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 | $5,791,254 | +44.5% | 640,623 | +49.6% | 0.01% | +28.6% |
| Q2 2023 | $4,008,978 | -10.1% | 428,316 | -5.4% | 0.01% | -12.5% |
| Q1 2023 | $4,459,831 | -4.5% | 452,787 | -9.0% | 0.01% | -11.1% |
| Q4 2022 | $4,670,983 | +0.5% | 497,386 | -1.5% | 0.01% | -18.2% |
| Q3 2022 | $4,649,000 | -8.1% | 504,861 | +3.1% | 0.01% | 0.0% |
| Q2 2022 | $5,058,000 | -12.1% | 489,604 | +1.1% | 0.01% | 0.0% |
| Q1 2022 | $5,753,000 | -8.2% | 484,348 | +1.2% | 0.01% | -8.3% |
| Q4 2021 | $6,269,000 | +12.4% | 478,517 | +13.1% | 0.01% | 0.0% |
| Q3 2021 | $5,576,000 | +9.4% | 423,036 | +10.2% | 0.01% | +9.1% |
| Q2 2021 | $5,099,000 | +26.5% | 383,856 | +20.4% | 0.01% | +10.0% |
| Q1 2021 | $4,030,000 | +46.5% | 318,887 | +45.2% | 0.01% | +42.9% |
| Q4 2020 | $2,751,000 | -29.1% | 219,574 | -36.0% | 0.01% | -41.7% |
| Q3 2020 | $3,878,000 | +4.2% | 342,898 | +3.9% | 0.01% | 0.0% |
| Q2 2020 | $3,720,000 | +79.7% | 330,011 | -68.8% | 0.01% | +50.0% |
| Q1 2020 | $2,070,000 | – | 1,056,484 | – | 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% |