Eaton Vance Muni Inc. TREVN
13F holders, Q1 2025 (March 31)82holders −7
8new positions
13sold out
$10.38avg. 13F price*
At the end of Q1 2025, 82 institutions reported holding Eaton Vance Muni Inc. TR (EVN) in their 13F filings, down 7 from Q4 2024. 8 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($10.4M), Guggenheim Capital LLC ($8.7M) and Raymond James Financial Inc. ($7.3M).
- Company
- Eaton Vance Muni Inc. TR
- CUSIP
- 27826U108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.3M |
| Exits | 13 | $7.6M |
All 13F filers, Q4 2024 → Q1 2025: 654,758 shares bought and 1,056,117 shares sold, net −401,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Morgan Stanley | 0.00% | Add +15.7% | 1,013,221 | $10.4M |
| Guggenheim Capital LLC | 0.08% | Reduce -0.3% | 847,661 | $8.7M |
| Raymond James Financial Inc. | 0.00% | Add +5.6% | 711,858 | $7.3M |
| UBS Group AG | 0.00% | Reduce -9.2% | 419,508 | $4.3M |
| Melfa Wealth Management, Inc. | 2.87% | Add +0.0% | 413,888 | $4.2M |
| Wells Fargo & Company | 0.00% | Add +2.8% | 361,447 | $3.7M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -3.6% | 315,985 | $3.2M |
| Bank of America Corp. | 0.00% | Add +18.3% | 300,538 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.3% | 234,742 | $2.4M |
| Rothschild Investment LLC | 0.14% | Add +1.5% | 208,100 | $2.1M |
| Welch & Forbes LLC | 0.03% | No change | 205,784 | $2.1M |
| LPL Financial LLC | 0.00% | Add +26.4% | 192,051 | $2.0M |
| Van Eck Associates Corp. | 0.00% | Reduce -36.1% | 189,866 | $1.9M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | New | 171,350 | $1.8M |
| Invesco Ltd. | 0.00% | Add +34.2% | 167,597 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +46.0% | 159,775 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +0.7% | 149,950 | $1.5M |
| Moloney Securities Asset Management, LLC | 0.20% | Add +4.2% | 145,866 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.5% | 111,351 | $1.1M |
| InTrack Investment Management Inc | 0.97% | Reduce -17.5% | 103,652 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -0.1% | 100,210 | $1.0M |
| ProVise Management Group, LLC | 0.09% | Add +1.0% | 98,623 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +5.1% | 93,673 | $961K |
| Whipplewood Advisors, LLC | 0.55% | Reduce -99.9% | 127 | $923K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.6% | 86,487 | $887K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.5% | 82,591 | $847K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -4.2% | 80,256 | $823K |
| Stifel Financial Corp. | 0.00% | Add +24.6% | 80,201 | $823K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.6% | 75,654 | $776K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.1% | 74,040 | $760K |
| Noble Wealth Management PBC | 0.36% | Reduce -0.7% | 51,032 | $524K |
| NewEdge Advisors, LLC | 0.00% | Add +12.9% | 50,006 | $513K |
| Baird Financial Group, Inc. | 0.00% | Add +77.1% | 45,734 | $469K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.8% | 42,571 | $437K |
| Gridiron Partners, LLC | 0.25% | No change | 38,195 | $392K |
| Truist Financial Corp. | 0.00% | Reduce -12.2% | 31,157 | $320K |
| Leigh Baldwin & Co., LLC | 0.22% | Add +1.5% | 26,615 | $273K |
| HighTower Advisors, LLC | 0.00% | Add +8.4% | 26,183 | $269K |
| Mariner, LLC | 0.00% | New | 23,234 | $238K |
| Integrated Capital Management, Inc. | 0.18% | Add +17.5% | 22,310 | $229K |
| Chicago Partners Investment Group LLC | 0.01% | Add +2.0% | 19,699 | $204K |
| 180 Wealth Advisors, LLC | 0.03% | No change | 18,865 | $194K |
| one8zero8, LLC | 0.04% | No change | 18,000 | $185K |
| D.A. Davidson & Co. | 0.00% | No change | 17,551 | $180K |
| Camelot Portfolios, LLC | 0.11% | Reduce -4.4% | 17,321 | $178K |
| LexAurum Advisors, LLC | 0.03% | Add +1.5% | 17,161 | $176K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 16,592 | $170K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.7% | 16,483 | $169K |
| Ethos Financial Group, LLC | 0.02% | No change | 16,693 | $169K |
| Twelve Points Wealth Management LLC | 0.04% | No change | 15,906 | $163K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +2.5% | 15,666 | $161K |
| Equitable Holdings, Inc. | 0.00% | Add +1.5% | 13,652 | $140K |
| Compass Financial Group, INC | 0.03% | No change | 13,630 | $140K |
| Ackerman Capital Advisors, LLC | 0.04% | Reduce -3.5% | 13,588 | $139K |
| Bar Harbor Wealth Management | 0.01% | No change | 13,413 | $138K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -14.9% | 11,027 | $113K |
| HRT Financial LP | 0.00% | New | 11,006 | $112K |
| Simon Quick Advisors, LLC | 0.01% | No change | 10,771 | $111K |
| PNC Financial Services Group, Inc. | 0.00% | Add +33.6% | 10,613 | $109K |
| First Trust Advisors LP | 0.00% | Reduce -3.7% | 10,320 | $106K |
| Hollencrest Capital Management | 0.00% | No change | 10,250 | $105K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 10,208 | $105K |
| MML Investors Services, LLC | 0.00% | New | 10,040 | $103K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 10,014 | $103K |
| Arcadia Investment Management Corp. | 0.02% | No change | 8,230 | $84K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 7,803 | $80K |
| Citizens National Bank Trust Department | 0.01% | No change | 4,000 | $41K |
| MAI Capital Management | 0.00% | Add +0.7% | 3,882 | $40K |
| Fifth Third Bancorp | 0.00% | No change | 3,347 | $34K |
| Comerica Bank | 0.00% | No change | 3,333 | $34K |
| Ancora Advisors LLC | 0.00% | Reduce -3.1% | 2,531 | $26K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 2,500 | $26K |
| Dagco, Inc. | 0.01% | New | 2,420 | $25K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 1,672 | $17K |
| National Bank of Canada | 0.00% | No change | 1,675 | $17K |
| SouthState Bank Corp | 0.00% | New | 1,500 | $15K |
| Elequin Capital, LP | 0.00% | New | 1,331 | $14K |
| Harbour Investments, Inc. | 0.00% | No change | 421 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 200 | $2K |
| Tidemark, LLC | 0.00% | New | 13 | $133 |
| 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.