EATON VANCE MUN BD FD EIM
COM · Closed-End Fund · CUSIP 27827X101
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $9.95.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 140 |
| Q4 2022 | 138 |
| Q1 2023 | 120 |
| Q2 2023 | 125 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 52 | 65 |
| Q1 2023 | 42 | 57 |
| Q2 2023 | 52 | 39 |
Biggest buyers
| Karpus Management, Inc. | Added | +576.3k |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Added | +210.7k |
| GUGGENHEIM CAPITAL LLC | Added | +161.0k |
| SIT INVESTMENT ASSOCIATES INC | Added | +108.1k |
| Bramshill Investments, LLC | Added | +89.7k |
| AQR Arbitrage LLC | Added | +62.4k |
| Bank of New York Mellon Corp | New | +48.8k |
| Hennion & Walsh Asset Management, Inc. | Added | +47.7k |
| Invesco Ltd. | Added | +31.8k |
| Wealthcare Advisory Partners LLC | New | +22.5k |
Biggest sellers
| MORGAN STANLEY | Reduced | -437.2k |
| UBS Group AG | Reduced | -48.3k |
| Garner Asset Management Corp | Reduced | -46.0k |
| Merit Financial Group, LLC | Reduced | -37.7k |
| MacKay Shields LLC | Sold out | -29.2k |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | Reduced | -23.5k |
| JPMORGAN CHASE & CO | Sold out | -23.3k |
| Wealthspire Advisors, LLC | Reduced | -20.5k |
| AMERIPRISE FINANCIAL INC | Reduced | -20.2k |
| Wealth Alliance Advisory Group, LLC | Sold out | -20.0k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: Karpus Management, Inc. (5.0%, 2026-03-06)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| Karpus Management, Inc. 2.23% of their portfolio | 7.1m $70.9m | Added +576.3k |
| Bramshill Investments, LLC 2.96% of their portfolio | 3.3m $32.6m | Added +89.7k |
| RIVERNORTH CAPITAL MANAGEMENT, LLC 0.95% of their portfolio | 1.9m $19.1m | Added +210.7k |
| Hennion & Walsh Asset Management, Inc. 0.95% of their portfolio | 1.6m $16.0m | Added +47.7k |
| SIT INVESTMENT ASSOCIATES INC 0.36% of their portfolio | 1.4m $13.9m | Added +108.1k |
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $13.0m | Reduced -437.2k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 1.1m $10.6m | Added +10.0k |
| GUGGENHEIM CAPITAL LLC 0.08% of their portfolio | 989.4k $9.8m | Added +161.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 718.9k $7.2m | Added +2.5k |
| Advisors Asset Management, Inc. 0.11% of their portfolio | 544.4k $5.4m | Reduced -1.3k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 479.3k $4.8m | Added +11.1k |
| Wealthspire Advisors, LLC 0.08% of their portfolio | 477.6k $4.8m | Reduced -20.5k |
| UBS Group AG 0.00% of their portfolio | 447.4k $4.5m | Reduced -48.3k |
| Dakota Wealth Management 0.18% of their portfolio | 386.0k $3.8m | Added +9.4k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 321.0k $3.2m | Reduced -19.5k |
| Arete Wealth Advisors, LLC 0.27% of their portfolio | 309.0k $3.1m | Added +15.0k |
| HighTower Advisors, LLC 0.01% of their portfolio | 300.3k $3.0m | Added +662 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 271.0k $2.7m | Reduced -20.2k |
| ROBINSON CAPITAL MANAGEMENT, LLC 1.18% of their portfolio | 266.5k $2.7m | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 252.6k $2.5m | Added +1.9k |
| AQR Arbitrage LLC 0.11% of their portfolio | 251.7k $2.5m | Added +62.4k |
| JFS WEALTH ADVISORS, LLC 0.22% of their portfolio | 240.4k $2.4m | Added +97 |
| Merit Financial Group, LLC 0.07% of their portfolio | 228.5k $2.3m | Reduced -37.7k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 177.2k $1.8m | Reduced -1.0k |
| MELFA WEALTH MANAGEMENT, INC. 1.62% of their portfolio | 160.2k $1.6m | Reduced -6.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 131.5k $1.3m | Reduced -8.6k |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 130.5k $1.3m | First filing |
| Busey Bank 0.05% of their portfolio | 126.8k $1.3m | Reduced -2.9k |
| Logan Stone Capital, LLC 0.42% of their portfolio | 123.0k $1.2m | Reduced -11.6k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 114.8k $1.1m | Reduced -3.9k |
| Wakefield Asset Management LLLP 0.44% of their portfolio | 110.1k $1.1m | Added +4.5k |
| Invesco Ltd. 0.00% of their portfolio | 109.0k $1.1m | Added +31.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 105.1k $1.0m | Added +3.3k |
| Garner Asset Management Corp 0.54% of their portfolio | 97.8k $973.0k | Reduced -46.0k |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.08% of their portfolio | 97.5k $971.4k | Reduced -23.5k |
| PARK AVENUE SECURITIES LLC 0.02% of their portfolio | 96.0k $955.0k | Reduced -1.1k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 79.9k $795.0k | Reduced -3.1k |
| Moors & Cabot, Inc. 0.05% of their portfolio | 74.1k $737.1k | Added +4.0k |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 68.8k $684.3k | Added +1.8k |
| Baird Financial Group, Inc. 0.00% of their portfolio | 68.1k $677.8k | Added +6.5k |
| GOODWIN DANIEL L 0.32% of their portfolio | 66.4k $661.0k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 52.1k $518.1k | Reduced -12.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 48.8k $485.7k | New |
| Jacobi Capital Management LLC 0.05% of their portfolio | 48.0k $477.6k | Unchanged |
| Capital Investment Advisors, LLC 0.01% of their portfolio | 47.1k $468.2k | Reduced -420 |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 46.6k $464.0k | Reduced -7.4k |
| Eagle Bluffs Wealth Management LLC 0.29% of their portfolio | 37.6k $373.8k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 36.8k $366.4k | Added +3.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 35.3k $351.4k | Added +3.7k |
| Beacon Pointe Advisors, LLC 0.01% of their portfolio | 34.9k $347.4k | Added +10.7k |
| Allen Mooney & Barnes Investment Advisors LLC 0.07% of their portfolio | 32.4k $322.6k | Added +22 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio | 32.2k $320.8k | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 30.6k $305.0k | Added +1.4k |
| Pflug Koory, LLC 0.14% of their portfolio | 28.3k $281.8k | Unchanged |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.03% of their portfolio | 25.8k $256.5k | Added +4.9k |
| Ashton Thomas Private Wealth, LLC 0.02% of their portfolio | 25.4k $253.1k | Added +13.4k |
| Kingsview Wealth Management, LLC 0.01% of their portfolio | 25.3k $251.5k | Reduced -366 |
| Fortitude Advisory Group L.L.C. 0.18% of their portfolio | 25.0k $249.1k | Unchanged |
| COHEN & STEERS, INC. 0.00% of their portfolio | 25.0k $249.0k | Unchanged |
| TODD ASSET MANAGEMENT LLC 0.01% of their portfolio | 22.8k $227.1k | Unchanged |
| Wealthcare Advisory Partners LLC 0.01% of their portfolio | 22.5k $224.2k | New |
| Wellspring Financial Advisors, LLC 0.06% of their portfolio | 20.7k $206.3k | Unchanged |
| AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio | 20.5k $203.5k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 20.0k $198.9k | Reduced -198 |
| AE Wealth Management LLC 0.00% of their portfolio | 19.9k $197.8k | Reduced -5.0k |
| NOMURA HOLDINGS INC 0.00% of their portfolio | 19.1k $190.0k | Added +9.1k |
| Good Life Advisors, LLC 0.02% of their portfolio | 18.9k $188.3k | Unchanged |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 18.9k $216.8k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 18.5k $184.5k | Reduced -3.5k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 17.8k $176.7k | Reduced -2.4k |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.00% of their portfolio | 17.7k $176.0k | Unchanged |
| PETRA FINANCIAL ADVISORS INC 0.15% of their portfolio | 17.0k $169.2k | Unchanged |
| INTEGRATED CAPITAL MANAGEMENT, INC. 0.14% of their portfolio | 16.1k $159.9k | Added +2.6k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 16.0k $159.5k | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio | 15.6k $155.6k | Unchanged |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.01% of their portfolio | 15.0k $149.2k | Added +81 |
| HFG Advisors, Inc. 0.15% of their portfolio | 14.3k $142.6k | Unchanged |
| Ironsides Asset Advisors, LLC 0.06% of their portfolio | 14.2k $140.7k | Added +137 |
| Mutual Advisors, LLC 0.01% of their portfolio | 14.0k $139.4k | Reduced -400 |
| RAYMOND JAMES TRUST N.A. 0.00% of their portfolio | 13.2k $131.0k | Unchanged |
| SMH CAPITAL ADVISORS INC 0.28% of their portfolio | 13.1k $130.0k | Added +63 |
| Cerity Partners LLC 0.00% of their portfolio | 12.7k $126.2k | Unchanged |
| Realta Investment Advisors 0.03% of their portfolio | 12.5k $124.0k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 12.3k $121.9k | Added +282 |
| WEDBUSH SECURITIES INC 0.01% of their portfolio | 11.5k $114.0k | Unchanged |
| Centennial Wealth Advisory LLC 0.06% of their portfolio | 11.3k $112.7k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 11.2k $111.2k | New |
| StrategIQ Financial Group, LLC 0.01% of their portfolio | 10.8k $107.4k | New |
| Summit Trail Advisors, LLC 0.00% of their portfolio | 10.6k $105.5k | New |
| Lokken Investment Group LLC 0.07% of their portfolio | 10.3k $102.6k | Unchanged |
| Farther Finance Advisors, LLC 0.02% of their portfolio | 9.8k $97.5k | New |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio | 6.4k $64.0k | Unchanged |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio | 6.0k $60.2k | Unchanged |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 5.7k $56.3k | Reduced -4.8k |
| Caldwell Trust Co 0.01% of their portfolio | 4.0k $39.9k | Unchanged |
| SJS Investment Consulting Inc. 0.01% of their portfolio | 3.9k $38.6k | Added +40 |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 3.7k $36.8k | Unchanged |
| Cullen/Frost Bankers, Inc. 0.00% of their portfolio | 3.5k $34.6k | New |
| North Star Investment Management Corp. 0.00% of their portfolio | 2.8k $28.2k | Unchanged |
| HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio | 2.0k $19.9k | Unchanged |