Eaton Vance Muni Inc. TREVN
13F holders, Q4 2025 (December 31)87holders +4
9new positions
5sold out
$10.76avg. 13F price*
At the end of Q4 2025, 87 institutions reported holding Eaton Vance Muni Inc. TR (EVN) in their 13F filings, up 4 from Q3 2025. 9 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($12.5M), Guggenheim Capital LLC ($10.3M) and Hennion & Walsh Asset Management, Inc. ($10.2M).
- Company
- Eaton Vance Muni Inc. TR
- CUSIP
- 27826U108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.0M |
| Exits | 5 | $554K |
All 13F filers, Q3 2025 → Q4 2025: 530,585 shares bought and 1,110,265 shares sold, net −579,680 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| Morgan Stanley | 0.00% | Add +0.3% | 1,162,890 | $12.5M |
| Guggenheim Capital LLC | 0.08% | Add +17.7% | 957,988 | $10.3M |
| Hennion & Walsh Asset Management, Inc. | 0.35% | Add +17.4% | 948,250 | $10.2M |
| Raymond James Financial Inc. | 0.00% | Add +2.3% | 842,210 | $9.1M |
| UBS Group AG | 0.00% | Add +0.4% | 399,755 | $4.3M |
| Melfa Wealth Management, Inc. | 2.47% | Reduce -3.4% | 398,934 | $4.3M |
| Bank of America Corp. | 0.00% | Add +2.4% | 339,030 | $3.6M |
| Wells Fargo & Company | 0.00% | Reduce -1.3% | 336,500 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.8% | 238,810 | $2.6M |
| Welch & Forbes LLC | 0.03% | No change | 205,784 | $2.2M |
| LPL Financial LLC | 0.00% | Add +23.5% | 203,743 | $2.2M |
| Van Eck Associates Corp. | 0.00% | Add +18.2% | 175,574 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -0.1% | 162,930 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -25.0% | 152,288 | $1.6M |
| ProVise Management Group, LLC | 0.08% | Add +3.4% | 101,320 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.6% | 101,108 | $1.1M |
| Whipplewood Advisors, LLC | 0.64% | Reduce -0.9% | 92,780 | $998K |
| Invesco Ltd. | 0.00% | Reduce -34.4% | 90,639 | $975K |
| Stifel Financial Corp. | 0.00% | Add +2.3% | 89,742 | $966K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.4% | 87,419 | $941K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.7% | 86,009 | $926K |
| Royal Bank of Canada | 0.00% | Add +0.2% | 85,661 | $922K |
| InTrack Investment Management Inc | 0.39% | Add +85.7% | 64,991 | $699K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.8% | 63,821 | $687K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.8% | 61,431 | $661K |
| Rothschild Investment LLC | 0.04% | No change | 61,000 | $656K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -22.9% | 52,056 | $560K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.6% | 44,459 | $478K |
| Baird Financial Group, Inc. | 0.00% | No change | 43,614 | $469K |
| Gridiron Partners, LLC | 0.23% | Reduce -95.9% | 38,195 | $411K |
| Westview Management dba Westview Investment Advisors | 0.19% | — | 37,874 | $408K |
| World Investment Advisors | 0.01% | Add +6.4% | 36,579 | $394K |
| Focus Partners Wealth | 0.00% | New | 35,429 | $381K |
| Cary Street Partners Financial LLC | 0.01% | No change | 33,751 | $363K |
| Truist Financial Corp. | 0.00% | Reduce -6.1% | 29,252 | $315K |
| Meadowbrook Wealth Management, LLC | 0.35% | Add +4.2% | 28,286 | $304K |
| HighTower Advisors, LLC | 0.00% | Add +15.2% | 27,350 | $294K |
| StoneX Group Inc. | 0.01% | Add +34.8% | 27,180 | $292K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -27.1% | 23,636 | $254K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.7% | 20,415 | $219K |
| one8zero8, LLC | 0.04% | No change | 18,000 | $194K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.9% | 17,051 | $183K |
| Twelve Points Wealth Management LLC | 0.04% | No change | 15,906 | $175K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 15,808 | $170K |
| 180 Wealth Advisors, LLC | 0.02% | Reduce -15.4% | 15,743 | $169K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 15,666 | $169K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +11.1% | 15,000 | $161K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.3% | 14,906 | $160K |
| Ethos Financial Group, LLC | 0.01% | No change | 14,861 | $160K |
| Equitable Holdings, Inc. | 0.00% | Add +1.4% | 14,261 | $153K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.00% | New | 13,680 | $147K |
| Compass Financial Group, INC | 0.02% | No change | 13,630 | $147K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -3.7% | 13,481 | $145K |
| Bar Harbor Wealth Management | 0.01% | No change | 13,413 | $144K |
| Coquina Private Wealth LLC | 0.11% | — | 13,244 | $143K |
| Mariner, LLC | 0.00% | Reduce -2.0% | 13,233 | $142K |
| &partners | 0.00% | New | 13,190 | $142K |
| Jane Street Group, LLC | 0.00% | Reduce -15.6% | 12,626 | $136K |
| Shufro Rose & Co. LLC | 0.01% | New | 12,500 | $135K |
| Belpointe Asset Management LLC | 0.00% | No change | 12,433 | $134K |
| Simon Quick Advisors, LLC | 0.01% | No change | 10,771 | $116K |
| Glen Eagle Advisors, LLC | 0.02% | New | 10,358 | $111K |
| Hollencrest Capital Management | 0.00% | No change | 10,250 | $110K |
| Abel Hall, LLC | 0.03% | No change | 10,000 | $108K |
| Camelot Portfolios, LLC | 0.06% | Reduce -23.2% | 8,445 | $91K |
| Arcadia Investment Management Corp. | 0.01% | No change | 8,230 | $89K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -29.6% | 7,001 | $75K |
| CENTRAL TRUST Co | 0.00% | New | 5,000 | $54K |
| Citizens National Bank Trust Department | 0.01% | Add +11.3% | 4,450 | $48K |
| Fifth Third Bancorp | 0.00% | No change | 3,347 | $36K |
| Dagco, Inc. | 0.01% | Add +1.4% | 3,022 | $33K |
| Cornerstone Planning Group LLC | 0.00% | No change | 2,700 | $29K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +1.4% | 2,535 | $27K |
| Ancora Advisors LLC | 0.00% | Reduce -7.8% | 2,206 | $24K |
| MAI Capital Management | 0.00% | Add +13.1% | 2,151 | $23K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 1,672 | $18K |
| National Bank of Canada | 0.00% | No change | 1,675 | $18K |
| Noble Wealth Management PBC | 0.01% | New | 1,565 | $17K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -29.2% | 1,100 | $12K |
| JPMorgan Chase & Co. | 0.00% | New | 822 | $9K |
| Assetmark, Inc. | 0.00% | No change | 814 | $9K |
| Farther Finance Advisors, LLC | 0.00% | New | 584 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 421 | $5K |
| Global Retirement Partners, LLC | 0.00% | No change | 289 | $3K |
| Darwin Wealth Management, LLC | 0.00% | No change | 200 | $2K |
| Tidemark, LLC | 0.00% | No change | 13 | $140 |
| Sound Income Strategies, LLC | 0.00% | No change | 1 | $11 |
"% 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.