Sit Investment Associates, Inc. and Sit Fixed Income Advisors II, LLC filed Amendment No. 1 to their Schedule 13D on Eaton Vance Limited Duration Income Fund. They report beneficial ownership of 7,640,602 common shares, representing 6.6% of the fund’s outstanding shares.
The percentage is based on 116,203,460 shares outstanding as of September 30, 2025, as reported in the fund’s Form N-CSRS. The Sit entities have shared voting and dispositive power over these shares held in client accounts, while no single client account holds more than 5% and none of their directors or executive officers own shares directly.
Eaton Vance Ltd Duration Income Fund filed an insider ownership report for portfolio manager Catherine McDermott on Form 4. The filing is made by a single reporting person, identified as having the role of portfolio manager and not as a director, officer, or 10% owner. The earliest transaction date referenced in the form is 12/31/2025, but the excerpt only shows the standard tables for non-derivative and derivative securities without populated transaction details.
Eaton Vance Ltd Duration Income Fund portfolio manager Campo Peter filed an initial insider ownership report on Form 3 for the fund’s common shares. As of the event date of December 31, 2025, the filing states in the explanation section that no securities are beneficially owned. The form also notes that the filing is made by one reporting person and identifies Campo’s relationship to the fund as “Other – Portfolio Manager.”
Eaton Vance Ltd Duration Income Fund insider Gerrity Kelley filed a Form 4 as a portfolio manager of the fund. The filing identifies Kelley’s relationship to the issuer and lists an earliest transaction date of 09/30/2025, but the provided excerpt shows no detailed security transactions.
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.
Eaton Vance Limited Duration Income Fund reported a Board leadership change. Effective August 27, 2025, the Board of Trustees appointed Scott E. Wennerholm as Chairperson of the Board for a 4-year term. He replaces Susan J. Sutherland, who had been acting Chairperson since August 9, 2025, following the passing of the former Chairperson of the Board. This update focuses on governance and does not include financial or operating results.
Eaton Vance Limited Duration Income Fund reported a change in its board leadership following the unexpected passing of Mr. Mark R. Fetting, who served as Chairperson of the Board of Trustees, on August 9, 2025. The fund states that Ms. Susan J. Sutherland is serving as acting Chairperson of the Board. Effective August 12, 2025, the Board reduced its size from ten to nine members, reflecting this change in composition. The filing focuses on governance developments rather than the fund’s portfolio or financial results.