EATON VANCE MUN BD FD (EIM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
109
Reporting holders
$154.2M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Karpus Management, Inc. | $16.5M | 1,660,000 | 0.48% | 31q | -27.7%-$6.3M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $15.1M | 1,512,949 | 0.72% | 31q | -6.1%-$976.1K |
| Hennion & Walsh Asset Management, Inc. | $10.9M | 1,092,926 | 0.31% | 22q | -16.2%-$2.1M |
| ROBINSON CAPITAL MANAGEMENT, LLC | $10.4M | 1,041,484 | 4.58% | 3q | +0.6%+$62.2K |
| GUGGENHEIM CAPITAL LLC | $10.3M | 1,031,893 | 0.06% | 31q | -9.8%-$1.1M |
| RAYMOND JAMES FINANCIAL INC | $8.6M | 863,904 | 0.00% | 7q | +3.6%+$302.7K |
| Advisors Asset Management, Inc. | $8.3M | 833,716 | 0.13% | 34q | +11.3%+$842.0K |
| Wealthspire Advisors, LLC | $5.6M | 563,559 | 0.03% | 31q | -0.8%-$44.8K |
| MORGAN STANLEY | $5.1M | 512,262 | 0.00% | 35q | +12.9%+$581.2K |
| VAN ECK ASSOCIATES CORP | $4.5M | 446,988 | 0.00% | 31q | -5.4%-$255.8K |
| Allspring Global Investments Holdings, LLC | $4.4M | 443,079 | 0.01% | 19q | HELD |
| WELLS FARGO & COMPANY/MN | $4.2M | 425,931 | 0.00% | 31q | -50.6%-$4.3M |
| AMERIPRISE FINANCIAL INC | $3.8M | 382,178 | 0.00% | 31q | -52.4%-$4.2M |
| Rareview Capital LLC | $3.8M | 392,059 | 2.12% | 2q | +52.7%+$1.3M |
| Cresta Advisors, Ltd. | $3.3M | 335,415 | 1.20% | 3q | +31.3%+$796.8K |
| UBS Group AG | $2.6M | 264,136 | 0.00% | 31q | HELD |
| CURA WEALTH ADVISORS, LLC | $2.5M | 254,149 | 1.08% | 7q | HELD |
| LPL Financial LLC | $2.5M | 251,853 | 0.00% | 31q | +15.1%+$329.2K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $2.3M | 229,813 | 0.14% | 22q | HELD |
| Dakota Wealth Management | $2.0M | 197,690 | 0.04% | 31q | -1.6%-$32.6K |
| BANK OF AMERICA CORP /DE/ | $1.6M | 163,685 | 0.00% | 31q | +107.8%+$845.8K |
| MELFA WEALTH MANAGEMENT, INC. | $1.6M | 162,779 | 0.87% | 15q | -5.3%-$91.1K |
| Fiera Capital Corp | $1.6M | 157,294 | 0.01% | 3q | -3.7%-$59.8K |
| HighTower Advisors, LLC | $1.5M | 151,540 | 0.00% | 8q | -4.0%-$62.7K |
| JFS WEALTH ADVISORS, LLC | $1.4M | 137,572 | 0.07% | 31q | HELD |
| Garner Asset Management Corp | $1.3M | 132,553 | 0.43% | 8q | +5.2%+$65.2K |
| MacKay Shields LLC | $1.3M | 125,764 | 0.04% | 10q | HELD |
| Indiana Trust & Investment Management Co | $1.2M | 118,000 | 0.32% | 12q | HELD |
| OSAIC HOLDINGS, INC. | $1.2M | 115,639 | 0.00% | 26q | +7.8%+$83.0K |
| ROYAL BANK OF CANADA | $807.0K | 81,041 | 0.00% | 31q | -18.4%-$182.0K |
| Uniting Wealth Partners, LLC | $759.2K | 76,223 | 0.15% | 2q | HELD |
| Summit Trail Advisors, LLC | $680.6K | 68,337 | 0.01% | 2q | -3.8%-$26.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $668.6K | 67,133 | 0.00% | 31q | +2.8%+$18.2K |
| READYSTATE ASSET MANAGEMENT LP | $605.0K | 60,747 | 0.02% | new | NEW |
| Invesco Ltd. | $569.2K | 57,152 | 0.00% | 16q | -43.4%-$436.4K |
| JANE STREET GROUP, LLC | $541.0K | 54,314 | 0.00% | new | NEW |
| Savvy Advisors, Inc. | $434.4K | 43,610 | 0.01% | 7q | -0.6%-$2.5K |
| Wealth Alliance Advisory Group, LLC | $426.8K | 42,851 | 0.06% | 9q | +239.8%+$301.2K |
| Baird Financial Group, Inc. | $409.7K | 41,135 | 0.00% | 29q | +131.6%+$232.8K |
| Concurrent Investment Advisors, LLC | $372.1K | 37,363 | 0.00% | 8q | -5.6%-$22.2K |
| Steward Partners Investment Advisory, LLC | $338.2K | 33,957 | 0.00% | 30q | +83.0%+$153.4K |
| NewEdge Advisors, LLC | $335.0K | 33,630 | 0.00% | 15q | -3.2%-$11.0K |
| Capital Investment Advisors, LLC | $329.7K | 33,103 | 0.00% | 31q | -2.9%-$10.0K |
| &PARTNERS | $322.9K | 32,425 | 0.00% | 3q | +31.8%+$77.9K |
| Cetera Investment Advisers | $299.9K | 30,106 | 0.00% | 23q | -2.0%-$6.1K |
| Kestra Advisory Services, LLC | $283.0K | 28,409 | 0.00% | 10q | +19.3%+$45.8K |
| Sanctuary Advisors, LLC | $275.1K | 27,619 | 0.00% | 8q | +49.9%+$91.6K |
| Pflug Koory, LLC | $274.1K | 27,525 | 0.11% | 30q | -2.8%-$8.0K |
| SMH CAPITAL ADVISORS INC | $263.2K | 26,426 | 0.52% | 27q | +100.0%+$131.6K |
| Clearstead Advisors, LLC | $254.4K | 25,545 | 0.00% | 9q | HELD |
| Waverly Advisors, LLC | $248.5K | 24,950 | 0.00% | 10q | +12.0%+$26.6K |
| High Net Worth Advisory Group LLC | $246.7K | 24,773 | 0.05% | 8q | +22.8%+$45.8K |
| Thomas J. Herzfeld Advisors, Inc. | $238.1K | 23,905 | 0.07% | new | NEW |
| Plancorp, LLC | $237.8K | 23,900 | 0.01% | 5q | HELD |
| Fortitude Advisory Group L.L.C. | $235.6K | 23,655 | 0.09% | 19q | +85.9%+$108.9K |
| ENVESTNET ASSET MANAGEMENT INC | $232.4K | 23,338 | 0.00% | 3q | +17.8%+$35.1K |
| TODD ASSET MANAGEMENT LLC | $229.1K | 23,000 | 0.00% | 2q | HELD |
| Merit Financial Group, LLC | $216.1K | 21,700 | 0.00% | 2q | +100.2%+$108.2K |
| World Investment Advisors | $191.6K | 19,615 | 0.00% | 4q | -41.1%-$133.5K |
| CARY STREET PARTNERS FINANCIAL LLC | $176.5K | 17,717 | 0.00% | 2q | +11.3%+$17.9K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $176.2K | 17,692 | 0.00% | 30q | HELD |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $174.3K | 17,503 | 0.00% | 3q | HELD |
| PETRA FINANCIAL ADVISORS INC | $169.3K | 17,000 | 0.08% | 15q | HELD |
| PNC Financial Services Group, Inc. | $161.5K | 16,216 | 0.00% | 31q | -80.2%-$652.4K |
| PFS Partners, LLC | $159.1K | 15,972 | 0.06% | 8q | +1.6%+$2.4K |
| Centennial Wealth Advisory LLC | $150.1K | 15,072 | 0.03% | 17q | +1.5%+$2.3K |
| Rockefeller Capital Management L.P. | $146.3K | 14,691 | 0.00% | 18q | -38.8%-$92.9K |
| STIFEL FINANCIAL CORP | $135.9K | 13,640 | 0.00% | 31q | -3.3%-$4.6K |
| BENJAMIN EDWARDS INC | $135.3K | 13,583 | 0.00% | 3q | HELD |
| MGO ONE SEVEN LLC | $134.0K | 13,458 | 0.00% | new | NEW |
| Mountain Hill Investment Partners Corp. | $129.5K | 13,000 | 0.07% | 7q | HELD |
| Realta Investment Advisors | $124.1K | 12,461 | 0.04% | 29q | HELD |
| Moors & Cabot, Inc. | $119.5K | 12,000 | 0.00% | new | NEW |
| ISLAY CAPITAL MANAGEMENT, LLC | $119.5K | 12,000 | 0.06% | 8q | +20.0%+$19.9K |
| ALLIANCEBERNSTEIN L.P. | $119.4K | 12,223 | 0.00% | 31q | +2.1%+$2.5K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $118.1K | 11,860 | 0.00% | 5q | +1.5%+$1.8K |
| PW Nova Financial Services LLC | $117.0K | 11,750 | 0.03% | new | NEW |
| OPPENHEIMER & CO INC | $116.9K | 11,739 | 0.00% | 7q | +0.9%+$1.0K |
| Camelot Portfolios, LLC | $114.6K | 11,505 | 0.08% | 6q | -2.5%-$2.9K |
| HARBOUR INVESTMENTS, INC. | $96.7K | 9,709 | 0.00% | 21q | +0.8% |
| Noble Wealth Management PBC | $89.4K | 8,974 | 0.04% | 5q | -9.8%-$9.7K |
| HOLLENCREST CAPITAL MANAGEMENT | $75.2K | 7,548 | 0.00% | 3q | HELD |
| Institute for Wealth Management, LLC. | $74.7K | 7,500 | 0.01% | new | NEW |
| Integrated Wealth Concepts LLC | $51.4K | 5,157 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $49.3K | 4,952 | 0.00% | new | NEW |
| Ascentis Wealth Management, LLC | $48.8K | 17,918 | 0.00% | 8q | +997.9%+$44.3K |
| IFG Advisory, LLC | $47.0K | 4,720 | 0.00% | 2q | HELD |
| Geneos Wealth Management Inc. | $36.9K | 3,700 | 0.00% | 30q | HELD |
| US BANCORP \DE\ | $34.9K | 3,506 | 0.00% | 31q | HELD |
| Russell Investments Group, Ltd. | $26.5K | 2,656 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $17.9K | 1,800 | 0.00% | 2q | HELD |
| CoreCap Advisors, LLC | $16.9K | 1,700 | 0.00% | new | NEW |
| PEOPLES FINANCIAL SERVICES CORP. | $16.6K | 1,666 | 0.01% | 31q | HELD |
| ROTHSCHILD INVESTMENT LLC | $13.8K | 1,390 | 0.00% | 11q | HELD |
| Investors Portfolio Services LLC | $11.6K | 1,160 | 0.01% | 3q | +1.6% |
| JPMORGAN CHASE & CO | $11.4K | 1,147 | 0.00% | new | NEW |
| Westside Investment Management, Inc. | $10.2K | 1,020 | 0.00% | 7q | HELD |
| LANARK FINANCIAL, INC. | $10.0K | 1,000 | 0.00% | 2q | HELD |
| Parallel Advisors, LLC | $9.8K | 979 | 0.00% | 31q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $8.0K | 800 | 0.00% | 4q | HELD |
Showing the largest 100 of 117 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 109 | $154.2M | 15,511,142 | 14 | 35 | 28 | 0.0% |
| Q1 2026 | 107 | $161.1M | 16,516,280 | 16 | 42 | 21 | 0.0% |
| Q4 2025 | 111 | $166.1M | 17,074,520 | 20 | 28 | 33 | 0.0% |
| Q3 2025 | 98 | $159.3M | 16,072,263 | 9 | 24 | 32 | 0.0% |
| Q2 2025 | 101 | $172.7M | 17,862,646 | 9 | 30 | 25 | 0.0% |
| Q1 2025 | 104 | $175.2M | 17,563,182 | 11 | 26 | 34 | 0.0% |
| Q4 2024 | 107 | $197.5M | 19,059,280 | 15 | 31 | 19 | 0.0% |
| Q3 2024 | 102 | $202.7M | 18,834,796 | 15 | 24 | 28 | 0.0% |
| Q2 2024 | 101 | $297.5M | 28,117,001 | 11 | 18 | 24 | 0.0% |
| Q1 2024 | 109 | $304.3M | 29,418,767 | 13 | 32 | 21 | 0.0% |
| Q4 2023 | 118 | $296.7M | 29,289,280 | 16 | 25 | 31 | 0.0% |
| Q3 2023 | 104 | $239.1M | 26,680,963 | 8 | 31 | 29 | 0.0% |
| Q2 2023 | 107 | $229.6M | 23,072,489 | 13 | 28 | 24 | 0.0% |
| Q1 2023 | 102 | $232.2M | 22,335,591 | 6 | 25 | 25 | 0.0% |
| Q4 2022 | 113 | $230.4M | 22,173,033 | 16 | 29 | 32 | 0.0% |
| Q3 2022 | 137 | $219.6M | 22,677,074 | 16 | 38 | 32 | 0.0% |
| Q2 2022 | 131 | $223.8M | 20,892,888 | 13 | 33 | 36 | 0.0% |
| Q1 2022 | 136 | $208.1M | 18,104,821 | 21 | 48 | 26 | 0.0% |
| Q4 2021 | 139 | $233.8M | 17,223,342 | 21 | 42 | 23 | 0.0% |
| Q3 2021 | 117 | $237.3M | 17,738,099 | 9 | 34 | 30 | 0.0% |
| Q2 2021 | 119 | $260.7M | 19,057,443 | 9 | 42 | 26 | 0.0% |
| Q1 2021 | 123 | $271.0M | 20,378,628 | 15 | 39 | 29 | 0.0% |
| Q4 2020 | 119 | $280.1M | 20,595,913 | 13 | 41 | 27 | 0.0% |
| Q3 2020 | 111 | $283.4M | 21,518,426 | 11 | 32 | 34 | 0.0% |
| Q2 2020 | 110 | $330.4M | 25,971,117 | 8 | 33 | 30 | 0.0% |
| Q1 2020 | 121 | $309.6M | 24,822,091 | 20 | 36 | 29 | 0.0% |
| Q4 2019 | 114 | $298.1M | 23,143,020 | 13 | 22 | 42 | 0.0% |
| Q3 2019 | 112 | $343.6M | 26,512,825 | 8 | 37 | 26 | 0.0% |
| Q2 2019 | 112 | $310.2M | 24,950,641 | 17 | 15 | 60 | 0.0% |
| Q1 2019 | 110 | $397.5M | 32,107,075 | 27 | 52 | 6 | 0.0% |
| Q4 2018 | 99 | $260.3M | 23,058,849 | 3 | 2 | 1 | 0.0% |