EVV
Eaton Vance Limited Duration Income Fund
1W: +0.1%
1M: -6.3%
3M: -9.8%
YTD: -14.1%
1Y: -15.8%
3Y: +15.0%
5Y: -4.3%
$8.43
-0.04 (-0.47%)
Weekly Expected Move ±1.3%
$8
$8
$8
$9
$9
Institutional Ownership — EVV
154
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
388M
Total Invested
21
New Positions
48
Increased
49
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (171 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10,100,522 | $85M | +280,704 | +2.9% | 60Q | SEC ↗ |
| 2 | SIT INVESTMENT ASSOCIATES INC | 8,006,717 | $67M | +137,509 | +1.7% | 15Q | SEC ↗ |
| 3 | AMERIPRISE FINANCIAL INC | 5,077,382 | $43M | +259,375 | +5.4% | 16Q | SEC ↗ |
| 4 | GUGGENHEIM CAPITAL LLC | 1,771,126 | $15M | -49,245 | -2.7% | 64Q | SEC ↗ |
| 5 | Invesco Ltd. | 1,683,320 | $14M | +5,831 | +0.3% | 65Q | SEC ↗ |
| 6 | LPL Financial LLC | 1,218,648 | $10M | +120,162 | +10.9% | 37Q | SEC ↗ |
| 7 | Chicago Partners Investment Group LLC | 1,043,303 | $9M | -20,874 | -2.0% | 43Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 983,948 | $8M | +50,528 | +5.4% | 23Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 935,817 | $8M | -60,088 | -6.0% | 67Q | SEC ↗ |
| 10 | UBS Group AG | 725,540 | $6M | +8,228 | +1.1% | 47Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 630,916 | $5M | +39,787 | +6.7% | 7Q | SEC ↗ |
| 12 | Janney Montgomery Scott LLC | 600,267 | $5M | +79,487 | +15.3% | 52Q | SEC ↗ |
| 13 | Focus Partners Wealth | 594,778 | $5M | +511,732 | +616.2% | 7Q | SEC ↗ |
| 14 | Capital Investment Advisors, LLC | 580,562 | $5M | -48,843 | -7.8% | 51Q | SEC ↗ |
| 15 | Kanen Wealth Management LLC | 465,077 | $4M | +85,261 | +22.4% | 7Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 419,238 | $4M | +55,191 | +15.2% | 91Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 409,060 | $3M | +36,221 | +9.7% | 26Q | SEC ↗ |
| 18 | Cyndeo Wealth Partners, LLC | 391,237 | $3M | -10,000 | -2.5% | 15Q | SEC ↗ |
| 19 | OAK HILL ADVISORS LP | 390,403 | $3M | — | +0.0% | 26Q | SEC ↗ |
| 20 | COHEN & STEERS, INC. | 375,463 | $3M | — | +0.0% | 79Q | SEC ↗ |
| 21 | STIFEL FINANCIAL CORP | 354,382 | $3M | +31,325 | +9.7% | 49Q | SEC ↗ |
| 22 | Kestra Advisory Services, LLC | 329,156 | $3M | +44,862 | +15.8% | 24Q | SEC ↗ |
| 23 | BANK OF AMERICA CORP /DE | 256,234 | $2M | -10,090 | -3.8% | 15Q | SEC ↗ |
| 24 | NewEdge Advisors, LLC | 251,894 | $2M | +5,893 | +2.4% | 19Q | SEC ↗ |
| 25 | Shaker Financial Services, LLC | 232,722 | $2M | -56,651 | -19.6% | 16Q | SEC ↗ |
| 26 | Creative Planning | 228,190 | $2M | -408 | -0.2% | 58Q | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 226,485 | $2M | +23,411 | +11.5% | 12Q | SEC ↗ |
| 28 | Thrivent Financial for Lutherans | 225,187 | $2M | — | +0.0% | 25Q | SEC ↗ |
| 29 | Summit Financial, LLC | 218,078 | $2M | +9,870 | +4.7% | 10Q | SEC ↗ |
| 30 | WOLVERINE ASSET MANAGEMENT LLC | 210,171 | $2M | +62,875 | +42.7% | 4Q | SEC ↗ |
| 31 | COMMONWEALTH EQUITY SERVICES, LLC | 202,962 | $2M | +9,852 | +5.1% | 35Q | SEC ↗ |
| 32 | Ethos Financial Group, LLC | 165,093 | $1M | -7,348 | -4.3% | 6Q | SEC ↗ |
| 33 | Aviance Capital Partners, LLC | 139,597 | $1M | -2,942 | -2.1% | 59Q | SEC ↗ |
| 34 | Clear Creek Financial Management, LLC | 139,244 | $1M | +4,699 | +3.5% | 21Q | SEC ↗ |
| 35 | CoreCap Advisors, LLC | 114,835 | $968K | -6,820 | -5.6% | 13Q | SEC ↗ |
| 36 | JANE STREET GROUP, LLC | 111,947 | $944K | +87,693 | +361.6% | 4Q | SEC ↗ |
| 37 | KENNEDY INVESTMENT GROUP, INC. | 111,452 | $940K | -9,003 | -7.5% | 15Q | SEC ↗ |
| 38 | MELFA WEALTH MANAGEMENT, INC. | 99,596 | $840K | -10 | -0.0% | 15Q | SEC ↗ |
| 39 | Lido Advisors, LLC | 93,644 | $789K | +25,018 | +36.5% | 11Q | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 92,110 | $776K | -1,820 | -1.9% | 26Q | SEC ↗ |
| 41 | WEDBUSH SECURITIES INC | 91,632 | $772K | -2,000 | -2.1% | 71Q | SEC ↗ |
| 42 | Cambridge Investment Research Advisors | 90,167 | $760K | +4,411 | +5.1% | 72Q | SEC ↗ |
| 43 | INDEPENDENT FINANCIAL GROUP, LLC | 81,289 | $685K | +2,000 | +2.5% | 26Q | SEC ↗ |
| 44 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 75,541 | $637K | +75,269 | +27672.4% | 40Q | SEC ↗ |
| 45 | NWF Advisory Services Inc. | 71,650 | $604K | -10,200 | -12.5% | 6Q | SEC ↗ |
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 70,602 | $595K | +16,837 | +31.3% | 7Q | SEC ↗ |
| 47 | IMC-Chicago, LLC NEW | 68,616 | $578K | — | +0.0% | 1Q | SEC ↗ |
| 48 | XTX Topco Ltd | 67,276 | $567K | +56,369 | +516.8% | 2Q | SEC ↗ |
| 49 | FLAGSHIP HARBOR ADVISORS, LLC | 62,668 | $528K | -3,856 | -5.8% | 39Q | SEC ↗ |
| 50 | PIN OAK INVESTMENT ADVISORS INC | 62,173 | $524K | — | +0.0% | 35Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| IMC-Chicago, LLC | 68,616 | $578K |
| Marex Group Ltd | 59,440 | $501K |
| Almitas Capital LLC | 46,399 | $391K |
| READYSTATE ASSET MANAGEMENT LP | 31,085 | $262K |
| CITADEL ADVISORS LLC | 28,089 | $237K |
| Advisory Solutions Group, LLC | 25,211 | $213K |
| HRT FINANCIAL LP | 22,693 | $191K |
| Quantinno Capital Management LP | 15,790 | $133K |
| Virtu Financial LLC | 14,964 | $126K |
| IHT Wealth Management, LLC | 14,384 | $121K |
| Prospera Financial Services Inc | 13,128 | $111K |
| BESSEMER GROUP INC | 11,700 | $99K |
| Global Retirement Partners, LLC | 5,758 | $49K |
| Clear Street Group Inc. | 2,390 | $20K |
| Arax Advisory Partners | 1,700 | $14K |
| LifeSteps Financial, Inc. | 1,400 | $12K |
| IFG Advisory, LLC | 1,270 | $11K |
| Integrated Wealth Concepts LLC | 1,107 | $9K |
| Concord Wealth Partners | 276 | $2K |
| CX Institutional | 175 | $1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 206,016 | $2M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 41,350 | $349K |
| Private Advisor Group, LLC | 19,767 | $167K |
| BOOTHBAY FUND MANAGEMENT, LLC | 19,644 | $166K |
| Clearstead Advisors, LLC | 16,153 | $136K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 15,241 | $128K |
| Balyasny Asset Management L.P. | 15,039 | $127K |
| Williams Jones Wealth Management, L | 13,473 | $114K |
| Cornerstone Wealth Group, LLC | 12,460 | $105K |
| Ellis Investment Partners, LLC | 10,896 | $92K |
| MAI Capital Management | 8,100 | $68K |
| Sound Income Strategies, LLC | 7,267 | $61K |
| JONES FINANCIAL COMPANIES LLLP | 3,539 | $30K |
| Strategic Advocates LLC | 3,144 | $27K |
| Turim 21 Investimentos Ltda. | 1,799 | $15K |
| Legacy Wealth Managment, LLC/ID | 1,173 | $10K |
| SageView Advisory Group, LLC | 1,115 | $9K |
| Geneos Wealth Management Inc. | 645 | $5K |
| Inlight Wealth Management, LLC | 583 | $5K |
| Parallel Advisors, LLC | 408 | $3K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Focus Partners Wealth | +511,732 | +616.2% | 594,778 |
| MORGAN STANLEY | +280,704 | +2.9% | 10,100,522 |
| AMERIPRISE FINANCIAL INC | +259,375 | +5.4% | 5,077,382 |
| SIT INVESTMENT ASSOCIATES INC | +137,509 | +1.7% | 8,006,717 |
| LPL Financial LLC | +120,162 | +10.9% | 1,218,648 |
| JANE STREET GROUP, LLC | +87,693 | +361.6% | 111,947 |
| Kanen Wealth Management LLC | +85,261 | +22.4% | 465,077 |
| Janney Montgomery Scott LLC | +79,487 | +15.3% | 600,267 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +75,269 | +27672.4% | 75,541 |
| WOLVERINE ASSET MANAGEMENT LLC | +62,875 | +42.7% | 210,171 |
| XTX Topco Ltd | +56,369 | +516.8% | 67,276 |
| WELLS FARGO & COMPANY/MN | +55,191 | +15.2% | 419,238 |
| Cetera Investment Advisers | +50,528 | +5.4% | 983,948 |
| Pathstone Holdings, LLC | +45,627 | +277.1% | 62,095 |
| Kestra Advisory Services, LLC | +44,862 | +15.8% | 329,156 |
| RAYMOND JAMES FINANCIAL INC | +39,787 | +6.7% | 630,916 |
| OSAIC HOLDINGS, INC. | +36,221 | +9.7% | 409,060 |
| STIFEL FINANCIAL CORP | +31,325 | +9.7% | 354,382 |
| Lido Advisors, LLC | +25,018 | +36.5% | 93,644 |
| Baird Financial Group, Inc. | +23,411 | +11.5% | 226,485 |