EATON VANCE LTD DUR INCOME F's ticker is EVV and the CUSIP is 27828H105. A total of 144 filers reported holding EATON VANCE LTD DUR INCOME F in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $112,602 | -3.4% | 12,456 | 0.0% | 0.00% | -33.3% |
| Q2 2023 | $116,588 | -5.0% | 12,456 | 0.0% | 0.00% | +50.0% |
| Q1 2023 | $122,692 | +4.9% | 12,456 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $116,962 | -1.7% | 12,456 | -3.7% | 0.00% | 0.0% |
| Q3 2022 | $119,000 | -11.2% | 12,928 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $134,000 | -11.3% | 12,928 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $151,000 | -13.2% | 12,928 | -2.7% | 0.00% | -25.0% |
| Q4 2021 | $174,000 | -1.1% | 13,287 | -0.3% | 0.00% | 0.0% |
| Q3 2021 | $176,000 | -1.7% | 13,332 | -1.1% | 0.00% | 0.0% |
| Q2 2021 | $179,000 | +3.5% | 13,486 | -1.8% | 0.00% | 0.0% |
| Q1 2021 | $173,000 | -1.7% | 13,729 | -2.1% | 0.00% | -33.3% |
| Q4 2020 | $176,000 | +11.4% | 14,021 | +0.1% | 0.01% | 0.0% |
| Q3 2020 | $158,000 | -1.2% | 14,013 | -1.1% | 0.01% | 0.0% |
| Q2 2020 | $160,000 | +7.4% | 14,170 | +0.3% | 0.01% | -14.3% |
| Q1 2020 | $149,000 | -28.0% | 14,125 | -9.4% | 0.01% | +16.7% |
| Q4 2019 | $207,000 | +1.5% | 15,594 | -4.3% | 0.01% | 0.0% |
| Q3 2019 | $204,000 | -24.2% | 16,302 | -23.2% | 0.01% | -14.3% |
| Q2 2019 | $269,000 | -3.2% | 21,232 | -3.2% | 0.01% | -12.5% |
| Q1 2019 | $278,000 | – | 21,938 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KENNEDY INVESTMENT GROUP | 603,195 | $5,941,470 | 3.63% |
| COMPASS FINANCIAL ADVISORS LLC | 143,395 | $1,412,441 | 1.79% |
| SIT INVESTMENT ASSOCIATES INC | 4,615,417 | $45,462 | 1.24% |
| Camelot Portfolios, LLC | 132,835 | $1,308,422 | 0.91% |
| HOWARD WEALTH MANAGEMENT, LLC | 105,410 | $1,038,289 | 0.87% |
| MELFA WEALTH MANAGEMENT, INC. | 87,543 | $862,294 | 0.86% |
| Cyndeo Wealth Partners, LLC | 801,892 | $7,898,636 | 0.85% |
| Edmonds Duncan Registered Investment Advisors, LLC | 217,955 | $2,146,853 | 0.66% |
| Arete Wealth Advisors, LLC | 652,892 | $6,431 | 0.52% |
| Selway Asset Management | 100,529 | $990,211 | 0.48% |