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 | 08/13/2026 | 10.10 M | $94.64 M | 2.86% | 8.69% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 8.01 M | $75.02 M | 1.75% | 6.89% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 5.08 M | $47.68 M | 5.38% | 4.37% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.77 M | $16.60 M | -2.71% | 1.52% |
| INVESCO LTD. | 08/14/2026 | 1.68 M | $15.77 M | 0.35% | 1.45% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.22 M | $11.42 M | 10.94% | 1.05% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/30/2026 | 1.04 M | $9.50 M | -1.96% | 0.90% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 983.95 K | $9.22 M | 5.41% | 0.85% |
| ROYAL BANK OF CANADA | 08/14/2026 | 935.82 K | $8.77 M | -6.03% | 0.81% |
| UBS GROUP AG | 08/13/2026 | 725.54 K | $6.80 M | 1.15% | 0.62% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 630.92 K | $5.91 M | 6.73% | 0.54% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 600.27 K | $5.63 M | 15.26% | 0.52% |
| COLONY GROUP, LLC | 08/12/2026 | 594.78 K | $5.57 M | 616.20% | 0.51% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 580.56 K | $5.44 M | -7.76% | 0.50% |
| KANEN WEALTH MANAGEMENT LLC | 08/13/2026 | 465.08 K | $4.36 M | 22.45% | 0.40% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 419.24 K | $3.93 M | 15.16% | 0.36% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 409.06 K | $3.83 M | 9.71% | 0.35% |
| CYNDEO WEALTH PARTNERS, LLC | 07/21/2026 | 391.24 K | $3.67 M | -2.49% | 0.34% |
| OAK HILL ADVISORS LP | 08/14/2026 | 390.40 K | $3.66 M | 0.00% | 0.34% |
| COHEN & STEERS, INC. | 08/14/2026 | 375.46 K | $3.52 M | 0.00% | 0.32% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 354.38 K | $3.32 M | 9.70% | 0.31% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 329.16 K | $3.08 M | 15.78% | 0.28% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 256.23 K | $2.40 M | -3.79% | 0.22% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 251.89 K | $2.36 M | 2.40% | 0.22% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 232.72 K | $2.18 M | -19.58% | 0.20% |
| CREATIVE PLANNING | 08/13/2026 | 228.19 K | $2.14 M | -0.18% | 0.20% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 226.49 K | $2.12 M | 11.53% | 0.19% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 225.19 K | $2.11 M | 0.00% | 0.19% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 218.08 K | $2.04 M | 4.74% | 0.19% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 210.17 K | $1.97 M | 42.69% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 202.96 K | $1.90 M | 5.10% | 0.17% |
| ETHOS FINANCIAL GROUP, LLC | 08/07/2026 | 165.09 K | $1.55 M | -4.26% | 0.14% |
| AVIANCE CAPITAL PARTNERS, LLC | 07/31/2026 | 139.60 K | $1.31 M | -2.06% | 0.12% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 07/28/2026 | 139.24 K | $1.30 M | 3.49% | 0.12% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 114.84 K | $1.08 M | -5.61% | 0.10% |
| JANE STREET GROUP, LLC | 08/14/2026 | 111.95 K | $1.05 M | 361.56% | 0.10% |
| KENNEDY INVESTMENT GROUP | 07/30/2026 | 111.45 K | $1.04 M | -7.47% | 0.10% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 99.60 K | $933.21 K | -0.01% | 0.09% |
| LIDO ADVISORS, LLC | 08/07/2026 | 93.64 K | $877.45 K | 36.46% | 0.08% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 92.11 K | $863.07 K | -1.94% | 0.08% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 91.63 K | $859.00 K | -2.14% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 90.17 K | $845.00 K | 5.14% | 0.08% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 81.29 K | $761.68 K | 2.52% | 0.07% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 75.54 K | $707.82 K | 27,672.43% | 0.07% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 71.65 K | $671.36 K | -12.46% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 70.60 K | $661.54 K | 31.32% | 0.06% |
| IMC-CHICAGO, LLC | 08/06/2026 | 68.62 K | $642.93 K | 100.00% | 0.06% |
| XTX TOPCO LTD | 08/14/2026 | 67.28 K | $630.38 K | 516.81% | 0.06% |
| FLAGSHIP HARBOR ADVISORS, LLC | 07/22/2026 | 62.67 K | $587.20 K | -5.80% | 0.05% |
| PIN OAK INVESTMENT ADVISORS INC | 08/18/2026 | 62.17 K | $583.00 K | 0.00% | 0.05% |
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Eaton Vance Limited Duration Income Fund institutional Ownership - FAQ's
During the previous two years, 233 institutional investors and hedge funds held shares of Eaton Vance Limited Duration Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 10.1 M
SIT INVESTMENT ASSOCIATES INC: 8.01 M
AMERIPRISE FINANCIAL INC: 5.08 M
GUGGENHEIM CAPITAL LLC: 1.77 M
Invesco Ltd.: 1.68 M
LPL Financial LLC: 1.22 M
36.66% of Eaton Vance Limited Duration Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 52.43 M shares in the last 24 months. This purchase volume represents approximately $500.14 M in transactions.