Ellis Investment Partners, 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 151 filers reported holding EATON VANCE LTD DUR INCOME F in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of EATON VANCE LTD DUR INCOME F
ValueSharesWeighting
Q3 2023$164,791
-8.1%
18,229
-4.8%
0.04%
-4.5%
Q2 2023$179,318
+9.1%
19,158
+14.8%
0.04%
+4.8%
Q1 2023$164,423
+1544.2%
16,693
+1414.8%
0.04%
+1300.0%
Q3 2022$10,000
-9.1%
1,102
+2.9%
0.00%0.0%
Q2 2022$11,000
-8.3%
1,071
+2.9%
0.00%0.0%
Q1 2022$12,000
-7.7%
1,041
+2.6%
0.00%0.0%
Q4 2021$13,000
+44.4%
1,015
+19.0%
0.00%0.0%
Q2 2020$9,000
+12.5%
8530.0%0.00%
-25.0%
Q1 2020$8,000
-27.3%
8530.0%0.00%0.0%
Q4 2019$11,000
+10.0%
8530.0%0.00%0.0%
Q3 2019$10,0000.0%8530.0%0.00%0.0%
Q2 2019$10,0008530.00%
Other shareholders
EATON VANCE LTD DUR INCOME F shareholders Q1 2023
NameSharesValueWeighting ↓
HOWARD WEALTH MANAGEMENT, LLC 323,563$3,785,0002.06%
SIT INVESTMENT ASSOCIATES INC 5,594,528$65,456,0001.76%
COMPASS FINANCIAL ADVISORS LLC 99,995$1,170,0001.29%
Edmonds Duncan Registered Investment Advisors, LLC 213,237$2,495,0000.73%
Chicago Partners Investment Group LLC 888,136$9,130,0000.70%
Camelot Portfolios, LLC 106,645$1,248,0000.62%
Gilbert & Cook, Inc. 303,320$3,549,0000.57%
Selway Asset Management 100,134$1,172,0000.57%
Arete Wealth Advisors, LLC 503,413$5,890,0000.49%
Aviance Capital Partners, LLC 159,569$1,867,0000.34%
View complete list of EATON VANCE LTD DUR INCOME F shareholders