Eaton Vance Municipal BondEIM

13F holders, Q3 2024 (September 30)
114holders +2
17new positions
15sold out
$10.75avg. 13F price*

At the end of Q3 2024, 114 institutions reported holding Eaton Vance Municipal Bond (EIM) in their 13F filings, up 2 from Q2 2024. 17 opened new positions and 15 sold out. The largest holders were Karpus Management, Inc. ($89.6M), Guggenheim Capital LLC ($13.2M) and Rivernorth Capital Management, LLC ($10.5M).

Company
Eaton Vance Municipal Bond
CUSIP
27827X101
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 121Q1 2024Q2 2024: 112Q2 2024Q3 2024: 114Q3 2024Q4 2024: 117Q4 2024Q1 2025: 112Q1 2025Q2 2025: 109Q2 2025Q3 2025: 106Q3 2025Q4 2025: 120Q4 2025Q1 2026: 115Q1 2026Q2 2026: 115Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions17$4.9M
Exits15$6.7M

All 13F filers, Q2 2024 → Q3 2024: 1,365,459 shares bought and 12,705,697 shares sold, net −11,340,238 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 114 holders

Karpus Management, Inc. 2.49% Reduce -44.0% 8,330,247 $89.6M
Guggenheim Capital LLC 0.09% Add +8.5% 1,223,210 $13.2M
Rivernorth Capital Management, LLC 0.51% Reduce -55.3% 971,957 $10.5M
Sit Investment Associates Inc. 0.22% Reduce -70.7% 913,484 $9.8M
Hennion & Walsh Asset Management, Inc. 0.34% Add +24.4% 685,119 $7.4M
Wells Fargo & Company 0.00% Reduce -9.3% 608,301 $6.5M
City of London Investment Management Co. Ltd. 0.42% Add +97.0% 444,606 $4.8M
Wealthspire Advisors, LLC 0.05% Add +15.0% 433,489 $4.7M
Van Eck Associates Corp. 0.01% Reduce -0.7% 409,897 $4.3M
Advisors Asset Management, Inc. 0.07% Reduce -7.6% 374,142 $4.0M
Ameriprise Financial Inc. 0.00% Add +7.6% 366,005 $3.9M
Allspring Global Investments Holdings, LLC 0.01% Reduce -70.4% 353,394 $3.8M
Raymond James Financial Services Advisors, Inc. 0.01% Add +65.8% 346,859 $3.7M
Morgan Stanley 0.00% Add +3.0% 339,914 $3.7M
Dakota Wealth Management 0.07% Reduce -37.8% 307,177 $3.3M
MacKay Shields LLC 0.51% Reduce -27.5% 275,952 $3.0M
Raymond James & Associates 0.00% Reduce -1.7% 268,054 $2.9M
UBS Group AG 0.00% Add +2.5% 260,123 $2.8M
Pathstone Holdings, LLC 0.01% Reduce -49.5% 258,574 $2.8M
PNC Financial Services Group, Inc. 0.00% Reduce -50.2% 221,982 $2.4M
HighTower Advisors, LLC 0.00% New 176,383 $1.9M
Melfa Wealth Management, Inc. 1.18% Reduce -0.1% 166,073 $1.8M
Indiana Trust & Investment Management Co 0.54% No change 146,593 $1.6M
Cohen & Steers, Inc. 0.00% Reduce -23.3% 140,744 $1.5M
JFS Wealth Advisors, LLC 0.10% Add +1598.6% 136,650 $1.5M
Robinson Capital Management, LLC 0.47% Reduce -54.0% 125,817 $1.4M
Commonwealth Equity Services, LLC 0.00% Add +39.1% 124,001 $1.3M
LPL Financial LLC 0.00% Add +0.2% 123,854 $1.3M
Mathes Company, Inc. 0.47% No change 121,734 $1.3M
Royal Bank of Canada 0.00% Reduce -8.5% 108,441 $1.2M
Invesco Ltd. 0.00% Reduce -25.0% 86,951 $936K
Rockefeller Capital Management L.P. 0.00% Reduce -5.1% 83,448 $898K
Garner Asset Management Corp 0.28% New 75,439 $812K
Stifel Financial Corp. 0.00% Reduce -1.0% 71,110 $765K
Jacobi Capital Management LLC 0.04% No change 49,065 $528K
Wellspring Financial Advisors, LLC 0.06% Reduce -37.9% 48,509 $522K
Rothschild Investment LLC 0.03% Reduce -48.9% 48,265 $519K
Baird Financial Group, Inc. 0.00% Reduce -42.6% 43,670 $470K
Farther Finance Advisors, LLC 0.02% Add +12.8% 42,722 $460K
Nations Financial Group Inc, /Ia/ 0.03% Add +0.1% 42,369 $456K
Cetera Investment Advisers 0.00% Reduce -2.9% 41,974 $452K
Osaic Holdings, Inc. 0.00% Reduce -23.0% 39,811 $428K
Capital Investment Advisors, LLC 0.01% No change 38,605 $415K
High Net Worth Advisory Group LLC 0.11% New 37,078 $399K
Concurrent Investment Advisors, LLC 0.01% New 33,253 $358K
Bank of America Corp. 0.00% Add +1.5% 32,751 $352K
Janney Montgomery Scott LLC 0.00% Add +0.3% 32,063 $345K
Ashton Thomas Private Wealth, LLC 0.02% Add +0.6% 29,778 $320K
Pflug Koory, LLC 0.02% — 28,325 $305K
Allen Mooney & Barnes Investment Advisors LLC 0.05% Add +0.1% 27,559 $297K
Bank of New York Mellon Corp 0.00% Reduce -47.9% 26,020 $280K
Fortitude Family Office, LLC 0.10% Add +513.3% 24,530 $264K
Wealthcare Advisory Partners LLC 0.01% Add +26.7% 23,716 $255K
Todd Asset Management LLC 0.01% No change 22,829 $246K
Horizon Kinetics Asset Management LLC 0.00% Add +26.8% 22,431 $241K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.3% 21,382 $230K
Moors & Cabot, Inc. 0.01% No change 20,382 $219K
Beacon Pointe Advisors, LLC 0.00% Add +84.4% 20,103 $216K
Wolverine Asset Management LLC 0.02% New 19,881 $214K
Wedbush Securities Inc. 0.01% No change 19,456 $209K
Walleye Capital LLC 0.00% New 19,321 $208K
Kingsview Wealth Management, LLC 0.00% No change 17,439 $188K
Wealth Alliance Advisory Group, LLC 0.04% Add +36.8% 17,366 $187K
Petra Financial Advisors Inc. 0.12% No change 17,000 $183K
Mercer Global Advisors Inc. 0.00% New 16,288 $173K
Arkos Global Advisors 0.02% No change 16,000 $172K
Catalina Capital Group, LLC 0.06% New 15,102 $162K
Good Life Advisors, LLC 0.01% No change 14,996 $161K
Sanctuary Advisors, LLC 0.00% New 14,997 $156K
PFS Partners, LLC 0.09% New 14,346 $154K
Waverly Advisors, LLC 0.00% Add +0.0% 14,343 $154K
Kestra Advisory Services, LLC 0.00% Reduce -25.0% 13,901 $150K
Centennial Wealth Advisory LLC 0.06% Add +19.6% 13,537 $146K
SMH Capital Advisors Inc. 0.89% No change 13,305 $143K
NewEdge Advisors, LLC 0.00% Reduce -1.0% 13,293 $143K
Fortitude Advisory Group L.L.C. 0.09% Reduce -47.9% 12,725 $137K
Realta Investment Advisors 0.06% No change 12,461 $133K
Steward Partners Investment Advisory, LLC 0.00% Add +2.4% 12,099 $130K
Alliancebernstein L.P. 0.00% No change 11,970 $129K
Private Advisor Group, LLC 0.00% New 11,197 $120K
Gridiron Partners, LLC 0.07% Reduce -13.5% 10,731 $115K
Tradewinds, LLC. 0.03% Reduce -5.5% 10,523 $113K
Lokken Investment Group LLC 0.05% No change 10,307 $111K
Raymond James Trust N.A. 0.00% Reduce -3.8% 10,149 $109K
Daymark Wealth Partners, LLC 0.00% No change 10,025 $108K
Islay Capital Management, LLC 0.07% New 10,000 $108K
Clearstead Advisors, LLC 0.00% No change 10,000 $108K
International Assets Investment Management, LLC 0.01% New 9,909 $107K
Avior Wealth Management, LLC 0.00% Reduce -47.3% 5,555 $60K
US Bancorp \de 0.00% Add +555.6% 4,609 $50K
SJS Investment Consulting Inc. 0.01% Add +1.4% 4,143 $45K
Caldwell Trust Co 0.00% No change 4,006 $43K
Pineridge Advisors LLC 0.02% Add +0.5% 3,744 $40K
Geneos Wealth Management Inc. 0.00% No change 3,700 $40K
Harbour Investments, Inc. 0.00% Add +39.5% 3,566 $38K
Cullen/Frost Bankers, Inc. 0.00% No change 3,481 $37K
Bokf, NA 0.00% New 3,000 $32K
Gilliland Jeter Wealth Management LLC 0.01% No change 2,392 $26K
Carmichael Hill & Associates, Inc. 0.01% No change 1,732 $19K
Peoples Financial Services Corp. 0.01% No change 1,666 $18K

"% of holder's portfolio" is EIM's weight in each manager's 13F, not the share of Eaton Vance Municipal Bond the manager owns.

Show all 114 holders