Skip to content

EVN EATON VANCE MUN INCOME TR

Follow

SH BEN INT (common), issuer CIK 1074540

89 managers (89 13F filers) reported a position in EVN shares at 2026-06-30, 8,685,236 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
89
13F filers
89
New
10
Added
28
Reduced
22
Sold out
8
Shares held by filers
8,685,236

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY1,200,516$13.5M<0.01%+80,08613F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.935,778$10.5M0.3%-5,11313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC866,623$9.76M<0.01%+25,14513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC749,682$8.44M0.05%-66,48913F-HRTimelineGroup
UBS Group AGin group UBS Group AG393,788$4.43M<0.01%-10,51113F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.354,956$4M2.15%-43,09113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN335,253$3.77M<0.01%+12,37813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/310,720$3.5M<0.01%-32,48113F-HRTimelineGroup
LPL Financial LLC289,311$3.26M<0.01%+75,01413F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP257,911$2.9M<0.01%+29,20813F-HRTimelineGroup
Janney Montgomery Scott LLC246,352$2.77M0.01%-81513F-HRTimeline
Welch & Forbes LLC205,784$2.32M0.03%013F-HRTimeline
Cetera Investment Advisers169,715$1.91M<0.01%+5,43213F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp147,021$1.66M0.01%+66,10513F-HRTimelineGroup
Cambridge Investment Research Advisors,…139,420$1.57M<0.01%+9,80913F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.127,002$1.43M<0.01%+52,74613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC117,386$1.32M<0.01%+103,48013F-HRTimelineGroup
Advisors Asset Management, Inc.112,477$1.27M0.02%+68,45813F-HRTimeline
ProVise Management Group, LLC108,380$1.22M0.08%+3,06013F-HRTimeline
Steward Partners Investment Advisory, L…103,446$1.16M0.01%+12,10413F-HRTimeline
Whipplewood Advisors, LLC93,479$1.05M0.71%-60213F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…88,139$992K0.22%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA85,462$962K<0.01%+2,45413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP68,582$772K<0.01%-6,44613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC67,297$758K<0.01%-9813F-HRTimeline
Summit Trail Advisors, LLC63,472$715K0.01%+26,70513F-HRTimeline
NewEdge Advisors, LLC55,297$623K<0.01%-14,00113F-HRTimeline
InTrack Investment Management Inc54,399$613K0.3%-4,99113F-HRTimeline
Capital Investment Advisors, LLC49,477$557K0.01%-3,15713F-HRTimeline
Sanctuary Advisors, LLC45,969$518K<0.01%-2,74913F-HRTimeline
Meadowbrook Wealth Management, LLC44,806$502K0.54%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.43,614$491K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC37,364$421K<0.01%+2,01413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth35,429$399K<0.01%013F-HRTimelineGroup
World Investment Advisors36,763$383K0.01%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.32,650$368K0.01%+21913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,675$334K<0.01%+42313F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…29,151$328K0.01%+4,90013F-HRTimelineGroup
Sequoia Financial Advisors, LLC27,000$304K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC26,800$302K0.01%+7,80013F-HRTimeline
ROTHSCHILD INVESTMENT LLC25,000$282K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,072$271K<0.01%+21913F-HRTimelineGroup
Chicago Partners Investment Group LLC20,504$220K<0.01%-3713F-HRTimeline
one8zero8, LLC18,000$203K0.04%013F-HRTimeline
D.A. DAVIDSON & CO.17,051$192K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,176$182K<0.01%+2,40113F-HRTimelineGroup
Twelve Points Wealth Management LLC15,906$179K0.04%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC15,863$179K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.15,827$178K<0.01%+8313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,666$176K<0.01%013F-HRTimelineGroup
180 WEALTH ADVISORS, LLC15,566$175K0.02%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,675$165K<0.01%+20813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,123$159K<0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC13,834$156K<0.01%-1,97413F-HRTimeline
Ethos Financial Group, LLC14,861$155K0.01%013F-HRTimeline
Compass Financial Group, INC/SD13,630$153K0.02%013F-HRTimeline
Coquina Private Wealth LLC13,629$153K0.1%+19413F-HRTimeline
Westview Management dba Westview Invest…13,624$153K0.08%-19,25013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT13,413$151K0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC13,106$148K<0.01%+3113F-HRTimelineGroup
Mutual Advisors, LLC13,088$147K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,045$147K<0.01%+3513F-HRTimelineGroup
SHUFRO ROSE & CO LLC12,500$141K0.01%013F-HRTimeline
SAX WEALTH ADVISORS, LLC13,481$140K0.01%013F-HRTimeline
Belpointe Asset Management LLC12,433$140K<0.01%013F-HRTimeline
&PARTNERS12,126$137K<0.01%-1,12713F-HRTimeline
SIMON QUICK ADVISORS, LLC10,771$121K<0.01%013F-HRTimeline
Kapstone Financial Advisors LLC10,390$117K0.05%013F-HRTimeline
Gridiron Partners, LLC10,324$116K0.06%-22,81113F-HRTimeline
Abel Hall, LLC10,000$113K0.02%013F-HRTimeline
Arax Advisory Partners8,770$98.8K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC5,874$66.1K<0.01%+5,27813F-HRTimeline
Noble Wealth Management PBC5,820$65.5K0.03%-1,40113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT4,980$56.1K<0.01%-5,27013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,470$50.3K<0.01%-2,53113F-HRTimelineGroup
Citizens National Bank Trust Department4,450$50.1K0.01%013F-HRTimeline
IFG Advisory, LLC4,300$48.4K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,347$37.7K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC2,700$29.2K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC2,456$27.7K<0.01%new13F-HRTimeline
Midway Capital Research & Management2,400$27K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,811$20.4K<0.01%-18813F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,672$18.8K<0.01%013F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,675$18.8K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC814$9.17K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC300$3.38K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC200$2.25K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.154$1.73K<0.01%new13F-HRTimeline
Tidemark, LLC13$146<0.01%013F-HRTimeline