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 | 05/15/2026 | 9.82 M | $92.80 M | -1.84% | 8.45% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 7.87 M | $74.36 M | 21.80% | 6.77% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 4.82 M | $45.53 M | 6.82% | 4.15% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.82 M | $17.20 M | 3.28% | 1.57% |
| INVESCO LTD. | 05/12/2026 | 1.68 M | $15.85 M | 15.35% | 1.44% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.10 M | $10.38 M | -18.29% | 0.95% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 05/04/2026 | 1.06 M | $10.15 M | 1.26% | 0.92% |
| ROYAL BANK OF CANADA | 05/15/2026 | 995.91 K | $9.41 M | 2.03% | 0.86% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 933.42 K | $8.82 M | 15.10% | 0.80% |
| UBS GROUP AG | 05/05/2026 | 717.31 K | $6.78 M | -6.43% | 0.62% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 629.41 K | $5.95 M | -11.86% | 0.54% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 591.13 K | $5.59 M | 13.71% | 0.51% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 520.78 K | $4.92 M | 2.22% | 0.45% |
| CYNDEO WEALTH PARTNERS, LLC | 04/13/2026 | 401.24 K | $3.79 M | -8.21% | 0.35% |
| OAK HILL ADVISORS LP | 05/15/2026 | 390.40 K | $3.69 M | 0.00% | 0.34% |
| KANEN WEALTH MANAGEMENT LLC | 05/18/2026 | 379.82 K | $3.59 M | 6.96% | 0.33% |
| COHEN & STEERS, INC. | 05/15/2026 | 375.46 K | $3.55 M | 0.00% | 0.32% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 372.84 K | $3.52 M | 2.86% | 0.32% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 364.05 K | $3.44 M | 6.30% | 0.31% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 323.06 K | $3.05 M | 14.42% | 0.28% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 289.37 K | $2.73 M | 21.05% | 0.25% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 284.29 K | $2.69 M | 8.72% | 0.24% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 266.32 K | $2.52 M | -9.72% | 0.23% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 246.00 K | $2.32 M | -5.29% | 0.21% |
| CREATIVE PLANNING | 05/12/2026 | 228.60 K | $2.16 M | 0.09% | 0.20% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 225.19 K | $2.13 M | 7.09% | 0.19% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 208.21 K | $1.97 M | 8.21% | 0.18% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 203.07 K | $1.92 M | 13.98% | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 193.11 K | $1.82 M | -9.05% | 0.17% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 172.44 K | $1.71 M | 0.00% | 0.15% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 147.30 K | $1.39 M | 186.93% | 0.13% |
| AVIANCE CAPITAL PARTNERS, LLC | 05/06/2026 | 142.54 K | $1.35 M | 3.36% | 0.12% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 04/23/2026 | 134.55 K | $1.27 M | -1.00% | 0.12% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 121.66 K | $1.15 M | -5.43% | 0.10% |
| KENNEDY INVESTMENT GROUP | 04/22/2026 | 120.46 K | $1.14 M | -11.96% | 0.10% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 99.61 K | $941.28 K | -0.22% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 93.93 K | $887.64 K | -4.94% | 0.08% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 93.63 K | $885.00 K | 7.99% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 85.76 K | $810.00 K | -1.57% | 0.07% |
| COLONY GROUP, LLC | 05/15/2026 | 83.05 K | $784.79 K | 585.48% | 0.07% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 81.85 K | $773.48 K | 0.00% | 0.07% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 79.29 K | $749.28 K | 9.70% | 0.07% |
| LIDO ADVISORS, LLC | 05/13/2026 | 68.63 K | $648.53 K | 1.08% | 0.06% |
| FLAGSHIP HARBOR ADVISORS, LLC | 04/28/2026 | 66.52 K | $628.65 K | -3.38% | 0.06% |
| PIN OAK INVESTMENT ADVISORS INC | 05/15/2026 | 62.17 K | $588.00 K | -1.79% | 0.05% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 61.25 K | $578.82 K | 0.39% | 0.05% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 57.86 K | $546.73 K | 0.86% | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 55.77 K | $522.00 K | -7.17% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 53.77 K | $508.08 K | 33.87% | 0.05% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 04/16/2026 | 48.16 K | $457.01 K | -1.51% | 0.04% |
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Eaton Vance Limited Duration Income Fund institutional Ownership - FAQ's
During the previous two years, 230 institutional investors and hedge funds held shares of Eaton Vance Limited Duration Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 9.82 M
SIT INVESTMENT ASSOCIATES INC: 7.87 M
AMERIPRISE FINANCIAL INC: 4.82 M
GUGGENHEIM CAPITAL LLC: 1.82 M
Invesco Ltd.: 1.68 M
LPL Financial LLC: 1.1 M
34.86% of Eaton Vance Limited Duration Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 50.28 M shares in the last 24 months. This purchase volume represents approximately $479.70 M in transactions.