Eaton Vance Municipal Income Trust
EVN- Exchange
- NYSE
- SEC CIK
- 0001074540
No open-market purchases or sales by Eaton Vance Municipal Income Trust insiders were filed in the last 90 days; 88 institutions reported holding it in 13F filings for Q2 2026, worth $97.7M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Eaton Vance Municipal Income Trust 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
- 102
- +14 vs. Q3 2023
- Shares held
- 9.10M
- +866.7K (+10.5%) vs. Q3 2023
- Total value
- $89.4M
- +$15.9M (+21.7%) vs. Q3 2023
- New holders
- 24
- 29 more added
- Sold out
- 10
- 23 more reduced
1 institution 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 EVN 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 | 88 | $97.7M |
| Q1 2026 | 88 | $85.4M |
| Q4 2025 | 87 | $90.1M |
| Q3 2025 | 83 | $90.7M |
| Q2 2025 | 84 | $83.6M |
| Q1 2025 | 82 | $82.3M |
| Q4 2024 | 89 | $84.4M |
| Q3 2024 | 84 | $87.5M |
| Q2 2024 | 90 | $88.3M |
| Q1 2024 | 93 | $88.7M |
| Q4 2023 | 102 | $89.4M |
| Q3 2023 | 89 | $74.2M |
| Q2 2023 | 91 | $82.7M |
| Q1 2023 | 97 | $86.1M |
| Q4 2022 | 102 | $91.3M |
| Q3 2022 | 91 | $70.3M |
| Q2 2022 | 92 | $80.1M |
| Q1 2022 | 95 | $81.2M |
| Q4 2021 | 100 | $89.4M |
| Q3 2021 | 84 | $92.0M |
| Q2 2021 | 86 | $96.5M |
| Q1 2021 | 91 | $93.8M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $10 | 0.00% | +1 | New |
| Sachetta, LLC | 2 | $20 | 0.00% | +2 | New |
| Tidemark, LLC | 13 | $128 | 0.00% | +13 | New |
| Gradient Investments LLC | 80 | $786 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 289 | $2.87K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 421 | $4.13K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 640 | $6.29K | 0.00% | +640 | New |
| Pathway Financial Advisers, LLC | 665 | $6.53K | 0.00% | −761−53.4% | Reduced |
| Highlander Capital Management, LLC | 1,000 | $9.82K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,675 | $16.5K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,035 | $20.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,500 | $24.6K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,613 | $25.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,347 | $32.9K | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 4,488 | $44.1K | 0.00% | +4,488 | New |
| Northwestern Mutual Wealth Management Co | 4,513 | $44.3K | 0.00% | −13,226−74.6% | Reduced |
| Citizens National Bank Trust Department | 5,000 | $49.1K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 8,230 | $80.8K | 0.02% | 00.0% | Unchanged |
| Elequin Capital LP | 8,566 | $84.1K | 0.03% | +8,566 | New |
| Proequities, Inc. | 8,950 | $87.9K | 0.01% | 00.0% | Unchanged |
| Clough Capital Partners L P | 10,100 | $99.2K | 0.01% | +10,100 | New |
| Quarry LP | 10,100 | $99.2K | 0.05% | +10,100 | New |
| Sax Wealth Advisors, LLC | 10,208 | $100.2K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 10,250 | $100.7K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 10,376 | $101.9K | 0.00% | +10,376 | New |
| HFG Advisors, Inc. | 10,378 | $101.9K | 0.10% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 10,624 | $104.3K | 0.08% | +10,624 | New |
| Simon Quick Advisors, LLC | 10,956 | $107.6K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 11,285 | $110.8K | 0.00% | −966−7.9% | Reduced |
| Cetera Advisors LLC | 11,366 | $111.6K | 0.00% | +11,366 | New |
| Baird Financial Group, Inc. | 12,460 | $122.4K | 0.00% | −2,547−17.0% | Reduced |
| Washington Trust Advisors, Inc. | 12,900 | $126.7K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 13,049 | $128.1K | 0.00% | +4,382+50.6% | Added |
| Stonebrook Private Inc. | 13,245 | $130.1K | 0.04% | +13,245 | New |
| Charter Trust Co | 13,413 | $131.7K | 0.01% | 00.0% | Unchanged |
| Old Port Advisors | 13,415 | $131.7K | 0.04% | +13,415 | New |
| Compass Financial Group, INC | 13,630 | $133.8K | 0.04% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 14,834 | $146.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 14,945 | $146.8K | 0.00% | +11,612+348.4% | Added |
| Equitable Holdings, Inc. | 15,811 | $155.3K | 0.00% | +180+1.2% | Added |
| Twelve Points Wealth Management LLC | 15,906 | $156.2K | 0.07% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 15,990 | $157.0K | 0.04% | +191+1.2% | Added |
| Integrated Capital Management, Inc. | 16,279 | $159.9K | 0.14% | +199+1.2% | Added |
| Cozad Asset Management Inc | 16,584 | $162.9K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 16,592 | $162.9K | 0.00% | −2,337−12.3% | Reduced |
| Ethos Financial Group, LLC | 16,693 | $164.0K | 0.03% | +16,693 | New |
| Stifel Financial Corp | 16,902 | $166.0K | 0.00% | −7,936−32.0% | Reduced |
| Livelsberger Financial Advisory | 17,162 | $168.5K | 0.15% | +17,162 | New |
| Kestra Advisory Services, LLC | 17,635 | $173.2K | 0.00% | +165+0.9% | Added |
| Concurrent Investment Advisors, LLC | 17,839 | $175.2K | 0.01% | +17,839 | New |
| First Trust Advisors LP | 18,317 | $179.9K | 0.00% | −8,267−31.1% | Reduced |
| Cetera Investment Advisers | 18,321 | $179.9K | 0.00% | −2,696−12.8% | Reduced |
| GWM Advisors LLC | 18,474 | $181.4K | 0.00% | +1,000+5.7% | Added |
| Chicago Partners Investment Group LLC | 19,018 | $188.8K | 0.01% | +234+1.2% | Added |
| 180 Wealth Advisors, LLC | 19,352 | $191.0K | 0.04% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 20,472 | $201.0K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 20,767 | $203.9K | 0.00% | +20,767 | New |
| Invesco Ltd. | 22,862 | $224.5K | 0.00% | −22,372−49.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 26,414 | $259.0K | 0.00% | +363+1.4% | Added |
| The PNC Financial Services Group, Inc. | 30,774 | $302.2K | 0.00% | −2,487−7.5% | Reduced |
| Camelot Portfolios, LLC | 32,838 | $322.5K | 0.19% | +10,626+47.8% | Added |
| Ackerman Capital Advisors, LLC | 34,397 | $337.8K | 0.09% | +34,397 | New |
| Susquehanna International Group, LLP | 40,951 | $402.1K | 0.00% | +29,468+256.6% | Added |
| Mariner Investment Group LLC | 42,374 | $416.1K | 0.11% | +42,374 | New |
| Alpine Global Management, LLC | 50,000 | $491.0K | 0.13% | +50,000 | New |
| InTrack Investment Management Inc | 57,997 | $569.5K | 0.43% | +57,997 | New |
| Advisor Group Holdings, Inc. | 62,890 | $617.6K | 0.00% | −2,014−3.1% | Reduced |
| Cetera Advisor Networks LLC | 65,557 | $643.8K | 0.00% | +9,207+16.3% | Added |
| ProVise Management Group, LLC | 71,549 | $702.6K | 0.06% | −21,659−23.2% | Reduced |
| Commonwealth Equity Services, LLC | 72,009 | $707.0K | 0.00% | −37,852−34.5% | Reduced |
| Gridiron Partners, LLC | 84,094 | $825.8K | 0.58% | +84,094 | New |
| Landscape Capital Management, L.L.C. | 85,444 | $839.1K | 0.07% | +66,837+359.2% | Added |
| Moloney Securities Asset Management, LLC | 89,104 | $875.0K | 0.14% | −21,131−19.2% | Reduced |
| Rockefeller Capital Management L.P. | 94,890 | $931.8K | 0.00% | +94,890 | New |
| Steward Partners Investment Advisory, LLC | 96,925 | $951.8K | 0.01% | −86−0.1% | Reduced |
| Park Avenue Securities LLC | 99,631 | $978.0K | 0.01% | +6,457+6.9% | Added |
| Rothschild Investment LLC | 103,100 | $1.01M | 0.08% | +103,100 | New |
| Karpus Management, Inc. | 110,445 | $1.08M | 0.03% | −2,250−2.0% | Reduced |
| Truist Financial Corp | 111,684 | $1.10M | 0.00% | −3,620−3.1% | Reduced |
| Royal Bank of Canada | 113,089 | $1.11M | 0.00% | −3,215−2.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 123,134 | $1.21M | 0.00% | +3,096+2.6% | Added |
| Envestnet Asset Management Inc | 139,954 | $1.37M | 0.00% | +1,986+1.4% | Added |
| LPL Financial LLC | 164,189 | $1.61M | 0.00% | +40,990+33.3% | Added |
| Capital Investment Advisors, LLC | 176,924 | $1.74M | 0.04% | −56,955−24.4% | Reduced |
| Welch & Forbes LLC | 205,784 | $2.02M | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 227,131 | $2.23M | 0.01% | +16,196+7.7% | Added |
| Bank of America Corp | 237,478 | $2.33M | 0.00% | +91,424+62.6% | Added |
| Raymond James & Associates | 244,617 | $2.40M | 0.00% | +6,143+2.6% | Added |
| Van Eck Associates Corp | 299,130 | $2.94M | 0.01% | +38,467+14.8% | Added |
| Rivernorth Capital Management, LLC | 302,493 | $2.97M | 0.14% | +39,611+15.1% | Added |
| CNH Partners LLC | 332,237 | $3.26M | 0.13% | +29,731+9.8% | Added |
| 1607 Capital Partners, LLC | 339,815 | $3.34M | 0.23% | −2,082−0.6% | Reduced |
| Logan Stone Capital, LLC | 342,361 | $3.36M | 0.68% | +208,469+155.7% | Added |
| Wells Fargo & Company | 358,780 | $3.52M | 0.00% | −95,797−21.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 379,312 | $3.72M | 0.21% | −135,467−26.3% | Reduced |
| UBS Group AG | 380,708 | $3.74M | 0.00% | +105,429+38.3% | Added |
| Advisors Asset Management, Inc. | 391,866 | $3.85M | 0.08% | −35,948−8.4% | Reduced |
| Melfa Wealth Management, LLC | 431,729 | $4.19M | 3.95% | +976+0.2% | Added |
| Morgan Stanley | 577,876 | $5.67M | 0.00% | +51,518+9.8% | Added |