Stocks › EVV

Eaton Vance Ltd Duration Income Fund

EVV·NYSE·United States United States·USD
$8.36
-0.07 (-0.83%)
Close · Oct 7, 2026 · Close Prices from Tiingo.com
EVV
Eaton Vance Ltd Duration Income Fund · NYSE
Nasdaq 100S&P 500
Filings
Default90D1Y5YALL
EVVS&P 500 (rebased)
Congress BuyCongress SellInsider BuyInsider SellForm 1448-K ResultsLobbying
Loading price history…
Daily closes, adjusted for splits and dividends · Close Prices from Tiingo.comHover a marker, every one is a filing · move across the line for the crosshair

Congressional Trades

Recent trades of EVV by members of U.S. Congress · 1 on record
All congressional trades →
PoliticianStockTypeFiledTraded
Joe CourtneyJoe CourtneyHouse · D · CT EVVEaton Vance Ltd Duration Income Fund · Stock Sale
$1,001 - $15,000
Nov 6, 2020 Oct 9, 2020 Filing ↗

Whale Activity

Position changes in EVV reported for 2025-12-31 by 1 tracked institutional filer
New: 1
  • Increased0
  • New1
  • Held0
  • Decreased0
  • Closed0
  • No prior filing0
FilerSharesValueChange
Citadel Advisors LLC253.6K$2.5Mnew

KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.

Insider Trading

Net shares bought (+) or sold (−) on the open market by EVV insiders, by quarter · Form 4

No open-market insider buys or sells in the last two years.

Recent Insider Transactions

55 transactions on record · newest first
All insider activity →
InsiderTypeSharesPriceValueDate
UBS Group AG10% owner Other −5,148 $24500.00 $126.1M May 29, 2026 Form 4 ↗
Stein EricPresident Other +50 $0.00 $0 Mar 31, 2023 Form 4 ↗
Hayt Gregory S.10% owner Sale −134 n/c — Feb 21, 2023 Form 4 ↗
Hayt Gregory S.10% owner Sale −154 n/c — Feb 21, 2023 Form 4 ↗
Hayt Gregory S.10% owner Sale −366 n/c — Feb 21, 2023 Form 4 ↗
Hayt Gregory S.10% owner Sale −164 n/c — Feb 21, 2023 Form 4 ↗
Hayt Gregory S.10% owner Sale −194 n/c — Feb 21, 2023 Form 4 ↗
QUINTON KEITH Sale −8,000 $10.43 $83K Dec 1, 2022 Form 4 ↗
Stein EricPresident Other +36 $0.00 $0 Mar 31, 2022 Form 4 ↗
QUINTON KEITH Purchase +8,000 $13.10 $105K Dec 23, 2021 Form 4 ↗
Stein EricPresident Other +35 $0.00 $0 Mar 31, 2021 Form 4 ↗
Stein Eric Other +26 $0.00 $0 Mar 31, 2020 Form 4 ↗
UBS Group AG10% owner Sale −615 $9.64 $6K Mar 25, 2020 Form 4 ↗
UBS Group AG10% owner Sale −217.3K $8.86 $1.9M Mar 24, 2020 Form 4 ↗
UBS Group AG10% owner Sale −257.9K $8.34 $2.2M Mar 23, 2020 Form 4 ↗
UBS Group AG10% owner Sale −418.3K $9.01 $3.8M Mar 20, 2020 Form 4 ↗
UBS Group AG10% owner Sale −143.5K $8.04 $1.2M Mar 19, 2020 Form 4 ↗
UBS Group AG10% owner Sale −452.2K $8.20 $3.7M Mar 18, 2020 Form 4 ↗
UBS Group AG10% owner Purchase +10.4K $13.28 $138K Jan 6, 2020 Form 4 ↗
UBS Group AG10% owner Purchase +9,345 $13.31 $124K Jan 3, 2020 Form 4 ↗

Fund Holders

Mutual funds and ETFs holding EVV · SEC Form N-PORT
FundSharesValue% of fundAs of
Invesco CEF Income Composite ETF
Invesco Exchange-Traded Fund Trust II
1.4M$13.0M1.57%May 31, 2026
Guggenheim Active Allocation Fund309.6K$2.9M0.53%May 29, 2026
Philotimo Focused Growth & Income
World Funds Trust
249.9K$2.3M1.70%Jun 30, 2026
WisdomTree Private Credit and Alternative Income Fund
WisdomTree Trust
176.7K$1.7M3.22%May 31, 2026
Guggenheim Strategic Opportunities Fund141.8K$1.3M0.06%May 29, 2026
THRIVENT MULTISECTOR BOND FUND
Thrivent Mutual Funds
71.5K$650K0.07%Jul 31, 2026
THRIVENT CONSERVATIVE ALLOCATION FUND
Thrivent Mutual Funds
27.0K$253K0.03%Jun 30, 2026
UVA Unconstrained Medium-Term Fixed Income ETF
SPINNAKER ETF SERIES
25.0K$234K0.44%Jun 30, 2026
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO
Thrivent Series Fund, Inc.
16.8K$158K0.03%Jun 30, 2026
THRIVENT MULTISECTOR BOND PORTFOLIO
Thrivent Series Fund, Inc.
13.0K$121K0.07%Jun 30, 2026

Mutual funds and ETFs whose N-PORT filings list EVV's shares (CUSIP 27828H105), each fund at its latest report since Mar 8, 2026, largest positions first. Bonds, options and short positions are left out.

Activist & Passive Stakes

Schedule 13D / 13G beneficial-ownership filings
  • Sit Fixed Income Advisors II, LLCSCHEDULE 13G/A · passive (13G) · 8.9M shares7.7%
    Oct 1, 2026 · ↗
  • SIT INVESTMENT ASSOCIATES INCSCHEDULE 13G/A · passive (13G) · 8.9M shares7.7%
    Oct 1, 2026 · ↗
  • SIT FIXED INCOME ADVISORS II LLC /ADVSCHEDULE 13D/A · activist (13D) · 8.9M shares7.7%
    Sep 29, 2026 · ↗
  • SIT INVESTMENT ASSOCIATES INCSCHEDULE 13D/A · activist (13D) · 8.9M shares7.7%
    Sep 29, 2026 · ↗
  • Morgan Stanley & Co. LLCSCHEDULE 13G/A · passive (13G) · 0 shares0.0%
    Jul 8, 2026 · ↗
  • MORGAN STANLEYSCHEDULE 13G/A · passive (13G) · 0 shares0.0%
    Jul 8, 2026 · ↗
  • UBS AGSCHEDULE 13G/A · passive (13G) · 0 shares0.0%
    May 29, 2026 · ↗

Corporate Lobbying

Estimated quarterly lobbying spending reported under the LDA, filings naming Eaton Vance Ltd Duration Income Fund as client

No lobbying filings found naming Eaton Vance Ltd Duration Income Fund as the client.

Government Contracts

Federal awards to Eaton Vance Ltd Duration Income Fund · USAspending

No federal contract awards found for Eaton Vance Ltd Duration Income Fund.

U.S. Patents

Recent USPTO applications naming Eaton Vance Ltd Duration Income Fund

No USPTO patent applications found for Eaton Vance Ltd Duration Income Fund.

Annual Financials

From EVV's 10-K filings · XBRL

No annual XBRL figures on record for EVV. KeyVex's fundamentals cover about 130 large companies so far.

Stock Splits

Every split and reverse split in the price history

No stock splits in EVV's price history.

Material Events (8-K)

Corporate events filed with the SEC

No 8-K filings on record.

About Eaton Vance Ltd Duration Income Fund

From SEC EDGAR company records
HeadquartersBOSTON, MA
Former namesEATON VANCE LIMITED DURATION INCOME FUND