Eaton Vance Muni Inc. TREVN
13F holders, Q4 2024 (December 31)89holders +5
11new positions
8sold out
$10.11avg. 13F price*
At the end of Q4 2024, 89 institutions reported holding Eaton Vance Muni Inc. TR (EVN) in their 13F filings, up 5 from Q3 2024. 11 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($8.9M), Guggenheim Capital LLC ($8.6M) and Raymond James Financial Inc. ($6.8M).
- Company
- Eaton Vance Muni Inc. TR
- CUSIP
- 27826U108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.5M |
| Exits | 8 | $3.1M |
All 13F filers, Q3 2024 → Q4 2024: 757,839 shares bought and 619,959 shares sold, net +137,880 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| Morgan Stanley | 0.00% | Add +4.0% | 876,040 | $8.9M |
| Guggenheim Capital LLC | 0.07% | Reduce -5.4% | 850,213 | $8.6M |
| Raymond James Financial Inc. | 0.00% | — | 674,319 | $6.8M |
| UBS Group AG | 0.00% | Reduce -0.5% | 462,045 | $4.7M |
| Melfa Wealth Management, Inc. | 2.80% | Add +0.0% | 413,838 | $4.2M |
| Robinson Capital Management, LLC | 1.64% | Reduce -11.1% | 402,506 | $4.1M |
| Wells Fargo & Company | 0.00% | Reduce -7.8% | 351,495 | $3.6M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -14.5% | 327,917 | $3.3M |
| Van Eck Associates Corp. | 0.00% | Add +30.6% | 296,961 | $3.0M |
| Bank of America Corp. | 0.00% | Add +4.6% | 254,071 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.6% | 235,550 | $2.4M |
| Welch & Forbes LLC | 0.03% | No change | 205,784 | $2.1M |
| Rothschild Investment LLC | 0.14% | Add +5.1% | 205,100 | $2.1M |
| Rivernorth Capital Management, LLC | 0.09% | New | 178,148 | $1.8M |
| LPL Financial LLC | 0.00% | Add +2.3% | 151,880 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +76.9% | 148,930 | $1.5M |
| Moloney Securities Asset Management, LLC | 0.19% | Add +8.8% | 139,942 | $1.4M |
| Invesco Ltd. | 0.00% | Add +85.8% | 124,873 | $1.3M |
| InTrack Investment Management Inc | 0.88% | Add +93.1% | 125,661 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +4.7% | 109,458 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.0% | 108,624 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +7.4% | 100,354 | $1.0M |
| ProVise Management Group, LLC | 0.08% | Add +5.0% | 97,623 | $987K |
| Royal Bank of Canada | 0.00% | Reduce -5.3% | 89,091 | $901K |
| Whipplewood Advisors, LLC | 0.51% | — | 88,779 | $898K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.9% | 88,255 | $892K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 87,378 | $883K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.2% | 87,011 | $880K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -15.1% | 83,750 | $847K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +127.4% | 76,912 | $778K |
| Stifel Financial Corp. | 0.00% | Add +5.8% | 64,384 | $651K |
| Noble Wealth Management PBC | 0.36% | — | 51,377 | $519K |
| NWF Advisory Services Inc. | 0.07% | New | 45,887 | $464K |
| NewEdge Advisors, LLC | 0.00% | Add +21.8% | 44,295 | $448K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -7.5% | 42,893 | $442K |
| Gridiron Partners, LLC | 0.24% | No change | 38,195 | $386K |
| Truist Financial Corp. | 0.00% | Reduce -8.4% | 35,481 | $359K |
| Readystate Asset Management LP | 0.02% | New | 31,763 | $321K |
| Leigh Baldwin & Co., LLC | 0.22% | — | 26,227 | $265K |
| Nomura Holdings Inc. | 0.00% | New | 26,000 | $263K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.1% | 25,820 | $261K |
| HighTower Advisors, LLC | 0.00% | Add +14.4% | 24,148 | $244K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -0.6% | 19,313 | $194K |
| Integrated Capital Management, Inc. | 0.15% | Add +3.6% | 18,985 | $192K |
| 180 Wealth Advisors, LLC | 0.03% | No change | 18,865 | $191K |
| Camelot Portfolios, LLC | 0.20% | Reduce -1.8% | 18,113 | $183K |
| one8zero8, LLC | 0.04% | — | 18,000 | $182K |
| D.A. Davidson & Co. | 0.00% | Reduce -16.2% | 17,551 | $177K |
| LexAurum Advisors, LLC | 0.03% | Add +1.5% | 16,912 | $171K |
| Ethos Financial Group, LLC | 0.02% | No change | 16,693 | $169K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 16,592 | $168K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -85.0% | 16,369 | $165K |
| Twelve Points Wealth Management LLC | 0.05% | No change | 15,906 | $161K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 15,291 | $155K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 14,816 | $150K |
| Ackerman Capital Advisors, LLC | 0.04% | New | 14,087 | $142K |
| Compass Financial Group, INC | 0.03% | No change | 13,630 | $138K |
| Equitable Holdings, Inc. | 0.00% | Add +1.5% | 13,455 | $136K |
| Bar Harbor Wealth Management | 0.01% | No change | 13,413 | $136K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 12,965 | $131K |
| Susquehanna International Group, LLP | 0.00% | New | 12,242 | $124K |
| Walleye Capital LLC | 0.00% | New | 11,260 | $114K |
| Arkadios Wealth Advisors | 0.01% | Reduce -42.2% | 11,191 | $113K |
| Simon Quick Advisors, LLC | 0.01% | No change | 10,771 | $109K |
| First Trust Advisors LP | 0.00% | Reduce -13.2% | 10,719 | $108K |
| Hollencrest Capital Management | 0.00% | No change | 10,250 | $104K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 10,208 | $103K |
| Marex Group Ltd | 0.00% | New | 10,100 | $102K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 10,014 | $101K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 8,950 | $93K |
| Arcadia Investment Management Corp. | 0.01% | No change | 8,230 | $83K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 7,941 | $80K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +402.4% | 7,803 | $79K |
| Citizens National Bank Trust Department | 0.01% | No change | 4,000 | $40K |
| MAI Capital Management | 0.00% | New | 3,855 | $39K |
| Fifth Third Bancorp | 0.00% | No change | 3,347 | $34K |
| Comerica Bank | 0.00% | No change | 3,333 | $34K |
| Ancora Advisors LLC | 0.00% | No change | 2,613 | $26K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 2,500 | $25K |
| Wolverine Asset Management LLC | 0.00% | New | 1,724 | $17K |
| National Bank of Canada | 0.00% | No change | 1,675 | $17K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 1,672 | $17K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 1,107 | $11K |
| Pathway Financial Advisers, LLC | 0.00% | Reduce -90.9% | 665 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 421 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 289 | $3K |
| Darwin Wealth Management, LLC | 0.00% | No change | 200 | $2K |
| Sachetta, LLC | 0.00% | No change | 2 | $21 |
| Sound Income Strategies, LLC | 0.00% | No change | 1 | $10 |
"% of holder's portfolio" is EVN's weight in each manager's 13F, not the share of Eaton Vance Muni Inc. TR the manager owns.