Vault-13

EATON VANCE MUN BD FD EIM

COM · Closed-End Fund · CUSIP 27827X101

113 institutional holders -9 vs Q1 2024
31,732,66731.7m shares reported held*
$335.7mreported value*
10 new 28 added 34 reduced 19 sold out net sold ≈ $16.0m (-1.5m 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. Holder counts are more reliable. Implied quarter-end price ≈ $10.58.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 140Q4 22: 138Q1 23: 120Q2 23: 125Q3 23: 120Q4 23: 133Q1 24: 122Q2 24: 113113Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022140
Q4 2022138
Q1 2023120
Q2 2023125
Q3 2023120
Q4 2023133
Q1 2024122
Q2 2024113

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 outQ2 23: 52 bought or addedQ2 23: 39 cut or sold outQ2 23Q3 23: 47 bought or addedQ3 23: 47 cut or sold outQ4 23: 48 bought or addedQ4 23: 51 cut or sold outQ4 23Q1 24: 56 bought or addedQ1 24: 46 cut or sold outQ2 24: 38 bought or addedQ2 24: 53 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20225265
Q1 20234257
Q2 20235239
Q3 20234747
Q4 20234851
Q1 20245646
Q2 20243853

Biggest buyers

Karpus Management, Inc. Added +559,620+559.6k
SIT INVESTMENT ASSOCIATES INC Added +426,948+426.9k
ABSOLUTE INVESTMENT ADVISERS, LLC Added +109,000+109.0k
Quarry LP Added +84,815+84.8k
ARISTEIA CAPITAL, L.L.C. New +81,601+81.6k
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD Added +53,701+53.7k
Dakota Wealth Management Added +46,576+46.6k
LPL Financial LLC Added +44,906+44.9k
MacKay Shields LLC Added +27,246+27.2k
COHEN & STEERS, INC. Added +27,000+27.0k

Biggest sellers

MORGAN STANLEY Reduced -693,009-693.0k
HighTower Advisors, LLC Sold out -318,676-318.7k
Arete Wealth Advisors, LLC Sold out -306,000-306.0k
Hennion & Walsh Asset Management, Inc. Reduced -304,479-304.5k
Wealthspire Advisors, LLC Reduced -190,082-190.1k
AQR Arbitrage LLC Reduced -163,196-163.2k
Garner Asset Management Corp Sold out -136,666-136.7k
VAN ECK ASSOCIATES CORP Reduced -134,958-135.0k
UBS Group AG Reduced -132,195-132.2k
ROBINSON CAPITAL MANAGEMENT, LLC Reduced -109,346-109.3k

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 2024

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 2024.

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Karpus Management, Inc. 4.43% of their portfolio Pittsford, NY 14,885,50114.9m $157.5m $157.5m 4.43% Added +559.6k +559,620
2 SIT INVESTMENT ASSOCIATES INC 0.76% of their portfolio Minneapolis, MN 3,117,3143.1m $33.0m $33.0m 0.76% Added +426.9k +426,948
3 RIVERNORTH CAPITAL MANAGEMENT, LLC 1.09% of their portfolio WEST PALM BEACH, FL 2,172,2312.2m $23.0m $23.0m 1.09% Reduced -10.2k -10,224
4 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 1,195,4631.2m $12.6m $12.6m 0.02% Reduced -57.7k -57,654
5 GUGGENHEIM CAPITAL LLC 0.09% of their portfolio CHICAGO, IL 1,127,7171.1m $11.9m $11.9m 0.09% Reduced -2.7k -2,702
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 670,290670.3k $7.1m $7.1m 0.00% Reduced -2.9k -2,918
7 Hennion & Walsh Asset Management, Inc. 0.30% of their portfolio Parsippany, NJ 550,685550.7k $5.8m $5.8m 0.30% Reduced -304.5k -304,479
8 Pathstone Holdings, LLC 0.02% of their portfolio ENGLEWOOD, NJ 512,146512.1k $5.4m $5.4m 0.02% Added +9.7k +9,746
9 Dakota Wealth Management 0.12% of their portfolio PALM BEACH GARDENS, FL 493,713493.7k $5.2m $5.2m 0.12% Added +46.6k +46,576
10 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 445,463445.5k $4.7m $4.7m 0.00% Reduced -12.3k -12,318
11 VAN ECK ASSOCIATES CORP 0.01% of their portfolio NEW YORK, NY 412,865412.9k $4.4m $4.4m 0.01% Reduced -135.0k -134,958
12 Advisors Asset Management, Inc. 0.08% of their portfolio Monument, CO 404,779404.8k $4.3m $4.3m 0.08% Added +10.9k +10,894
13 MacKay Shields LLC 0.12% of their portfolio New York, NY 380,465380.5k $4.0m $4.0m 0.12% Added +27.2k +27,246
14 Wealthspire Advisors, LLC 0.05% of their portfolio NEW YORK, NY 376,845376.8k $4.0m $4.0m 0.05% Reduced -190.1k -190,082
15 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 340,215340.2k $3.6m $3.6m 0.00% Reduced -1.3k -1,326
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 330,141330.1k $3.5m $3.5m 0.00% Reduced -693.0k -693,009
17 ROBINSON CAPITAL MANAGEMENT, LLC 1.04% of their portfolio GROSSE POINTE FARMS, MI 273,836273.8k $2.9m $2.9m 1.04% Reduced -109.3k -109,346
18 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 272,742272.7k $2.9m $2.9m 0.00% Reduced -978 -978
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 253,900253.9k $2.7m $2.7m 0.00% Reduced -132.2k -132,195
20 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.20% of their portfolio London, X0 225,695225.7k $2.4m $2.4m 0.20% Added +53.7k +53,701
21 AQR Arbitrage LLC 0.06% of their portfolio Greenwich, CT 209,945209.9k $2.2m $2.2m 0.06% Reduced -163.2k -163,196
22 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 209,176209.2k $2.2m $2.2m 0.00% Added +5.7k +5,663
23 ABSOLUTE INVESTMENT ADVISERS, LLC 0.31% of their portfolio ROSEMARY BEACH, FL 196,277196.3k $2.1m $2.1m 0.31% Added +109.0k +109,000
24 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 183,605183.6k $1.9m $1.9m 0.00% Added +27.0k +27,000
25 MELFA WEALTH MANAGEMENT, INC. 1.23% of their portfolio WESTBOROUGH, MA 166,214166.2k $1.8m $1.8m 1.23% Reduced -2.1k -2,095
26 Indiana Trust & Investment Management Co 0.57% of their portfolio MISHAWAKA, IN 146,593146.6k $1.6m $1.6m 0.57% Reduced -7.5k -7,500
27 Quarry LP 0.32% of their portfolio NEW YORK, NY 143,830143.8k $1.5m $1.5m 0.32% Added +84.8k +84,815
28 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 123,646123.6k $1.3m $1.3m 0.00% Added +44.9k +44,906
29 Mathes Company, Inc. 0.47% of their portfolio New York, NY 121,734121.7k $1.3m $1.3m 0.47% Unchanged
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 118,498118.5k $1.3m $1.3m 0.00% Added +276 +276
31 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 115,915115.9k $1.2m $1.2m 0.00% Reduced -24.2k -24,224
32 ROTHSCHILD INVESTMENT LLC 0.07% of their portfolio CHICAGO, IL 94,46294.5k $999.4k $999.4k 0.07% Unchanged
33 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 89,15789.2k $943.0k $943.0k 0.00% Reduced -1.2k -1,210
34 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 87,92687.9k $930.3k $930.3k 0.00% Reduced -12.2k -12,160
35 ARISTEIA CAPITAL, L.L.C. 0.03% of their portfolio GREENWICH, CT 81,60181.6k $863.3k $863.3k 0.03% New
36 Wellspring Financial Advisors, LLC 0.11% of their portfolio CLEVELAND, OH 78,06878.1k $826.0k $826.0k 0.11% Added +13.4k +13,432
37 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 76,11776.1k $805.3k $805.3k 0.00% Reduced -4.1k -4,065
38 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 71,84971.8k $760.2k $760.2k 0.00% Reduced -2.4k -2,364
39 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 51,68751.7k $546.9k $546.9k 0.00% Reduced -526 -526
40 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 49,89549.9k $527.9k $527.9k 0.00% Added +1.1k +1,073
41 Jacobi Capital Management LLC 0.05% of their portfolio PITTSTON, PA 49,06549.1k $519.1k $519.1k 0.05% Added +1.1k +1,065
42 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 43,20643.2k $457.1k $457.1k 0.00% Reduced -7.3k -7,325
43 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.04% of their portfolio CEDAR RAPIDS, IA 42,33842.3k $447.9k $447.9k 0.04% Added +28 +28
44 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 38,60538.6k $408.4k $408.4k 0.01% Reduced -974 -974
45 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 37,86637.9k $402.1k $402.1k 0.02% Added +62 +62
46 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 32,28132.3k $341.5k $341.5k 0.00% Added +22 +22
47 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 31,95632.0k $338.0k $338.0k 0.00% Reduced -3.2k -3,200
48 Ashton Thomas Private Wealth, LLC 0.02% of their portfolio SCOTTSDALE, AZ 29,59829.6k $313.1k $313.1k 0.02% Added +167 +167
49 Allen Mooney & Barnes Investment Advisors LLC 0.05% of their portfolio THOMASVILLE, GA 27,52727.5k $291.2k $291.2k 0.05% Added +29 +29
50 Fortitude Advisory Group L.L.C. 0.15% of their portfolio GIG HARBOR, WA 24,40824.4k $258.2k $258.2k 0.15% Reduced -629 -629
51 NOMURA HOLDINGS INC 0.00% of their portfolio TOKYO, M0 23,00023.0k $243.3k $243.3k 0.00% Unchanged
52 TODD ASSET MANAGEMENT LLC 0.01% of their portfolio Louisville, KY 22,82922.8k $241.5k $241.5k 0.01% Unchanged
53 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 21,45821.5k $227.0k $227.0k 0.00% Reduced -463 -463
54 Logan Stone Capital, LLC 0.06% of their portfolio CHICAGO, IL 21,44621.4k $226.9k $226.9k 0.06% Reduced -62.7k -62,727
55 Moors & Cabot, Inc. 0.01% of their portfolio BOSTON, MA 20,38220.4k $215.6k $215.6k 0.01% Unchanged
56 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 19,45619.5k $206.0k $206.0k 0.01% Unchanged
57 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 18,71618.7k $198.0k $198.0k 0.01% Reduced -1.3k -1,300
58 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 18,54018.5k $196.2k $196.2k 0.00% Added +11 +11
59 HORIZON KINETICS ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 17,69217.7k $187.2k $187.2k 0.00% Unchanged
60 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 17,43917.4k $184.5k $184.5k 0.00% Unchanged
61 PETRA FINANCIAL ADVISORS INC 0.13% of their portfolio COLORADO SRPINGS, CO 17,00017.0k $179.9k $179.9k 0.13% Unchanged
62 Arkos Global Advisors 0.03% of their portfolio HOUSTON, TX 16,00016.0k $169.0k $169.0k 0.03% Unchanged
63 Good Life Advisors, LLC 0.01% of their portfolio READING, PA 14,99615.0k $158.7k $158.7k 0.01% Unchanged
64 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 14,33714.3k $151.7k $151.7k 0.00% Added +6 +6
65 HFG Advisors, Inc. 0.14% of their portfolio CINCINATTI, OH 14,32814.3k $151.6k $151.6k 0.14% Unchanged
66 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 13,42613.4k $142.1k $142.1k 0.00% Added +12.7k +12,673
67 SMH CAPITAL ADVISORS INC 0.43% of their portfolio FORT WORTH, TX 13,30513.3k $140.8k $140.8k 0.43% Unchanged
68 Wealth Alliance Advisory Group, LLC 0.03% of their portfolio Wichita, KS 12,69912.7k $134.4k $134.4k 0.03% New
69 Realta Investment Advisors 0.03% of their portfolio WILMINGTON, DE 12,46112.5k $131.8k $131.8k 0.03% Unchanged
70 Gridiron Partners, LLC 0.08% of their portfolio Wexford, PA 12,41012.4k $131.3k $131.3k 0.08% Reduced -516 -516
71 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 11,97012.0k $126.6k $126.6k 0.00% Unchanged
72 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 11,82011.8k $125.1k $125.1k 0.00% Reduced -23 -23
73 Centennial Wealth Advisory LLC 0.05% of their portfolio Traverse City, MI 11,32311.3k $119.8k $119.8k 0.05% Unchanged
74 Tradewinds, LLC. 0.04% of their portfolio RALEIGH, NC 11,13811.1k $117.8k $117.8k 0.04% New
75 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 10,90210.9k $115.3k $115.3k 0.00% Added +148 +148
76 RAYMOND JAMES TRUST N.A. 0.00% of their portfolio ST. PETERSBURG, FL 10,54910.5k $111.6k $111.6k 0.00% Not comparable
77 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 10,54010.5k $111.5k $111.5k 0.00% Added +1 +1
78 Lokken Investment Group LLC 0.05% of their portfolio LEWES, DE 10,30710.3k $109.0k $109.0k 0.05% Unchanged
79 DAYMARK WEALTH PARTNERS, LLC 0.00% of their portfolio CINCINNATI, OH 10,02510.0k $106.1k $106.1k 0.00% New
80 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 10,00010.0k $105.8k $105.8k 0.00% New
81 JFS WEALTH ADVISORS, LLC 0.01% of their portfolio HERMITAGE, PA 8,0458.0k $85.1k $85.1k 0.01% Added +109 +109
82 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 6,4006.4k $68.0k $68.0k 0.00% Unchanged
83 SJS Investment Consulting Inc. 0.01% of their portfolio SYLVANIA, OH 4,0844.1k $43.2k $43.2k 0.01% Added +55 +55
84 Caldwell Trust Co 0.00% of their portfolio Venice, FL 4,0064.0k $42.4k $42.4k 0.00% Unchanged
85 Fortitude Family Office, LLC 0.02% of their portfolio SCOTTSDALE, AZ 4,0004.0k $42.3k $42.3k 0.02% Reduced -1.8k -1,800
86 Pineridge Advisors LLC 0.01% of their portfolio ST. CHARLES, MO 3,7263.7k $39.4k $39.4k 0.01% Unchanged
87 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 3,7003.7k $39.1k $39.1k 0.00% Unchanged
88 Camelot Portfolios, LLC 0.02% of their portfolio Maumee, OH 3,5803.6k $37.9k $37.9k 0.02% New
89 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 3,4813.5k $36.8k $36.8k 0.00% Unchanged
90 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,5572.6k $27.1k $27.1k 0.00% Unchanged
91 Gilliland Jeter Wealth Management LLC 0.01% of their portfolio LITTLE ROCK, AR 2,3922.4k $25.3k $25.3k 0.01% Unchanged
92 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 2,2882.3k $24.2k $24.2k 0.00% New
93 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 1,8501.9k $19.7k $19.7k 0.00% New
94 Carmichael Hill & Associates, Inc. 0.01% of their portfolio GAITHERSBURG, MD 1,7321.7k $18.3k $18.3k 0.01% Unchanged
95 PEOPLES FINANCIAL SERVICES CORP. 0.01% of their portfolio MOOSIC, PA 1,6661.7k $17.6k $17.6k 0.01% Unchanged
96 GPS Wealth Strategies Group, LLC 0.00% of their portfolio CENTENNIAL, CO 1,6481.6k $17.4k $17.4k 0.00% Unchanged
97 ORG Partners LLC 0.00% of their portfolio ROANOKE, IN 1,6321.6k $17.3k $17.3k 0.00% Unchanged
98 Mascoma Wealth Management LLC 0.00% of their portfolio HANOVER, NH 1,5251.5k $16.1k $16.1k 0.00% Unchanged
99 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 1,1391.1k $12.1k $12.1k 0.00% Reduced -1.6k -1,609
100 WEST PACES ADVISORS INC. 0.00% of their portfolio ATLANTA, GA 1,1001.1k $11.6k $11.6k 0.00% New