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Disclosery

ETX EATON VANCE MUN INCOME TERM

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SHS (fund), issuer CIK 1563696

40 managers (40 13F filers) reported a position in ETX shares at 2024-12-31, 2,372,538 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
40
13F filers
40
New
8
Added
12
Reduced
9
Sold out
2
Shares held by filers
2,372,538

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…590,104$10.4M0.03%+33,62213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY364,072$6.41M<0.01%-41,09113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC203,305$3.58M<0.01%13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG152,942$2.69M<0.01%+9,02313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN122,229$2.15M<0.01%-9,03813F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC107,221$1.89M0.06%-3,57613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/98,404$1.73M<0.01%+12,94713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP94,639$1.67M<0.01%-1,25513F-HRTimelineGroup
Sanctuary Advisors, LLC66,683$1.21M0.01%-12,25013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP55,370$975K<0.01%+8,74013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC48,950$862K0.02%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP48,552$855K<0.01%+5,90213F-HRTimelineGroup
Steward Partners Investment Advisory, L…43,572$767K0.01%-8,50113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC39,444$695K<0.01%+2,40813F-HRTimeline
MGO ONE SEVEN LLC37,960$668K0.03%new13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…35,838$631K0.19%-29,86513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC33,996$599K<0.01%-29,44213F-HRTimelineGroup
LPL Financial LLC33,440$589K<0.01%+1413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,058$512K<0.01%+11113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,472$501K<0.01%+6613F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC15,845$279K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,434$272K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,432$272K<0.01%+1,42013F-HR/ATimelineGroup
MELFA WEALTH MANAGEMENT, INC.15,372$271K0.18%013F-HRTimeline
Aviance Capital Partners, LLC14,773$260K0.04%+8813F-HRTimeline
READYSTATE ASSET MANAGEMENT LP14,572$257K0.01%new13F-HRTimeline
Merit Financial Group, LLC13,129$231K<0.01%new13F-HRTimeline
XML Financial, LLC12,312$217K0.02%new13F-HRTimeline
Anchor Investment Management, LLC6,500$114K0.01%013F-HRTimeline
Avior Wealth Management, LLC6,000$106K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,262$40K<0.01%-16,50013F-HRTimelineGroup
Elequin Capital, LP2,140$37.7K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,500$26.4K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,100$19.4K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC758$13.3K<0.01%+1013F-HRTimeline
NewEdge Advisors, LLC743$13.1K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…370$6.52K<0.01%013F-HRTimelineGroup
Hara Capital LLC44$775<0.01%013F-HR/ATimeline
FMR LLCin group FMR LLC1$18<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.