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 |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 124 | $1.26K | 0.00% | +1+0.8% | Added |
| VitalStone Financial, LLC | 211 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 245 | $2.48K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 350 | $3.00K | 0.00% | −1,150−76.7% | Reduced |
| Key Financial Inc | 400 | $4.05K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 423 | $4.29K | 0.00% | +4+1.0% | Added |
| JPMorgan Chase & Co | 459 | $4.65K | 0.00% | −672−59.4% | Reduced |
| Baystate Wealth Management LLC | 503 | $5.10K | 0.00% | +503 | New |
| GWM Advisors LLC | 527 | $5.34K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 539 | $5.46K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 555 | $5.62K | 0.00% | +555 | New |
| ICA Group Wealth Management, LLC | 700 | $7.09K | 0.00% | +700 | New |
| US Bancorp | 703 | $7.12K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 1,226 | $12.4K | 0.01% | +1,226 | New |
| DHJJ Financial Advisors, Ltd. | 1,260 | $12.8K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 1,367 | $13.8K | 0.00% | +1,367 | New |
| Mascoma Wealth Management LLC | 1,525 | $15.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,648 | $16.7K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,666 | $16.9K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,732 | $17.5K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 2,505 | $25.4K | 0.00% | −21−0.8% | Reduced |
| Harbour Investments, Inc. | 2,557 | $25.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,481 | $35.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,700 | $37.5K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 3,726 | $37.7K | 0.01% | +3,726 | New |
| AdvisorNet Financial, Inc | 3,799 | $38.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3,961 | $40.1K | 0.01% | +43+1.1% | Added |
| Caldwell Trust Co | 4,006 | $40.6K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 5,000 | $50.6K | 0.03% | +5,000 | New |
| Fortitude Family Office, LLC | 5,800 | $58.8K | 0.04% | +5,800 | New |
| Benjamin F. Edwards & Company, Inc. | 6,400 | $65.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,009 | $71.0K | 0.00% | +7,009 | New |
| JFS Wealth Advisors, LLC | 7,803 | $79.0K | 0.01% | −230,994−96.7% | Reduced |
| Two Sigma Securities, LLC | 10,015 | $101.5K | 0.00% | +10,015 | New |
| Lokken Investment Group LLC | 10,307 | $104.4K | 0.06% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,607 | $107.4K | 0.00% | −13,589−56.2% | Reduced |
| Oppenheimer & Co Inc | 10,696 | $108.3K | 0.00% | +10,696 | New |
| First Trust Advisors LP | 11,085 | $112.3K | 0.00% | −4,278−27.8% | Reduced |
| Centennial Wealth Advisory LLC | 11,323 | $114.7K | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,498 | $116.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 11,465 | $116.1K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 11,970 | $121.3K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,139 | $123.0K | 0.00% | +12,139 | New |
| Stonebrook Private Inc. | 12,217 | $123.8K | 0.04% | +12,217 | New |
| StrategIQ Financial Group, LLC | 12,326 | $124.9K | 0.01% | +12,326 | New |
| Coastal Investment Advisors, Inc. | 12,461 | $126.2K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 12,945 | $131.1K | 0.00% | −7,215−35.8% | Reduced |
| SMH Capital Advisors Inc | 13,305 | $134.8K | 0.29% | +96+0.7% | Added |
| HFG Advisors, Inc. | 14,328 | $145.1K | 0.14% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 14,996 | $151.9K | 0.02% | −3,932−20.8% | Reduced |
| Crestone Asset Management LLC | 15,672 | $158.8K | 0.04% | 00.0% | Unchanged |
| Archetype Wealth Partners | 16,000 | $162.0K | 0.03% | +16,000 | New |
| Integrated Capital Management, Inc. | 16,825 | $170.4K | 0.14% | −132−0.8% | 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 |
| Kingsview Wealth Management, LLC | 17,439 | $176.7K | 0.01% | −4,225−19.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 17,692 | $179.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 17,935 | $181.7K | 0.00% | +17,935 | New |
| Cetera Investment Advisers | 19,742 | $200.0K | 0.00% | +1,346+7.3% | Added |
| AE Wealth Management LLC | 20,281 | $200.8K | 0.00% | +402+2.0% | Added |
| Axxcess Wealth Management, LLC | 20,856 | $211.3K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 21,350 | $216.3K | 0.00% | +21,350 | New |
| Wealthcare Advisory Partners LLC | 21,536 | $218.2K | 0.01% | −1,000−4.4% | Reduced |
| Todd Asset Management LLC | 22,829 | $231.3K | 0.01% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 24,805 | $251.3K | 0.18% | +24,805 | New |
| 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 |
| Fortitude Advisory Group L.L.C. | 25,037 | $253.6K | 0.15% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 25,442 | $257.7K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 25,708 | $260.4K | 0.00% | −9,239−26.4% | Reduced |
| PFS Partners, LLC | 26,500 | $268.4K | 0.18% | +26,500 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 27,468 | $278.3K | 0.05% | +22+0.1% | Added |
| Pflug Koory, LLC | 28,325 | $286.9K | 0.15% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 30,457 | $309.0K | 0.00% | −1,033−3.3% | Reduced |
| Bank of America Corp | 31,238 | $316.4K | 0.00% | −1,142−3.5% | Reduced |
| Janney Montgomery Scott LLC | 32,972 | $334.0K | 0.00% | −4,034−10.9% | Reduced |
| Farther Finance Advisors, LLC | 37,743 | $382.3K | 0.03% | +15,107+66.7% | Added |
| Busey Wealth Management | 38,822 | $393.3K | 0.02% | −51,506−57.0% | Reduced |
| Capital Investment Advisors, LLC | 39,832 | $403.5K | 0.01% | −4,627−10.4% | Reduced |
| GeoWealth Management, LLC | 41,076 | $416.0K | 0.03% | +41,076 | New |
| Catalytic Wealth RIA, LLC | 41,076 | $416.1K | 0.19% | +41,076 | New |
| Nations Financial Group Inc, | 42,282 | $428.3K | 0.04% | +22+0.1% | Added |
| Concurrent Investment Advisors, LLC | 43,148 | $437.1K | 0.02% | +43,148 | New |
| Wellspring Financial Advisors, LLC | 47,536 | $481.5K | 0.12% | +26,800+129.2% | Added |
| Jacobi Capital Management LLC | 48,000 | $486.2K | 0.05% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 48,820 | $494.6K | 0.00% | −40.0% | Reduced |
| City of London Investment Management Co Ltd | 52,484 | $531.7K | 0.04% | −45,000−46.2% | Reduced |
| Advisor Group Holdings, Inc. | 54,448 | $551.6K | 0.00% | −2,162−3.8% | Reduced |
| Cetera Advisor Networks LLC | 61,137 | $619.3K | 0.00% | −5,612−8.4% | Reduced |
| Stifel Financial Corp | 73,263 | $742.2K | 0.00% | −5,639−7.1% | Reduced |
| Baird Financial Group, Inc. | 73,464 | $744.2K | 0.00% | +4,781+7.0% | Added |
| Rothschild Investment LLC | 84,462 | $855.6K | 0.07% | +84,462 | New |
| Weiss Asset Management LP | 87,145 | $882.8K | 0.06% | +87,145 | New |
| Commonwealth Equity Services, LLC | 94,104 | $953.0K | 0.00% | −12,306−11.6% | Reduced |
| Park Avenue Securities LLC | 108,668 | $1.10M | 0.02% | +8,925+8.9% | Added |
| Mariner Investment Group LLC | 109,926 | $1.11M | 0.30% | +109,926 | New |
| Envestnet Asset Management Inc | 114,417 | $1.16M | 0.00% | +9,025+8.6% | Added |
| Mathes Company, Inc. | 121,734 | $1.23M | 0.51% | +121,734 | New |