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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $333,000 | +1.5% | 25,445 | +2.3% | 0.19% | -6.9% |
| Q3 2021 | $328,000 | +1.9% | 24,873 | +2.3% | 0.20% | +2.5% |
| Q2 2021 | $322,000 | +7.3% | 24,319 | +2.3% | 0.20% | +1.0% |
| Q1 2021 | $300,000 | +3.1% | 23,762 | +2.4% | 0.20% | -11.3% |
| Q4 2020 | $291,000 | +13.7% | 23,205 | +2.5% | 0.22% | +0.5% |
| Q3 2020 | $256,000 | +2.8% | 22,639 | +2.6% | 0.22% | -8.7% |
| Q2 2020 | $249,000 | +9.7% | 22,062 | +2.8% | 0.24% | -12.4% |
| Q1 2020 | $227,000 | -31.0% | 21,462 | -13.6% | 0.28% | -19.8% |
| Q4 2019 | $329,000 | – | 24,850 | – | 0.34% | – |
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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% |