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EVV

Eaton Vance Limited Duration Income Fund
EVV

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$82M +$207K +20,627 +0.2%
SIA
2
Sit Investment Associates
Minnesota
$45.5M -$7.39M -735,619 -14%
Invesco
3
Invesco
Georgia
$15.1M -$2.8M -278,911 -15%
UBS Group
4
UBS Group
Switzerland
$10.8M -$1.19M -118,815 -10%
CPIG
5
Chicago Partners Investment Group
Illinois
$7.95M +$362K +36,017 +4%
CWP
6
Cyndeo Wealth Partners
Florida
$7.9M +$4.82M +479,987 +149%
AWA
7
Arete Wealth Advisors
Illinois
$6.43M +$40.2K +4,002 +0.6%
GC
8
Guggenheim Capital
Illinois
$6.23M -$1.14M -113,246 -15%
KIG
9
Kennedy Investment Group
New Jersey
$5.94M +$165K +16,445 +3%
CF
10
Centaurus Financial
California
$5.92M +$1.58M +157,745 +36%
CAN
11
Cetera Advisor Networks
California
$5.88M +$60.6K +6,039 +1%
Bank of America
12
Bank of America
North Carolina
$5.54M -$1.15M -114,908 -17%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.7M +$290K +28,830 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.46M -$448K -44,599 -9%
LPL Financial
15
LPL Financial
California
$4.29M +$56.4K +5,619 +1%
OHA
16
Oak Hill Advisors
New York
$3.98M – – –
Cohen & Steers
17
Cohen & Steers
New York
$3.7M – – –
Ameriprise
18
Ameriprise
Minnesota
$3.59M +$1.26M +125,798 +52%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.53M +$182K +18,135 +5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.38M +$135K +13,439 +4%
CS
21
Credit Suisse
Switzerland
$3.35M +$2.06M +205,000 +152%
RJA
22
Raymond James & Associates
Florida
$3.3M +$174K +17,351 +5%
Stifel Financial
23
Stifel Financial
Missouri
$3.15M -$14.3K -1,428 -0.4%
PCM
24
Penserra Capital Management
California
$2.94M +$1.12M +111,674 +60%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$2.8M -$100K -10,000 -3%
1
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