EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

142 hedge funds and large institutions have $369M invested in Eaton Vance Limited Duration Income Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
142
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
46
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$31.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$105M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.11M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$2.47M
5
GC
5
Guggenheim Capital
Illinois
$11.8M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$4.92M
2
AWA
2
Arete Wealth Advisors
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$8.81M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$5.76M
5
OFG
5
Oxford Financial Group
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MC
76
Moors & Cabot
Massachusetts
$240K 22,806 +119 +0.5%
Creative Planning
77
Creative Planning
Kansas
$239K 22,775 -8,150 -26%
SI
78
Stephens Inc
Arkansas
$239K 22,729 -200 -0.9%
Corient Private Wealth
79
Corient Private Wealth
Florida
$223K 21,235 -2,711 -11%
RP
80
Riverbridge Partners
Minnesota
$213K 20,235 +70 +0.3%
UBS AM
81
UBS AM
Illinois
$210K 20,000 -15,000 -43%
IWM
82
Iams Wealth Management
Nebraska
$210K 20,000 – –
ATS
83
Ashton Thomas Securities
New York
$210K 20,000 – –
Lido Advisors
84
Lido Advisors
California
$208K 19,837 -3,541 -15%
CWM
85
Congress Wealth Management
Massachusetts
$208K 19,770 +19,770 New
FFA
86
First Foundation Advisors
California
$196K 18,611 – –
SIG
87
Stonegate Investment Group
Alabama
$195K 18,552 – –
DCM
88
Dudley Capital Management
Virginia
$191K 18,133 – –
SWM
89
SeaCrest Wealth Management
New York
$184K 17,513 – –
NS
90
NBC Securities
Alabama
$181K 17,300 – –
GSIAS
91
Garden State Investment Advisory Services
New Jersey
$178K 16,978 +777 +5%
WA
92
Waverly Advisors
Alabama
$172K 16,320 – –
VAM
93
Verity Asset Management
North Carolina
$169K 16,061 -1,773 -10%
SCA
94
Sandy Cove Advisors
Massachusetts
$166K 15,750 – –
HKAM
95
Horizon Kinetics Asset Management
New York
$165K 15,668 +3,251 +26%
PMG
96
ProVise Management Group
Florida
$161K 15,288 -442 -3%
WA
97
WealthTrust Axiom
Pennsylvania
$156K 14,800 – –
OBWG
98
Onyx Bridge Wealth Group
New York
$154K 14,674 +234 +2%
CAM
99
Cresset Asset Management
Illinois
$151K 14,400 – –
HI
100
Harbour Investments
Wisconsin
$146K 13,857 -698 -5%
2 3
4
5 6