STOCK TITAN

Morgan Stanley (EVV) amends 13G: reports 0.0% ownership, ceased >5% status

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

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.

Form type Schedule 13G/A Amendment No. 7 to report ownership change
CUSIPs listed 27828H204; 27828H303; 27828H402; 27828H501; 27828H600 Auction Preferred Stock series
Percent of class 0.0% Reported combined holdings percentage
Record/coverage date 06/30/2026 Date shown near header of excerpt
Signature date 07/08/2026 Authorized signatory dated the amendment
Auction Preferred Stock financial
"Title and Item 2(d) reference to class of securities"
Schedule 13G/A regulatory
"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 owner regulatory
"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 letter regulatory
"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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

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.





27828H204

(CUSIP Number)
27828H303

(CUSIP Number)
27828H402

(CUSIP Number)
27828H501

(CUSIP Number)
27828H600

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




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


SCHEDULE 13G




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



MORGAN STANLEY
Signature:Claire Gordon
Name/Title:Authorized Signatory
Date:07/08/2026
Morgan Stanley & Co. LLC
Signature:Claire Gordon
Name/Title:Authorized Signatory
Date:07/08/2026