DaveManuel.com · Institutional Ownership · Who Owns It
EATON VANCE MUN INCOME TR (EVN)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
89
Reporting holders
$101.1M
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | +3.8%+$139.4K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $3.1M | 278,840 | 0.00% | 13q | +115.1%+$1.7M |
| VAN ECK ASSOCIATES CORP | $2.9M | 257,911 | 0.00% | 31q | +12.8%+$328.9K |
| Janney Montgomery Scott LLC | $2.8M | 246,352 | 0.01% | 30q | HELD |
| 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 |
| BFC Planning, Inc. | $1.8M | 162,648 | 0.07% | 3q | +3.4%+$60.1K |
| 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% | 17q | +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% | 19q | -20.2%-$157.6K |
| 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 |
| 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 |
| 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 |
| Ascentis Wealth Management, LLC | $18.8K | 1,672 | 0.00% | 8q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $18.8K | 1,675 | 0.00% | 19q | HELD |
| ASSETMARK, INC | $9.2K | 814 | 0.00% | 5q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $3.4K | 300 | 0.00% | 2q | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 23 | $12.3M | 1,332,516 | 6 | 4 | 3 | 0.0% |
| Q2 2026 | 89 | $101.1M | 8,984,848 | 9 | 27 | 19 | 0.0% |
| Q1 2026 | 89 | $87.1M | 8,361,948 | 10 | 28 | 18 | 0.0% |
| Q4 2025 | 88 | $91.8M | 8,533,532 | 10 | 22 | 23 | 0.0% |
| Q3 2025 | 82 | $90.7M | 8,196,541 | 8 | 23 | 22 | 0.0% |
| Q2 2025 | 84 | $85.3M | 8,337,706 | 6 | 26 | 19 | 0.0% |
| Q1 2025 | 81 | $81.4M | 7,936,292 | 8 | 26 | 17 | 0.0% |
| Q4 2024 | 89 | $84.4M | 8,347,017 | 11 | 22 | 17 | 0.0% |
| Q3 2024 | 83 | $94.3M | 8,059,451 | 6 | 18 | 25 | 0.0% |
| Q2 2024 | 90 | $88.3M | 8,533,255 | 6 | 22 | 24 | 0.0% |
| Q1 2024 | 95 | $103.0M | 10,073,490 | 6 | 24 | 27 | 0.0% |
| Q4 2023 | 102 | $95.5M | 9,731,879 | 16 | 28 | 22 | 0.0% |
| Q3 2023 | 89 | $74.2M | 8,322,608 | 5 | 23 | 25 | 0.0% |
| Q2 2023 | 91 | $82.7M | 8,303,767 | 8 | 21 | 24 | 0.0% |
| Q1 2023 | 97 | $86.1M | 8,512,029 | 8 | 24 | 29 | 0.0% |
| Q4 2022 | 102 | $91.3M | 9,229,912 | 18 | 23 | 29 | 0.0% |
| Q3 2022 | 90 | $337.6M | 34,543,516 | 12 | 23 | 21 | 0.0% |
| Q2 2022 | 92 | $399.5M | 36,519,610 | 16 | 22 | 20 | 0.0% |
| Q1 2022 | 92 | $282.1M | 23,829,707 | 15 | 23 | 23 | 0.0% |
| Q4 2021 | 98 | $160.1M | 11,582,497 | 10 | 29 | 20 | 0.0% |
| Q3 2021 | 84 | $163.5M | 11,824,589 | 7 | 29 | 21 | 0.0% |
| Q2 2021 | 84 | $176.9M | 12,611,591 | 6 | 31 | 17 | 0.0% |
| Q1 2021 | 90 | $162.1M | 11,775,227 | 11 | 29 | 17 | 0.0% |
| Q4 2020 | 85 | $287.1M | 21,458,341 | 11 | 21 | 27 | 0.0% |
| Q3 2020 | 78 | $276.0M | 21,545,232 | 6 | 25 | 18 | 0.0% |
| Q2 2020 | 80 | $298.3M | 23,889,766 | 10 | 23 | 21 | 0.0% |
| Q1 2020 | 86 | $276.4M | 23,076,044 | 14 | 27 | 17 | 0.0% |
| Q4 2019 | 82 | $265.2M | 20,801,001 | 10 | 28 | 16 | 0.0% |
| Q3 2019 | 72 | $81.7M | 6,339,025 | 9 | 22 | 18 | 0.0% |
| Q2 2019 | 76 | $232.3M | 18,674,000 | 8 | 19 | 22 | 0.0% |
| Q1 2019 | 77 | $230.5M | 18,898,277 | 29 | 30 | 7 | 0.0% |
| Q4 2018 | 57 | $187.4M | 16,569,790 | 0 | 3 | 0 | 0.0% |