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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
$97.4M -$434K -42,499 -0.4%
SIA
2
Sit Investment Associates
Minnesota
$50.3M +$634K +62,064 +1%
Ameriprise
3
Ameriprise
Minnesota
$32.2M +$2.68M +262,383 +9%
Invesco
4
Invesco
Georgia
$13.1M -$2.1M -205,147 -13%
GC
5
Guggenheim Capital
Illinois
$12.8M +$1.95M +190,828 +17%
LPL Financial
6
LPL Financial
California
$11.4M +$3.4M +332,582 +40%
CPIG
7
Chicago Partners Investment Group
Illinois
$9.28M +$177K +17,303 +2%
CIA
8
Capital Investment Advisors
Georgia
$8.79M +$705K +68,990 +8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.62M +$158K +15,425 +2%
CWP
10
Cyndeo Wealth Partners
Florida
$6.58M -$1.05M -102,794 -13%
UBS Group
11
UBS Group
Switzerland
$6.44M -$358K -35,066 -5%
CWA
12
Cura Wealth Advisors
Illinois
$6.05M +$6.33M +619,457 New
Raymond James Financial
13
Raymond James Financial
Florida
$6.05M +$6.33M +619,403 New
KIG
14
Kennedy Investment Group
New Jersey
$5.96M -$122K -11,911 -2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$5.63M -$786K -76,991 -12%
PCM
16
Penserra Capital Management
California
$4.9M +$345K +33,813 +7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.28M +$210K +20,529 +5%
OHA
18
Oak Hill Advisors
New York
$3.94M – – –
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$3.87M -$1.55M -152,186 -28%
Cohen & Steers
20
Cohen & Steers
New York
$3.67M – – –
Stifel Financial
21
Stifel Financial
Missouri
$3.55M +$121K +11,877 +3%
Bank of America
22
Bank of America
North Carolina
$2.8M +$112K +10,961 +4%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.79M +$247K +24,173 +9%
Creative Planning
24
Creative Planning
Kansas
$2.72M +$2.61M +255,211 +1,121%
KWM
25
Kanen Wealth Management
Florida
$2.24M +$2.34M +229,225 New
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