EATON VANCE LTD DURAT INC (XEVVX) Institutional Ownership Changes & 13F Activity
EATON VANCE LTD DURAT INC (XEVVX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Raymond James Financial Inc, Focus Partners Wealth, Guggenheim Capital Llc, and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +21,589 | +6.3% | 364,047 | $3.44M | Q1 2026 | Jul 08, 2026 |
| Bank Of America Corp | Sell | -28,670 | -9.7% | 266,324 | $2.52M | Q1 2026 | May 18, 2026 |
| Kanen Wealth Management Llc | Buy | +24,700 | +7.0% | 379,816 | $3.59M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Sell | -13,729 | -5.3% | 246,001 | $246.00K | Q1 2026 | May 18, 2026 |
| Ashton Thomas Securities, Llc | Buy | +5,000 | +21.7% | 28,000 | $264.60K | Q1 2026 | May 18, 2026 |
| Morgan Stanley | Sell | -183,747 | -1.8% | 9,819,818 | $92.80M | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Buy | +70,931 | +585.5% | 83,046 | $784.79K | Q1 2026 | May 15, 2026 |
| Guggenheim Capital Llc | Buy | +57,804 | +3.3% | 1,820,371 | $17.20M | Q1 2026 | May 15, 2026 |
| Pointe Capital Management Llc | Buy | +21,887 | +83.4% | 48,127 | $454.80K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +19,806 | +2.0% | 995,905 | $9.41M | Q1 2026 | May 15, 2026 |
| Boothbay Fund Management, Llc | Buy | +19,644 | — | 19,644 | $185.64K | Q1 2026 | May 15, 2026 |
| Summit Financial, Llc | Buy | +15,793 | +8.2% | 208,208 | $1.97M | Q1 2026 | May 15, 2026 |
| Alphacore Capital Llc | Sell | -15,330 | -33.8% | 30,000 | $283.50K | Q1 2026 | May 15, 2026 |
| Balyasny Asset Management L.P. | Buy | +15,039 | — | 15,039 | $142.12K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +13,603 | +33.9% | 53,765 | $508.08K | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Buy | +13,332 | — | 13,332 | $125.99K | Q1 2026 | May 15, 2026 |
| Xtx Topco Ltd | Buy | +10,907 | — | 10,907 | $103.07K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +10,369 | +2.9% | 372,839 | $3.52M | Q1 2026 | May 15, 2026 |
| Nomura Holdings Inc | Buy | +10,000 | — | 10,000 | $94.50K | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +3,539 | — | 3,539 | $31.92K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +1,642 | +12.9% | 14,330 | $135.42K | Q1 2026 | May 15, 2026 |
| Pin Oak Investment Advisors Inc | Sell | -1,135 | -1.8% | 62,173 | $588.00K | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | Sell | -815 | -6.3% | 12,186 | $115.16K | Q1 2026 | May 15, 2026 |
| Corient Private Wealth Llc | Buy | +736 | +5.4% | 14,298 | $135.12K | Q1 2026 | May 15, 2026 |
| Apriem Advisors | Buy | +30 | +0.1% | 31,498 | $297.66K | Q1 2026 | May 15, 2026 |
| Allworth Financial Lp | Buy | +9 | +0.2% | 4,374 | $41.33K | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +1 | — | 1 | $9.00 | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +71,287 | +13.7% | 591,129 | $5.59M | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | Buy | +24,914 | +14.0% | 203,074 | $1.92M | Q1 2026 | May 14, 2026 |
| Garden State Investment Advisory Services Llc | Buy | +10,489 | — | 10,489 | $99.13K | Q1 2026 | May 14, 2026 |
Frequently asked questions about XEVVX activity
Which institutional owners are buying XEVVX?
Institutional owners buying XEVVX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XEVVX activity?
"Buy" means an investor increased their reported position in XEVVX compared to the prior reporting period. This reflects growing exposure to EATON VANCE LTD DURAT INC (XEVVX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XEVVX increasing?
Institutional interest in XEVVX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.