Eaton Vance Ltd. DuratXEVVX
13F holders, Q4 2024 (December 31)166holders +22
29new positions
13sold out
2famous investors
$9.78avg. 13F price*
At the end of Q4 2024, 166 institutions reported holding Eaton Vance Ltd. Durat Inc. (XEVVX) in their 13F filings, up 22 from Q3 2024. 29 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($97.4M), Sit Investment Associates Inc. ($50.3M) and Ameriprise Financial Inc. ($32.2M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Eaton Vance Ltd. Durat Inc.
- CUSIP
- 27828H105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $5.9M |
| Exits | 13 | $3.8M |
All 13F filers, Q3 2024 → Q4 2024: 2,462,075 shares bought and 1,462,972 shares sold, net +999,103 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 166 holders
| Morgan Stanley | 0.01% | Reduce -0.4% | 9,974,115 | $97.4M |
| Sit Investment Associates Inc. | 1.14% | Add +1.2% | 5,147,342 | $50.3M |
| Ameriprise Financial Inc. | 0.01% | Add +8.7% | 3,295,778 | $32.2M |
| Invesco Ltd. | 0.00% | Reduce -13.3% | 1,342,161 | $13.1M |
| Guggenheim Capital LLC | 0.11% | Add +17.0% | 1,312,791 | $12.8M |
| LPL Financial LLC | 0.00% | Add +39.7% | 1,170,586 | $11.4M |
| Chicago Partners Investment Group LLC | 0.31% | Add +1.9% | 921,417 | $9.3M |
| Capital Investment Advisors, LLC | 0.18% | Add +8.3% | 899,610 | $8.8M |
| Royal Bank of Canada | 0.00% | Add +1.8% | 881,773 | $8.6M |
| Cyndeo Wealth Partners, LLC | 0.44% | Reduce -13.3% | 673,294 | $6.6M |
| UBS Group AG | 0.00% | Reduce -5.0% | 658,979 | $6.4M |
| Cura Wealth Advisors, LLC | 2.68% | — | 619,457 | $6.1M |
| Raymond James Financial Inc. | 0.00% | — | 619,403 | $6.1M |
| Kennedy Investment Group, Inc. | 2.70% | Reduce -1.9% | 609,860 | $6.0M |
| Cetera Investment Advisers | 0.01% | Reduce -11.8% | 576,144 | $5.6M |
| Penserra Capital Management LLC | 0.09% | Add +7.2% | 501,890 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.9% | 438,334 | $4.3M |
| Oak Hill Advisors LP | 0.86% | No change | 403,604 | $3.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -27.8% | 396,175 | $3.9M |
| Cohen & Steers, Inc. | 0.01% | No change | 375,463 | $3.7M |
| Stifel Financial Corp. | 0.00% | Add +3.4% | 363,371 | $3.6M |
| Bank of America Corp. | 0.00% | Add +4.0% | 286,981 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Add +9.2% | 285,768 | $2.8M |
| Creative Planning | 0.00% | Add +1120.6% | 277,986 | $2.7M |
| Kanen Wealth Management LLC | 0.83% | New | 229,225 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -10.6% | 219,156 | $2.1M |
| Fiera Capital Corp | 0.01% | Reduce -1.2% | 214,817 | $2.1M |
| Shaker Financial Services, LLC | 0.69% | Add +105.4% | 185,412 | $1.8M |
| CoreCap Advisors, LLC | 0.08% | Add +101.2% | 181,845 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +263.2% | 177,074 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Add +5.6% | 147,498 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +209.3% | 137,683 | $1.3M |
| Aviance Capital Partners, LLC | 0.18% | Reduce -0.7% | 132,943 | $1.3M |
| Clear Creek Financial Management, LLC | 0.13% | Add +5.6% | 125,022 | $1.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.35% | Add +14.4% | 122,451 | $1.2M |
| Benjamin Edwards Inc. | 0.02% | Reduce -15.7% | 118,367 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +0.6% | 106,516 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.6% | 106,159 | $1.0M |
| Melfa Wealth Management, Inc. | 0.65% | Add +5.1% | 100,177 | $979K |
| Camelot Portfolios, LLC | 0.89% | Reduce -7.4% | 84,733 | $828K |
| Summit Financial, LLC | 0.03% | Add +11.8% | 82,149 | $803K |
| Wedbush Securities Inc. | 0.03% | Reduce -11.2% | 78,728 | $769K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +8.1% | 73,468 | $718K |
| Pin Oak Investment Advisors Inc. | 0.63% | No change | 65,662 | $690K |
| Selway Asset Management | 0.23% | Add +4.2% | 60,879 | $595K |
| Independent Financial Group, LLC | 0.02% | Reduce -0.1% | 59,316 | $580K |
| Merit Financial Group, LLC | 0.01% | Add +22.6% | 59,092 | $577K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.1% | 58,351 | $570K |
| Susquehanna International Group, LLP | 0.00% | New | 52,832 | $516K |
| Janney Montgomery Scott LLC | 0.00% | Add +90.5% | 49,257 | $481K |
| Comerica Bank | 0.00% | Add +9.6% | 47,820 | $467K |
| Future Financial Wealth Managment LLC | 0.34% | Add +1.4% | 46,925 | $458K |
| CW Advisors, LLC | 0.01% | Add +131.5% | 45,770 | $447K |
| Advisory Services Network, LLC | 0.01% | Add +0.3% | 41,574 | $406K |
| Rock Point Advisors, LLC | 0.12% | Reduce -3.2% | 40,749 | $398K |
| Private Advisor Group, LLC | 0.00% | Add +10.1% | 40,684 | $397K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -14.3% | 36,746 | $359K |
| Fortitude Advisory Group L.L.C. | 0.20% | Add +1.2% | 33,770 | $330K |
| AlphaCore Capital LLC | 0.07% | Add +5.0% | 33,508 | $327K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 33,188 | $324K |
| Mendel Capital Management LLC | 0.20% | No change | 33,150 | $324K |
| Apriem Advisors | 0.04% | Reduce -0.8% | 32,059 | $313K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 30,654 | $299K |
| Mallini Complete Financial Planning LLC | 0.45% | — | 27,461 | $268K |
| Quad-Cities Investment Group, LLC | 0.13% | Reduce -6.0% | 27,179 | $266K |
| EP Wealth Advisors, LLC | 0.00% | No change | 26,800 | $262K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -62.6% | 24,912 | $243K |
| Elequin Capital, LP | 0.04% | New | 24,682 | $241K |
| StoneX Group Inc. | 0.01% | New | 24,492 | $239K |
| Marex Group Ltd | 0.00% | New | 24,315 | $238K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.3% | 23,927 | $234K |
| Obsidian Cio, LLC | 0.04% | New | 23,452 | $229K |
| Pointe Capital Management LLC | 0.13% | Add +0.4% | 22,954 | $224K |
| Moors & Cabot, Inc. | 0.01% | Reduce -0.1% | 22,795 | $223K |
| Virtu Financial LLC | 0.01% | New | 22,718 | $222K |
| Conning Inc. | 0.01% | Reduce -30.0% | 22,455 | $219K |
| Sowell Financial Services LLC | 0.01% | Reduce -47.7% | 21,839 | $213K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +724.4% | 21,492 | $210K |
| PFG Investments, LLC | 0.01% | Reduce -12.2% | 21,234 | $207K |
| Riverbridge Partners LLC | 0.00% | Add +3.7% | 20,988 | $205K |
| Corient Private Wealth LP | 0.00% | Reduce -2.8% | 20,652 | $202K |
| HRT Financial LP | 0.00% | New | 20,085 | $196K |
| Iams Wealth Management, LLC | 0.09% | No change | 20,000 | $195K |
| Ashton Thomas Securities, LLC | 0.05% | No change | 20,000 | $195K |
| Neuberger Berman Group LLC | 0.00% | New | 20,000 | $195K |
| MML Investors Services, LLC | 0.00% | Reduce -43.7% | 19,861 | $194K |
| Pathstone Holdings, LLC | 0.00% | Reduce -91.6% | 19,678 | $194K |
| Lido Advisors, LLC | 0.00% | No change | 19,837 | $194K |
| First Foundation Advisors | 0.01% | No change | 18,611 | $182K |
| Jane Street Group, LLC | 0.00% | New | 18,565 | $181K |
| Stonegate Investment Group, LLC | 0.00% | No change | 18,552 | $181K |
| Millennium Management | 0.00% | Reduce -70.9% | 18,475 | $181K |
| Dudley Capital Management, LLC | 0.09% | No change | 18,133 | $177K |
| Fogel Capital Management, Inc. | 0.09% | New | 18,000 | $176K |
| HighTower Advisors, LLC | 0.00% | Reduce -24.9% | 17,358 | $170K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -1.5% | 17,243 | $168K |
| ProVise Management Group, LLC | 0.01% | Add +11.8% | 17,088 | $167K |
| Cahill Financial Advisors Inc. | 0.02% | Reduce -34.6% | 16,465 | $161K |
| Garden State Investment Advisory Services LLC | 0.05% | Reduce -5.4% | 16,054 | $157K |
| Sandy Cove Advisors, LLC | 0.06% | No change | 15,750 | $154K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 15,668 | $153K |
| Onyx Bridge Wealth Group LLC | 0.02% | Add +1.7% | 14,926 | $146K |
| WealthTrust Axiom LLC | 0.04% | No change | 14,800 | $145K |
| Cresset Asset Management, LLC | 0.00% | No change | 14,400 | $141K |
| Harbour Investments, Inc. | 0.00% | No change | 13,857 | $135K |
| Readystate Asset Management LP | 0.01% | New | 13,284 | $130K |
| Clay Northam Wealth Management, LLC | 0.08% | New | 13,014 | $127K |
| Hollencrest Capital Management | 0.01% | No change | 12,760 | $125K |
| Cornerstone Wealth Group, LLC | 0.01% | No change | 12,460 | $122K |
| Sigma Planning Corp | 0.00% | New | 12,289 | $120K |
| Bison Wealth, LLC | 0.01% | — | 12,146 | $119K |
| Oppenheimer & Co. Inc. | 0.00% | Add +10.7% | 11,833 | $116K |
| Clearstead Advisors, LLC | 0.00% | New | 11,111 | $109K |
| Focus Partners Wealth | 0.00% | New | 11,098 | $108K |
| Citadel Advisors | 0.00% | New | 11,055 | $108K |
| Eastern Bank | 0.00% | Add +10.0% | 11,000 | $107K |
| Stephens Inc. | 0.00% | Reduce -54.3% | 10,392 | $102K |
| Ellis Investment Partners, LLC | 0.02% | New | 10,331 | $101K |
| Apollon Wealth Management, LLC | 0.00% | New | 10,250 | $100K |
| Gilbert & Cook, Inc. | 0.01% | No change | 10,017 | $98K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,001 | $98K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 8,700 | $88K |
| Barrett & Company, Inc. | 0.04% | No change | 8,952 | $87K |
| Spire Wealth Management | 0.00% | New | 7,778 | $76K |
| MAI Capital Management | 0.00% | New | 7,000 | $68K |
| Oarsman Capital, Inc. | 0.01% | Reduce -34.1% | 6,475 | $63K |
| Sound Income Strategies, LLC | 0.00% | Add +9.4% | 6,401 | $63K |
| Byrne Asset Management LLC | 0.04% | No change | 4,750 | $46K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 4,105 | $40K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -35.1% | 3,693 | $36K |
| IFP Advisors, Inc | 0.00% | Reduce -14.3% | 3,404 | $33K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | — | 3,400 | $33K |
| Allworth Financial LP | 0.00% | Add +0.4% | 2,959 | $30K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 3,000 | $29K |
| Slocum, Gordon & Co LLP | 0.02% | Reduce -6.4% | 2,195 | $21K |
| West Branch Capital LLC | 0.01% | No change | 2,082 | $20K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,000 | $20K |
| Concord Wealth Partners | 0.00% | Add +2.3% | 1,886 | $18K |
| Fifth Third Bancorp | 0.00% | New | 1,663 | $16K |
| Crewe Advisors LLC | 0.00% | Add +2.4% | 1,597 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,500 | $15K |
| Bogart Wealth, LLC | 0.00% | No change | 1,500 | $15K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.3% | 1,459 | $14K |
| Fortitude Family Office, LLC | 0.00% | Reduce -55.7% | 1,390 | $14K |
| Kentucky Trust Co | 0.01% | — | 998 | $10K |
| Parallel Advisors, LLC | 0.00% | New | 998 | $10K |
| Geneos Wealth Management Inc. | 0.00% | New | 645 | $6K |
| Gen-Wealth Partners Inc | 0.00% | No change | 500 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 477 | $5K |
| Decker Retirement Planning Inc. | 0.00% | — | 400 | $4K |
| JPMorgan Chase & Co. | 0.00% | New | 379 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | New | 319 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 356 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -91.9% | 266 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 255 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 250 | $2K |
| Cwm, LLC | 0.00% | No change | 193 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 124 | $1K |
| Global Retirement Partners, LLC | 0.00% | No change | 111 | $1K |
| Capital A Wealth Management, LLC | 0.00% | — | 75 | $733 |
| WPG Advisers, LLC | 0.00% | — | 21 | $205 |
| Lanark Financial, Inc. | 0.02% | — | 17 | $169 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 11 | $107 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 7 | $73 |
| FMR LLC | 0.00% | New | 2 | $20 |
| Horizon Bancorp Inc. | 0.00% | Reduce -62.8% | 42 | $0 |
"% of holder's portfolio" is XEVVX's weight in each manager's 13F, not the share of Eaton Vance Ltd. Durat Inc. the manager owns.