Edge Wealth Management LLC - EATON VANCE LTD DUR INCOME F ownership

EATON VANCE LTD DUR INCOME F's ticker is EVV and the CUSIP is 27828H105. A total of 152 filers reported holding EATON VANCE LTD DUR INCOME F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of EATON VANCE LTD DUR INCOME F
ValueSharesWeighting
Q1 2020$55,000
-19.1%
5,1750.0%0.01%
-14.3%
Q4 2019$68,000
+6.2%
5,1750.0%0.01%
-6.7%
Q3 2019$64,000
-3.0%
5,1750.0%0.02%0.0%
Q2 2019$66,000
+1.5%
5,1750.0%0.02%
-6.2%
Q1 2019$65,000
+4.8%
5,175
-0.1%
0.02%
-5.9%
Q4 2018$62,000
-56.3%
5,181
-53.8%
0.02%
-50.0%
Q3 2018$142,000
+0.7%
11,210
+0.1%
0.03%
-5.6%
Q2 2018$141,000
-17.5%
11,195
-14.7%
0.04%
-20.0%
Q1 2018$171,000
-25.7%
13,117
-22.8%
0.04%
-30.8%
Q4 2017$230,000
-3.4%
16,999
+0.1%
0.06%
-9.7%
Q3 2017$238,000
-4.4%
16,983
-4.6%
0.07%
-7.7%
Q2 2017$249,000
+0.8%
17,793
-0.3%
0.08%
-9.3%
Q1 2017$247,000
+0.8%
17,8500.0%0.09%
-7.5%
Q4 2016$245,0000.0%17,8500.0%0.09%
-10.6%
Q3 2016$245,000
-25.8%
17,850
-27.4%
0.10%
-24.1%
Q2 2016$330,00024,5700.14%
Other shareholders
EATON VANCE LTD DUR INCOME F shareholders Q3 2023
NameSharesValueWeighting ↓
KENNEDY INVESTMENT GROUP 603,195$5,941,4703.63%
COMPASS FINANCIAL ADVISORS LLC 143,395$1,412,4411.79%
SIT INVESTMENT ASSOCIATES INC 4,615,417$45,4621.24%
Camelot Portfolios, LLC 132,835$1,308,4220.91%
HOWARD WEALTH MANAGEMENT, LLC 105,410$1,038,2890.87%
MELFA WEALTH MANAGEMENT, INC. 87,543$862,2940.86%
Cyndeo Wealth Partners, LLC 801,892$7,898,6360.85%
Edmonds Duncan Registered Investment Advisors, LLC 217,955$2,146,8530.66%
Arete Wealth Advisors, LLC 652,892$6,4310.52%
Selway Asset Management 100,529$990,2110.48%
View complete list of EATON VANCE LTD DUR INCOME F shareholders