B. Riley Wealth Advisors, Inc.
Position in EVV — Eaton Vance Ltd Duration Income Fund
CIK 1464811
MEMPHIS, TN
Position in EVV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$155,982
-$38,272 QoQ
Shares Held
16,647
-19.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#88
of 145 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $51,293,701 across 79 Asset Management names. EVV ranks #64 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
405,048 | $7,250,359 | |
| 2 | BX |
Blackstone Inc.
|
55,522 | $6,533,273 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
454,953 | $5,918,938 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
75,577 | $2,661,821 | |
| 5 | GLAD |
Gladstone Capital Corp
|
135,581 | $2,632,983 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
133,545 | $1,720,059 | |
| 7 | CSWC |
Capital Southwest Corp
|
69,775 | $1,658,551 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,913 | $1,396,246 |
All Filings in EVV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,982 | 16,647 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $194,254 | 20,556 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $202,748 | 20,459 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $256,937 | 25,314 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $266,380 | 25,963 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $359,008 | 36,746 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $450,742 | 42,887 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,554,591 | 159,609 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,258,822 | 129,110 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,390,661 | 145,163 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,167,154 | 129,110 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $1,217,576 | 130,083 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,162,733 | 118,044 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $965,536 | 102,826 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $830,299 | 90,152 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $846,202 | 81,917 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $905,708 | 77,411 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,077,710 | 82,268 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $932,722 | 70,768 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $571,201 | 43,077 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $423,761 | 33,552 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $186,910 | 14,917 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $187,813 | 16,606 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $194,148 | 17,227 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $188,019 | 17,788 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||