EATON VANCE LTD DUR INCOME F's ticker is EVV and the CUSIP is 27828H105. A total of 154 filers reported holding EATON VANCE LTD DUR INCOME F in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,700 | -1.7% | 34,812 | +1.8% | 0.35% | +3.6% |
| Q2 2023 | $320,065 | -3.6% | 34,195 | +1.5% | 0.34% | -7.9% |
| Q1 2023 | $331,896 | +47.3% | 33,695 | +40.4% | 0.37% | +42.4% |
| Q4 2022 | $225,351 | +0.2% | 23,999 | +10.1% | 0.26% | -0.8% |
| Q3 2022 | $225,000 | +10.3% | 21,794 | +24.8% | 0.26% | +30.2% |
| Q2 2022 | $204,000 | 0.0% | 17,470 | 0.0% | 0.20% | +17.8% |
| Q1 2022 | $204,000 | +14.6% | 17,470 | +29.4% | 0.17% | +19.0% |
| Q4 2021 | $178,000 | +14.8% | 13,496 | +15.1% | 0.14% | -10.7% |
| Q3 2021 | $155,000 | 0.0% | 11,726 | 0.0% | 0.16% | 0.0% |
| Q2 2021 | $155,000 | +13.1% | 11,726 | +8.0% | 0.16% | +0.6% |
| Q1 2021 | $137,000 | +5.4% | 10,855 | +4.3% | 0.16% | +5.3% |
| Q4 2020 | $130,000 | – | 10,410 | – | 0.15% | – |
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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% |