Eaton Vance Limited Duration Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 10.00 M | $99.14 M | -0.44% | 8.61% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 6.46 M | $64.03 M | 0.69% | 5.56% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 4.51 M | $44.70 M | 9.74% | 3.88% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 1.76 M | $17.47 M | 1.63% | 1.52% |
| INVESCO LTD. | 02/19/2026 | 1.45 M | $14.41 M | -1.34% | 1.25% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.34 M | $13.32 M | -20.50% | 1.16% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/28/2026 | 1.05 M | $10.42 M | 1.31% | 0.90% |
| ROYAL BANK OF CANADA | 02/17/2026 | 976.10 K | $9.67 M | 4.39% | 0.84% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 810.95 K | $8.04 M | 13.58% | 0.70% |
| UBS GROUP AG | 01/29/2026 | 766.56 K | $7.60 M | 0.00% | 0.66% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 714.07 K | $7.08 M | -12.00% | 0.61% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 519.84 K | $5.15 M | -2.81% | 0.45% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 509.47 K | $5.05 M | 15.28% | 0.44% |
| CYNDEO WEALTH PARTNERS, LLC | 01/07/2026 | 437.13 K | $4.33 M | -1.27% | 0.38% |
| OAK HILL ADVISORS LP | 02/17/2026 | 390.40 K | $3.87 M | 0.00% | 0.34% |
| COHEN & STEERS, INC. | 02/13/2026 | 375.46 K | $3.72 M | 0.00% | 0.32% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 362.47 K | $3.59 M | -5.00% | 0.31% |
| KANEN WEALTH MANAGEMENT LLC | 02/18/2026 | 355.12 K | $3.53 M | -11.53% | 0.31% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 342.46 K | $3.39 M | 7.21% | 0.29% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 294.99 K | $2.92 M | -2.02% | 0.25% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 282.34 K | $2.80 M | -1.48% | 0.24% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 261.50 K | $2.59 M | 32.51% | 0.23% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 259.73 K | $2.57 M | 5.30% | 0.22% |
| CITADEL ADVISORS LLC | 02/17/2026 | 253.59 K | $2.51 M | 100.00% | 0.22% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 239.06 K | $2.37 M | -1.51% | 0.21% |
| CREATIVE PLANNING | 02/17/2026 | 228.40 K | $2.26 M | -11.30% | 0.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 212.33 K | $2.10 M | -24.07% | 0.18% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 210.27 K | $2.08 M | -4.05% | 0.18% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 02/06/2026 | 206.02 K | $2.04 M | 4.14% | 0.18% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 192.42 K | $1.91 M | 15.32% | 0.17% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 178.16 K | $1.77 M | 1.64% | 0.15% |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 172.44 K | $1.71 M | -5.04% | 0.15% |
| JANE STREET GROUP, LLC | 02/12/2026 | 152.30 K | $1.51 M | 380.06% | 0.13% |
| AVIANCE CAPITAL PARTNERS, LLC | 02/06/2026 | 137.91 K | $1.37 M | 4.69% | 0.12% |
| KENNEDY INVESTMENT GROUP | 02/06/2026 | 136.82 K | $1.36 M | -29.92% | 0.12% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 01/23/2026 | 135.91 K | $1.35 M | 3.46% | 0.12% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 128.64 K | $1.27 M | -14.96% | 0.11% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 99.83 K | $989.30 K | 3.03% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 98.82 K | $979.26 K | 430.49% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 87.12 K | $863.00 K | 4.78% | 0.08% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 86.70 K | $859.00 K | 10.49% | 0.07% |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 81.85 K | $811.13 K | -11.18% | 0.07% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 68.85 K | $682.31 K | -0.53% | 0.06% |
| LIDO ADVISORS, LLC | 02/10/2026 | 67.89 K | $679.95 K | 129.12% | 0.06% |
| PIN OAK INVESTMENT ADVISORS INC | 02/13/2026 | 63.31 K | $629.00 K | 3.77% | 0.05% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 61.01 K | $604.61 K | -13.97% | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 60.08 K | $600.17 K | -1.29% | 0.05% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 57.36 K | $568.43 K | -0.48% | 0.05% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 51.34 K | $508.74 K | 1,143.91% | 0.04% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 51.18 K | $507.20 K | -48.49% | 0.04% |
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Eaton Vance Limited Duration Income Fund institutional Ownership - FAQ's
During the previous two years, 238 institutional investors and hedge funds held shares of Eaton Vance Limited Duration Income Fund. The most heavily invested institutionals were:
Chicago Partners Investment Group LLC: 1.06 M
UBS Group AG: 717,312
Capital Investment Advisors, LLC: 629,405
Janney Montgomery Scott LLC: 520,780
Cyndeo Wealth Partners, LLC: 401,237
Kestra Advisory Services, LLC: 284,294
33.66% of Eaton Vance Limited Duration Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 50.01 M shares in the last 24 months. This purchase volume represents approximately $477.12 M in transactions.