Eaton Vance Municipal BondEIM

13F holders, Q4 2024 (December 31)
117holders +3
16new positions
13sold out
$10.37avg. 13F price*

At the end of Q4 2024, 117 institutions reported holding Eaton Vance Municipal Bond (EIM) in their 13F filings, up 3 from Q3 2024. 16 opened new positions and 13 sold out. The largest holders were Karpus Management, Inc. ($80.7M), Sit Investment Associates Inc. ($14.9M) and Guggenheim Capital LLC ($12.4M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions16$6.1M
Exits13$2.9M

All 13F filers, Q3 2024 → Q4 2024: 1,722,556 shares bought and 1,190,913 shares sold, net +531,643 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 117 holders

Karpus Management, Inc. 2.39% Reduce -6.5% 7,785,683 $80.7M
Sit Investment Associates Inc. 0.34% Add +57.5% 1,438,451 $14.9M
Guggenheim Capital LLC 0.10% Reduce -2.0% 1,198,347 $12.4M
Rivernorth Capital Management, LLC 0.49% No change 971,957 $10.1M
Hennion & Walsh Asset Management, Inc. 0.43% Add +33.5% 914,996 $9.5M
Raymond James Financial Inc. 0.00% — 608,610 $6.3M
Wells Fargo & Company 0.00% Reduce -5.1% 577,474 $6.0M
Wealthspire Advisors, LLC 0.05% Add +8.5% 470,358 $4.9M
Advisors Asset Management, Inc. 0.09% Add +23.0% 460,264 $4.8M
Van Eck Associates Corp. 0.01% Add +0.2% 410,851 $4.3M
Morgan Stanley 0.00% Add +1.9% 346,559 $3.6M
Ameriprise Financial Inc. 0.00% Reduce -11.9% 322,565 $3.4M
Allspring Global Investments Holdings, LLC 0.01% Reduce -9.4% 319,996 $3.3M
City of London Investment Management Co. Ltd. 0.33% Reduce -28.1% 319,606 $3.3M
Dakota Wealth Management 0.08% Add +3.2% 317,015 $3.3M
MacKay Shields LLC 0.57% Reduce -0.6% 274,253 $2.8M
Pathstone Holdings, LLC 0.01% Add +2.8% 265,749 $2.8M
UBS Group AG 0.00% Reduce -4.0% 249,605 $2.6M
Absolute Investment Advisers, LLC 0.32% New 237,100 $2.5M
Cohen & Steers, Inc. 0.00% Add +67.5% 235,744 $2.4M
PNC Financial Services Group, Inc. 0.00% Add +3.3% 229,271 $2.4M
Cura Wealth Advisors, LLC 0.99% — 216,089 $2.2M
HighTower Advisors, LLC 0.00% Add +2.0% 179,923 $1.9M
Melfa Wealth Management, Inc. 1.15% No change 166,073 $1.7M
Indiana Trust & Investment Management Co 0.52% No change 146,593 $1.5M
Invesco Ltd. 0.00% Add +57.3% 136,775 $1.4M
JFS Wealth Advisors, LLC 0.10% Add +0.1% 136,770 $1.4M
LPL Financial LLC 0.00% Add +0.6% 124,603 $1.3M
Mathes Company, Inc. 0.46% No change 121,734 $1.3M
Commonwealth Equity Services, LLC 0.00% Reduce -5.3% 117,388 $1.2M
Royal Bank of Canada 0.00% Reduce -4.4% 103,699 $1.1M
Garner Asset Management Corp 0.44% Add +12.4% 84,780 $975K
Quarry LP 0.19% New 91,700 $950K
Stifel Financial Corp. 0.00% Add +23.6% 87,889 $911K
Osaic Holdings, Inc. 0.00% Add +33.0% 52,938 $548K
Rockefeller Capital Management L.P. 0.00% Reduce -37.5% 52,124 $540K
Yakira Capital Management, Inc. 0.21% New 50,876 $527K
Savvy Advisors, Inc. 0.06% New 49,239 $510K
Jacobi Capital Management LLC 0.04% No change 49,065 $508K
Rothschild Investment LLC 0.03% No change 48,265 $500K
Cetera Investment Advisers 0.00% Add +1.9% 42,784 $443K
Baird Financial Group, Inc. 0.00% Reduce -6.4% 40,876 $423K
Wellspring Financial Advisors, LLC 0.04% Reduce -17.4% 40,046 $415K
Capital Investment Advisors, LLC 0.01% Add +2.7% 39,658 $411K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -7.7% 39,089 $405K
Bank of America Corp. 0.00% Add +15.9% 37,945 $393K
Concurrent Investment Advisors, LLC 0.01% Add +5.6% 35,107 $364K
High Net Worth Advisory Group LLC 0.10% Reduce -6.7% 34,603 $358K
Orion Porfolio Solutions, LLC 0.00% New 32,477 $336K
Orion Portfolio Solutions, LLC 0.00% New 32,477 $336K
Allen Mooney & Barnes Investment Advisors LLC 0.05% Add +9.8% 30,265 $314K
Ashton Thomas Private Wealth, LLC 0.01% Add +0.6% 29,962 $310K
Mountain Hill Investment Partners Corp. 0.31% — 29,600 $307K
Bank of New York Mellon Corp 0.00% Add +9.4% 28,471 $295K
Pflug Koory, LLC 0.02% No change 28,325 $293K
Cambridge Investment Research Advisors, Inc. 0.00% Add +20.1% 25,675 $266K
Fortitude Family Office, LLC 0.09% No change 24,530 $254K
Janney Montgomery Scott LLC 0.00% Reduce -25.6% 23,856 $247K
Todd Asset Management LLC 0.01% No change 22,829 $237K
Wedbush Securities Inc. 0.01% Add +16.4% 22,656 $235K
Horizon Kinetics Asset Management LLC 0.00% No change 22,431 $232K
Wealthcare Advisory Partners LLC 0.01% Reduce -8.9% 21,600 $224K
Beacon Pointe Advisors, LLC 0.00% Add +1.5% 20,398 $211K
Moors & Cabot, Inc. 0.01% No change 20,382 $211K
NewEdge Advisors, LLC 0.00% Add +47.5% 19,613 $203K
Waverly Advisors, LLC 0.00% Add +21.7% 17,449 $181K
Wealth Alliance Advisory Group, LLC 0.04% No change 17,366 $180K
Kestra Advisory Services, LLC 0.00% Add +24.8% 17,343 $180K
Mariner, LLC 0.00% New 17,024 $176K
Petra Financial Advisors Inc. 0.12% No change 17,000 $176K
Readystate Asset Management LP 0.01% New 16,915 $175K
Sanctuary Advisors, LLC 0.00% Add +13.8% 17,064 $174K
Kingsview Wealth Management, LLC 0.00% Reduce -4.0% 16,742 $173K
Landscape Capital Management, L.L.C. 0.02% New 16,601 $172K
Good Life Advisors, LLC 0.01% No change 14,996 $155K
PFS Partners, LLC 0.08% Add +1.5% 14,557 $151K
Centennial Wealth Advisory LLC 0.06% Add +1.5% 13,736 $142K
SMH Capital Advisors Inc. 0.33% No change 13,305 $138K
Oppenheimer & Co. Inc. 0.00% New 12,845 $133K
Fortitude Advisory Group L.L.C. 0.08% No change 12,725 $132K
Realta Investment Advisors 0.05% No change 12,461 $130K
Steward Partners Investment Advisory, LLC 0.00% Add +0.8% 12,194 $126K
Alliancebernstein L.P. 0.00% No change 11,970 $124K
Virtu Financial LLC 0.01% New 11,337 $117K
HRT Financial LP 0.00% New 10,849 $112K
Gridiron Partners, LLC 0.07% No change 10,731 $111K
Islay Capital Management, LLC 0.07% No change 10,000 $104K
Clearstead Advisors, LLC 0.00% No change 10,000 $104K
Farther Finance Advisors, LLC 0.00% Reduce -86.0% 5,990 $62K
Avior Wealth Management, LLC 0.00% Reduce -13.5% 4,804 $50K
US Bancorp \de 0.00% Reduce -0.1% 4,606 $48K
Harbour Investments, Inc. 0.00% Add +26.3% 4,504 $47K
SJS Investment Consulting Inc. 0.01% Add +1.5% 4,204 $44K
Caldwell Trust Co 0.00% No change 4,006 $42K
Pineridge Advisors LLC 0.01% Add +1.4% 3,798 $39K
Geneos Wealth Management Inc. 0.00% No change 3,700 $38K
Cullen/Frost Bankers, Inc. 0.00% No change 3,481 $36K
Bokf, NA 0.00% No change 3,000 $31K
Elequin Capital, LP 0.00% New 2,814 $29K
WASHINGTON TRUST Co 0.00% New 1,798 $19K

"% 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 117 holders