LLC 1037 - 2023-12-31 35,572 $341,000 -360
   Future Financial Wealth Managment LLC 86 - 2024-03-31 28,480 $278,000 -1,757
   Rockefeller Capital Management L.P. 1472 - 2023-12-31 28,838 $276,000 -2,800
   CREATIVE PLANNING 2188 - 2023-12-31 27,037 $259,000 -14,911
   JANNEY MONTGOMERY SCOTT LLC 2330 - 2023-12-31 25,495 $244,000 -4,845
   SeaCrest Wealth Management LLC 524 - 2024-03-31 23,818 $232,000 -1,810
   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
   CI Private Wealth LLC 2069 - 2023-12-31 20,886 $200,000 -875
   Congress Wealth Management LLC / DE / 572 - 2024-03-31 19,770 $193,000 -26,000
   ENVESTNET ASSET MANAGEMENT INC 3808 - 2023-12-31 20,014 $192,000 -125,070
   DUDLEY CAPITAL MANAGEMENT LLC 102 - 2023-12-31 18,133 $174,000 -350
   PROVISE MANAGEMENT GROUP LLC 332 - 2023-12-31 15,730 $151,000 -2,700
   HARBOUR INVESTMENTS INC. 1019 - 2023-12-31 13,909 $133,000 -574
   HOLLENCREST SECURITIES LLC 344 - 2023-12-31 12,760 $122,000 -10,200
   HORIZON ASSET MANAGEMENT INC/NY 290 - 2023-12-31 12,417 $119,000 -39
   AE Wealth Management LLC 1920 - 2023-12-31 11,601 $112,000 -4,560
   Ellis Investment Partners LLC 225 - 2024-03-31 10,765 $105,000 -7,626
   BARRETT & COMPANY INC. 202 - 2024-03-31 10,202 $99,000 -4,118
   GPS Wealth Strategies Group LLC 545 - 2023-12-31 4,105 $39,000 -11,485
   Steward Partners Investment Advisory LLC 2960 - 2023-12-31 546 $5,000 -2,457
   HORIZON BANCORP /IN/ 215 - 2024-03-31 378 $4,000 -122
   CWM LLC 4236 - 2024-03-31 138 $1,000 -4,201
  42 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us