伊頓萬斯有限期限收入基金
US ˙ NYSEAM ˙ US27828H1059

SecurityEVV / Eaton Vance Limited Duration Income Fund
InstitutionMorgan Stanley
Latest Disclosed Ownership9,189,342 shares
Ownership 7.90%
Morgan Stanley ownership in EVV / Eaton Vance Limited Duration Income Fund

2024-02-08 - Morgan Stanley has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 9,189,342 shares of Eaton Vance Limited Duration Income Fund (US:EVV). This represents 7.9 percent ownership of the company. In their previous filing dated 2023-02-09 , Morgan Stanley had reported owning 8,283,020 shares, indicating an increase of 10.94 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2024-02-08 2024-02-08 13G/A 8,283,020 9,189,342 10.94 7.90 11.27
2023-02-09 2023-02-09 13G/A 8,066,615 8,283,020 2.68 7.10 2.90
2022-02-11 2022-02-11 13G/A 7,972,201 8,066,615 1.18 6.90 0.00
2021-02-10 2021-02-10 13G/A 7,094,238 7,972,201 12.38 6.90 13.11
2020-02-12 2020-02-12 13G/A 6,606,310 7,094,238 7.39 6.10 8.93
2019-02-12 2019-02-12 13G/A 584 6,606,310 1,131,117.47 5.60 -16.42
2018-09-21 2018-09-21 13G/A 9,374,233 584 -99.99 6.70 -16.25
2018-02-13 2018-02-13 13G/A 8,367,160 9,374,233 12.04 8.00 11.11
2017-02-13 2017-02-13 13G/A 7,758,891 8,367,160 7.84 7.20 9.09
2016-02-11 2016-02-11 13G/A 7,758,891 6.60
2016-02-08 2016-02-08 13G/A 1,149 10.80
2015-02-17 2015-02-17 13G/A 8,719,049 7.40
2014-02-10 2014-02-10 13G/A 8,249,994 7.00
2014-01-17 2014-01-17 13G/A 1,127 10.60
2013-02-14 2013-02-14 13G/A 8,446,418 7.20
2012-02-10 2012-02-10 13G 6,060,448 5.20
2012-02-09 2012-02-09 13G/A 1,126 10.60

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F EATON VANCE LIMITED DURATION COM 27828H105 9,819,818 -183,747 -1.84 92,797 -6.39 0.0056
2026-05-27 2025-12-31 13F/A-1 EATON VANCE LIMITED DURATION COM 27828H105 10,003,565 -44,483 -0.44 99,135 -2.80 0.0059
2026-02-13 2025-12-31 13F EATON VANCE LIMITED DURATION COM 27828H105 10,003,565 -44,483 99,135 0.0059
2026-05-27 2025-09-30 13F/A-1 EATON VANCE LIMITED DURATION COM 27828H105 10,048,048 155,232 1.57 101,988 0.48 0.0062
2025-11-14 2025-09-30 13F EATON VANCE LIMITED DURATION COM 27828H105 10,048,048 155,232 101,988 0.0062
2025-08-15 2025-06-30 13F EATON VANCE LIMITED DURATION COM 27828H105 9,892,816 122,699 1.26 101,500 4.10 0.0066
2025-05-15 2025-03-31 13F EATON VANCE LIMITED DURATION COM 27828H105 9,770,117 -203,998 -2.05 97,506 0.06 0.0070
2025-05-15 2024-12-31 13F/A-1 EATON VANCE LTD DURATION COM 27828H105 9,974,115 -42,499 -0.42 97,447 -7.43 0.0068
2025-02-14 2024-12-31 13F EATON VANCE LTD DURATION COM 27828H105 9,974,115 -42,499 97,447 0.0068
2025-05-14 2024-09-30 13F/A-2 EATON VANCE LTD DURATION COM 27828H105 10,016,614 272,748 2.80 105,275 10.93 0.0076
2025-02-14 2024-09-30 13F/A-1 EATON VANCE LTD DURATION COM 27828H105 10,016,614 272,748 105,275 0.0076
2024-11-14 2024-09-30 13F EATON VANCE LTD DURATION COM 27828H105 10,016,614 272,748 105,275 0.0009
2025-05-14 2024-06-30 13F/A-2 EATON VANCE LTD DURATION COM 27828H105 9,743,866 316,435 3.36 94,905 3.25 0.0073
2024-10-17 2024-06-30 13F/A-1 EATON VANCE LTD DURATION COM 27828H105 9,743,866 316,435 94,905 0.0073
2024-08-14 2024-06-30 13F EATON VANCE LTD DURATION COM 27828H105 9,743,866 316,435 94,905 0.0073
2024-10-17 2024-03-31 13F/A-2 EATON VANCE LTD DURATION COM 27828H105 9,427,431 238,088 2.59 91,917 4.41 0.0074
2024-08-16 2024-03-31 13F/A-1 EATON VANCE LTD DURATION COM 27828H105 9,427,431 238,088 91,917 0.0009
2024-05-15 2024-03-31 13F EATON VANCE LTD DURATION COM 27828H105 9,427,431 238,088 91,917 0.0074
2024-08-16 2023-12-31 13F/A-1 EATON VANCE LTD DURATION COM 27828H105 9,189,343 480,956 5.52 88,034 11.83 0.0078
2024-02-13 2023-12-31 13F EATON VANCE LTD DURATION COM 27828H105 9,189,343 480,956 88,034 0.0078
2023-11-15 2023-09-30 13F EATON VANCE LTD DURATION COM 27828H105 8,708,387 29,582 0.34 78,724 -3.09 0.0080
2023-08-14 2023-06-30 13F EATON VANCE LTD DURATION COM 27828H105 8,678,805 355,650 4.27 81,234 -0.91 0.0080
2023-05-15 2023-03-31 13F EATON VANCE LTD DURATION COM 27828H105 8,323,155 20,627 0.25 81,983 5.16 0.0088
2023-02-14 2022-12-31 13F EATON VANCE LTD DURATION COM 27828H105 8,302,528 -339,539 -3.93 77,961 -2.05 0.0089
2022-11-14 2022-09-30 13F EATON VANCE LTD DURATION COM 27828H105 8,642,067 10,845 0.13 79,593 -10.73 0.0108
2022-10-27 2022-06-30 13F/A-1 EATON VANCE LTD DURATION COM 27828H105 8,631,222 14,379 0.17 89,161 -11.56 0.0116
2022-08-15 2022-06-30 13F EATON VANCE LTD DURATION COM 27828H105 8,631,222 14,379 89,161 0.0116
2022-10-27 2022-03-31 13F/A-1 EATON VANCE LTD DURATION COM 27828H105 8,616,843 550,228 6.82 100,817 -4.60 0.0136
2022-05-13 2022-03-31 13F EATON VANCE LTD DURATION COM 27828H105 8,616,843 550,228 100,817 0.0136
2022-02-14 2021-12-31 13F EATON VANCE LTD DURATION COM 27828H105 8,066,615 161,101 2.04 105,673 1.42 0.0130
2021-11-15 2021-09-30 13F EATON VANCE LTD DURATION COM 27828H105 7,905,514 -368,438 -4.45 104,195 -5.03 0.0140
2021-08-23 2021-06-30 13F/A-1 EATON VANCE LTD DURATION COM 27828H105 8,273,952 207,147 2.57 109,713 7.69 0.0145
2021-08-16 2021-06-30 13F EATON VANCE LTD DURATION COM 27828H105 8,273,952 207,147 109,713 0.0030
2021-05-17 2021-03-31 13F EATON VANCE LTD DURATION COM 27828H105 8,066,805 94,604 1.19 101,883 1.99 0.0150
2021-02-16 2020-12-31 13F EATON VANCE LTD DURATION COM 27828H105 7,972,201 -355,023 -4.26 99,891 6.06 0.0154
2020-11-13 2020-09-30 13F EATON VANCE LTD DURATION COM 27828H105 8,327,224 624,440 8.11 94,180 8.49 0.0182
2020-08-14 2020-06-30 13F EATON VANCE LTD DURATION COM 27828H105 7,702,784 -6,630 -0.09 86,810 6.53 0.0192
2020-05-26 2020-03-31 13F/A-1 EATON VANCE LTD DUR INCOME F COM 27828H105 7,709,414 615,176 8.67 81,488 -13.31 0.0221
2020-05-15 2020-03-31 13F EATON VANCE LTD DUR INCOME F COM 27828H105 7,709,414 615,176 81,488 6,259.9771
2020-02-14 2019-12-31 13F EATON VANCE LTD DUR INCOME F COM 27828H105 7,094,238 110,151 1.58 93,999 7.67 0.0219
2019-11-14 2019-09-30 13F EATON VANCE LTD DUR INCOME F COM 27828H105 6,984,087 270,741 4.03 87,301 2.80 0.0231
2019-08-14 2019-06-30 13F EATON VANCE LTD DUR INCOME F COM 27828H105 6,713,346 164,154 2.51 84,924 2.51 0.0226
2019-05-15 2019-03-31 13F EATON VANCE LTD DUR INCOME F COM 27828H105 6,549,192 -57,118 -0.86 82,848 5.21 0.0235
2019-02-14 2018-12-31 13F EATON VANCE LTD DUR INCOME F COM 27828H105 6,606,310 -530,954 -7.44 78,747 -12.99 0.0236
2019-04-23 2018-09-30 13F/A-2 EATON VANCE LTD DUR INCOME F COM 27828H105 7,137,264 100,303 1.43 90,500 2.23 0.0227
2018-11-20 2018-09-30 13F/A-1 EATON VANCE LTD DUR INCOME F COM 27828H105 7,137,264 0 90,500 0.0227
2018-11-14 2018-09-30 13F EATON VANCE LTD DUR INCOME F COM 27828H105 7,137,264 100,303 90,500
2019-04-23 2018-06-30 13F/A-1 EATON VANCE LTD DUR INCOME F COM 27828H105 7,036,961 -37,606 -0.53 88,525 -3.89 0.0239
2018-08-14 2018-06-30 13F EATON VANCE LTD DUR INCOME F COM 27828H105 7,036,961 -37,606 88,525
2019-04-23 2018-03-31 13F/A-1 EATON VANCE LTD DUR INCOME F COM 27828H105 7,074,567 100,967 1.45 92,110 -3.24 0.0256
2018-05-14 2018-03-31 13F EATON VANCE LTD DUR INCOME F COM 27828H105 7,074,567 100,967 92,110
2019-04-23 2017-12-31 13F/A-1 EATON VANCE LTD DUR INCOME F COM 27828H105 6,973,600 74,974 1.09 95,190 -1.65 0.0261
2018-02-14 2017-12-31 13F EATON VANCE LTD DUR INCOME F COM 27828H105 6,973,600 74,974 95,190
2017-11-14 2017-09-30 13F EATON VANCE LTD DUR INCOME F COM 27828H105 6,898,626 115,684 1.71 96,788 1.20 0.0290
2017-08-11 2017-06-30 13F EATON VANCE LTD DUR INCOME F COM 27828H105 6,782,942 -73,309 -1.07 95,639 0.86 0.0289
2017-05-22 2017-03-31 13F/A-1 EATON VANCE LTD DUR INCOME F COM 27828H105 6,856,251 676,500 10.95 94,822 11.84 0.0291
2017-05-12 2017-03-31 13F EATON VANCE LTD DUR INCOME F COM 27828H105 6,856,251 94,822
2017-02-22 2016-12-31 13F/A-1 EATON VANCE LTD DUR INCOME F COM 27828H105 6,179,751 370,678 6.38 84,787 6.46 0.0277
2017-02-13 2016-12-31 13F EATON VANCE LTD DUR INCOME F COM 27828H105 6,179,751 84,787
2016-11-10 2016-09-30 13F EATON VANCE LTD DUR INCOME F COM 27828H105 5,809,073 221,639 3.97 79,643 6.06 0.0272
2016-08-12 2016-06-30 13F EATON VANCE LTD DUR INCOME F COM 27828H105 5,587,434 -64,298 -1.14 75,095 0.81 0.0271
2016-05-12 2016-03-31 13F EATON VANCE LTD DUR INCOME F COM 27828H105 5,651,732 -187,993 -3.22 74,489 -0.04 0.0287
2016-02-09 2015-12-31 13F EATON VANCE LTD DUR INCOME F COM 27828H105 5,839,725 -253,510 -4.16 74,516 -3.56 0.0270
2016-02-08 2015-09-30 13F/A-1 EATON VANCE LTD DUR INCOME F COM 27828H105 6,093,235 -493,084 -7.49 77,263 -12.91 0.0286
2015-11-09 2015-09-30 13F EATON VANCE LTD DUR INCOME F COM 27828H105 6,093,235 77,263
2015-08-12 2015-06-30 13F EATON VANCE LTD DUR INCOME F COM 27828H105 6,586,319 -133,278 -1.98 88,718 -8.25 0.0308
2015-05-14 2015-03-31 13F EATON VANCE LTD DUR INCOME F COM 27828H105 6,719,597 -101,247 -1.48 96,695 0.40 0.0356
2015-02-13 2014-12-31 13F EATON VANCE LTD DUR INCOME F COM 27828H105 6,820,844 -655,779 -8.77 96,311 -11.65 0.0352
2014-12-16 2014-09-30 13F/A-1 EATON VANCE LTD DUR INCOME F COM 27828H105 7,476,623 680,901 10.02 109,009 5.19 0.0419
2014-11-14 2014-09-30 13F EATON VANCE LTD DUR INCOME F COM 27828H105 7,476,623 109,009
2014-05-13 2014-03-31 13F EATON VANCE LTD DUR INCOME F COM 27828H105 6,795,722 468,393 7.40 103,635 7.05 0.0434
2014-02-13 2013-12-31 13F EATON VANCE LTD DUR INCOME F COM 27828H105 6,327,329 -884,462 -12.26 96,808 -14.17 0.0412
2013-11-13 2013-09-30 13F EATON VANCE LTD DURATION I COM 27828H105 7,211,791 -129,642 -1.77 112,792 -3.68 0.0533
2013-08-08 2013-06-30 13F EATON VANCE LTD DURATION I COM 27828H105 7,341,433 7,341,433 117,096 0.0591
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.