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, Q3 2024
Institutional positions in Eaton Vance Municipal Income Trust as of Sep 30, 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
- 84
- −6 vs. Q2 2024
- Shares held
- 8.07M
- −466.5K (−5.5%) vs. Q2 2024
- Total value
- $87.5M
- −$731.0K (−0.8%) vs. Q2 2024
- New holders
- 7
- 24 more added
- Sold out
- 13
- 25 more reduced
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $11 | 0.00% | +1 | New |
| Sachetta, LLC | 2 | $22 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 13 | $143 | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 7,295 | $665 | 0.00% | +6,630+997.0% | Added |
| Darwin Advisors, LLC | 200 | $2.19K | 0.00% | +200 | New |
| Global Retirement Partners, LLC | 289 | $3.17K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 421 | $4.62K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 572 | $6.28K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,107 | $12.1K | 0.00% | +1,107 | New |
| Northwestern Mutual Wealth Management Co | 1,553 | $17.0K | 0.00% | −2,000−56.3% | Reduced |
| ORG Wealth Partners, LLC | 1,672 | $18.3K | 0.01% | +1,672 | New |
| National Bank of Canada | 1,675 | $18.4K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,035 | $22.3K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,500 | $27.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,613 | $28.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,333 | $36.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,347 | $36.7K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 4,000 | $43.9K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 7,560 | $82.9K | 0.00% | −1,090−12.6% | Reduced |
| The PNC Financial Services Group, Inc. | 7,941 | $87.1K | 0.00% | −6,481−44.9% | Reduced |
| Arcadia Investment Management Corp | 8,230 | $90.3K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 8,950 | $98.2K | 0.01% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 10,014 | $109.9K | 0.00% | +10,014 | New |
| Sax Wealth Advisors, LLC | 10,208 | $112.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 10,250 | $112.4K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 10,771 | $118.2K | 0.01% | −185−1.7% | Reduced |
| First Trust Advisors LP | 12,353 | $135.5K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 12,965 | $142.0K | 0.00% | −1,069−7.6% | Reduced |
| Equitable Holdings, Inc. | 13,259 | $145.5K | 0.00% | +187+1.4% | Added |
| Charter Trust Co | 13,413 | $147.1K | 0.01% | 00.0% | Unchanged |
| Compass Financial Group, INC | 13,630 | $149.5K | 0.03% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 15,291 | $167.7K | 0.00% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 15,906 | $174.5K | 0.05% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 16,584 | $181.9K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 16,592 | $182.0K | 0.00% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 16,666 | $182.8K | 0.04% | +235+1.4% | Added |
| Ethos Financial Group, LLC | 16,693 | $183.0K | 0.03% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 18,324 | $201.0K | 0.16% | +10.0% | Added |
| Camelot Portfolios, LLC | 18,446 | $202.4K | 0.20% | −11,046−37.5% | Reduced |
| 180 Wealth Advisors, LLC | 18,865 | $206.9K | 0.03% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 19,419 | $207.4K | 0.01% | +19+0.1% | Added |
| Arkadios Wealth Advisors | 19,348 | $212.2K | 0.01% | −12,356−39.0% | Reduced |
| D.A. Davidson & Co. | 20,951 | $229.8K | 0.00% | +295+1.4% | Added |
| HighTower Advisors, LLC | 21,113 | $231.0K | 0.00% | +21,113 | New |
| Baird Financial Group, Inc. | 25,857 | $283.7K | 0.00% | −1,165−4.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 33,823 | $371.0K | 0.00% | −2,641−7.2% | Reduced |
| GWM Advisors LLC | 36,373 | $399.0K | 0.00% | +6,050+20.0% | Added |
| Gridiron Partners, LLC | 38,195 | $419.0K | 0.25% | 00.0% | Unchanged |
| Truist Financial Corp | 38,746 | $425.0K | 0.00% | +61+0.2% | Added |
| Sanctuary Advisors, LLC | 46,393 | $482.0K | 0.00% | +16,000+52.6% | Added |
| Stifel Financial Corp | 60,867 | $667.7K | 0.00% | +15,101+33.0% | Added |
| InTrack Investment Management Inc | 65,084 | $714.0K | 0.51% | −28,929−30.8% | Reduced |
| Invesco Ltd. | 67,211 | $737.3K | 0.00% | +44,967+202.2% | Added |
| Cetera Investment Advisers | 84,197 | $923.6K | 0.00% | −944−1.1% | Reduced |
| Rockefeller Capital Management L.P. | 87,168 | $956.2K | 0.00% | +201+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 90,797 | $996.0K | 0.01% | +939+1.0% | Added |
| ProVise Management Group, LLC | 92,950 | $1.02M | 0.08% | +2,167+2.4% | Added |
| Park Avenue Securities LLC | 93,442 | $1.02M | 0.01% | −4,696−4.8% | Reduced |
| Royal Bank of Canada | 94,089 | $1.03M | 0.00% | +795+0.9% | Added |
| Commonwealth Equity Services, LLC | 96,862 | $1.06M | 0.00% | +20,779+27.3% | Added |
| Capital Investment Advisors, LLC | 98,602 | $1.08M | 0.02% | −6,190−5.9% | Reduced |
| Advisor Group Holdings, Inc. | 104,507 | $1.15M | 0.00% | −2,549−2.4% | Reduced |
| Envestnet Asset Management Inc | 105,479 | $1.16M | 0.00% | −1,672−1.6% | Reduced |
| Kestra Advisory Services, LLC | 108,858 | $1.19M | 0.01% | −2,517−2.3% | Reduced |
| CNH Partners LLC | 118,724 | $1.30M | 0.03% | −91,144−43.4% | Reduced |
| Moloney Securities Asset Management, LLC | 128,633 | $1.41M | 0.19% | +18,380+16.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 131,920 | $1.45M | 0.07% | −26,094−16.5% | Reduced |
| LPL Financial LLC | 148,403 | $1.63M | 0.00% | −11,536−7.2% | Reduced |
| Rothschild Investment LLC | 195,100 | $2.14M | 0.14% | +72,000+58.5% | Added |
| Welch & Forbes LLC | 205,784 | $2.26M | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 227,309 | $2.43M | 0.00% | −60,270−21.0% | Reduced |
| Janney Montgomery Scott LLC | 234,205 | $2.57M | 0.01% | +4,016+1.7% | Added |
| Bank of America Corp | 242,991 | $2.67M | 0.00% | −6,114−2.5% | Reduced |
| Raymond James & Associates | 274,966 | $3.02M | 0.00% | +1,210+0.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 371,721 | $4.08M | 0.01% | +202,114+119.2% | Added |
| Wells Fargo & Company | 381,397 | $4.18M | 0.00% | −7,264−1.9% | Reduced |
| Advisors Asset Management, Inc. | 383,552 | $4.21M | 0.08% | −27,716−6.7% | Reduced |
| Melfa Wealth Management, LLC | 413,807 | $4.54M | 3.00% | −5,562−1.3% | Reduced |
| Robinson Capital Management, LLC | 452,537 | $4.99M | 1.72% | −133,783−22.8% | Reduced |
| UBS Group AG | 464,149 | $5.09M | 0.00% | +34,115+7.9% | Added |
| Morgan Stanley | 842,756 | $9.25M | 0.00% | +54,312+6.9% | Added |
| Guggenheim Capital LLC | 898,553 | $9.86M | 0.07% | +124,781+16.1% | Added |
| International Assets Investment Management, LLC | 74,368 | – | – | +74,368 | New |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −397,820−100.0% | Sold out |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −198,959−100.0% | Sold out |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −66,824−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −20,210−100.0% | Sold out |
| Livelsberger Financial Advisory | 0 | $0 | 0.00% | −13,835−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,131−100.0% | Sold out |
| HFG Advisors, Inc. | 0 | $0 | 0.00% | −10,378−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −7,837−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −4,810−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −1,672−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −750−100.0% | Sold out |