Vault-13

EATON VANCE MUN BD FD EIM

COM · Closed-End Fund · CUSIP 27827X101

125 institutional holders +5 vs Q1 2023
27,056,93327.1m shares reported held*
$269.3mreported value*
13 new 39 added 29 reduced 10 sold out net bought ≈ $7.1m (+714.9k shares)

* 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

050100150Q3 22: 140Q4 22: 138Q1 23: 120Q2 23: 125125Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022140
Q4 2022138
Q1 2023120
Q2 2023125

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 52 bought or addedQ4 22: 65 cut or sold outQ4 22Q1 23: 42 bought or addedQ1 23: 57 cut or sold outQ1 23Q2 23: 52 bought or addedQ2 23: 39 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20225265
Q1 20234257
Q2 20235239

Biggest buyers

Karpus Management, Inc. Added +576,262+576.3k
RIVERNORTH CAPITAL MANAGEMENT, LLC Added +210,705+210.7k
GUGGENHEIM CAPITAL LLC Added +161,028+161.0k
SIT INVESTMENT ASSOCIATES INC Added +108,140+108.1k
Bramshill Investments, LLC Added +89,725+89.7k
AQR Arbitrage LLC Added +62,449+62.4k
Bank of New York Mellon Corp New +48,819+48.8k
Hennion & Walsh Asset Management, Inc. Added +47,680+47.7k
Invesco Ltd. Added +31,815+31.8k
Wealthcare Advisory Partners LLC New +22,536+22.5k

Biggest sellers

MORGAN STANLEY Reduced -437,184-437.2k
UBS Group AG Reduced -48,301-48.3k
Garner Asset Management Corp Reduced -46,029-46.0k
Merit Financial Group, LLC Reduced -37,662-37.7k
MacKay Shields LLC Sold out -29,175-29.2k
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Reduced -23,516-23.5k
JPMORGAN CHASE & CO Sold out -23,291-23.3k
Wealthspire Advisors, LLC Reduced -20,487-20.5k
AMERIPRISE FINANCIAL INC Reduced -20,236-20.2k
Wealth Alliance Advisory Group, LLC Sold out -20,034-20.0k

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Karpus Management, Inc. 2.23% of their portfolio Pittsford, NY 7,122,3307.1m $70.9m $70.9m 2.23% Added +576.3k +576,262
2 Bramshill Investments, LLC 2.96% of their portfolio NAPLES, FL 3,276,5213.3m $32.6m $32.6m 2.96% Added +89.7k +89,725
3 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.95% of their portfolio WEST PALM BEACH, FL 1,920,8171.9m $19.1m $19.1m 0.95% Added +210.7k +210,705
4 Hennion & Walsh Asset Management, Inc. 0.95% of their portfolio Parsippany, NJ 1,612,1651.6m $16.0m $16.0m 0.95% Added +47.7k +47,680
5 SIT INVESTMENT ASSOCIATES INC 0.36% of their portfolio Minneapolis, MN 1,398,2671.4m $13.9m $13.9m 0.36% Added +108.1k +108,140
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,309,1511.3m $13.0m $13.0m 0.00% Reduced -437.2k -437,184
7 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 1,062,6331.1m $10.6m $10.6m 0.02% Added +10.0k +10,000
8 GUGGENHEIM CAPITAL LLC 0.08% of their portfolio CHICAGO, IL 989,389989.4k $9.8m $9.8m 0.08% Added +161.0k +161,028
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 718,900718.9k $7.2m $7.2m 0.00% Added +2.5k +2,532
10 Advisors Asset Management, Inc. 0.11% of their portfolio Monument, CO 544,391544.4k $5.4m $5.4m 0.11% Reduced -1.3k -1,257
11 VAN ECK ASSOCIATES CORP 0.01% of their portfolio NEW YORK, NY 479,272479.3k $4.8m $4.8m 0.01% Added +11.1k +11,124
12 Wealthspire Advisors, LLC 0.08% of their portfolio NEW YORK, NY 477,576477.6k $4.8m $4.8m 0.08% Reduced -20.5k -20,487
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 447,408447.4k $4.5m $4.5m 0.00% Reduced -48.3k -48,301
14 Dakota Wealth Management 0.18% of their portfolio PALM BEACH GARDENS, FL 385,968386.0k $3.8m $3.8m 0.18% Added +9.4k +9,415
15 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 321,013321.0k $3.2m $3.2m 0.00% Reduced -19.5k -19,530
16 Arete Wealth Advisors, LLC 0.27% of their portfolio CHICAGO, IL 309,000309.0k $3.1m $3.1m 0.27% Added +15.0k +15,000
17 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 300,297300.3k $3.0m $3.0m 0.01% Added +662 +662
18 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 271,008271.0k $2.7m $2.7m 0.00% Reduced -20.2k -20,236
19 ROBINSON CAPITAL MANAGEMENT, LLC 1.18% of their portfolio GROSSE POINTE FARMS, MI 266,474266.5k $2.7m $2.7m 1.18% Unchanged
20 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 252,571252.6k $2.5m $2.5m 0.00% Added +1.9k +1,900
21 AQR Arbitrage LLC 0.11% of their portfolio Greenwich, CT 251,704251.7k $2.5m $2.5m 0.11% Added +62.4k +62,449
22 JFS WEALTH ADVISORS, LLC 0.22% of their portfolio HERMITAGE, PA 240,425240.4k $2.4m $2.4m 0.22% Added +97 +97
23 Merit Financial Group, LLC 0.07% of their portfolio ALPHARETTA, GA 228,528228.5k $2.3m $2.3m 0.07% Reduced -37.7k -37,662
24 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 177,181177.2k $1.8m $1.8m 0.00% Reduced -1.0k -1,027
25 MELFA WEALTH MANAGEMENT, INC. 1.62% of their portfolio WESTBOROUGH, MA 160,250160.2k $1.6m $1.6m 1.62% Reduced -6.2k -6,159
26 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 131,500131.5k $1.3m $1.3m 0.00% Reduced -8.6k -8,569
27 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 130,470130.5k $1.3m $1.3m 0.01% First filing
28 Busey Bank 0.05% of their portfolio URBANA, IL 126,780126.8k $1.3m $1.3m 0.05% Reduced -2.9k -2,925
29 Logan Stone Capital, LLC 0.42% of their portfolio CHICAGO, IL 122,998123.0k $1.2m $1.2m 0.42% Reduced -11.6k -11,562
30 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 114,759114.8k $1.1m $1.1m 0.00% Reduced -3.9k -3,926
31 Wakefield Asset Management LLLP 0.44% of their portfolio Englewood, CO 110,124110.1k $1.1m $1.1m 0.44% Added +4.5k +4,491
32 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 109,015109.0k $1.1m $1.1m 0.00% Added +31.8k +31,815
33 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 105,062105.1k $1.0m $1.0m 0.00% Added +3.3k +3,283
34 Garner Asset Management Corp 0.54% of their portfolio PLANO, TX 97,76397.8k $973.0k $973.0k 0.54% Reduced -46.0k -46,029
35 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.08% of their portfolio London, X0 97,48497.5k $971.4k $971.4k 0.08% Reduced -23.5k -23,516
36 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 96,02796.0k $955.0k $955.0k 0.02% Reduced -1.1k -1,142
37 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 79,89979.9k $795.0k $795.0k 0.00% Reduced -3.1k -3,062
38 Moors & Cabot, Inc. 0.05% of their portfolio BOSTON, MA 74,07974.1k $737.1k $737.1k 0.05% Added +4.0k +4,000
39 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 68,77768.8k $684.3k $684.3k 0.00% Added +1.8k +1,781
40 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 68,11968.1k $677.8k $677.8k 0.00% Added +6.5k +6,475
41 GOODWIN DANIEL L 0.32% of their portfolio Oak Brook, IL 66,43166.4k $661.0k $661.0k 0.32% Unchanged
42 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 52,06852.1k $518.1k $518.1k 0.00% Reduced -12.3k -12,349
43 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 48,81948.8k $485.7k $485.7k 0.00% New
44 Jacobi Capital Management LLC 0.05% of their portfolio PITTSTON, PA 48,00048.0k $477.6k $477.6k 0.05% Unchanged
45 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 47,05447.1k $468.2k $468.2k 0.01% Reduced -420 -420
46 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 46,64246.6k $464.0k $464.0k 0.00% Reduced -7.4k -7,420
47 Eagle Bluffs Wealth Management LLC 0.29% of their portfolio COLUMBIA, MO 37,57137.6k $373.8k $373.8k 0.29% Unchanged
48 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 36,82536.8k $366.4k $366.4k 0.00% Added +3.8k +3,824
49 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 35,32135.3k $351.4k $351.4k 0.00% Added +3.7k +3,723
50 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 34,91234.9k $347.4k $347.4k 0.01% Added +10.7k +10,664
51 Allen Mooney & Barnes Investment Advisors LLC 0.07% of their portfolio THOMASVILLE, GA 32,42432.4k $322.6k $322.6k 0.07% Added +22 +22
52 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio CEDAR RAPIDS, IA 32,23932.2k $320.8k $320.8k 0.03% Unchanged
53 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 30,63330.6k $305.0k $305.0k 0.00% Added +1.4k +1,361
54 Pflug Koory, LLC 0.14% of their portfolio OMAHA, NE 28,32528.3k $281.8k $281.8k 0.14% Unchanged
55 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.03% of their portfolio Englewood, NJ 25,77725.8k $256.5k $256.5k 0.03% Added +4.9k +4,911
56 Ashton Thomas Private Wealth, LLC 0.02% of their portfolio SCOTTSDALE, AZ 25,44225.4k $253.1k $253.1k 0.02% Added +13.4k +13,416
57 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 25,27525.3k $251.5k $251.5k 0.01% Reduced -366 -366
58 Fortitude Advisory Group L.L.C. 0.18% of their portfolio GIG HARBOR, WA 25,03725.0k $249.1k $249.1k 0.18% Unchanged
59 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 25,00025.0k $249.0k $249.0k 0.00% Unchanged
60 TODD ASSET MANAGEMENT LLC 0.01% of their portfolio Louisville, KY 22,82922.8k $227.1k $227.1k 0.01% Unchanged
61 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 22,53622.5k $224.2k $224.2k 0.01% New
62 Wellspring Financial Advisors, LLC 0.06% of their portfolio CLEVELAND, OH 20,73620.7k $206.3k $206.3k 0.06% Unchanged
63 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 20,45620.5k $203.5k $203.5k 0.01% Unchanged
64 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 19,98720.0k $198.9k $198.9k 0.00% Reduced -198 -198
65 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 19,87919.9k $197.8k $197.8k 0.00% Reduced -5.0k -5,034
66 NOMURA HOLDINGS INC 0.00% of their portfolio TOKYO, M0 19,10019.1k $190.0k $190.0k 0.00% Added +9.1k +9,100
67 Good Life Advisors, LLC 0.02% of their portfolio READING, PA 18,92818.9k $188.3k $188.3k 0.02% Unchanged
68 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 18,87218.9k $216.8k $216.8k 0.00% New
69 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 18,53818.5k $184.5k $184.5k 0.00% Reduced -3.5k -3,542
70 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 17,75717.8k $176.7k $176.7k 0.00% Reduced -2.4k -2,412
71 HORIZON KINETICS ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 17,69217.7k $176.0k $176.0k 0.00% Unchanged
72 PETRA FINANCIAL ADVISORS INC 0.15% of their portfolio COLORADO SRPINGS, CO 17,00017.0k $169.2k $169.2k 0.15% Unchanged
73 INTEGRATED CAPITAL MANAGEMENT, INC. 0.14% of their portfolio JESSUP, PA 16,07316.1k $159.9k $159.9k 0.14% Added +2.6k +2,639
74 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 16,03116.0k $159.5k $159.5k 0.00% New
75 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 15,64315.6k $155.6k $155.6k 0.00% Unchanged
76 LEVEL FOUR ADVISORY SERVICES, LLC 0.01% of their portfolio DALLAS, TX 14,99315.0k $149.2k $149.2k 0.01% Added +81 +81
77 HFG Advisors, Inc. 0.15% of their portfolio CINCINATTI, OH 14,32814.3k $142.6k $142.6k 0.15% Unchanged
78 Ironsides Asset Advisors, LLC 0.06% of their portfolio ROCKY MOUNT, NC 14,16714.2k $140.7k $140.7k 0.06% Added +137 +137
79 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 14,01014.0k $139.4k $139.4k 0.01% Reduced -400 -400
80 RAYMOND JAMES TRUST N.A. 0.00% of their portfolio ST. PETERSBURG, FL 13,16513.2k $131.0k $131.0k 0.00% Unchanged
81 SMH CAPITAL ADVISORS INC 0.28% of their portfolio FORT WORTH, TX 13,11413.1k $130.0k $130.0k 0.28% Added +63 +63
82 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 12,70012.7k $126.2k $126.2k 0.00% Unchanged
83 Realta Investment Advisors 0.03% of their portfolio WILMINGTON, DE 12,46112.5k $124.0k $124.0k 0.03% Unchanged
84 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 12,25212.3k $121.9k $121.9k 0.00% Added +282 +282
85 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 11,49811.5k $114.0k $114.0k 0.01% Unchanged
86 Centennial Wealth Advisory LLC 0.06% of their portfolio Traverse City, MI 11,32311.3k $112.7k $112.7k 0.06% Unchanged
87 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,17411.2k $111.2k $111.2k 0.00% New
88 StrategIQ Financial Group, LLC 0.01% of their portfolio MERRILLVILLE, IN 10,79310.8k $107.4k $107.4k 0.01% New
89 Summit Trail Advisors, LLC 0.00% of their portfolio NEW YORK, NY 10,60810.6k $105.5k $105.5k 0.00% New
90 Lokken Investment Group LLC 0.07% of their portfolio LEWES, DE 10,30710.3k $102.6k $102.6k 0.07% Unchanged
91 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 9,8009.8k $97.5k $97.5k 0.02% New
92 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 6,4006.4k $64.0k $64.0k 0.00% Unchanged
93 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 6,0506.0k $60.2k $60.2k 0.00% Unchanged
94 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 5,6605.7k $56.3k $56.3k 0.00% Reduced -4.8k -4,790
95 Caldwell Trust Co 0.01% of their portfolio Venice, FL 4,0064.0k $39.9k $39.9k 0.01% Unchanged
96 SJS Investment Consulting Inc. 0.01% of their portfolio SYLVANIA, OH 3,8783.9k $38.6k $38.6k 0.01% Added +40 +40
97 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 3,7003.7k $36.8k $36.8k 0.00% Unchanged
98 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 3,4813.5k $34.6k $34.6k 0.00% New
99 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 2,8322.8k $28.2k $28.2k 0.00% Unchanged
100 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 2,0002.0k $19.9k $19.9k 0.00% Unchanged