Eaton Vance Limited Duration Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 10.05 M | $101.99 M | 1.57% | 8.65% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 6.42 M | $65.13 M | 7.62% | 5.52% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 4.11 M | $41.72 M | 2.60% | 3.54% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 1.73 M | $17.60 M | 8.52% | 1.49% |
| LPL FINANCIAL LLC | 11/12/2025 | 1.69 M | $17.16 M | 56.62% | 1.46% |
| INVESCO LTD. | 11/13/2025 | 1.47 M | $14.96 M | 6.54% | 1.27% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 10/30/2025 | 1.04 M | $10.46 M | 0.64% | 0.89% |
| ROYAL BANK OF CANADA | 11/14/2025 | 935.04 K | $9.49 M | 1.93% | 0.80% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/23/2025 | 811.48 K | $8.24 M | -8.00% | 0.70% |
| UBS GROUP AG | 11/13/2025 | 766.56 K | $7.78 M | 11.86% | 0.66% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 713.98 K | $7.25 M | 13.80% | 0.61% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 534.88 K | $5.43 M | -8.14% | 0.46% |
| CYNDEO WEALTH PARTNERS, LLC | 10/10/2025 | 442.76 K | $4.49 M | -2.24% | 0.38% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 441.96 K | $4.49 M | 962.60% | 0.38% |
| KANEN WEALTH MANAGEMENT LLC | 11/14/2025 | 401.41 K | $4.09 M | -0.04% | 0.35% |
| OAK HILL ADVISORS LP | 11/14/2025 | 390.40 K | $3.96 M | 0.00% | 0.34% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 381.53 K | $3.92 M | 14.56% | 0.33% |
| COHEN & STEERS, INC. | 11/14/2025 | 375.46 K | $3.81 M | 0.00% | 0.32% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 319.44 K | $3.24 M | 22.90% | 0.27% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 301.07 K | $3.06 M | 3.55% | 0.26% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 286.58 K | $2.91 M | -32.21% | 0.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 279.65 K | $2.84 M | -23.65% | 0.24% |
| CREATIVE PLANNING | 11/14/2025 | 257.49 K | $2.61 M | -6.44% | 0.22% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 246.65 K | $2.50 M | 130.23% | 0.21% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 242.71 K | $2.46 M | 15.91% | 0.21% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/04/2025 | 219.16 K | $2.22 M | 0.00% | 0.19% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 11/13/2025 | 197.83 K | $2.01 M | 21.23% | 0.17% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 197.34 K | $2.00 M | 32.12% | 0.17% |
| KENNEDY INVESTMENT GROUP | 10/28/2025 | 195.24 K | $1.98 M | -38.88% | 0.17% |
| ETHOS FINANCIAL GROUP, LLC | 10/23/2025 | 181.59 K | $1.84 M | 3.13% | 0.16% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 175.28 K | $1.78 M | 14.26% | 0.15% |
| SUMMIT FINANCIAL, LLC | 11/14/2025 | 166.86 K | $1.69 M | 5.10% | 0.14% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 151.27 K | $1.54 M | -3.52% | 0.13% |
| AVIANCE CAPITAL PARTNERS, LLC | 10/29/2025 | 131.74 K | $1.34 M | 0.24% | 0.11% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 11/10/2025 | 131.36 K | $1.33 M | -1.19% | 0.11% |
| READYSTATE ASSET MANAGEMENT LP | 11/07/2025 | 99.37 K | $1.01 M | 381.16% | 0.09% |
| MELFA WEALTH MANAGEMENT, LLC | 10/28/2025 | 96.89 K | $983.44 K | -0.06% | 0.08% |
| NWF ADVISORY SERVICES INC. | 10/31/2025 | 92.15 K | $935.32 K | -3.05% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 83.15 K | $844.00 K | 6.99% | 0.07% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 78.47 K | $796.00 K | -9.99% | 0.07% |
| BENJAMIN EDWARDS INC | 10/23/2025 | 70.91 K | $719.77 K | -12.28% | 0.06% |
| FLAGSHIP HARBOR ADVISORS, LLC | 11/05/2025 | 69.22 K | $702.53 K | 2.46% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 61.68 K | $626.09 K | 180.13% | 0.05% |
| PIN OAK INVESTMENT ADVISORS INC | 11/17/2025 | 61.01 K | $619.23 K | 9.32% | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 60.86 K | $618.99 K | 7.71% | 0.05% |
| CURA WEALTH ADVISORS, LLC | 11/14/2025 | 58.43 K | $593.04 K | -86.64% | 0.05% |
| MERIT FINANCIAL GROUP, LLC | 11/07/2025 | 57.64 K | $585.00 K | -7.35% | 0.05% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 10/15/2025 | 49.63 K | $503.70 K | 0.42% | 0.04% |
| ALPHACORE CAPITAL LLC | 11/12/2025 | 44.35 K | $450.13 K | 2.18% | 0.04% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 41.92 K | $425.53 K | 1.21% | 0.04% |
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Eaton Vance Limited Duration Income Fund institutional Ownership - FAQ's
During the previous two years, 182 institutional investors and hedge funds held shares of Eaton Vance Limited Duration Income Fund. The most heavily invested institutionals were:
Chicago Partners Investment Group LLC: 1.05 M
Ethos Financial Group, LLC: 172,441
MELFA WEALTH MANAGEMENT, LLC: 99,828
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 74,502
FLAGSHIP HARBOR ADVISORS, LLC: 68,850
BENJAMIN EDWARDS INC: 61,006
33.24% of Eaton Vance Limited Duration Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 44.50 M shares in the last 24 months. This purchase volume represents approximately $441.85 M in transactions.