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 | $379,210 | +25.0% | 41,948 | +29.4% | 0.00% | – |
| Q2 2023 | $303,414 | -3.8% | 32,416 | +1.2% | 0.00% | – |
| Q1 2023 | $315,435 | -10.6% | 32,024 | -14.8% | 0.00% | -100.0% |
| Q4 2022 | $353,026 | +25.2% | 37,596 | +22.9% | 0.00% | – |
| Q3 2022 | $282,000 | -24.6% | 30,601 | -15.5% | 0.00% | -100.0% |
| Q2 2022 | $374,000 | -47.2% | 36,229 | -40.2% | 0.00% | 0.0% |
| Q1 2022 | $709,000 | -9.6% | 60,559 | +1.1% | 0.00% | 0.0% |
| Q4 2021 | $784,000 | -2.7% | 59,873 | -2.1% | 0.00% | 0.0% |
| Q3 2021 | $806,000 | +1.9% | 61,145 | +2.5% | 0.00% | 0.0% |
| Q2 2021 | $791,000 | -12.7% | 59,645 | -16.8% | 0.00% | -50.0% |
| Q1 2021 | $906,000 | -36.7% | 71,706 | -37.3% | 0.00% | -33.3% |
| Q4 2020 | $1,432,000 | +6.2% | 114,276 | -4.2% | 0.00% | -25.0% |
| Q3 2020 | $1,349,000 | +10.7% | 119,296 | +10.3% | 0.00% | 0.0% |
| Q2 2020 | $1,219,000 | -29.4% | 108,142 | -33.8% | 0.00% | -33.3% |
| Q1 2020 | $1,726,000 | -30.1% | 163,252 | -12.4% | 0.01% | -14.3% |
| Q4 2019 | $2,469,000 | +21.5% | 186,331 | +14.6% | 0.01% | 0.0% |
| Q3 2019 | $2,032,000 | +12.6% | 162,599 | +13.9% | 0.01% | +16.7% |
| Q2 2019 | $1,805,000 | +24.1% | 142,725 | +24.1% | 0.01% | +20.0% |
| Q1 2019 | $1,455,000 | +11.5% | 115,000 | +5.0% | 0.01% | 0.0% |
| Q4 2018 | $1,305,000 | -16.7% | 109,512 | -11.3% | 0.01% | -16.7% |
| Q3 2018 | $1,566,000 | -12.0% | 123,465 | -12.7% | 0.01% | -14.3% |
| Q2 2018 | $1,779,000 | -13.7% | 141,381 | -10.7% | 0.01% | -12.5% |
| Q1 2018 | $2,062,000 | -25.7% | 158,370 | -22.1% | 0.01% | -33.3% |
| Q4 2017 | $2,776,000 | -9.7% | 203,384 | -7.2% | 0.01% | -14.3% |
| Q3 2017 | $3,075,000 | -2.3% | 219,203 | -1.8% | 0.01% | -12.5% |
| Q2 2017 | $3,148,000 | +4.0% | 223,232 | +2.0% | 0.02% | -5.9% |
| Q1 2017 | $3,028,000 | -1.2% | 218,957 | -2.0% | 0.02% | -10.5% |
| Q4 2016 | $3,066,000 | +12.7% | 223,482 | +12.6% | 0.02% | +11.8% |
| Q3 2016 | $2,720,000 | +29.0% | 198,422 | +26.5% | 0.02% | +13.3% |
| Q2 2016 | $2,109,000 | +4.1% | 156,902 | +2.1% | 0.02% | -6.2% |
| Q1 2016 | $2,025,000 | +26.3% | 153,646 | +22.3% | 0.02% | +23.1% |
| Q4 2015 | $1,603,000 | +2.2% | 125,650 | +1.6% | 0.01% | -7.1% |
| Q3 2015 | $1,568,000 | +4.3% | 123,655 | +10.7% | 0.01% | 0.0% |
| Q2 2015 | $1,504,000 | +35.0% | 111,678 | +44.3% | 0.01% | +40.0% |
| Q1 2015 | $1,114,000 | +38.4% | 77,398 | +35.8% | 0.01% | +25.0% |
| Q4 2014 | $805,000 | -14.9% | 56,987 | -12.1% | 0.01% | -27.3% |
| Q3 2014 | $946,000 | -3.3% | 64,860 | +3.3% | 0.01% | -15.4% |
| Q2 2014 | $978,000 | +2.1% | 62,762 | -0.1% | 0.01% | -7.1% |
| Q1 2014 | $958,000 | +38.0% | 62,803 | +38.5% | 0.01% | +16.7% |
| Q4 2013 | $694,000 | -0.7% | 45,337 | +1.5% | 0.01% | -14.3% |
| Q3 2013 | $699,000 | +15.7% | 44,668 | +18.0% | 0.01% | 0.0% |
| Q2 2013 | $604,000 | – | 37,848 | – | 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% |