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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $956,000 | -12.7% | 72,555 | -12.1% | 0.06% | -13.5% |
| Q2 2021 | $1,095,000 | +7.9% | 82,554 | +2.7% | 0.07% | 0.0% |
| Q1 2021 | $1,015,000 | +29.0% | 80,345 | +27.9% | 0.07% | +23.3% |
| Q4 2020 | $787,000 | +16.1% | 62,841 | +12.9% | 0.06% | +1.7% |
| Q3 2020 | $678,000 | +1.8% | 55,637 | -5.9% | 0.06% | -7.8% |
| Q2 2020 | $666,000 | +14.8% | 59,131 | +7.9% | 0.06% | -4.5% |
| Q1 2020 | $580,000 | +16.5% | 54,826 | +45.7% | 0.07% | +42.6% |
| Q4 2019 | $498,000 | +18.3% | 37,621 | +11.6% | 0.05% | +4.4% |
| Q3 2019 | $421,000 | -1.2% | 33,717 | +0.0% | 0.04% | +2.3% |
| Q2 2019 | $426,000 | -13.1% | 33,714 | -12.9% | 0.04% | -17.0% |
| Q1 2019 | $490,000 | -54.0% | 38,712 | -56.7% | 0.05% | -59.8% |
| Q4 2018 | $1,065,000 | – | 89,333 | – | 0.13% | – |
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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% |