Skip to content

EVN EATON VANCE MUN INCOME TR

Follow

SH BEN INT (fund), issuer CIK 1074540

87 managers (87 13F filers) reported a position in EVN shares at 2025-12-31, 8,376,937 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
87
13F filers
87
New
9
Added
27
Reduced
23
Sold out
5
Shares held by filers
8,376,937

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY1,162,890$12.5M<0.01%+3,18113F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC957,988$10.3M0.08%+143,89613F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.948,250$10.2M0.35%+140,79213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC842,210$9.06M<0.01%+18,93313F-HRTimelineGroup
UBS Group AGin group UBS Group AG399,755$4.3M<0.01%+1,73713F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.398,934$4.29M2.47%-14,08413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/339,030$3.65M<0.01%+7,98313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN336,500$3.62M<0.01%-4,44813F-HRTimelineGroup
Janney Montgomery Scott LLC238,810$2.57M0.01%-1,79813F-HRTimeline
Welch & Forbes LLC205,784$2.21M0.03%013F-HRTimeline
LPL Financial LLC203,743$2.19M<0.01%+38,71013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP175,574$1.89M<0.01%+27,04113F-HRTimelineGroup
Cetera Investment Advisers162,930$1.75M<0.01%-11913F-HRTimeline
Advisors Asset Management, Inc.152,288$1.64M0.03%-50,64313F-HR/ATimeline
ProVise Management Group, LLC101,320$1.09M0.08%+3,37213F-HRTimeline
Cambridge Investment Research Advisors,…101,108$1.09M<0.01%-58113F-HRTimeline
Whipplewood Advisors, LLC92,780$998K0.64%-82713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.90,639$975K<0.01%-47,45513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP89,742$966K<0.01%+1,97513F-HRTimelineGroup
Steward Partners Investment Advisory, L…87,419$941K0.01%+36313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.86,009$926K<0.01%-7,17713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA85,661$922K<0.01%+18313F-HRTimelineGroup
InTrack Investment Management Inc64,991$699K0.39%+29,99013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC63,821$687K<0.01%+2,32413F-HRTimeline
NewEdge Advisors, LLC61,431$661K<0.01%-8,20613F-HRTimeline
ROTHSCHILD INVESTMENT LLC61,000$656K0.04%013F-HRTimeline
Capital Investment Advisors, LLC52,056$560K0.01%-15,46213F-HRTimeline
Sanctuary Advisors, LLC44,459$478K<0.01%+24313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.43,614$469K<0.01%013F-HRTimelineGroup
Gridiron Partners, LLC38,195$411K0.23%-886,13613F-HRTimeline
Westview Management dba Westview Invest…37,874$408K0.19%13F-HRTimeline
World Investment Advisors36,579$394K0.01%+2,19613F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth35,429$381K<0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…33,751$363K0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,252$315K<0.01%-1,90513F-HRTimelineGroup
Meadowbrook Wealth Management, LLC28,286$304K0.35%+1,13013F-HRTimeline
HighTower Advisors, LLC27,350$294K<0.01%+3,60013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.27,180$292K0.01%+7,01013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,636$254K<0.01%-8,79113F-HR/ATimelineGroup
Chicago Partners Investment Group LLC20,415$219K0.01%+13713F-HRTimeline
one8zero8, LLC18,000$194K0.04%013F-HRTimeline
D.A. DAVIDSON & CO.17,051$183K<0.01%-50013F-HRTimeline
Twelve Points Wealth Management LLC15,906$175K0.04%013F-HRTimeline
Kingsview Wealth Management, LLC15,808$170K<0.01%013F-HRTimeline
180 WEALTH ADVISORS, LLC15,743$169K0.02%-2,87213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,666$169K<0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC15,000$161K<0.01%+1,50013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,906$160K<0.01%+18613F-HRTimelineGroup
Ethos Financial Group, LLC14,861$160K0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,261$153K<0.01%+19913F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC13,680$147K<0.01%new13F-HRTimeline
Compass Financial Group, INC/SD13,630$147K0.02%013F-HRTimeline
SAX WEALTH ADVISORS, LLC13,481$145K0.01%-51613F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT13,413$144K0.01%013F-HRTimelineGroup
Coquina Private Wealth LLC13,244$143K0.11%13F-HRTimeline
Mariner, LLCin group Mariner, LLC13,233$142K<0.01%-27413F-HRTimelineGroup
&PARTNERS13,190$142K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,626$136K<0.01%-2,33313F-HRTimelineGroup
SHUFRO ROSE & CO LLC12,500$134K0.01%new13F-HRTimeline
Belpointe Asset Management LLC12,433$134K<0.01%013F-HRTimeline
SIMON QUICK ADVISORS, LLC10,771$116K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC10,358$111K0.02%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT10,250$110K<0.01%013F-HRTimeline
Abel Hall, LLC10,000$108K0.03%013F-HRTimeline
Camelot Portfolios, LLC8,445$90.9K0.06%-2,54713F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI8,230$88.6K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,001$75.3K<0.01%-2,94413F-HRTimelineGroup
CENTRAL TRUST Co5,000$53.8K<0.01%new13F-HRTimeline
Citizens National Bank Trust Department4,450$47.9K0.01%+45013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,347$36K<0.01%013F-HRTimelineGroup
DAGCO, INC.3,022$32.5K0.01%+4213F-HRTimeline
Cornerstone Planning Group LLC2,700$29K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,535$27.3K0.02%+3513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,206$23.7K<0.01%-18613F-HRTimelineGroup
MAI Capital Management2,151$23.1K<0.01%+24913F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,672$18K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,675$17.9K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC1,565$16.8K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,100$11.8K<0.01%-45313F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO822$8.85K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC814$8.76K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC584$6.28K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.421$4.53K<0.01%013F-HRTimeline
Global Retirement Partners, LLC289$3.11K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC200$2.15K<0.01%013F-HRTimeline
Tidemark, LLC13$140<0.01%013F-HRTimeline
Sound Income Strategies, LLC1$11<0.01%013F-HRTimeline