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EVV

Eaton Vance Limited Duration Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$94.9M +$3.06M +316,435 +3%
SIA
2
Sit Investment Associates
Minnesota
$48.5M -$973K -100,644 -2%
Ameriprise
3
Ameriprise
Minnesota
$25.8M +$4.04M +417,670 +19%
Invesco
4
Invesco
Georgia
$15.4M -$207K -21,421 -1%
PCM
5
Penserra Capital Management
California
$12.4M +$273K +28,215 +2%
LPL Financial
6
LPL Financial
California
$12.3M +$519K +53,748 +4%
GC
7
Guggenheim Capital
Illinois
$9.19M +$1.4M +144,630 +18%
CPIG
8
Chicago Partners Investment Group
Illinois
$8.48M +$129K +13,395 +2%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$8.34M +$957K +99,033 +13%
CIA
10
Capital Investment Advisors
Georgia
$7.59M +$492K +50,955 +7%
CWP
11
Cyndeo Wealth Partners
Florida
$7.56M -$28.8K -2,979 -0.4%
UBS Group
12
UBS Group
Switzerland
$6.95M -$312K -32,261 -4%
AWA
13
Arete Wealth Advisors
Illinois
$6.49M -$245K -25,365 -4%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$6.21M +$81.4K +8,424 +1%
KIG
15
Kennedy Investment Group
New Jersey
$6.05M -$123K -12,741 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.9M +$371K +38,400 +7%
RJA
17
Raymond James & Associates
Florida
$4.35M +$544K +56,301 +14%
OHA
18
Oak Hill Advisors
New York
$3.93M
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.88M +$64.9K +6,721 +2%
Cohen & Steers
20
Cohen & Steers
New York
$3.66M
Stifel Financial
21
Stifel Financial
Missouri
$3.09M +$282K +29,157 +10%
SFS
22
Shaker Financial Services
Virginia
$2.73M -$547K -56,561 -17%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.72M -$1.58M -163,241 -37%
Bank of America
24
Bank of America
North Carolina
$2.68M +$212K +21,984 +9%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$2.67M -$96.6K -10,000 -4%