Eaton Vance Municipal Bond Fund
EIM- Exchange
- NYSE
- SEC CIK
- 0001176984
In the last 90 days, Eaton Vance Municipal Bond Fund insiders filed 0 open-market purchases and 1 sale; 115 institutions reported holding it in 13F filings for Q2 2026, worth $158.8M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Eaton Vance Municipal Bond Fund as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 132
- +17 vs. Q3 2023
- Shares held
- 31.7M
- +2.74M (+9.5%) vs. Q3 2023
- Total value
- $321.2M
- +$61.6M (+23.7%) vs. Q3 2023
- New holders
- 29
- 30 more added
- Sold out
- 12
- 37 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EIM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 115 | $158.8M |
| Q1 2026 | 115 | $161.9M |
| Q4 2025 | 120 | $166.3M |
| Q3 2025 | 106 | $167.5M |
| Q2 2025 | 109 | $182.3M |
| Q1 2025 | 112 | $189.4M |
| Q4 2024 | 118 | $218.7M |
| Q3 2024 | 114 | $218.6M |
| Q2 2024 | 112 | $335.0M |
| Q1 2024 | 121 | $337.0M |
| Q4 2023 | 132 | $321.2M |
| Q3 2023 | 117 | $261.8M |
| Q2 2023 | 123 | $271.8M |
| Q1 2023 | 120 | $276.6M |
| Q4 2022 | 137 | $271.3M |
| Q3 2022 | 139 | $219.6M |
| Q2 2022 | 134 | $223.7M |
| Q1 2022 | 137 | $204.1M |
| Q4 2021 | 143 | $233.7M |
| Q3 2021 | 119 | $237.3M |
| Q2 2021 | 121 | $260.7M |
| Q1 2021 | 125 | $270.6M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Bond Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 10,330,094 | $104.6M | 3.18% | +2,123,154+25.9% | Added |
| Bramshill Investments, LLC | 3,759,955 | $38.1M | 3.75% | +338,263+9.9% | Added |
| Rivernorth Capital Management, LLC | 2,162,455 | $21.9M | 1.05% | −16,091−0.7% | Reduced |
| Sit Investment Associates Inc | 1,615,728 | $16.4M | 0.40% | −15,206−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,285,669 | $13.0M | 0.02% | +223,036+21.0% | Added |
| Guggenheim Capital LLC | 1,165,152 | $11.8M | 0.09% | +46,396+4.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,052,666 | $10.7M | 0.61% | −220,817−17.3% | Reduced |
| Wells Fargo & Company | 680,974 | $6.90M | 0.00% | −71,012−9.4% | Reduced |
| Van Eck Associates Corp | 536,903 | $5.44M | 0.01% | +69,929+15.0% | Added |
| Pathstone Holdings, LLC | 527,756 | $5.35M | 0.03% | +527,756 | New |
| Logan Stone Capital, LLC | 510,767 | $5.17M | 1.05% | +287,515+128.8% | Added |
| Wealthspire Advisors, LLC | 487,899 | $4.94M | 0.07% | −13,864−2.8% | Reduced |
| Advisors Asset Management, Inc. | 474,207 | $4.80M | 0.10% | −114,421−19.4% | Reduced |
| CNH Partners LLC | 457,323 | $4.63M | 0.19% | +37,504+8.9% | Added |
| UBS Group AG | 385,696 | $3.91M | 0.00% | +96,709+33.5% | Added |
| Dakota Wealth Management | 383,693 | $3.89M | 0.15% | −80,177−17.3% | Reduced |
| The PNC Financial Services Group, Inc. | 364,781 | $3.70M | 0.00% | +94,673+35.1% | Added |
| Robinson Capital Management, LLC | 355,382 | $3.57M | 1.27% | +32,566+10.1% | Added |
| Ameriprise Financial Inc | 353,045 | $3.57M | 0.00% | +91,068+34.8% | Added |
| HighTower Advisors, LLC | 319,707 | $3.23M | 0.01% | −5,068−1.6% | Reduced |
| Morgan Stanley | 311,405 | $3.15M | 0.00% | −784,680−71.6% | Reduced |
| Arete Wealth Advisors, LLC | 306,000 | $3.10M | 0.24% | −13,000−4.1% | Reduced |
| Raymond James & Associates | 242,925 | $2.46M | 0.00% | −71,564−22.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 187,691 | $1.90M | 0.00% | +2,630+1.4% | Added |
| Melfa Wealth Management, LLC | 169,682 | $1.70M | 1.60% | +3,859+2.3% | Added |
| Indiana Trust & Investment Management CO | 154,093 | $1.56M | 0.70% | 00.0% | Unchanged |
| Garner Asset Management Corp | 147,626 | $1.51M | 0.77% | +26,862+22.2% | Added |
| Landscape Capital Management, L.L.C. | 140,021 | $1.42M | 0.13% | +113,141+420.9% | Added |
| Rockefeller Capital Management L.P. | 139,590 | $1.41M | 0.00% | −10,777−7.2% | Reduced |
| Invesco Ltd. | 126,421 | $1.28M | 0.00% | +23,529+22.9% | Added |
| Royal Bank of Canada | 124,121 | $1.26M | 0.00% | −3,599−2.8% | Reduced |
| Cohen & Steers, Inc. | 121,605 | $1.23M | 0.00% | +93,605+334.3% | Added |
| Mathes Company, Inc. | 121,734 | $1.23M | 0.51% | +121,734 | New |
| Envestnet Asset Management Inc | 114,417 | $1.16M | 0.00% | +9,025+8.6% | Added |
| Mariner Investment Group LLC | 109,926 | $1.11M | 0.30% | +109,926 | New |
| Park Avenue Securities LLC | 108,668 | $1.10M | 0.02% | +8,925+8.9% | Added |
| Commonwealth Equity Services, LLC | 94,104 | $953.0K | 0.00% | −12,306−11.6% | Reduced |
| Weiss Asset Management LP | 87,145 | $882.8K | 0.06% | +87,145 | New |
| Rothschild Investment LLC | 84,462 | $855.6K | 0.07% | +84,462 | New |
| Baird Financial Group, Inc. | 73,464 | $744.2K | 0.00% | +4,781+7.0% | Added |
| Stifel Financial Corp | 73,263 | $742.2K | 0.00% | −5,639−7.1% | Reduced |
| Cetera Advisor Networks LLC | 61,137 | $619.3K | 0.00% | −5,612−8.4% | Reduced |
| Advisor Group Holdings, Inc. | 54,448 | $551.6K | 0.00% | −2,162−3.8% | Reduced |
| City of London Investment Management Co Ltd | 52,484 | $531.7K | 0.04% | −45,000−46.2% | Reduced |
| Bank of New York Mellon Corp | 48,820 | $494.6K | 0.00% | −40.0% | Reduced |
| Jacobi Capital Management LLC | 48,000 | $486.2K | 0.05% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 47,536 | $481.5K | 0.12% | +26,800+129.2% | Added |
| Concurrent Investment Advisors, LLC | 43,148 | $437.1K | 0.02% | +43,148 | New |
| Nations Financial Group Inc, | 42,282 | $428.3K | 0.04% | +22+0.1% | Added |
| Catalytic Wealth RIA, LLC | 41,076 | $416.1K | 0.19% | +41,076 | New |
| GeoWealth Management, LLC | 41,076 | $416.0K | 0.03% | +41,076 | New |
| Capital Investment Advisors, LLC | 39,832 | $403.5K | 0.01% | −4,627−10.4% | Reduced |
| Busey Wealth Management | 38,822 | $393.3K | 0.02% | −51,506−57.0% | Reduced |
| Farther Finance Advisors, LLC | 37,743 | $382.3K | 0.03% | +15,107+66.7% | Added |
| Janney Montgomery Scott LLC | 32,972 | $334.0K | 0.00% | −4,034−10.9% | Reduced |
| Bank of America Corp | 31,238 | $316.4K | 0.00% | −1,142−3.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,457 | $309.0K | 0.00% | −1,033−3.3% | Reduced |
| Pflug Koory, LLC | 28,325 | $286.9K | 0.15% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 27,468 | $278.3K | 0.05% | +22+0.1% | Added |
| PFS Partners, LLC | 26,500 | $268.4K | 0.18% | +26,500 | New |
| LPL Financial LLC | 25,708 | $260.4K | 0.00% | −9,239−26.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 25,442 | $257.7K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 25,037 | $253.6K | 0.15% | 00.0% | Unchanged |
| Clough Capital Partners L P | 24,900 | $252.2K | 0.03% | +24,900 | New |
| Quarry LP | 24,900 | $252.2K | 0.13% | +24,900 | New |
| Gridiron Partners, LLC | 24,805 | $251.3K | 0.18% | +24,805 | New |
| Todd Asset Management LLC | 22,829 | $231.3K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 21,536 | $218.2K | 0.01% | −1,000−4.4% | Reduced |
| Nomura Holdings Inc | 21,350 | $216.3K | 0.00% | +21,350 | New |
| Axxcess Wealth Management, LLC | 20,856 | $211.3K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 20,281 | $200.8K | 0.00% | +402+2.0% | Added |
| Cetera Investment Advisers | 19,742 | $200.0K | 0.00% | +1,346+7.3% | Added |
| Susquehanna International Group, LLP | 17,935 | $181.7K | 0.00% | +17,935 | New |
| Horizon Kinetics Asset Management LLC | 17,692 | $179.2K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 17,439 | $176.7K | 0.01% | −4,225−19.5% | Reduced |
| Moors & Cabot, Inc. | 17,000 | $172.2K | 0.01% | −54,079−76.1% | Reduced |
| Petra Financial Advisors Inc | 17,000 | $172.2K | 0.14% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 16,825 | $170.4K | 0.14% | −132−0.8% | Reduced |
| Archetype Wealth Partners | 16,000 | $162.0K | 0.03% | +16,000 | New |
| Crestone Asset Management LLC | 15,672 | $158.8K | 0.04% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 14,996 | $151.9K | 0.02% | −3,932−20.8% | Reduced |
| HFG Advisors, Inc. | 14,328 | $145.1K | 0.14% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 13,305 | $134.8K | 0.29% | +96+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 12,945 | $131.1K | 0.00% | −7,215−35.8% | Reduced |
| Coastal Investment Advisors, Inc. | 12,461 | $126.2K | 0.03% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 12,326 | $124.9K | 0.01% | +12,326 | New |
| Stonebrook Private Inc. | 12,217 | $123.8K | 0.04% | +12,217 | New |
| Integrated Wealth Concepts LLC | 12,139 | $123.0K | 0.00% | +12,139 | New |
| Alliancebernstein L.P. | 11,970 | $121.3K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 11,465 | $116.1K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,498 | $116.0K | 0.01% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 11,323 | $114.7K | 0.06% | 00.0% | Unchanged |
| First Trust Advisors LP | 11,085 | $112.3K | 0.00% | −4,278−27.8% | Reduced |
| Oppenheimer & Co Inc | 10,696 | $108.3K | 0.00% | +10,696 | New |
| Beacon Pointe Advisors, LLC | 10,607 | $107.4K | 0.00% | −13,589−56.2% | Reduced |
| Lokken Investment Group LLC | 10,307 | $104.4K | 0.06% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 10,015 | $101.5K | 0.00% | +10,015 | New |
| JFS Wealth Advisors, LLC | 7,803 | $79.0K | 0.01% | −230,994−96.7% | Reduced |
| Advisory Services Network, LLC | 7,009 | $71.0K | 0.00% | +7,009 | New |
| Benjamin F. Edwards & Company, Inc. | 6,400 | $65.0K | 0.00% | 00.0% | Unchanged |