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Eaton Vance Muni Inc TR (EVN)

CUSIP: 27826U108 | US | Financial Services · Asset Management | Small Cap | 368 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Hennion & Walsh Asset Management, Inc.928,478
0.3% of portfolio›$8.6M
Welch & Forbes LLC205,784
0.0% of portfolio›$1.9M
Cambridge Investment Research Advisors, Inc.147,128
0.0% of portfolio›$1.4M
Kestra Advisory Services, LLC116,152
0.0% of portfolio›$1.1M
Wakefield Asset Management Lllp110,103
0.2% of portfolio›$1.0M
Whipplewood Advisors, LLC97,455
0.6% of portfolio›$900.5K
Commonwealth Equity Services, LLC67,432
0.0% of portfolio›$623.1K
Meadowbrook Wealth Management, LLC49,947
0.5% of portfolio›$461.5K
Capital Investment Advisors, LLC47,121
0.0% of portfolio›$435.4K
InTrack Investment Management Inc47,007
0.2% of portfolio›$434.3K
StoneX Group Inc.34,757
0.0% of portfolio›$321.2K
Truist Financial Corp28,175
0.0% of portfolio›$260.3K
Ashton Thomas Private Wealth, LLC26,800
0.0% of portfolio›$247.6K
Chicago Partners Investment Group LLC20,635
0.0% of portfolio›$200.2K
D.A. Davidson & Co.17,051
0.0% of portfolio›$157.6K
Twelve Points Wealth Management LLC15,906
0.0% of portfolio›$158.9K
Concurrent Investment Advisors, LLC15,666
0.0% of portfolio›$144.8K
180 Wealth Advisors, LLC15,566
0.0% of portfolio›$143.8K
Livelsberger Financial Advisory15,224
0.8% of portfolio›$140.7K
Coquina Private Wealth LLC13,830
0.1% of portfolio›$127.8K
Compass Financial Group, Inc13,630
0.0% of portfolio›$125.9K
BAR Harbor Wealth Management13,413
0.0% of portfolio›$123.9K
Midwest Trust Co10,937
0.0% of portfolio›$101.1K
Simon Quick Advisors, LLC10,771
0.0% of portfolio›$99.5K
Gridiron Partners, LLC10,324
0.0% of portfolio›$95.4K
Abel Hall, LLC10,000
0.0% of portfolio›$92.4K
Farther Finance Advisors, LLC5,883
0.0% of portfolio›$54.4K
Citizens National Bank Trust Department4,450
0.0% of portfolio›$41.1K
Fifth Third Bancorp3,347
0.0% of portfolio›$30.9K
Cassaday & Co Wealth Management LLC2,505
0.0% of portfolio›$23.1K
Wolverine Asset Management LLC2,348
0.0% of portfolio›$21.7K
Ascentis Wealth Management, LLC1,461
0.0% of portfolio›$13.5K
Latitude Advisors, LLC823
0.0% of portfolio›$7.6K
Assetmark, Inc814
0.0% of portfolio›$7.5K
Bank of New Hampshire700
0.0% of portfolio›$6.5K
Highline Wealth Partners LLC300
0.0% of portfolio›$2.8K
Elyxium Wealth, LLC2
0.0% of portfolio›$21
StyleTurnoverLocationFiled
Hennion & Walsh Asset Management, Inc.
928,478$8.6M0.3%ValueMediumParsippany, NJ2026-10-13
Welch & Forbes LLC
205,784$1.9M0.0%CoreVery LowBoston, MA2026-11-04
Cambridge Investment Research Advisors, Inc.
147,128$1.4M0.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
116,152$1.1M0.0%CoreLowAustin, TX2026-11-02
Wakefield Asset Management Lllp
110,103$1.0M0.2%ValueMediumEnglewood, CO2026-11-05
Whipplewood Advisors, LLC
97,455$900.5K0.6%ETFLowLittleton, CO2026-10-20
Commonwealth Equity Services, LLC
67,432$623.1K0.0%ETFLowWaltham, MA2026-11-02
Meadowbrook Wealth Management, LLC
49,947$461.5K0.5%GrowthMediumGarden City, NY2026-10-08
Capital Investment Advisors, LLC
47,121$435.4K0.0%CoreLowAtlanta, GA2026-10-22
InTrack Investment Management Inc
47,007$434.3K0.2%GrowthMediumSouth Burlington, VT2026-10-15
StoneX Group Inc.
34,757$321.2K0.0%ETFMediumNew York, NY2026-11-03
Truist Financial Corp
28,175$260.3K0.0%CoreLowCharlotte, NC2026-10-30
Ashton Thomas Private Wealth, LLC
26,800$247.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Chicago Partners Investment Group LLC
20,635$200.2K0.0%GARPLowChicago, IL2026-10-27
D.A. Davidson & Co.
17,051$157.6K0.0%CoreLowGreat Falls, MT2026-10-28
Twelve Points Wealth Management LLC
15,906$158.9K0.0%ETFMediumConcord, MA2026-11-03
Concurrent Investment Advisors, LLC
15,666$144.8K0.0%GrowthMediumTampa, FL2026-10-16
180 Wealth Advisors, LLC
15,566$143.8K0.0%CoreLowFederal Way, WA2026-11-03
Livelsberger Financial Advisory
15,224$140.7K0.8%YieldVery LowAshland, OH2026-10-28
Coquina Private Wealth LLC
13,830$127.8K0.1%ETFVery LowPort Charlotte, FL2026-10-27
Compass Financial Group, Inc
13,630$125.9K0.0%ETFVery LowSioux Falls, SD2026-10-13
BAR Harbor Wealth Management
13,413$123.9K0.0%CoreLowConcord, NH2026-10-21
Midwest Trust Co
10,937$101.1K0.0%CoreLowOverland Park, KS2026-10-22
Simon Quick Advisors, LLC
10,771$99.5K0.0%ETFLowMorristown, NJ2026-10-26
Gridiron Partners, LLC
10,324$95.4K0.0%ETFLowWexford, PA2026-10-08
Abel Hall, LLC
10,000$92.4K0.0%CoreMediumBaton Rouge, LA2026-10-19
Farther Finance Advisors, LLC
5,883$54.4K0.0%IndexLowSan Francisco, CA2026-10-08
Citizens National Bank Trust Department
4,450$41.1K0.0%CoreVery LowMeridian, MS2026-11-04
Fifth Third Bancorp
3,347$30.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Cassaday & Co Wealth Management LLC
2,505$23.1K0.0%ETFVery LowMclean, VA2026-10-27
Wolverine Asset Management LLC
2,348$21.7K0.0%Deep ValueVery HighChicago, IL2026-11-02
Ascentis Wealth Management, LLC
1,461$13.5K0.0%Agg GrowthLowDallas, TX2026-11-03
Latitude Advisors, LLC
823$7.6K0.0%ETFLowYorkville, IL2026-10-27
Assetmark, Inc
814$7.5K0.0%ETFLowConcord, CA2026-10-21
Bank of New Hampshire
700$6.5K0.0%CoreLowLaconia, NH2026-10-06
Highline Wealth Partners LLC
300$2.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
Elyxium Wealth, LLC
2$210.0%GrowthVery LowBeverly Hills, CA2026-10-27