EATON VANCE LTD DUR INCOME F's ticker is EVV and the CUSIP is 27828H105. A total of 165 filers reported holding EATON VANCE LTD DUR INCOME F in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,166 | -2.5% | 27,452 | +0.9% | 0.03% | 0.0% |
| Q2 2023 | $254,555 | -2.8% | 27,196 | +2.3% | 0.03% | -8.6% |
| Q1 2023 | $261,892 | +25.5% | 26,588 | +19.6% | 0.04% | +16.7% |
| Q4 2022 | $208,712 | +11.0% | 22,227 | +9.0% | 0.03% | +3.4% |
| Q3 2022 | $188,000 | -10.5% | 20,393 | +0.3% | 0.03% | +11.5% |
| Q2 2022 | $210,000 | -11.8% | 20,324 | -0.1% | 0.03% | -3.7% |
| Q1 2022 | $238,000 | +73.7% | 20,337 | +94.4% | 0.03% | +80.0% |
| Q4 2021 | $137,000 | +0.7% | 10,459 | +1.6% | 0.02% | -6.2% |
| Q3 2021 | $136,000 | +4.6% | 10,294 | -0.1% | 0.02% | -27.3% |
| Q1 2019 | $130,000 | +5.7% | 10,303 | 0.0% | 0.02% | -12.0% |
| Q4 2018 | $123,000 | -29.7% | 10,303 | -25.4% | 0.02% | -16.7% |
| Q3 2018 | $175,000 | -2.8% | 13,803 | -3.5% | 0.03% | -6.2% |
| Q2 2018 | $180,000 | -5.8% | 14,298 | -2.7% | 0.03% | -8.6% |
| Q1 2018 | $191,000 | -14.7% | 14,697 | -10.5% | 0.04% | -14.6% |
| Q4 2017 | $224,000 | – | 16,418 | – | 0.04% | – |
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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% |