EATON VANCE MUN INCOME TR (EVN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
88
Reporting holders
$93.4M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $13.5M | 1,200,516 | 0.00% | 35q | +7.1%+$901.8K |
| Hennion & Walsh Asset Management, Inc. | $10.5M | 935,778 | 0.30% | 6q | -0.5%-$57.6K |
| RAYMOND JAMES FINANCIAL INC | $9.8M | 866,623 | 0.00% | 7q | +3.0%+$283.1K |
| GUGGENHEIM CAPITAL LLC | $8.4M | 749,682 | 0.05% | 31q | -8.1%-$748.7K |
| UBS Group AG | $4.4M | 393,788 | 0.00% | 31q | -2.6%-$118.4K |
| MELFA WEALTH MANAGEMENT, INC. | $4.0M | 354,956 | 2.15% | 15q | -10.8%-$485.2K |
| WELLS FARGO & COMPANY/MN | $3.8M | 335,253 | 0.00% | 31q | -48.1%-$3.5M |
| BANK OF AMERICA CORP /DE/ | $3.5M | 310,720 | 0.00% | 31q | -9.5%-$365.7K |
| LPL Financial LLC | $3.3M | 289,311 | 0.00% | 31q | +35.0%+$844.7K |
| VAN ECK ASSOCIATES CORP | $2.9M | 257,911 | 0.00% | 31q | +12.8%+$328.9K |
| Welch & Forbes LLC | $2.3M | 205,784 | 0.03% | 18q | HELD |
| Cetera Investment Advisers | $1.9M | 169,715 | 0.00% | 16q | +3.3%+$61.2K |
| Fiera Capital Corp | $1.7M | 147,021 | 0.01% | 2q | +81.7%+$744.3K |
| OSAIC HOLDINGS, INC. | $1.4M | 127,002 | 0.00% | 26q | +71.0%+$593.9K |
| Kestra Advisory Services, LLC | $1.3M | 117,386 | 0.00% | 24q | +744.1%+$1.2M |
| Advisors Asset Management, Inc. | $1.3M | 112,477 | 0.02% | 34q | +155.5%+$770.8K |
| ProVise Management Group, LLC | $1.2M | 108,380 | 0.08% | 27q | +2.9%+$34.5K |
| Steward Partners Investment Advisory, LLC | $1.2M | 103,446 | 0.01% | 29q | +13.3%+$136.3K |
| Whipplewood Advisors, LLC | $1.1M | 93,479 | 0.71% | 7q | -0.6%-$6.8K |
| Wakefield Asset Management LLLP | $992.4K | 88,139 | 0.22% | new | NEW |
| ROYAL BANK OF CANADA | $962.0K | 85,462 | 0.00% | 31q | +3.0%+$27.6K |
| STIFEL FINANCIAL CORP | $772.2K | 68,582 | 0.00% | 31q | -8.6%-$72.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $757.8K | 67,297 | 0.00% | 31q | HELD |
| Summit Trail Advisors, LLC | $714.7K | 63,472 | 0.01% | 2q | +72.6%+$300.7K |
| NewEdge Advisors, LLC | $622.6K | 55,297 | 0.00% | new | NEW |
| InTrack Investment Management Inc | $612.5K | 54,399 | 0.30% | 11q | -8.4%-$56.2K |
| Capital Investment Advisors, LLC | $557.1K | 49,477 | 0.01% | 31q | -6.0%-$35.5K |
| Sanctuary Advisors, LLC | $517.6K | 45,969 | 0.00% | 9q | -5.6%-$31.0K |
| Meadowbrook Wealth Management, LLC | $502.3K | 44,806 | 0.54% | new | NEW |
| Baird Financial Group, Inc. | $491.1K | 43,614 | 0.00% | 13q | HELD |
| HighTower Advisors, LLC | $420.7K | 37,364 | 0.00% | 8q | +5.7%+$22.7K |
| Focus Partners Wealth | $398.9K | 35,429 | 0.00% | 3q | HELD |
| World Investment Advisors | $382.7K | 36,763 | 0.01% | 4q | HELD |
| StoneX Group Inc. | $367.6K | 32,650 | 0.01% | 5q | +0.7%+$2.5K |
| TRUIST FINANCIAL CORP | $334.1K | 29,675 | 0.00% | 25q | +1.4%+$4.8K |
| CARY STREET PARTNERS FINANCIAL LLC | $328.2K | 29,151 | 0.01% | 5q | +20.2%+$55.2K |
| Sequoia Financial Advisors, LLC | $304.0K | 27,000 | 0.00% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $301.8K | 26,800 | 0.01% | 4q | +41.1%+$87.8K |
| ROTHSCHILD INVESTMENT LLC | $281.5K | 25,000 | 0.01% | new | NEW |
| Rockefeller Capital Management L.P. | $271.1K | 24,072 | 0.00% | 11q | +0.9%+$2.5K |
| Chicago Partners Investment Group LLC | $219.6K | 20,504 | 0.00% | 14q | HELD |
| one8zero8, LLC | $202.7K | 18,000 | 0.04% | 7q | HELD |
| D.A. DAVIDSON & CO. | $192.0K | 17,051 | 0.00% | 13q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $182.1K | 16,176 | 0.00% | 2q | +17.4%+$27.0K |
| Twelve Points Wealth Management LLC | $179.1K | 15,906 | 0.04% | 19q | HELD |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $178.6K | 15,863 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $178.2K | 15,827 | 0.00% | 21q | +0.5% |
| Concurrent Investment Advisors, LLC | $176.4K | 15,666 | 0.00% | 11q | HELD |
| 180 WEALTH ADVISORS, LLC | $175.3K | 15,566 | 0.02% | 20q | HELD |
| Equitable Holdings, Inc. | $165.2K | 14,675 | 0.00% | 14q | +1.4%+$2.3K |
| JANE STREET GROUP, LLC | $159.0K | 14,123 | 0.00% | new | NEW |
| Kingsview Wealth Management, LLC | $155.8K | 13,834 | 0.00% | 22q | -12.5%-$22.2K |
| Ethos Financial Group, LLC | $155.3K | 14,861 | 0.01% | 11q | HELD |
| Compass Financial Group, INC/SD | $153.5K | 13,630 | 0.02% | 15q | HELD |
| Coquina Private Wealth LLC | $153.5K | 13,629 | 0.10% | 3q | +1.4%+$2.2K |
| Westview Management dba Westview Investment Advisors | $153.4K | 13,624 | 0.08% | 3q | -58.6%-$216.8K |
| BAR HARBOR WEALTH MANAGEMENT | $151.0K | 13,413 | 0.01% | 16q | HELD |
| Mariner, LLC | $147.6K | 13,106 | 0.00% | 4q | HELD |
| Mutual Advisors, LLC | $147.4K | 13,088 | 0.00% | 2q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $146.9K | 13,045 | 0.00% | 31q | HELD |
| SHUFRO ROSE & CO LLC | $140.8K | 12,500 | 0.01% | 3q | HELD |
| SAX WEALTH ADVISORS, LLC | $140.3K | 13,481 | 0.01% | 15q | HELD |
| Belpointe Asset Management LLC | $140.0K | 12,433 | 0.00% | 4q | HELD |
| &PARTNERS | $136.5K | 12,126 | 0.00% | 3q | -8.5%-$12.7K |
| SIMON QUICK ADVISORS, LLC | $121.3K | 10,771 | 0.00% | 17q | HELD |
| Kapstone Financial Advisors LLC | $117.0K | 10,390 | 0.05% | 2q | HELD |
| Gridiron Partners, LLC | $116.2K | 10,324 | 0.06% | 11q | -68.8%-$256.9K |
| Abel Hall, LLC | $112.6K | 10,000 | 0.02% | 5q | HELD |
| Arax Advisory Partners | $98.8K | 8,770 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $66.1K | 5,874 | 0.00% | 3q | +885.6%+$59.4K |
| Noble Wealth Management PBC | $65.5K | 5,820 | 0.03% | 3q | -19.4%-$15.8K |
| Ascentis Wealth Management, LLC | $56.5K | 20,588 | 0.00% | 8q | +1131.3%+$51.9K |
| HOLLENCREST CAPITAL MANAGEMENT | $56.1K | 4,980 | 0.00% | 15q | -51.4%-$59.3K |
| PNC Financial Services Group, Inc. | $50.3K | 4,470 | 0.00% | 31q | -36.2%-$28.5K |
| Citizens National Bank Trust Department | $50.1K | 4,450 | 0.01% | 18q | HELD |
| IFG Advisory, LLC | $48.4K | 4,300 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $37.7K | 3,347 | 0.00% | 31q | HELD |
| Cornerstone Planning Group LLC | $29.2K | 2,700 | 0.00% | 5q | HELD |
| Integrated Wealth Concepts LLC | $27.7K | 2,456 | 0.00% | new | NEW |
| Midway Capital Research & Management | $27.0K | 2,400 | 0.02% | 2q | HELD |
| Ancora Advisors LLC | $20.4K | 1,811 | 0.00% | 18q | -9.4%-$2.1K |
| NATIONAL BANK OF CANADA /FI/ | $18.8K | 1,675 | 0.00% | 19q | HELD |
| ASSETMARK, INC | $9.2K | 814 | 0.00% | 5q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $6.2K | 552 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $3.4K | 300 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $3.1K | 278,840 | 0.00% | 13q | +115.1%+$1.7K |
| Janney Montgomery Scott LLC | $2.8K | 246,352 | 0.01% | 30q | HELD |
| Darwin Wealth Management, LLC | $2.3K | 200 | 0.00% | 8q | HELD |
| IMA Advisory Services, Inc. | $1.7K | 154 | 0.00% | new | NEW |
| Tidemark, LLC | $146 | 13 | 0.00% | 6q | HELD |
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 | 88 | $93.4M | 8,318,932 | 12 | 25 | 19 | 0.0% |
| Q1 2026 | 85 | $81.8M | 7,853,127 | 11 | 25 | 17 | 0.0% |
| Q4 2025 | 84 | $86.2M | 8,013,733 | 9 | 22 | 20 | 0.0% |
| Q3 2025 | 78 | $84.6M | 7,644,214 | 8 | 21 | 20 | 0.0% |
| Q2 2025 | 76 | $78.1M | 7,631,563 | 6 | 22 | 17 | 0.0% |
| Q1 2025 | 73 | $74.2M | 7,229,707 | 6 | 26 | 13 | 0.0% |
| Q4 2024 | 83 | $79.5M | 7,863,937 | 11 | 18 | 16 | 0.0% |
| Q3 2024 | 76 | $84.1M | 7,670,029 | 5 | 16 | 21 | 0.0% |
| Q2 2024 | 81 | $84.4M | 8,164,212 | 5 | 20 | 19 | 0.0% |
| Q1 2024 | 85 | $93.9M | 9,187,424 | 5 | 19 | 25 | 0.0% |
| Q4 2023 | 95 | $88.1M | 8,976,037 | 15 | 24 | 21 | 0.0% |
| Q3 2023 | 80 | $67.6M | 7,588,536 | 4 | 20 | 22 | 0.0% |
| Q2 2023 | 81 | $68.3M | 6,862,971 | 6 | 18 | 22 | 0.0% |
| Q1 2023 | 88 | $71.7M | 7,086,444 | 8 | 20 | 26 | 0.0% |
| Q4 2022 | 88 | $73.5M | 7,436,637 | 18 | 20 | 22 | 0.0% |
| Q3 2022 | 90 | $70.1M | 7,166,654 | 11 | 23 | 21 | 0.0% |
| Q2 2022 | 92 | $80.2M | 7,332,826 | 15 | 23 | 19 | 0.0% |
| Q1 2022 | 95 | $84.9M | 7,173,177 | 16 | 25 | 22 | 0.0% |
| Q4 2021 | 99 | $89.4M | 6,468,793 | 10 | 30 | 20 | 0.0% |
| Q3 2021 | 84 | $92.0M | 6,650,768 | 7 | 29 | 21 | 0.0% |
| Q2 2021 | 84 | $96.8M | 6,897,311 | 6 | 31 | 17 | 0.0% |
| Q1 2021 | 91 | $94.0M | 6,831,743 | 11 | 30 | 17 | 0.0% |
| Q4 2020 | 85 | $89.7M | 6,706,108 | 11 | 21 | 27 | 0.0% |
| Q3 2020 | 78 | $94.1M | 7,347,444 | 6 | 25 | 18 | 0.0% |
| Q2 2020 | 80 | $97.6M | 7,817,854 | 10 | 23 | 21 | 0.0% |
| Q1 2020 | 87 | $90.4M | 7,544,591 | 14 | 28 | 16 | 0.0% |
| Q4 2019 | 82 | $78.5M | 6,160,656 | 10 | 28 | 16 | 0.0% |
| Q3 2019 | 72 | $85.5M | 6,631,986 | 9 | 22 | 18 | 0.0% |
| Q2 2019 | 76 | $82.9M | 6,661,048 | 8 | 19 | 22 | 0.0% |
| Q1 2019 | 77 | $83.7M | 6,862,628 | 29 | 30 | 7 | 0.0% |
| Q4 2018 | 57 | $50.1M | 4,430,902 | 0 | 3 | 0 | 0.0% |