Vault-13

EATON VANCE MUN BD FD EIM

COM · Closed-End Fund · CUSIP 27827X101

110 institutional holders -4 vs Q1 2025
18,949,76718.9m shares reported held*
$183.2mreported value*
9 new 38 added 31 reduced 12 sold out net sold ≈ $230 (-24 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 ($108.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $9.67.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 140Q4 22: 138Q1 23: 120Q2 23: 125Q3 23: 120Q4 23: 133Q1 24: 122Q2 24: 113Q3 24: 115Q4 24: 120Q1 25: 114Q2 25: 110110Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022140
Q4 2022138
Q1 2023120
Q2 2023125
Q3 2023120
Q4 2023133
Q1 2024122
Q2 2024113
Q3 2024115
Q4 2024120
Q1 2025114
Q2 2025110

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q3 24: 49 bought or addedQ3 24: 48 cut or sold outQ4 24: 55 bought or addedQ4 24: 35 cut or sold outQ4 24Q1 25: 43 bought or addedQ1 25: 53 cut or sold outQ2 25: 47 bought or addedQ2 25: 43 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234747
Q4 20234851
Q1 20245646
Q2 20243853
Q3 20244948
Q4 20245535
Q1 20254353
Q2 20254743

Biggest buyers

Karpus Management, Inc. Added +281,307+281.3k
MARINER INVESTMENT GROUP LLC New +200,000+200.0k
MacKay Shields LLC Added +90,795+90.8k
Wealthspire Advisors, LLC Added +85,787+85.8k
RAYMOND JAMES FINANCIAL INC Added +83,964+84.0k
ROYAL BANK OF CANADA Added +62,860+62.9k
AMERIPRISE FINANCIAL INC Added +61,302+61.3k
Balyasny Asset Management L.P. New +49,396+49.4k
OSAIC HOLDINGS, INC. Added +35,001+35.0k
Dakota Wealth Management Added +29,360+29.4k

Biggest sellers

SIT INVESTMENT ASSOCIATES INC Reduced -396,893-396.9k
Pathstone Holdings, LLC Reduced -220,563-220.6k
PNC Financial Services Group, Inc. Reduced -112,933-112.9k
GUGGENHEIM CAPITAL LLC Reduced -85,544-85.5k
STIFEL FINANCIAL CORP Reduced -84,701-84.7k
Jacobi Capital Management LLC Sold out -49,065-49.1k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Sold out -29,743-29.7k
WOLVERINE ASSET MANAGEMENT LLC Reduced -25,517-25.5k
Beacon Pointe Advisors, LLC Sold out -20,707-20.7k
Moors & Cabot, Inc. Sold out -20,382-20.4k

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 2025

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 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Karpus Management, Inc. 2.27% of their portfolio Pittsford, NY 7,294,9557.3m $70.5m $70.5m 2.27% Added +281.3k +281,307
2 GUGGENHEIM CAPITAL LLC 0.09% of their portfolio CHICAGO, IL 1,098,1691.1m $10.6m $10.6m 0.09% Reduced -85.5k -85,544
3 Hennion & Walsh Asset Management, Inc. 0.34% of their portfolio Parsippany, NJ 864,379864.4k $8.4m $8.4m 0.34% Reduced -13.7k -13,686
4 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.39% of their portfolio WEST PALM BEACH, FL 735,026735.0k $7.1m $7.1m 0.39% Reduced -18 -18
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 730,758730.8k $7.1m $7.1m 0.00% Added +84.0k +83,964
6 Wealthspire Advisors, LLC 0.03% of their portfolio NEW YORK, NY 605,142605.1k $5.9m $5.9m 0.03% Added +85.8k +85,787
7 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 480,370480.4k $4.6m $4.6m 0.00% Added +61.3k +61,302
8 Advisors Asset Management, Inc. 0.08% of their portfolio Monument, CO 473,065473.1k $4.6m $4.6m 0.08% Added +6.5k +6,470
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 449,621449.6k $4.3m $4.3m 0.00% Added +21.3k +21,259
10 MacKay Shields LLC 0.12% of their portfolio New York, NY 400,187400.2k $3.9m $3.9m 0.12% Added +90.8k +90,795
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 390,594390.6k $3.8m $3.8m 0.00% Reduced -7.1k -7,141
12 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 335,304335.3k $3.2m $3.2m 0.00% Added +7.7k +7,703
13 Dakota Wealth Management 0.07% of their portfolio PALM BEACH GARDENS, FL 326,489326.5k $3.2m $3.2m 0.07% Added +29.4k +29,360
14 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 265,786265.8k $2.6m $2.6m 0.00% Added +5.2k +5,200
15 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.22% of their portfolio London, X0 241,922241.9k $2.3m $2.3m 0.22% Reduced -18.3k -18,346
16 UBS Group AG 0.00% of their portfolio ZURICH, V8 237,521237.5k $2.3m $2.3m 0.00% Reduced -5.6k -5,569
17 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 221,976222.0k $2.1m $2.1m 0.00% Added +10.0k +10,000
18 CURA WEALTH ADVISORS, LLC 0.96% of their portfolio CHICAGO, IL 212,731212.7k $2.1m $2.1m 0.96% Added +17.5k +17,477
19 SIT INVESTMENT ASSOCIATES INC 0.04% of their portfolio Minneapolis, MN 201,600201.6k $1.9m $1.9m 0.04% Reduced -396.9k -396,893
20 MARINER INVESTMENT GROUP LLC 0.70% of their portfolio NEW YORK, NY 200,000200.0k $1.9m $1.9m 0.70% New
21 MELFA WEALTH MANAGEMENT, INC. 1.01% of their portfolio WESTBOROUGH, MA 166,022166.0k $1.6m $1.6m 1.01% Reduced -51 -51
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 165,320165.3k $1.6m $1.6m 0.00% Added +62.9k +62,860
23 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 157,475157.5k $1.5m $1.5m 0.00% Added +25.1k +25,138
24 Indiana Trust & Investment Management Co 0.47% of their portfolio MISHAWAKA, IN 146,593146.6k $1.4m $1.4m 0.47% Unchanged
25 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 145,430145.4k $1.4m $1.4m 0.00% Added +1.8k +1,790
26 Garner Asset Management Corp 0.63% of their portfolio PLANO, TX 141,766141.8k $1.4m $1.4m 0.63% Reduced -17.5k -17,512
27 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 138,536138.5k $1.3m $1.3m 0.00% Added +11.7k +11,664
28 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 138,021138.0k $1.3m $1.3m 0.00% Reduced -17.1k -17,114
29 JFS WEALTH ADVISORS, LLC 0.08% of their portfolio HERMITAGE, PA 137,028137.0k $1.3m $1.3m 0.08% Added +134 +134
30 Mathes Company, Inc. 0.44% of their portfolio New York, NY 121,734121.7k $1.2m $1.2m 0.44% Unchanged
31 ROBINSON CAPITAL MANAGEMENT, LLC 0.48% of their portfolio GROSSE POINTE FARMS, MI 119,746119.7k $1.2m $1.2m 0.48% Reduced -12.6k -12,555
32 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 106,269106.3k $1.0m $1.0m 0.00% Reduced -112.9k -112,933
33 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 82,94282.9k $802.8k $802.8k 0.00% Added +35.0k +35,001
34 Uniting Wealth Partners, LLC 0.28% of their portfolio DENVER, CO 76,11476.1k $736.0k $736.0k 0.28% Added +7.2k +7,242
35 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 57,28857.3k $554.0k $554.0k 0.00% Added +3.8k +3,753
36 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 55,97056.0k $541.2k $541.2k 0.00% Reduced -220.6k -220,563
37 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 55,94655.9k $541.0k $541.0k 0.00% Added +13.3k +13,340
38 Savvy Advisors, Inc. 0.04% of their portfolio NEW YORK, NY 55,17855.2k $533.6k $533.6k 0.04% Reduced -752 -752
39 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 53,49153.5k $517.3k $517.3k 0.00% Added +19.3k +19,300
40 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 49,39649.4k $477.7k $477.7k 0.00% New
41 SFI Advisors, LLC 0.33% of their portfolio Montclair, NJ 49,10649.1k $474.9k $474.9k 0.33% Reduced -806 -806
42 Wellspring Financial Advisors, LLC 0.04% of their portfolio CLEVELAND, OH 45,37445.4k $438.8k $438.8k 0.04% Added +12.8k +12,763
43 High Net Worth Advisory Group LLC 0.10% of their portfolio NAPLES, FL 39,14839.1k $378.6k $378.6k 0.10% Reduced -2.0k -2,040
44 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 38,73338.7k $374.6k $374.6k 0.01% Reduced -925 -925
45 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 37,88937.9k $366.0k $366.0k 0.00% Added +12.0k +12,021
46 ROTHSCHILD INVESTMENT LLC 0.02% of their portfolio CHICAGO, IL 36,70436.7k $354.9k $354.9k 0.02% Reduced -1.6k -1,600
47 Allen Mooney & Barnes Investment Advisors LLC 0.06% of their portfolio THOMASVILLE, GA 35,79135.8k $346.1k $346.1k 0.06% Added +4.5k +4,459
48 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 35,48035.5k $343.1k $343.1k 0.01% Added +5.3k +5,327
49 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 32,54032.5k $314.7k $314.7k 0.01% Added +2.5k +2,500
50 Mountain Hill Investment Partners Corp. 0.24% of their portfolio ATLANTIC HIGHLANDS, NJ 29,60029.6k $286.2k $286.2k 0.24% Unchanged
51 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 29,38629.4k $284.2k $284.2k 0.00% Added +33 +33
52 Pflug Koory, LLC 0.14% of their portfolio OMAHA, NE 28,32528.3k $273.9k $273.9k 0.14% Unchanged
53 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 27,62527.6k $267.1k $267.1k 0.00% Reduced -6.8k -6,769
54 TODD ASSET MANAGEMENT LLC 0.00% of their portfolio Louisville, KY 22,82922.8k $220.8k $220.8k 0.00% Unchanged
55 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 22,65622.7k $219.0k $219.0k 0.01% Unchanged
56 HORIZON KINETICS ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 22,43122.4k $216.9k $216.9k 0.00% Unchanged
57 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 21,17121.2k $204.7k $204.7k 0.00% Reduced -18 -18
58 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 20,00020.0k $193.4k $193.4k 0.00% Unchanged
59 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 19,36619.4k $187.3k $187.3k 0.00% Added +1.6k +1,598
60 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 19,31419.3k $186.8k $186.8k 0.00% Reduced -38 -38
61 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 18,66218.7k $180.0k $180.0k 0.00% Reduced -4.8k -4,816
62 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 18,37518.4k $177.7k $177.7k 0.00% Unchanged
63 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 17,39017.4k $168.2k $168.2k 0.00% Added +24 +24
64 PETRA FINANCIAL ADVISORS INC 0.10% of their portfolio COLORADO SRPINGS, CO 17,00017.0k $164.4k $164.4k 0.10% Unchanged
65 RPS ADVISORY SOLUTIONS LLC 0.08% of their portfolio LOUISVILLE, KY 15,24215.2k $147.4k $147.4k 0.08% Reduced -7.1k -7,135
66 PFS Partners, LLC 0.07% of their portfolio MINE HILL, NJ 15,01315.0k $145.2k $145.2k 0.07% Added +236 +236
67 LGL PARTNERS, LLC 0.06% of their portfolio PHILADELPHIA, PA 15,00015.0k $144.9k $144.9k 0.06% New
68 Good Life Advisors, LLC 0.01% of their portfolio READING, PA 14,99615.0k $145.0k $145.0k 0.01% Unchanged
69 Centennial Wealth Advisory LLC 0.04% of their portfolio Traverse City, MI 14,16614.2k $137.0k $137.0k 0.04% Added +222 +222
70 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 13,62913.6k $131.8k $131.8k 0.00% Unchanged
71 SMH CAPITAL ADVISORS INC 0.30% of their portfolio FORT WORTH, TX 13,62013.6k $131.7k $131.7k 0.30% Added +315 +315
72 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 13,49513.5k $130.5k $130.5k 0.00% New
73 Camelot Portfolios, LLC 0.08% of their portfolio Maumee, OH 13,43313.4k $129.9k $129.9k 0.08% Added +940 +940
74 Fortitude Advisory Group L.L.C. 0.07% of their portfolio GIG HARBOR, WA 12,72512.7k $123.1k $123.1k 0.07% Unchanged
75 Wealth Alliance Advisory Group, LLC 0.02% of their portfolio Wichita, KS 12,61112.6k $121.9k $121.9k 0.02% Unchanged
76 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 12,59612.6k $121.8k $121.8k 0.00% Added +25 +25
77 Realta Investment Advisors 0.05% of their portfolio WILMINGTON, DE 12,46112.5k $120.5k $120.5k 0.05% Unchanged
78 Catalina Capital Group, LLC 0.08% of their portfolio Torrance, CA 12,29812.3k $118.9k $118.9k 0.08% Unchanged
79 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 12,18612.2k $117.8k $117.8k 0.00% Reduced -84.7k -84,701
80 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 11,97012.0k $115.8k $115.8k 0.00% Unchanged
81 Ramiah Investment Group 0.12% of their portfolio BROOKFIELD, WI 11,45211.5k $110.7k $110.7k 0.12% Added +1.2k +1,182
82 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 11,23611.2k $108.7k $108.7k 0.00% Added +432 +432
83 LEVEL FOUR ADVISORY SERVICES, LLC 0.00% of their portfolio DALLAS, TX 11,13111.1k $107.6k $107.6k 0.00% New
84 Wealthcare Advisory Partners LLC 0.00% of their portfolio WEST CHESTER, PA 10,60010.6k $102.5k $102.5k 0.00% Reduced -16.0k -16,000
85 Gridiron Partners, LLC 0.06% of their portfolio Wexford, PA 10,39210.4k $100.5k $100.5k 0.06% Unchanged
86 NOMURA HOLDINGS INC 0.00% of their portfolio TOKYO, M0 10,00010.0k $96.7k $96.7k 0.00% New
87 Plancorp, LLC 0.00% of their portfolio SAINT LOUIS, MO 10,00010.0k $96.7k $96.7k 0.00% New
88 ISLAY CAPITAL MANAGEMENT, LLC 0.06% of their portfolio Lubbock, TX 10,00010.0k $96.7k $96.7k 0.06% Unchanged
89 NFSG Corp 0.01% of their portfolio BOCA RATON, FL 5,6155.6k $54.3k $54.3k 0.01% New
90 SJS Investment Consulting Inc. 0.01% of their portfolio SYLVANIA, OH 4,3354.3k $41.9k $41.9k 0.01% Added +68 +68
91 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4,1404.1k $40.0k $40.0k 0.00% Unchanged
92 Fortitude Family Office, LLC 0.01% of their portfolio SCOTTSDALE, AZ 4,0004.0k $38.7k $38.7k 0.01% Reduced -16.7k -16,718
93 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 3,7003.7k $35.8k $35.8k 0.00% Reduced -3.7k -3,700
94 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 3,5063.5k $33.9k $33.9k 0.00% Unchanged
95 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0.00% of their portfolio BOSTON, MA 2,2062.2k $21.3k $21.3k 0.00% New
96 PEOPLES FINANCIAL SERVICES CORP. 0.01% of their portfolio MOOSIC, PA 1,6661.7k $16.1k $16.1k 0.01% Unchanged
97 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 1,6561.7k $16.0k $16.0k 0.00% Reduced -25.5k -25,517
98 GPS Wealth Strategies Group, LLC 0.00% of their portfolio CENTENNIAL, CO 1,6481.6k $15.9k $15.9k 0.00% Unchanged
99 Ascentis Wealth Management, LLC 0.00% of their portfolio DALLAS, TX 1,6321.6k $15.8k $15.8k 0.00% Unchanged
100 Mascoma Wealth Management LLC 0.00% of their portfolio HANOVER, NH 1,5251.5k $14.7k $14.7k 0.00% Unchanged