Congress Wealth Management LLC / DE / - 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
Congress Wealth Management LLC / DE / ownership history of EATON VANCE LTD DUR INCOME F
ValueSharesWeighting
Q3 2023$178,720
-3.4%
19,7700.0%0.00%0.0%
Q2 2023$185,047
-5.0%
19,7700.0%0.00%
-20.0%
Q1 2023$194,734
+38.3%
19,770
+31.9%
0.01%
+25.0%
Q4 2022$140,756
+2.0%
14,9900.0%0.00%0.0%
Q3 2022$138,000
-11.0%
14,9900.0%0.00%0.0%
Q2 2022$155,000
-11.4%
14,9900.0%0.00%0.0%
Q1 2022$175,000
-10.7%
14,9900.0%0.00%0.0%
Q4 2021$196,00014,9900.00%
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