Eaton Vance Ltd Duration Income Fund - Common Stock (EVV)

CUSIP: 27828H105

Q4 2023 13F Holders as of 31 Dec 2023

Holder snapshot 6 signals
Share change
+2,035,390
SEC-reported price per share
$9.58
Number of holders
164
Value change
+$19,756,676
Number of buys
80
Number of sells
59
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
116,049,078

Security key

27828H105

Report period

Q4 2023

Institutions

164

Top holders

10

Ownership snapshot

Top reported holders of EVV - Eaton Vance Ltd Duration Income Fund - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/15
Latest evidence
30 Sep 2023
13F Highest disclosed value: $78,723,838 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

MORGAN STANLEY has the largest disclosed position value at $78.72M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens MORGAN STANLEY's linked filing trail.
Disclosed position value Top 5
MORGAN STANLEY $78.72M
SIT INVESTMENT ASSOCIATES INC $44.13M
Invesco Ltd. $16.08M
Penserra Capital Management LLC $10.82M
AMERIPRISE FINANCIAL INC $8.16M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
MORGAN STANLEY
13F
Company
13F
—
denominator unverified
$78,723,838
8,708,387 shares
— 30 Sep 2023
SIT INVESTMENT ASSOCIATES INC
13F
Company
13F
—
denominator unverified
$44,129,000
4,881,539 shares
— 30 Sep 2023
Invesco Ltd.
13F
Company
13F
—
denominator unverified
$16,076,763
1,778,403 shares
— 30 Sep 2023
Penserra Capital Management LLC
13F
Company
13F
—
denominator unverified
$10,817,000
1,196,625 shares
— 30 Sep 2023
AMERIPRISE FINANCIAL INC
13F
Company
13F
—
denominator unverified
$8,162,331
903,605 shares
— 30 Sep 2023
UBS Group AG
13F
Company
13F
—
denominator unverified
$7,739,108
856,096 shares
— 30 Sep 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
164
Shares
36,426,919
Rows available
164
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2023 vs Q2 2026 Across Filers

Q2 2026 holders
143
Q4 2023 holders
164
Holder diff
21
Investor Q2 2026 Shares Q4 2023 Shares Share Diff Share Chg % Q2 2026 value Q4 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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