Eaton Vance Ltd Duration Income Fund
Congressional Trades
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
Joe CourtneyHouse · D · CT |
EVVEaton Vance Ltd Duration Income Fund · Stock |
Sale $1,001 - $15,000 |
Nov 6, 2020 | Oct 9, 2020 | Filing ↗ |
Whale Activity
- Increased0
- New1
- Held0
- Decreased0
- Closed0
- No prior filing0
| Filer | Shares | Value | Change |
|---|---|---|---|
| Citadel Advisors LLC | 253.6K | $2.5M | new |
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
No open-market insider buys or sells in the last two years.
Recent Insider Transactions
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| 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
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Invesco CEF Income Composite ETF Invesco Exchange-Traded Fund Trust II | 1.4M | $13.0M | 1.57% | May 31, 2026 |
| Guggenheim Active Allocation Fund | 309.6K | $2.9M | 0.53% | May 29, 2026 |
| Philotimo Focused Growth & Income World Funds Trust | 249.9K | $2.3M | 1.70% | Jun 30, 2026 |
| WisdomTree Private Credit and Alternative Income Fund WisdomTree Trust | 176.7K | $1.7M | 3.22% | May 31, 2026 |
| Guggenheim Strategic Opportunities Fund | 141.8K | $1.3M | 0.06% | May 29, 2026 |
| THRIVENT MULTISECTOR BOND FUND Thrivent Mutual Funds | 71.5K | $650K | 0.07% | Jul 31, 2026 |
| THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 27.0K | $253K | 0.03% | Jun 30, 2026 |
| UVA Unconstrained Medium-Term Fixed Income ETF SPINNAKER ETF SERIES | 25.0K | $234K | 0.44% | Jun 30, 2026 |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 16.8K | $158K | 0.03% | Jun 30, 2026 |
| THRIVENT MULTISECTOR BOND PORTFOLIO Thrivent Series Fund, Inc. | 13.0K | $121K | 0.07% | 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
- 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
No lobbying filings found naming Eaton Vance Ltd Duration Income Fund as the client.
Government Contracts
No federal contract awards found for Eaton Vance Ltd Duration Income Fund.
U.S. Patents
No USPTO patent applications found for Eaton Vance Ltd Duration Income Fund.
Annual Financials
No annual XBRL figures on record for EVV. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in EVV's price history.
Material Events (8-K)
No 8-K filings on record.

