Eaton Vance Ltd Duration Income Fund Schedule 13G/A amendment shows Morgan Stanley and Morgan Stanley & Co. LLC reporting combined holdings in multiple series of Auction Preferred Stock and stating they have ceased to be beneficial owners of more than five percent of the class. The filing lists CUSIPs 27828H204, 27828H303, 27828H402, 27828H501, 27828H600 and reports 0.0% ownership; signatures are dated 07/08/2026.
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Insights
Amendment records drop below 5% ownership by Morgan Stanley entities.
The filing amends a Schedule 13G to report combined holdings in multiple series of Auction Preferred Stock treated as one class under a September 22, 2008 no-action letter. It records 0.0% ownership and states the firms have ceased to be >5% holders.
Cash‑flow treatment or specific share counts are not provided in the excerpt; subsequent filings or exhibits may list the subsidiary or detailed holdings.
Key Figures
Form type:Schedule 13G/ACUSIPs listed:27828H204; 27828H303; 27828H402; 27828H501; 27828H600Percent of class:0.0%+2 more
5 metrics
Form typeSchedule 13G/AAmendment No. 7 to report ownership change
CUSIPs listed27828H204; 27828H303; 27828H402; 27828H501; 27828H600Auction Preferred Stock series
Percent of class0.0%Reported combined holdings percentage
Record/coverage date06/30/2026Date shown near header of excerpt
Signature date07/08/2026Authorized signatory dated the amendment
Key Terms
Auction Preferred Stock, Schedule 13G/A, beneficial owner, no-action letter
4 terms
Auction Preferred Stockfinancial
"Title and Item 2(d) reference to class of securities"
Schedule 13G/Aregulatory
"Header and Item 2 identifying the form type"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficial ownerregulatory
"Comment: 'ceased to be the beneficial owner of more than five percent'"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
no-action letterregulatory
"reference to 'Auction Rate Securities -- Global Exemptive Relief no-action letter issued on September 22, 2008'"
A no-action letter is a written statement from a regulator saying it will not recommend enforcement action if a company or person carries out a specific plan or interpretation of the rules. Think of it as a cautious 'permission slip' that reduces legal uncertainty for an activity; investors care because it lowers the risk that a regulatory challenge will suddenly derail a business plan or affect the value of a company’s securities.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does the EVV Schedule 13G/A amendment disclose?
It discloses that Morgan Stanley and Morgan Stanley & Co. LLC report combined holdings in auction preferred stock and state they have ceased to be beneficial owners of more than five percent of the class.
Which securities and CUSIPs are covered in this filing for EVV?
The filing covers Auction Preferred Stock with CUSIPs 27828H204, 27828H303, 27828H402, 27828H501, and 27828H600, as listed in Item 2(d)/(e) of the amendment.
What ownership percentage is reported in the EVV amendment?
The amendment reports an ownership percentage of 0.0% for the combined holdings, and states the reporting entities have ceased to be beneficial owners over the 5% threshold.
When did the reporting representatives sign the Schedule 13G/A for EVV?
The Schedule 13G/A amendment is signed by an authorized signatory, Claire Gordon, with signature dates shown as 07/08/2026 on the filing.
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
0.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
0.0 %
12
Type of Reporting Person (See Instructions)
HC, CO
Comment for Type of Reporting Person: As of the date hereof, Morgan Stanley has ceased to be the beneficial owner of more than five percent of the class of securities
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
0.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
0.0 %
12
Type of Reporting Person (See Instructions)
BD, CO
Comment for Type of Reporting Person: As of the date hereof, Morgan Stanley & Co. LLC has ceased to be the beneficial owner of more than five percent of the class of securities.
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Eaton Vance Ltd Duration Income Fund
(b)
Address of issuer's principal executive offices:
ONE POST OFFICE SQUARE, BOSTON, MASSACHUSETTS, 02109.
Item 2.
(a)
Name of person filing:
1: Morgan Stanley 2: Morgan Stanley & Co. LLC
(b)
Address or principal business office or, if none, residence:
1: 1585 Broadway, New York, NY 10036 ;2: 1585 Broadway, New York, NY 10036
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
See the response(s) to Item 9 on the attached cover page(s).
*The number of shares reported herein represents combined holdings
in multiple series of auction rate preferred securities of the
Issuer, which are treated herein as one class of securities in
accordance with the Securities and Exchange Commission's Auction Rate
Securities -- Global Exemptive Relief no-action letter issued on
September 22, 2008.
(b)
Percent of class:
0.0 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
See the response(s) to Item 5 on the attached cover page(s).
(ii) Shared power to vote or to direct the vote:
See the response(s) to Item 6 on the attached cover page(s).
(iii) Sole power to dispose or to direct the disposition of:
See the response(s) to Item 7 on the attached cover page(s).
(iv) Shared power to dispose or to direct the disposition of:
See the response(s) to Item 8 on the attached cover page(s).
Item 5.
Ownership of 5 Percent or Less of a Class.
Ownership of 5 percent or less of a class
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
See Exhibit 99.2
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
