Welcome to our dedicated page for EV Duration Income SEC filings (Ticker: EVV), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
eaton vance corp. is one of the oldest investment management firms in the united states, with a history dating to 1924. eaton vance and its affiliates offer individuals and institutions a broad array of investment strategies and wealth management solutions. the company’s long record of exemplary service, timely innovation and attractive returns through a variety of market conditions has made eaton vance the investment manager of choice for many of today’s most discerning investors. for important disclosure please visit: www.eatonvance.com/socialmediaEaton Vance Limited Duration Income Fund (EVV) and Eaton Vance National Municipal Opportunities Trust (EOT) are calling an Annual Meeting of Shareholders on January 7, 2026 in Boston. Shareholders are being asked primarily to elect Class II Trustees for each fund, with separate voting by share class where applicable, including a preferred-share-only seat at EVV.
The Boards are fully composed of noninterested Trustees and operate through several specialized committees covering audit, contracts, portfolio management, compliance, closed-end fund matters and governance. Noninterested Trustees are paid a pro rata share of an annual retainer structure, with total complex-level compensation generally in the $395,000–$545,000 range in 2024. Deloitte & Touche LLP serves as independent auditor; audit fees were $130,400 for EVV and $57,900 for EOT for the fiscal year ended March 31, 2025. The Boards recommend voting FOR all trustee nominees.
Eaton Vance Limited Duration Income Fund (EVV): Initial ownership filing
A reporting person filed a Form 3 indicating no securities are beneficially owned as of the event date 03/31/2025. The filer is identified in relation to EVV as an Officer — Portfolio Manager and submitted the form as an individual filing. Both non-derivative and derivative tables report no holdings, and the explanation confirms no beneficial ownership.
Sit Investment Associates, Inc. and Sit Fixed Income Advisors II, LLC filed a Schedule 13D on Eaton Vance Limited Duration Income Fund (EVV), disclosing beneficial ownership of 6,451,703 shares, or 5.6% of the fund’s common stock.
The Sit entities report shared voting and dispositive power over these shares and no sole power. Shares were acquired in open-market transactions using client funds under discretionary investment management agreements. The stake is held for investment purposes, and the firms may purchase, hold, vote, trade, sell, or otherwise deal in the shares as they deem advisable.
They state they may engage with management, the board, and other shareholders on performance, share price relative to asset value, distribution rate, capitalization, strategy, and portfolio; they may also make shareholder proposals or nominate directors. EVV had 116,203,460 shares outstanding as of March 31, 2025. The date of event is October 20, 2025.
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