Eaton Vance Muni Inc. TREVN
13F holders, Q2 2025 (June 30)84holders +2
6new positions
4sold out
$10.23avg. 13F price*
At the end of Q2 2025, 84 institutions reported holding Eaton Vance Muni Inc. TR (EVN) in their 13F filings, up 2 from Q1 2025. 6 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($11.7M), Guggenheim Capital LLC ($8.5M) and Raymond James Financial Inc. ($8.2M).
- Company
- Eaton Vance Muni Inc. TR
- CUSIP
- 27826U108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $584K |
| Exits | 4 | $407K |
All 13F filers, Q1 2025 → Q2 2025: 668,266 shares bought and 382,912 shares sold, net +285,354 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Morgan Stanley | 0.00% | Add +12.4% | 1,139,116 | $11.7M |
| Guggenheim Capital LLC | 0.07% | Reduce -1.5% | 835,236 | $8.5M |
| Raymond James Financial Inc. | 0.00% | Add +12.0% | 797,595 | $8.2M |
| Melfa Wealth Management, Inc. | 2.67% | Reduce -0.2% | 412,966 | $4.2M |
| UBS Group AG | 0.00% | Reduce -4.2% | 401,800 | $4.1M |
| Wells Fargo & Company | 0.00% | Add +7.1% | 386,972 | $4.0M |
| Bank of America Corp. | 0.00% | Add +14.1% | 342,870 | $3.5M |
| Hennion & Walsh Asset Management, Inc. | 0.14% | Add +98.0% | 339,234 | $3.5M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -0.2% | 315,280 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.8% | 236,591 | $2.4M |
| Welch & Forbes LLC | 0.03% | No change | 205,784 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -4.8% | 182,748 | $1.9M |
| Van Eck Associates Corp. | 0.00% | Reduce -11.4% | 168,279 | $1.7M |
| Invesco Ltd. | 0.00% | Reduce -1.6% | 164,940 | $1.7M |
| Moloney Securities Asset Management, LLC | 0.19% | Add +3.8% | 151,383 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -0.3% | 149,458 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.7% | 126,602 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Add +13.2% | 113,480 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.0% | 97,532 | $998K |
| ProVise Management Group, LLC | 0.08% | Reduce -2.0% | 96,598 | $988K |
| Whipplewood Advisors, LLC | 0.50% | Add +70592.9% | 89,780 | $918K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.9% | 88,174 | $902K |
| Royal Bank of Canada | 0.00% | Reduce -10.2% | 84,160 | $861K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.1% | 82,516 | $844K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.4% | 82,014 | $839K |
| Stifel Financial Corp. | 0.00% | Reduce -3.0% | 77,789 | $796K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -5.7% | 75,682 | $774K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 73,973 | $757K |
| InTrack Investment Management Inc | 0.48% | Reduce -32.1% | 70,356 | $720K |
| Baird Financial Group, Inc. | 0.00% | Add +43.5% | 65,615 | $671K |
| Rothschild Investment LLC | 0.04% | Reduce -70.7% | 61,000 | $624K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.1% | 49,453 | $506K |
| Sanctuary Advisors, LLC | 0.00% | Add +4.0% | 44,291 | $453K |
| Gridiron Partners, LLC | 0.24% | No change | 38,195 | $391K |
| Truist Financial Corp. | 0.00% | No change | 31,157 | $319K |
| Leigh Baldwin & Co., LLC | 0.18% | Add +1.5% | 27,023 | $276K |
| Integrated Capital Management, Inc. | 0.20% | Add +12.4% | 25,076 | $257K |
| HighTower Advisors, LLC | 0.00% | Reduce -16.2% | 21,950 | $225K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.5% | 19,995 | $210K |
| 180 Wealth Advisors, LLC | 0.03% | No change | 18,865 | $193K |
| Camelot Portfolios, LLC | 0.11% | Add +7.1% | 18,556 | $190K |
| one8zero8, LLC | 0.04% | No change | 18,000 | $184K |
| StoneX Group Inc. | 0.01% | New | 17,600 | $180K |
| D.A. Davidson & Co. | 0.00% | No change | 17,551 | $180K |
| LexAurum Advisors, LLC | 0.03% | Add +1.5% | 17,423 | $178K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.0% | 17,307 | $177K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 16,592 | $170K |
| Twelve Points Wealth Management LLC | 0.04% | No change | 15,906 | $163K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 15,666 | $160K |
| Cary Street Partners Financial LLC | 0.00% | New | 15,661 | $160K |
| Ethos Financial Group, LLC | 0.01% | Reduce -11.0% | 14,861 | $152K |
| Equitable Holdings, Inc. | 0.00% | Add +1.5% | 13,861 | $142K |
| Compass Financial Group, INC | 0.02% | No change | 13,630 | $139K |
| Bar Harbor Wealth Management | 0.01% | No change | 13,413 | $137K |
| PNC Financial Services Group, Inc. | 0.00% | Add +18.8% | 12,613 | $129K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 11,027 | $113K |
| Simon Quick Advisors, LLC | 0.01% | No change | 10,771 | $110K |
| MML Investors Services, LLC | 0.00% | Add +6.5% | 10,696 | $109K |
| Hollencrest Capital Management | 0.00% | No change | 10,250 | $105K |
| Private Advisor Group, LLC | 0.00% | New | 10,237 | $105K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 10,208 | $104K |
| HRT Financial LP | 0.00% | Reduce -8.4% | 10,083 | $103K |
| First Trust Advisors LP | 0.00% | Reduce -2.6% | 10,047 | $103K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 10,014 | $102K |
| Abel Hall, LLC | 0.05% | New | 10,000 | $102K |
| Arcadia Investment Management Corp. | 0.01% | No change | 8,230 | $84K |
| Citizens National Bank Trust Department | 0.01% | No change | 4,000 | $41K |
| Fifth Third Bancorp | 0.00% | No change | 3,347 | $34K |
| Comerica Bank | 0.00% | No change | 3,333 | $34K |
| Cornerstone Planning Group LLC | 0.01% | New | 2,700 | $29K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 2,500 | $26K |
| Dagco, Inc. | 0.01% | Add +1.5% | 2,457 | $25K |
| Ancora Advisors LLC | 0.00% | Reduce -3.3% | 2,447 | $25K |
| MAI Capital Management | 0.00% | Reduce -51.7% | 1,875 | $19K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 1,672 | $17K |
| National Bank of Canada | 0.00% | No change | 1,675 | $17K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -80.1% | 1,553 | $16K |
| Assetmark, Inc. | 0.00% | New | 814 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 421 | $4K |
| Global Retirement Partners, LLC | 0.00% | — | 289 | $3K |
| Darwin Wealth Management, LLC | 0.00% | No change | 200 | $2K |
| Tidemark, LLC | 0.00% | No change | 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.