EATON VANCE LTD DUR INCOME F's ticker is EVV and the CUSIP is 27828H105. A total of 153 filers reported holding EATON VANCE LTD DUR INCOME F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $216,450 | -1.2% | 23,125 | +3.9% | 0.02% | -4.3% |
| Q1 2023 | $219,163 | +5.5% | 22,250 | +0.6% | 0.02% | 0.0% |
| Q4 2022 | $207,744 | +7.6% | 22,124 | +5.7% | 0.02% | 0.0% |
| Q3 2022 | $193,000 | -11.9% | 20,924 | -1.4% | 0.02% | -8.0% |
| Q2 2022 | $219,000 | -14.1% | 21,220 | -2.6% | 0.02% | -7.4% |
| Q1 2022 | $255,000 | -38.7% | 21,793 | -31.4% | 0.03% | -37.2% |
| Q4 2021 | $416,000 | -2.6% | 31,752 | -2.0% | 0.04% | -10.4% |
| Q3 2021 | $427,000 | +8.7% | 32,389 | +9.3% | 0.05% | +2.1% |
| Q2 2021 | $393,000 | -24.4% | 29,621 | -28.0% | 0.05% | -29.9% |
| Q1 2021 | $520,000 | -52.6% | 41,158 | -52.9% | 0.07% | -56.5% |
| Q4 2020 | $1,096,000 | -8.3% | 87,435 | -17.2% | 0.15% | -18.5% |
| Q3 2020 | $1,195,000 | +41.4% | 105,627 | +41.0% | 0.19% | +30.3% |
| Q2 2020 | $845,000 | +6.6% | 74,936 | -0.1% | 0.14% | -10.5% |
| Q1 2020 | $793,000 | +7.7% | 75,043 | +35.1% | 0.16% | +23.7% |
| Q4 2019 | $736,000 | +30.7% | 55,527 | +23.3% | 0.13% | +18.0% |
| Q3 2019 | $563,000 | +102.5% | 45,016 | +104.9% | 0.11% | +101.8% |
| Q2 2019 | $278,000 | +3.7% | 21,965 | +3.8% | 0.06% | 0.0% |
| Q1 2019 | $268,000 | +7.2% | 21,170 | +1.1% | 0.06% | -6.8% |
| Q4 2018 | $250,000 | -5.3% | 20,950 | +0.8% | 0.06% | +3.5% |
| Q3 2018 | $264,000 | +7.3% | 20,784 | +6.2% | 0.06% | +3.6% |
| Q2 2018 | $246,000 | – | 19,568 | – | 0.06% | – |
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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% |