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Not Investment Advice

EIM

Eaton Vance Municipal Bond Fund
1W: +2.1% 1M: -4.5% 3M: -9.0% YTD: -6.0% 1Y: -8.6% 3Y: +14.3% 5Y: -17.9%
$9.04
+0.04 (+0.44%)
 
Weekly Expected Move ±2.4%
$9 $9 $9 $9 $9
ETF AMEX · AUM $464.4M

Institutional Ownership — EIM

128
Institutional Holders
-7 vs prior quarter
0.0%
Ownership
+0.00pp
157M
Total Invested
15
New Positions
40
Increased
40
Reduced
11
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (148 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Karpus Management, Inc. 1,660,000 15M -636,254 -27.7% 51Q SEC ↗
2 RIVERNORTH CAPITAL MANAGEMENT, LLC 1,512,949 14M -97,999 -6.1% 31Q SEC ↗
3 Hennion & Walsh Asset Management, Inc. 1,092,926 10M -211,057 -16.2% 22Q SEC ↗
4 ROBINSON CAPITAL MANAGEMENT, LLC 1,041,484 9M +6,246 +0.6% 3Q SEC ↗
5 GUGGENHEIM CAPITAL LLC 1,031,893 9M -112,563 -9.8% 58Q SEC ↗
6 RAYMOND JAMES FINANCIAL INC 863,904 8M +30,391 +3.6% 7Q SEC ↗
7 Advisors Asset Management, Inc. 833,716 8M +84,542 +11.3% 77Q SEC ↗
8 Wealthspire Advisors, LLC 563,559 5M -4,503 -0.8% 31Q SEC ↗
9 MORGAN STANLEY 512,262 5M +58,353 +12.9% 60Q SEC ↗
10 VAN ECK ASSOCIATES CORP 446,988 4M -25,687 -5.4% 15Q SEC ↗
11 Allspring Global Investments Holdings, 443,079 4M — +0.0% 19Q SEC ↗
12 WELLS FARGO & COMPANY/MN 425,931 4M -5,306 -1.2% 94Q SEC ↗
13 Rareview Capital LLC 392,059 4M +135,299 +52.7% 2Q SEC ↗
14 AMERIPRISE FINANCIAL INC 382,178 3M -19,001 -4.7% 16Q SEC ↗
15 Cresta Advisors, Ltd. 335,415 3M +80,000 +31.3% 3Q SEC ↗
16 UBS Group AG 264,136 2M -922 -0.3% 47Q SEC ↗
17 CURA WEALTH ADVISORS, LLC 254,149 2M — +0.0% 7Q SEC ↗
18 LPL Financial LLC 251,853 2M +33,057 +15.1% 63Q SEC ↗
19 CITY OF LONDON INVESTMENT MANAGEMENT C 229,813 2M — +0.0% 22Q SEC ↗
20 Dakota Wealth Management 197,690 2M -3,270 -1.6% 32Q SEC ↗
21 COHEN & STEERS, INC. 166,840 2M — +0.0% 16Q SEC ↗
22 BANK OF AMERICA CORP /DE 163,685 1M +84,923 +107.8% 15Q SEC ↗
23 MELFA WEALTH MANAGEMENT, INC. 162,779 1M -9,148 -5.3% 15Q SEC ↗
24 Fiera Capital Corp 157,294 1M -6,008 -3.7% 3Q SEC ↗
25 HighTower Advisors, LLC 151,540 1M -6,299 -4.0% 8Q SEC ↗
26 JFS WEALTH ADVISORS, LLC 137,572 1M +138 +0.1% 47Q SEC ↗
27 Garner Asset Management Corp 132,553 1M +6,551 +5.2% 8Q SEC ↗
28 MacKay Shields LLC 125,764 1M — +0.0% 10Q SEC ↗
29 Mathes Company, Inc. 121,734 1M — +0.0% 11Q SEC ↗
30 Indiana Trust & Investment Management 118,000 1M — +0.0% 12Q SEC ↗
31 OSAIC HOLDINGS, INC. 115,639 1M +8,337 +7.8% 26Q SEC ↗
32 ROYAL BANK OF CANADA 81,041 733K -18,272 -18.4% 67Q SEC ↗
33 Uniting Wealth Partners, LLC 76,223 689K +53 +0.1% 2Q SEC ↗
34 HRT FINANCIAL LP NEW 73,725 666K — +0.0% 1Q SEC ↗
35 Summit Trail Advisors, LLC 68,337 618K -2,697 -3.8% 2Q SEC ↗
36 COMMONWEALTH EQUITY SERVICES, LLC 67,133 607K +1,832 +2.8% 35Q SEC ↗
37 Cambridge Investment Research Advisors 61,884 559K +6,378 +11.5% 45Q SEC ↗
38 READYSTATE ASSET MANAGEMENT LP NEW 60,747 549K — +0.0% 1Q SEC ↗
39 Invesco Ltd. 57,152 517K -43,815 -43.4% 16Q SEC ↗
40 JANE STREET GROUP, LLC NEW 54,314 491K — +0.0% 1Q SEC ↗
41 Savvy Advisors, Inc. 43,610 394K -255 -0.6% 7Q SEC ↗
42 Wealth Alliance Advisory Group, LLC 42,851 387K +30,240 +239.8% 9Q SEC ↗
43 Baird Financial Group, Inc. 41,135 372K +23,374 +131.6% 29Q SEC ↗
44 Concurrent Investment Advisors, LLC 37,363 338K -2,231 -5.6% 8Q SEC ↗
45 Steward Partners Investment Advisory, 33,957 307K +15,403 +83.0% 30Q SEC ↗
46 NewEdge Advisors, LLC 33,630 304K -1,108 -3.2% 15Q SEC ↗
47 Capital Investment Advisors, LLC 33,103 299K -1,000 -2.9% 42Q SEC ↗
48 &PARTNERS 32,425 293K +7,825 +31.8% 3Q SEC ↗
49 Cetera Investment Advisers 30,106 272K -614 -2.0% 23Q SEC ↗
50 Kestra Advisory Services, LLC 28,409 257K +4,599 +19.3% 10Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
Rareview Capital LLC +135,299 +52.7% 392,059
BANK OF AMERICA CORP /DE +84,923 +107.8% 163,685
Advisors Asset Management, Inc. +84,542 +11.3% 833,716
Cresta Advisors, Ltd. +80,000 +31.3% 335,415
MORGAN STANLEY +58,353 +12.9% 512,262
LPL Financial LLC +33,057 +15.1% 251,853
RAYMOND JAMES FINANCIAL INC +30,391 +3.6% 863,904
Wealth Alliance Advisory Group, LLC +30,240 +239.8% 42,851
Baird Financial Group, Inc. +23,374 +131.6% 41,135
Steward Partners Investment Advisor +15,403 +83.0% 33,957
Fortitude Advisory Group L.L.C. +10,930 +85.9% 23,655
Sanctuary Advisors, LLC +9,197 +49.9% 27,619
OSAIC HOLDINGS, INC. +8,337 +7.8% 115,639
&PARTNERS +7,825 +31.8% 32,425
Janney Montgomery Scott LLC +6,800 +42.7% 22,731
Garner Asset Management Corp +6,551 +5.2% 132,553
Cambridge Investment Research Advis +6,378 +11.5% 61,884
ROBINSON CAPITAL MANAGEMENT, LLC +6,246 +0.6% 1,041,484
Kestra Advisory Services, LLC +4,599 +19.3% 28,409
High Net Worth Advisory Group LLC +4,597 +22.8% 24,773
Biggest Decreases (20)
HolderReducedChange %Total Shares
Karpus Management, Inc. -636,254 -27.7% 1,660,000
Hennion & Walsh Asset Management, I -211,057 -16.2% 1,092,926
GUGGENHEIM CAPITAL LLC -112,563 -9.8% 1,031,893
RIVERNORTH CAPITAL MANAGEMENT, LLC -97,999 -6.1% 1,512,949
PNC Financial Services Group, Inc. -65,503 -80.2% 16,216
Invesco Ltd. -43,815 -43.4% 57,152
VAN ECK ASSOCIATES CORP -25,687 -5.4% 446,988
AMERIPRISE FINANCIAL INC -19,001 -4.7% 382,178
ROYAL BANK OF CANADA -18,272 -18.4% 81,041
World Investment Advisors -13,666 -41.1% 19,615
Rockefeller Capital Management L.P. -9,322 -38.8% 14,691
MELFA WEALTH MANAGEMENT, INC. -9,148 -5.3% 162,779
HighTower Advisors, LLC -6,299 -4.0% 151,540
Fiera Capital Corp -6,008 -3.7% 157,294
WELLS FARGO & COMPANY/MN -5,306 -1.2% 425,931
Wealthspire Advisors, LLC -4,503 -0.8% 563,559
Dakota Wealth Management -3,270 -1.6% 197,690
Summit Trail Advisors, LLC -2,697 -3.8% 68,337
Concurrent Investment Advisors, LLC -2,231 -5.6% 37,363
NewEdge Advisors, LLC -1,108 -3.2% 33,630

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms