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. Holder counts are more reliable. Implied quarter-end price ≈ $10.58.
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 140 |
| Q4 2022 | 138 |
| Q1 2023 | 120 |
| Q2 2023 | 125 |
| Q3 2023 | 120 |
| Q4 2023 | 133 |
| Q1 2024 | 122 |
| Q2 2024 | 113 |
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 |
| Q3 2023 | 47 | 47 |
| Q4 2023 | 48 | 51 |
| Q1 2024 | 56 | 46 |
| Q2 2024 | 38 | 53 |
Biggest buyers
| Karpus Management, Inc. | Added | +559.6k |
| SIT INVESTMENT ASSOCIATES INC | Added | +426.9k |
| ABSOLUTE INVESTMENT ADVISERS, LLC | Added | +109.0k |
| Quarry LP | Added | +84.8k |
| ARISTEIA CAPITAL, L.L.C. | New | +81.6k |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | Added | +53.7k |
| Dakota Wealth Management | Added | +46.6k |
| LPL Financial LLC | Added | +44.9k |
| MacKay Shields LLC | Added | +27.2k |
| COHEN & STEERS, INC. | Added | +27.0k |
Biggest sellers
| MORGAN STANLEY | Reduced | -693.0k |
| HighTower Advisors, LLC | Sold out | -318.7k |
| Arete Wealth Advisors, LLC | Sold out | -306.0k |
| Hennion & Walsh Asset Management, Inc. | Reduced | -304.5k |
| Wealthspire Advisors, LLC | Reduced | -190.1k |
| AQR Arbitrage LLC | Reduced | -163.2k |
| Garner Asset Management Corp | Sold out | -136.7k |
| VAN ECK ASSOCIATES CORP | Reduced | -135.0k |
| UBS Group AG | Reduced | -132.2k |
| ROBINSON CAPITAL MANAGEMENT, LLC | Reduced | -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
| Manager | Shares | Change |
|---|---|---|
| Karpus Management, Inc. 4.43% of their portfolio | 14.9m $157.5m | Added +559.6k |
| SIT INVESTMENT ASSOCIATES INC 0.76% of their portfolio | 3.1m $33.0m | Added +426.9k |
| RIVERNORTH CAPITAL MANAGEMENT, LLC 1.09% of their portfolio | 2.2m $23.0m | Reduced -10.2k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 1.2m $12.6m | Reduced -57.7k |
| GUGGENHEIM CAPITAL LLC 0.09% of their portfolio | 1.1m $11.9m | Reduced -2.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 670.3k $7.1m | Reduced -2.9k |
| Hennion & Walsh Asset Management, Inc. 0.30% of their portfolio | 550.7k $5.8m | Reduced -304.5k |
| Pathstone Holdings, LLC 0.02% of their portfolio | 512.1k $5.4m | Added +9.7k |
| Dakota Wealth Management 0.12% of their portfolio | 493.7k $5.2m | Added +46.6k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 445.5k $4.7m | Reduced -12.3k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 412.9k $4.4m | Reduced -135.0k |
| Advisors Asset Management, Inc. 0.08% of their portfolio | 404.8k $4.3m | Added +10.9k |
| MacKay Shields LLC 0.12% of their portfolio | 380.5k $4.0m | Added +27.2k |
| Wealthspire Advisors, LLC 0.05% of their portfolio | 376.8k $4.0m | Reduced -190.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 340.2k $3.6m | Reduced -1.3k |
| MORGAN STANLEY 0.00% of their portfolio | 330.1k $3.5m | Reduced -693.0k |
| ROBINSON CAPITAL MANAGEMENT, LLC 1.04% of their portfolio | 273.8k $2.9m | Reduced -109.3k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 272.7k $2.9m | Reduced -978 |
| UBS Group AG 0.00% of their portfolio | 253.9k $2.7m | Reduced -132.2k |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.20% of their portfolio | 225.7k $2.4m | Added +53.7k |
| AQR Arbitrage LLC 0.06% of their portfolio | 209.9k $2.2m | Reduced -163.2k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 209.2k $2.2m | Added +5.7k |
| ABSOLUTE INVESTMENT ADVISERS, LLC 0.31% of their portfolio | 196.3k $2.1m | Added +109.0k |
| COHEN & STEERS, INC. 0.00% of their portfolio | 183.6k $1.9m | Added +27.0k |
| MELFA WEALTH MANAGEMENT, INC. 1.23% of their portfolio | 166.2k $1.8m | Reduced -2.1k |
| Indiana Trust & Investment Management Co 0.57% of their portfolio | 146.6k $1.6m | Reduced -7.5k |
| Quarry LP 0.32% of their portfolio | 143.8k $1.5m | Added +84.8k |
| LPL Financial LLC 0.00% of their portfolio | 123.6k $1.3m | Added +44.9k |
| Mathes Company, Inc. 0.47% of their portfolio | 121.7k $1.3m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 118.5k $1.3m | Added +276 |
| Invesco Ltd. 0.00% of their portfolio | 115.9k $1.2m | Reduced -24.2k |
| ROTHSCHILD INVESTMENT LLC 0.07% of their portfolio | 94.5k $999.4k | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 89.2k $943.0k | Reduced -1.2k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 87.9k $930.3k | Reduced -12.2k |
| ARISTEIA CAPITAL, L.L.C. 0.03% of their portfolio | 81.6k $863.3k | New |
| Wellspring Financial Advisors, LLC 0.11% of their portfolio | 78.1k $826.0k | Added +13.4k |
| Baird Financial Group, Inc. 0.00% of their portfolio | 76.1k $805.3k | Reduced -4.1k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 71.8k $760.2k | Reduced -2.4k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 51.7k $546.9k | Reduced -526 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 49.9k $527.9k | Added +1.1k |
| Jacobi Capital Management LLC 0.05% of their portfolio | 49.1k $519.1k | Added +1.1k |
| Cetera Investment Advisers 0.00% of their portfolio | 43.2k $457.1k | Reduced -7.3k |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.04% of their portfolio | 42.3k $447.9k | Added +28 |
| Capital Investment Advisors, LLC 0.01% of their portfolio | 38.6k $408.4k | Reduced -974 |
| Farther Finance Advisors, LLC 0.02% of their portfolio | 37.9k $402.1k | Added +62 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 32.3k $341.5k | Added +22 |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 32.0k $338.0k | Reduced -3.2k |
| Ashton Thomas Private Wealth, LLC 0.02% of their portfolio | 29.6k $313.1k | Added +167 |
| Allen Mooney & Barnes Investment Advisors LLC 0.05% of their portfolio | 27.5k $291.2k | Added +29 |
| Fortitude Advisory Group L.L.C. 0.15% of their portfolio | 24.4k $258.2k | Reduced -629 |
| NOMURA HOLDINGS INC 0.00% of their portfolio | 23.0k $243.3k | Unchanged |
| TODD ASSET MANAGEMENT LLC 0.01% of their portfolio | 22.8k $241.5k | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 21.5k $227.0k | Reduced -463 |
| Logan Stone Capital, LLC 0.06% of their portfolio | 21.4k $226.9k | Reduced -62.7k |
| Moors & Cabot, Inc. 0.01% of their portfolio | 20.4k $215.6k | Unchanged |
| WEDBUSH SECURITIES INC 0.01% of their portfolio | 19.5k $206.0k | Unchanged |
| Wealthcare Advisory Partners LLC 0.01% of their portfolio | 18.7k $198.0k | Reduced -1.3k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 18.5k $196.2k | Added +11 |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.00% of their portfolio | 17.7k $187.2k | Unchanged |
| Kingsview Wealth Management, LLC 0.00% of their portfolio | 17.4k $184.5k | Unchanged |
| PETRA FINANCIAL ADVISORS INC 0.13% of their portfolio | 17.0k $179.9k | Unchanged |
| Arkos Global Advisors 0.03% of their portfolio | 16.0k $169.0k | Unchanged |
| Good Life Advisors, LLC 0.01% of their portfolio | 15.0k $158.7k | Unchanged |
| Waverly Advisors, LLC 0.00% of their portfolio | 14.3k $151.7k | Added +6 |
| HFG Advisors, Inc. 0.14% of their portfolio | 14.3k $151.6k | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 13.4k $142.1k | Added +12.7k |
| SMH CAPITAL ADVISORS INC 0.43% of their portfolio | 13.3k $140.8k | Unchanged |
| Wealth Alliance Advisory Group, LLC 0.03% of their portfolio | 12.7k $134.4k | New |
| Realta Investment Advisors 0.03% of their portfolio | 12.5k $131.8k | Unchanged |
| Gridiron Partners, LLC 0.08% of their portfolio | 12.4k $131.3k | Reduced -516 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 12.0k $126.6k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 11.8k $125.1k | Reduced -23 |
| Centennial Wealth Advisory LLC 0.05% of their portfolio | 11.3k $119.8k | Unchanged |
| Tradewinds, LLC. 0.04% of their portfolio | 11.1k $117.8k | New |
| Beacon Pointe Advisors, LLC 0.00% of their portfolio | 10.9k $115.3k | Added +148 |
| RAYMOND JAMES TRUST N.A. 0.00% of their portfolio | 10.5k $111.6k | Not comparable |
| Avior Wealth Management, LLC 0.00% of their portfolio | 10.5k $111.5k | Added +1 |
| Lokken Investment Group LLC 0.05% of their portfolio | 10.3k $109.0k | Unchanged |
| DAYMARK WEALTH PARTNERS, LLC 0.00% of their portfolio | 10.0k $106.1k | New |
| Clearstead Advisors, LLC 0.00% of their portfolio | 10.0k $105.8k | New |
| JFS WEALTH ADVISORS, LLC 0.01% of their portfolio | 8.0k $85.1k | Added +109 |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio | 6.4k $68.0k | Unchanged |
| SJS Investment Consulting Inc. 0.01% of their portfolio | 4.1k $43.2k | Added +55 |
| Caldwell Trust Co 0.00% of their portfolio | 4.0k $42.4k | Unchanged |
| Fortitude Family Office, LLC 0.02% of their portfolio | 4.0k $42.3k | Reduced -1.8k |
| Pineridge Advisors LLC 0.01% of their portfolio | 3.7k $39.4k | Unchanged |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 3.7k $39.1k | Unchanged |
| Camelot Portfolios, LLC 0.02% of their portfolio | 3.6k $37.9k | New |
| Cullen/Frost Bankers, Inc. 0.00% of their portfolio | 3.5k $36.8k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 2.6k $27.1k | Unchanged |
| Gilliland Jeter Wealth Management LLC 0.01% of their portfolio | 2.4k $25.3k | Unchanged |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 2.3k $24.2k | New |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 1.9k $19.7k | New |
| Carmichael Hill & Associates, Inc. 0.01% of their portfolio | 1.7k $18.3k | Unchanged |
| PEOPLES FINANCIAL SERVICES CORP. 0.01% of their portfolio | 1.7k $17.6k | Unchanged |
| GPS Wealth Strategies Group, LLC 0.00% of their portfolio | 1.6k $17.4k | Unchanged |
| ORG Partners LLC 0.00% of their portfolio | 1.6k $17.3k | Unchanged |
| Mascoma Wealth Management LLC 0.00% of their portfolio | 1.5k $16.1k | Unchanged |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio | 1.1k $12.1k | Reduced -1.6k |
| WEST PACES ADVISORS INC. 0.00% of their portfolio | 1.1k $11.6k | New |