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Disclosery

ETX EATON VANCE MUN INCOME TERM

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SHS (fund), issuer CIK 1563696

36 managers (36 13F filers) reported a position in ETX shares at 2025-03-31, 2,300,740 shares in all. 3 filers opened a position and 7 filers sold out during the quarter.

Managers
36
13F filers
36
New
3
Added
11
Reduced
12
Sold out
7
Shares held by filers
2,300,740

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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…585,604$10.7M0.03%-4,50013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY400,793$7.32M<0.01%+36,72113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC205,383$3.75M<0.01%+2,07813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/136,627$2.5M<0.01%+38,22313F-HRTimelineGroup
UBS Group AGin group UBS Group AG134,641$2.46M<0.01%-18,30113F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC107,221$1.96M0.06%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN104,796$1.91M<0.01%-17,43313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP94,225$1.72M<0.01%-41413F-HRTimelineGroup
Sanctuary Advisors, LLC64,015$1.17M0.01%-2,66813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP48,552$887K<0.01%013F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP45,749$836K<0.01%-9,62113F-HRTimelineGroup
WALTER & KEENAN WEALTH MANAGEMENT LLC /…40,874$747K0.22%+5,03613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC38,752$708K<0.01%-69213F-HRTimeline
MGO ONE SEVEN LLC37,960$694K0.03%013F-HRTimeline
LPL Financial LLC36,598$669K<0.01%+3,15813F-HRTimeline
Steward Partners Investment Advisory, L…36,549$668K0.01%-7,02313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,394$574K<0.01%+2,33613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA29,981$548K<0.01%+1,50913F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC29,859$546K<0.01%-4,13713F-HRTimelineGroup
Aviance Capital Partners, LLC15,653$286K0.04%+88013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.15,372$281K0.19%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,855$271K<0.01%-57713F-HRTimelineGroup
Merit Financial Group, LLC13,255$242K<0.01%+12613F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC13,055$239K0.01%new13F-HRTimelineGroup
Anchor Investment Management, LLC9,400$172K0.02%+2,90013F-HRTimeline
Center for Financial Planning, Inc.1,920$35.1K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,885$34K<0.01%-37713F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,500$27.4K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,100$20.1K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,040$19K<0.01%new13F-HR/ATimelineGroup
ROTHSCHILD INVESTMENT LLC767$14K<0.01%+913F-HRTimeline
NewEdge Advisors, LLC743$13.6K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…370$6.76K<0.01%013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC208$3.8K<0.01%-48,74213F-HRTimelineGroup
Hara Capital LLC44$804<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.