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Disclosery

EVN EATON VANCE MUN INCOME TR

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SH BEN INT (fund), issuer CIK 1074540

83 managers (83 13F filers) reported a position in EVN shares at 2025-03-31, 7,936,419 shares in all. 8 filers opened a position and 13 filers sold out during the quarter.

Managers
83
13F filers
83
New
8
Added
27
Reduced
22
Sold out
13
Shares held by filers
7,936,419

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
MORGAN STANLEYin group MORGAN STANLEY1,013,221$10.4M<0.01%+137,18113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC847,661$8.7M0.08%-2,55213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC711,858$7.3M<0.01%+37,53913F-HRTimelineGroup
UBS Group AGin group UBS Group AG419,508$4.3M<0.01%-42,53713F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.413,888$4.25M2.87%+5013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN361,447$3.71M<0.01%+9,95213F-HRTimelineGroup
Advisors Asset Management, Inc.315,985$3.24M0.06%-11,93213F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/300,538$3.08M<0.01%+46,46713F-HRTimelineGroup
Janney Montgomery Scott LLC234,742$2.41M0.01%-80813F-HRTimeline
ROTHSCHILD INVESTMENT LLC208,100$2.14M0.14%+3,00013F-HRTimeline
Welch & Forbes LLC205,784$2.11M0.03%013F-HRTimeline
LPL Financial LLC192,051$1.97M<0.01%+40,17113F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP189,866$1.95M<0.01%-107,09513F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.171,350$1.76M0.08%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.167,597$1.72M<0.01%+42,72413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.159,775$1.64M<0.01%+50,31713F-HRTimelineGroup
Cetera Investment Advisers149,950$1.54M<0.01%+1,02013F-HRTimeline
Moloney Securities Asset Management, LLC145,866$1.5M0.2%+5,92413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC111,351$1.14M<0.01%+2,72713F-HRTimelineGroup
InTrack Investment Management Inc103,652$1.06M0.97%-22,00913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC100,210$1.03M0.01%-14413F-HRTimelineGroup
ProVise Management Group, LLC98,623$1.01M0.09%+1,00013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA93,673$961K<0.01%+4,58213F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…86,487$887K0.01%-52413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…82,591$847K<0.01%-4,78713F-HRTimelineGroup
Capital Investment Advisors, LLC80,256$823K0.02%-3,49413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP80,201$823K<0.01%+15,81713F-HRTimelineGroup
Cambridge Investment Research Advisors,…75,654$776K<0.01%-1,25813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC74,040$760K<0.01%-14,21513F-HRTimeline
Noble Wealth Management PBC51,032$524K0.36%-34513F-HRTimeline
NewEdge Advisors, LLC50,006$513K<0.01%+5,71113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.45,734$469K<0.01%+19,91413F-HRTimelineGroup
Sanctuary Advisors, LLC42,571$437K<0.01%-32213F-HRTimeline
Gridiron Partners, LLC38,195$392K0.25%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,157$320K<0.01%-4,32413F-HRTimelineGroup
LEIGH BALDWIN & CO., LLC26,615$273K0.22%+38813F-HRTimeline
HighTower Advisors, LLC26,183$269K<0.01%+2,03513F-HRTimeline
Mariner, LLCin group Mariner, LLC23,234$238K<0.01%new13F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.22,310$229K0.18%+3,32513F-HRTimeline
Chicago Partners Investment Group LLC19,699$204K0.01%+38613F-HRTimeline
180 WEALTH ADVISORS, LLC18,865$194K0.03%013F-HRTimeline
one8zero8, LLC18,000$185K0.04%013F-HRTimeline
D.A. DAVIDSON & CO.17,551$180K<0.01%013F-HRTimeline
Camelot Portfolios, LLC17,321$178K0.11%-79213F-HRTimeline
LexAurum Advisors, LLC17,161$176K0.03%+24913F-HRTimeline
Kingsview Wealth Management, LLC16,592$170K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,483$169K<0.01%+11413F-HRTimelineGroup
Ethos Financial Group, LLC16,693$169K0.02%013F-HRTimeline
Twelve Points Wealth Management LLC15,906$163K0.04%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,666$161K<0.01%+37513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,652$140K<0.01%+19713F-HRTimelineGroup
Compass Financial Group, INC/SD13,630$140K0.03%013F-HRTimeline
Ackerman Capital Advisors, LLC13,588$139K0.04%-49913F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT13,413$138K0.01%013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP11,027$113K<0.01%-1,93813F-HRTimeline
HRT FINANCIAL LP11,006$112K<0.01%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC10,771$111K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,613$109K<0.01%+2,67213F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,320$106K<0.01%-39913F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT10,250$105K<0.01%013F-HRTimeline
SAX WEALTH ADVISORS, LLC10,208$105K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC10,040$103K<0.01%new13F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC10,014$103K<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI8,230$84.4K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,803$80.1K<0.01%013F-HRTimelineGroup
Citizens National Bank Trust Department4,000$41K0.01%013F-HRTimeline
MAI Capital Management3,882$39.8K<0.01%+2713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,347$34.3K<0.01%013F-HRTimelineGroup
COMERICA BANK3,333$34.2K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,531$26K<0.01%-8213F-HRTimelineGroup
GPS Wealth Strategies Group, LLC2,500$25.6K<0.01%013F-HRTimeline
DAGCO, INC.2,420$24.8K0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,672$17.3K0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,675$17.2K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp1,500$15.4K<0.01%new13F-HRTimelineGroup
Elequin Capital, LP1,331$13.7K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.421$4.32K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC200$2.02K<0.01%013F-HRTimeline
Tidemark, LLC13$133<0.01%new13F-HRTimeline
Sachetta, LLC2$21<0.01%013F-HRTimeline
Sound Income Strategies, LLC1$10<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-8,95013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Whipplewood Advisors, LLC127$923K-88,65213F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.