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Eaton Vance New York Municip (XENWX)

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Saba Capital Management, L.P.A
UNCHANGED
Shares3,898,946 from 3,898,946
Change0 (0%)
Value$38.4M (+$2.2M)
Filed 2025-11-14
SIT Investment Associates Inc
INCREASED
Shares2,839,481 from 2,669,936
Change+169,545 (+6%)
Value$28.0K (+$3.2K)
Filed 2025-11-13
Almitas Capital LLC
DECREASED
Shares617,454 from 673,354
Change-55,900 (-8%)
Value$6.1M (-$167.4K)
Filed 2025-11-17
Bulldog Investors, LLPA
DECREASED
Shares484,023 from 522,790
Change-38,767 (-7%)
Value$4.8M (-$84.3K)
Filed 2025-11-14
Mackay Shields LLC
UNCHANGED
Shares421,971 from 421,971
Change0 (0%)
Value$4.2M (+$240.5K)
Filed 2025-10-27
Guggenheim Capital LLC
DECREASED
Shares323,180 from 372,460
Change-49,280 (-13%)
Value$3.2M (-$273.6K)
Filed 2025-11-13
Icon Advisers Inc
INCREASED
Shares284,677 from 111,631
Change+173,046 (+155%)
Value$2.8M (+$1.8M)
Filed 2025-11-17
Wells Fargo & Company
UNCHANGED
Shares130,625 from 130,625
Change0 (0%)
Value$1.3M (+$74.5K)
Filed 2025-11-13
Royal Bank of Canada
DECREASED
Shares101,926 from 114,119
Change-12,193 (-11%)
Value$1.0M (-$55.0K)
Filed 2025-11-14
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares97,695 from 76,325
Change+21,370 (+28%)
Value$963.3K (+$254.2K)
Filed 2025-10-22
City of London Investment Management Co LTD
DECREASED
Shares84,523 from 119,172
Change-34,649 (-29%)
Value$833.4K (-$273.7K)
Filed 2025-11-14
Commonwealth Equity Services, LLC
DECREASED
Shares72,113 from 75,963
Change-3,850 (-5%)
Value$711 (+$5)
Filed 2025-10-22
Melfa Wealth Management, Inc.
UNCHANGED
Shares68,133 from 68,133
Change0 (0%)
Value$671.8K (+$38.8K)
Filed 2025-10-28
Morgan Stanley
INCREASED
Shares61,469 from 59,735
Change+1,734 (+3%)
Value$606.1K (+$51.1K)
Filed 2026-05-27
HighTower Advisors, LLC
DECREASED
Shares53,540 from 62,183
Change-8,643 (-14%)
Value$527.9K (-$49.8K)
Filed 2025-11-07
North Ground Capital
INCREASED
Shares36,942 from 9,159
Change+27,783 (+303%)
Value$364.2K (+$279.3K)
Filed 2025-10-29
Absolute Investment Advisers, LLC
NEW
Shares34,369
Change+34,369
Value$338.9K
Filed 2025-10-20
Magnus Financial Group LLC
INCREASED
Shares29,466 from 10,353
Change+19,113 (+185%)
Value$290.5K (+$194.4K)
Filed 2025-10-28
Envestnet Asset Management Inc
INCREASED
Shares27,141 from 25,801
Change+1,340 (+5%)
Value$267.6K (+$27.9K)
Filed 2025-11-05
PFG Investments, LLC
DECREASED
Shares24,964 from 26,576
Change-1,612 (-6%)
Value$246.1K (-$752)
Filed 2025-10-31
Beverly Hills Private Wealth, LLC
NEW
Shares21,275
Change+21,275
Value$209.8K
Filed 2025-11-10
Susquehanna International Group, LLP
INCREASED
Shares20,993 from 20,810
Change+183 (+1%)
Value$207.0K (+$13.7K)
Filed 2025-11-14
Raymond James Financial Inc
DECREASED
Shares20,761 from 21,261
Change-500 (-2%)
Value$204.7K (+$7.2K)
Filed 2025-11-14
Wealthspire Advisors, LLC
UNCHANGED
Shares18,550 from 18,550
Change0 (0%)
Value$182.9K (+$10.6K)
Filed 2025-11-14
Herold Advisors, Inc.
INCREASED
Shares16,185 from 16,112
Change+73 (+0%)
Value$159.6K (+$9.9K)
Filed 2025-11-13
US Bancorp \de\
UNCHANGED
Shares14,294 from 14,294
Change0 (0%)
Value$140.9K (+$8.1K)
Filed 2025-11-12
UBS Group AG
DECREASED
Shares11,667 from 81,336
Change-69,669 (-86%)
Value$115.0K (-$640.6K)
Filed 2025-11-13
Stifel Financial Corp
DECREASED
Shares11,445 from 14,628
Change-3,183 (-22%)
Value$112.8K (-$23.0K)
Filed 2025-11-12
Dymon Asia Capital (Singapore) Pte. Ltd.
UNCHANGED
Shares10,951 from 10,951
Change0 (0%)
Value$108.0K (+$6.2K)
Filed 2025-11-13
LPL Financial LLC
NEW
Shares10,620
Change+10,620
Value$104.7K
Filed 2025-11-12
MML Investors Services, LLC
UNCHANGED
Shares10,153 from 10,153
Change0 (0%)
Value$100.1K (+$100.0K)
Filed 2025-11-14
Shufro Rose & Co LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$94.9K ($0)
Filed 2025-11-12
Steward Partners Investment Advisory, LLC
INCREASED
Shares9,475 from 9,100
Change+375 (+4%)
Value$93.4K (+$8.9K)
Filed 2025-11-12
Osaic Holdings, Inc.
UNCHANGED
Shares4,872 from 4,872
Change0 (0%)
Value$46.4K (+$1.1K)
Filed 2025-11-14
Fifth Third Bancorp
UNCHANGED
Shares2,554 from 2,554
Change0 (0%)
Value$25.2K (+$1.5K)
Filed 2025-11-07
Noble Wealth Management PBC
NEW
Shares2,000
Change+2,000
Value$19.7K
Filed 2026-01-05
Quent Capital, LLC
NEW
Shares480
Change+480
Value$4.7K
Filed 2025-10-27
Bank of America Corp
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$1.2K (+$71)
Filed 2026-02-03
Bluefin Capital Management, LLC
CLOSED
Shares0 from 27,184
Change-27,184 (-100%)
Value$0 (-$252.5K)
Filed 2026-04-29
Horizon Kinetics Asset Management LLC
CLOSED
Shares0 from 24,358
Change-24,358 (-100%)
Value$0 (-$226.3K)
Filed 2025-11-14
Lanark Financial, Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$4)
Filed 2025-11-14
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Saba Capital Management, L.P.A
UNCHANGED3,898,9463,898,94600%$36.2M$38.4M+$2.2M2025-11-14
SIT Investment Associates Inc
INCREASED2,839,4812,669,936+169,545+6%$24.8K$28.0K+$3.2K2025-11-13
Almitas Capital LLC
DECREASED617,454673,354-55,900-8%$6.3M$6.1M-$167.4K2025-11-17
Bulldog Investors, LLPA
DECREASED484,023522,790-38,767-7%$4.9M$4.8M-$84.3K2025-11-14
Mackay Shields LLC
UNCHANGED421,971421,97100%$3.9M$4.2M+$240.5K2025-10-27
Guggenheim Capital LLC
DECREASED323,180372,460-49,280-13%$3.5M$3.2M-$273.6K2025-11-13
Icon Advisers Inc
INCREASED284,677111,631+173,046+155%$1.0M$2.8M+$1.8M2025-11-17
Wells Fargo & Company
UNCHANGED130,625130,62500%$1.2M$1.3M+$74.5K2025-11-13
Royal Bank of Canada
DECREASED101,926114,119-12,193-11%$1.1M$1.0M-$55.0K2025-11-14
Hennion & Walsh Asset Management, Inc.
INCREASED97,69576,325+21,370+28%$709.1K$963.3K+$254.2K2025-10-22
City of London Investment Management Co LTD
DECREASED84,523119,172-34,649-29%$1.1M$833.4K-$273.7K2025-11-14
Commonwealth Equity Services, LLC
DECREASED72,11375,963-3,850-5%$706$711+$52025-10-22
Melfa Wealth Management, Inc.
UNCHANGED68,13368,13300%$633.0K$671.8K+$38.8K2025-10-28
Morgan Stanley
INCREASED61,46959,735+1,734+3%$554.9K$606.1K+$51.1K2026-05-27
HighTower Advisors, LLC
DECREASED53,54062,183-8,643-14%$577.7K$527.9K-$49.8K2025-11-07
North Ground Capital
INCREASED36,9429,159+27,783+303%$85.0K$364.2K+$279.3K2025-10-29
Absolute Investment Advisers, LLC
NEW34,369—+34,369——$338.9K—2025-10-20
Magnus Financial Group LLC
INCREASED29,46610,353+19,113+185%$96.2K$290.5K+$194.4K2025-10-28
Envestnet Asset Management Inc
INCREASED27,14125,801+1,340+5%$239.7K$267.6K+$27.9K2025-11-05
PFG Investments, LLC
DECREASED24,96426,576-1,612-6%$246.9K$246.1K-$7522025-10-31
Beverly Hills Private Wealth, LLC
NEW21,275—+21,275——$209.8K—2025-11-10
Susquehanna International Group, LLP
INCREASED20,99320,810+183+1%$193.3K$207.0K+$13.7K2025-11-14
Raymond James Financial Inc
DECREASED20,76121,261-500-2%$197.5K$204.7K+$7.2K2025-11-14
Wealthspire Advisors, LLC
UNCHANGED18,55018,55000%$172.3K$182.9K+$10.6K2025-11-14
Herold Advisors, Inc.
INCREASED16,18516,112+73+0%$149.7K$159.6K+$9.9K2025-11-13
US Bancorp \de\
UNCHANGED14,29414,29400%$132.8K$140.9K+$8.1K2025-11-12
UBS Group AG
DECREASED11,66781,336-69,669-86%$755.6K$115.0K-$640.6K2025-11-13
Stifel Financial Corp
DECREASED11,44514,628-3,183-22%$135.9K$112.8K-$23.0K2025-11-12
Dymon Asia Capital (Singapore) Pte. Ltd.
UNCHANGED10,95110,95100%$101.7K$108.0K+$6.2K2025-11-13
LPL Financial LLC
NEW10,620—+10,620——$104.7K—2025-11-12
MML Investors Services, LLC
UNCHANGED10,15310,15300%$94$100.1K+$100.0K2025-11-14
Shufro Rose & Co LLC
UNCHANGED10,00010,00000%$94.9K$94.9K$02025-11-12
Steward Partners Investment Advisory, LLC
INCREASED9,4759,100+375+4%$84.5K$93.4K+$8.9K2025-11-12
Osaic Holdings, Inc.
UNCHANGED4,8724,87200%$45.3K$46.4K+$1.1K2025-11-14
Fifth Third Bancorp
UNCHANGED2,5542,55400%$23.7K$25.2K+$1.5K2025-11-07
Noble Wealth Management PBC
NEW2,000—+2,000——$19.7K—2026-01-05
Quent Capital, LLC
NEW480—+480——$4.7K—2025-10-27
Bank of America Corp
UNCHANGED12512500%$1.2K$1.2K+$712026-02-03
Bluefin Capital Management, LLC
CLOSED027,184-27,184-100%$252.5K$0-$252.5K2026-04-29
Horizon Kinetics Asset Management LLC
CLOSED024,358-24,358-100%$226.3K$0-$226.3K2025-11-14
Lanark Financial, Inc.
CLOSED0500-500-100%$4$0-$42025-11-14
Proequities, Inc.
N/A—00—$0———
Showing 42 of 42 institutions