EATON VANCE LTD DUR INCOME F's ticker is EVV and the CUSIP is 27828H105. A total of 159 filers reported holding EATON VANCE LTD DUR INCOME F in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $166,607 | -3.4% | 18,430 | 0.0% | 0.02% | -6.2% |
| Q2 2023 | $172,505 | -14.3% | 18,430 | -9.8% | 0.02% | -15.8% |
| Q1 2023 | $201,236 | -2.3% | 20,430 | -6.8% | 0.02% | -9.5% |
| Q4 2022 | $205,923 | -12.4% | 21,930 | -13.9% | 0.02% | -19.2% |
| Q3 2022 | $235,000 | -16.4% | 25,480 | -6.4% | 0.03% | -13.3% |
| Q2 2022 | $281,000 | -13.0% | 27,230 | -1.3% | 0.03% | 0.0% |
| Q1 2022 | $323,000 | -12.0% | 27,580 | -1.5% | 0.03% | -9.1% |
| Q4 2021 | $367,000 | -0.8% | 28,005 | -0.2% | 0.03% | -10.8% |
| Q3 2021 | $370,000 | -3.9% | 28,050 | -3.4% | 0.04% | -5.1% |
| Q2 2021 | $385,000 | +1.3% | 29,050 | -3.5% | 0.04% | -4.9% |
| Q1 2021 | $380,000 | +0.8% | 30,112 | 0.0% | 0.04% | -6.8% |
| Q4 2020 | $377,000 | +10.6% | 30,112 | 0.0% | 0.04% | -4.3% |
| Q3 2020 | $341,000 | -3.4% | 30,112 | -3.8% | 0.05% | -9.8% |
| Q2 2020 | $353,000 | +5.4% | 31,312 | -1.3% | 0.05% | -8.9% |
| Q1 2020 | $335,000 | -26.0% | 31,712 | -7.3% | 0.06% | 0.0% |
| Q4 2019 | $453,000 | +3.4% | 34,212 | -2.4% | 0.06% | -3.4% |
| Q3 2019 | $438,000 | -2.9% | 35,037 | -1.7% | 0.06% | -3.3% |
| Q2 2019 | $451,000 | -2.8% | 35,637 | -2.9% | 0.06% | -7.7% |
| Q1 2019 | $464,000 | +2.0% | 36,719 | -3.7% | 0.06% | -9.7% |
| Q4 2018 | $455,000 | -17.7% | 38,134 | -12.5% | 0.07% | -1.4% |
| Q3 2018 | $553,000 | +2.6% | 43,584 | +1.7% | 0.07% | +78.0% |
| Q2 2018 | $539,000 | -5.4% | 42,874 | -2.1% | 0.04% | -51.2% |
| Q1 2018 | $570,000 | -5.5% | 43,807 | -1.0% | 0.08% | -3.4% |
| Q4 2017 | $603,000 | -3.1% | 44,262 | -0.2% | 0.09% | -3.3% |
| Q3 2017 | $622,000 | -5.6% | 44,345 | -5.1% | 0.09% | -10.0% |
| Q2 2017 | $659,000 | +4.8% | 46,738 | +2.7% | 0.10% | -1.0% |
| Q1 2017 | $629,000 | +5.5% | 45,509 | +4.8% | 0.10% | 0.0% |
| Q4 2016 | $596,000 | -2.6% | 43,417 | -2.7% | 0.10% | -4.7% |
| Q3 2016 | $612,000 | +1.0% | 44,624 | -1.1% | 0.11% | -4.5% |
| Q2 2016 | $606,000 | +4.8% | 45,105 | +2.9% | 0.11% | -6.7% |
| Q1 2016 | $578,000 | +2.5% | 43,835 | -0.8% | 0.12% | +0.8% |
| Q4 2015 | $564,000 | -0.2% | 44,189 | -0.9% | 0.12% | -9.9% |
| Q3 2015 | $565,000 | +14.6% | 44,569 | +21.9% | 0.13% | +24.8% |
| Q2 2015 | $493,000 | +16.0% | 36,575 | +23.8% | 0.10% | +16.7% |
| Q1 2015 | $425,000 | -48.7% | 29,547 | -49.7% | 0.09% | +1.1% |
| Q4 2014 | $828,000 | +93.5% | 58,694 | +100.0% | 0.09% | -4.3% |
| Q3 2014 | $428,000 | -4.7% | 29,347 | +1.7% | 0.09% | -4.1% |
| Q2 2014 | $449,000 | +7.4% | 28,848 | +5.3% | 0.10% | -4.0% |
| Q1 2014 | $418,000 | +5.6% | 27,397 | +5.8% | 0.10% | -1.0% |
| Q4 2013 | $396,000 | +7.6% | 25,897 | +10.0% | 0.10% | -1.9% |
| Q3 2013 | $368,000 | +30.5% | 23,547 | +33.1% | 0.10% | +25.3% |
| Q2 2013 | $282,000 | – | 17,697 | – | 0.08% | – |
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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% |