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 2024
Institutional positions in Eaton Vance Municipal Bond Fund as of Dec 31, 2024. 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
- 118
- +8 vs. Q3 2024
- Shares held
- 21.1M
- +1.29M (+6.5%) vs. Q3 2024
- Total value
- $218.7M
- +$6.84M (+3.2%) vs. Q3 2024
- New holders
- 21
- 38 more added
- Sold out
- 13
- 22 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Bond Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 7,785,683 | $80.7M | 2.39% | −544,564−6.5% | Reduced |
| Sit Investment Associates Inc | 1,438,451 | $14.9M | 0.34% | +524,967+57.5% | Added |
| Guggenheim Capital LLC | 1,198,347 | $12.4M | 0.10% | −24,863−2.0% | Reduced |
| Rivernorth Capital Management, LLC | 971,957 | $10.1M | 0.48% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 914,996 | $9.48M | 0.43% | +229,877+33.6% | Added |
| Raymond James Financial Inc | 608,610 | $6.31M | 0.00% | +608,610 | New |
| Wells Fargo & Company | 577,474 | $5.98M | 0.00% | −30,827−5.1% | Reduced |
| Wealthspire Advisors, LLC | 470,358 | $4.87M | 0.05% | +36,869+8.5% | Added |
| Advisors Asset Management, Inc. | 460,264 | $4.77M | 0.09% | +86,122+23.0% | Added |
| Van Eck Associates Corp | 410,851 | $4.26M | 0.01% | +954+0.2% | Added |
| Morgan Stanley | 346,559 | $3.59M | 0.00% | +6,645+2.0% | Added |
| Ameriprise Financial Inc | 322,565 | $3.36M | 0.00% | −43,440−11.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 319,996 | $3.32M | 0.01% | −33,398−9.5% | Reduced |
| City of London Investment Management Co Ltd | 319,606 | $3.31M | 0.33% | −125,000−28.1% | Reduced |
| Dakota Wealth Management | 317,015 | $3.28M | 0.08% | +9,838+3.2% | Added |
| Mackay Shields LLC | 274,253 | $2.84M | 0.08% | −1,699−0.6% | Reduced |
| Pathstone Holdings, LLC | 265,749 | $2.77M | 0.01% | +7,175+2.8% | Added |
| UBS Group AG | 249,605 | $2.59M | 0.00% | −10,518−4.0% | Reduced |
| Absolute Investment Advisers LLC | 237,100 | $2.46M | 0.32% | +237,100 | New |
| Cohen & Steers, Inc. | 235,744 | $2.44M | 0.00% | +95,000+67.5% | Added |
| The PNC Financial Services Group, Inc. | 229,271 | $2.38M | 0.00% | +7,289+3.3% | Added |
| Cura Wealth Advisors, LLC | 216,089 | $2.24M | 0.99% | +216,089 | New |
| HighTower Advisors, LLC | 179,923 | $1.86M | 0.00% | +3,540+2.0% | Added |
| Melfa Wealth Management, LLC | 166,073 | $1.72M | 1.15% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 146,593 | $1.52M | 0.52% | 00.0% | Unchanged |
| Invesco Ltd. | 136,775 | $1.42M | 0.00% | +49,824+57.3% | Added |
| JFS Wealth Advisors, LLC | 136,770 | $1.42M | 0.10% | +120+0.1% | Added |
| LPL Financial LLC | 124,603 | $1.29M | 0.00% | +749+0.6% | Added |
| Mathes Company, Inc. | 121,734 | $1.26M | 0.46% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 117,388 | $1.22M | 0.00% | −6,613−5.3% | Reduced |
| Royal Bank of Canada | 103,699 | $1.07M | 0.00% | −4,742−4.4% | Reduced |
| Garner Asset Management Corp | 84,780 | $975.0K | 0.45% | +9,341+12.4% | Added |
| Quarry LP | 91,700 | $950.0K | 0.19% | +91,700 | New |
| Stifel Financial Corp | 87,889 | $910.5K | 0.00% | +16,779+23.6% | Added |
| Advisor Group Holdings, Inc. | 52,938 | $548.4K | 0.00% | +13,127+33.0% | Added |
| Rockefeller Capital Management L.P. | 52,124 | $540.0K | 0.00% | −31,324−37.5% | Reduced |
| Yakira Capital Management, Inc. | 50,876 | $527.1K | 0.21% | +50,876 | New |
| Savvy Advisors, Inc. | 49,239 | $510.1K | 0.06% | +49,239 | New |
| Jacobi Capital Management LLC | 49,065 | $508.3K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 48,265 | $500.0K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 42,784 | $443.2K | 0.00% | +810+1.9% | Added |
| Baird Financial Group, Inc. | 40,876 | $423.5K | 0.00% | −2,794−6.4% | Reduced |
| Wellspring Financial Advisors, LLC | 40,046 | $414.9K | 0.04% | −8,463−17.4% | Reduced |
| Capital Investment Advisors, LLC | 39,658 | $410.9K | 0.01% | +1,053+2.7% | Added |
| Nations Financial Group Inc, | 39,089 | $405.0K | 0.03% | −3,280−7.7% | Reduced |
| Bank of America Corp | 37,945 | $393.1K | 0.00% | +5,194+15.9% | Added |
| Concurrent Investment Advisors, LLC | 35,107 | $363.7K | 0.01% | +1,854+5.6% | Added |
| High Net Worth Advisory Group LLC | 34,603 | $358.5K | 0.10% | −2,475−6.7% | Reduced |
| Brinker Capital Investments, LLC | 32,477 | $336.5K | 0.00% | +32,477 | New |
| Orion Portfolio Solutions, LLC | 32,477 | $336.5K | 0.00% | +32,477 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 30,265 | $313.5K | 0.05% | +2,706+9.8% | Added |
| Ashton Thomas Private Wealth, LLC | 29,962 | $310.4K | 0.01% | +184+0.6% | Added |
| Mountain Hill Investment Partners Corp. | 29,600 | $306.7K | 0.31% | +29,600 | New |
| Bank of New York Mellon Corp | 28,471 | $295.0K | 0.00% | +2,451+9.4% | Added |
| Pflug Koory, LLC | 28,325 | $293.4K | 0.15% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 25,675 | $266.0K | 0.00% | +4,293+20.1% | Added |
| Fortitude Family Office, LLC | 24,530 | $254.1K | 0.09% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 23,856 | $247.0K | 0.00% | −8,207−25.6% | Reduced |
| Todd Asset Management LLC | 22,829 | $236.5K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 22,656 | $235.0K | 0.01% | +3,200+16.4% | Added |
| Horizon Kinetics Asset Management LLC | 22,431 | $232.4K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 21,600 | $223.8K | 0.01% | −2,116−8.9% | Reduced |
| Beacon Pointe Advisors, LLC | 20,398 | $211.3K | 0.00% | +295+1.5% | Added |
| Moors & Cabot, Inc. | 20,382 | $211.2K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 19,613 | $203.2K | 0.00% | +6,320+47.5% | Added |
| Warren Averett Asset Management, LLC | 17,449 | $180.8K | 0.00% | +3,106+21.7% | Added |
| Wealth Alliance Advisory Group, LLC | 17,366 | $179.9K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 17,343 | $179.7K | 0.00% | +3,442+24.8% | Added |
| Mariner, LLC | 17,024 | $176.4K | 0.00% | +17,024 | New |
| Petra Financial Advisors Inc | 17,000 | $176.1K | 0.12% | 00.0% | Unchanged |
| Readystate Asset Management LP | 16,915 | $175.2K | 0.01% | +16,915 | New |
| Sanctuary Advisors, LLC | 17,064 | $174.4K | 0.00% | +2,067+13.8% | Added |
| Kingsview Wealth Management, LLC | 16,742 | $173.4K | 0.00% | −697−4.0% | Reduced |
| Landscape Capital Management, L.L.C. | 16,601 | $172.0K | 0.02% | +16,601 | New |
| Good Life Advisors, LLC | 14,996 | $155.4K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 14,557 | $150.8K | 0.08% | +211+1.5% | Added |
| Centennial Wealth Advisory LLC | 13,736 | $142.3K | 0.06% | +199+1.5% | Added |
| SMH Capital Advisors Inc | 13,305 | $137.8K | 0.33% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 12,845 | $133.1K | 0.00% | +12,845 | New |
| Fortitude Advisory Group L.L.C. | 12,725 | $131.8K | 0.08% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 12,461 | $130.3K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 12,194 | $126.3K | 0.00% | +95+0.8% | Added |
| Alliancebernstein L.P. | 11,970 | $124.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,337 | $117.0K | 0.01% | +11,337 | New |
| HRT Financial LP | 10,849 | $112.0K | 0.00% | +10,849 | New |
| Gridiron Partners, LLC | 10,731 | $111.2K | 0.07% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10,000 | $103.6K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 10,000 | $103.6K | 0.07% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,990 | $62.1K | 0.00% | −36,732−86.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,804 | $49.8K | 0.00% | −751−13.5% | Reduced |
| US Bancorp | 4,606 | $47.7K | 0.00% | −3−0.1% | Reduced |
| Harbour Investments, Inc. | 4,504 | $46.7K | 0.00% | +938+26.3% | Added |
| SJS Investment Consulting Inc. | 4,204 | $43.6K | 0.01% | +61+1.5% | Added |
| Caldwell Trust Co | 4,006 | $41.5K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 3,798 | $39.4K | 0.01% | +54+1.4% | Added |
| Geneos Wealth Management Inc. | 3,700 | $38.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,481 | $36.1K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 3,000 | $31.1K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 2,814 | $29.2K | 0.00% | +2,814 | New |
| Washington Trust Co | 1,798 | $18.6K | 0.00% | +1,798 | New |