AE 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
AE Wealth Management LLC ownership history of EATON VANCE LTD DUR INCOME F
ValueSharesWeighting
Q3 2023$146,095
-22.8%
16,161
-20.1%
0.00%0.0%
Q2 2023$189,297
-23.4%
20,224
-19.4%
0.00%
-50.0%
Q1 2023$247,196
+4.6%
25,096
-0.3%
0.00%0.0%
Q4 2022$236,290
-8.4%
25,164
-10.1%
0.00%0.0%
Q3 2022$258,000
-33.2%
27,989
-25.1%
0.00%
-33.3%
Q2 2022$386,000
-69.5%
37,362
-65.5%
0.00%
-66.7%
Q1 2022$1,265,000
+7.5%
108,152
+20.4%
0.01%
+12.5%
Q4 2021$1,177,000
+28.1%
89,842
+28.8%
0.01%0.0%
Q3 2021$919,000
+15.3%
69,758
+16.0%
0.01%
+14.3%
Q2 2021$797,000
+29.8%
60,135
+23.6%
0.01%
+16.7%
Q1 2021$614,000
+94.9%
48,637
+93.2%
0.01%
+50.0%
Q4 2020$315,000
+103.2%
25,173
+103.6%
0.00%0.0%
Q3 2019$155,000
-3.1%
12,364
-2.3%
0.00%
-55.6%
Q3 2018$160,000
-4.2%
12,656
-4.5%
0.01%
-18.2%
Q2 2018$167,000
-9.2%
13,257
-6.0%
0.01%
-21.4%
Q1 2018$184,000
-35.9%
14,097
-33.1%
0.01%
-44.0%
Q4 2017$287,000
+18.1%
21,057
+21.4%
0.02%
+8.7%
Q3 2017$243,000
+36.5%
17,340
+37.5%
0.02%
+9.5%
Q2 2017$178,00012,6070.02%
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