eaton vance corp. is one of the oldest investment management firms in the united states, with a history dating to 1924. eaton vance and its affiliates offer individuals and institutions a broad array of investment strategies and wealth management solutions. the company’s long record of exemplary service, timely innovation and attractive returns through a variety of market conditions has made eaton vance the investment manager of choice for many of today’s most discerning investors. for important disclosure please visit: www.eatonvance.com/socialmedia
Company profile
Ticker
EVV
Exchange
Employees
Location
Fiscal year end
Former names
EATON VANCE LIMITED DURATION INCOME FUND
SEC CIK
EVV stock data
Latest filings (excl ownership)
N-CSRS
Certified semi-annual shareholder report (management investment company)
27 Nov 23
DEF 14A
Definitive proxy
22 Nov 23
8-K/A
Other Events
1 Nov 23
8-K
Other Events
18 Oct 23
N-PX
Annual report of proxy voting record
23 Aug 23
N-CEN
Annual report (registered investment company)
30 May 23
N-CSR
Certified annual shareholder report (management investment company)
25 May 23
8-K
Other Events
3 Apr 23
8-K
Other Events
1 Feb 23
8-K
Other Events
4 Jan 23
Latest ownership filings
3
Clifton B Hunt
22 Apr 24
NPORT-P
Eaton Vance Ltd Duration Income Fund (Dec 2023 report)
28 Feb 24
SC 13G/A
MORGAN STANLEY
8 Feb 24
3
Laura Donovan
11 Jan 24
NPORT-P
Eaton Vance Ltd Duration Income Fund (Sep 2023 report)
14 Nov 23
3
Kenneth A Topping
23 Oct 23
NPORT-P
Eaton Vance Ltd Duration Income Fund (Jun 2023 report)
29 Aug 23
4
THOMAS E FAUST JR
8 Aug 23
3
Tara O'Brien
2 Jun 23
NPORT-P
Eaton Vance Ltd Duration Income Fund (Mar 2023 report)
22 May 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Eaton Vance Ltd Duration Income Fund | – | 0.74 | -1.06 | 1.92 | 2.00 bn | 1,793 | Jun 2023 |
Institutional ownership, Q3 2023
29.4% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 150 |
Opened positions | 21 |
Closed positions | 18 |
Increased positions | 49 |
Reduced positions | 42 |
13F shares | Current |
---|---|
Total value | 303.58 bn |
Total shares | 34.13 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
MS Morgan Stanley | 8.71 mm | $78.72 bn |
Sit Investment Associates | 4.88 mm | $44.03 bn |
IVZ Invesco | 1.78 mm | $16.08 bn |
Penserra Capital Management | 1.20 mm | $10.79 bn |
AMP Ameriprise Financial | 903.61 k | $8.16 bn |
UBS UBS Group AG - Registered Shares | 856.10 k | $7.74 bn |
Chicago Partners Investment | 854.57 k | $7.39 bn |
Cyndeo Wealth Partners | 807.94 k | $7.30 bn |
LPL Financial | 781.74 k | $7.07 bn |
Allspring Global Investments | 730.16 k | $6.60 bn |