13FBOX
EATON VANCE MUN INCOME TR SH BEN INT · 13F Institutional Holdings
Options Calculator Rankings

EATON VANCE MUN INCOME TR SH BEN INT

EVN
Institutions
89
Combined AUM (Q2 2026)
$97.7M
Combined Shares (Q2 2026)
8.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+783,573
38 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-365,447
30 · 9 Exit · ≈
⚖️ Net
+418,126
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$97.7M
Institutions
89
New Buys
10
Adds
28
Reduces
21
Exits
9
Unchanged
30
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#61$13.5M1.2M$12.8M1.2M+40,807+3.52%Add
Hennion & Walsh Asset Management, Inc.
0.3%0.33%#5$10.5M935,778$9.8M940,891-5,113-0.54%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#48$9.8M866,623$8.8M841,478+25,145+2.99%Add
GUGGENHEIM CAPITAL LLC
0.05%0.07%#11$8.4M749,682$8.5M816,171-66,489-8.15%Reduce
UBS Group AG
<0.01%<0.01%#68$4.4M393,788$4.2M404,299-10,511-2.60%Reduce
MELFA WEALTH MANAGEMENT, INC.
2.15%2.38%#1$4.0M354,956$4.1M398,047-43,091-10.83%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#67$3.8M335,253$3.4M322,875+12,378+3.83%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#76$3.5M310,720$3.6M343,201-32,481-9.46%Reduce
LPL Financial LLC
<0.01%<0.01%#60$3.3M289,311$2.2M214,297+75,014+35.00%Add
VAN ECK ASSOCIATES CORP
<0.01%<0.01%#52$2.9M257,911$2.4M228,703+29,208+12.77%Add
Janney Montgomery Scott LLC
0.01%0.01%#37$2.8M246,352$2.6M247,167-815-0.33%Reduce
WELCH & FORBES LLC
0.03%0.03%#16$2.3M205,784$2.1M205,78400.00%Unchanged
Cetera Investment Advisers
<0.01%<0.01%#53$1.9M169,715$1.7M164,283+5,432+3.31%Add
Fiera Capital Corp
0.01%<0.01%#33$1.7M147,021$842,33680,916+66,105+81.70%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#45$1.6M139,420$1.3M129,611+9,809+7.57%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#54$1.4M127,002$773,01874,256+52,746+71.03%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#41$1.3M117,386$144,76313,906+103,480+744.14%Add
Advisors Asset Management, Inc.
0.02%0.01%#19$1.3M112,477$458,23844,019+68,458+155.52%Add
ProVise Management Group, LLC
0.08%0.08%#8$1.2M108,380$1.1M105,320+3,060+2.91%Add
Steward Partners Investment Advisory, LLC
0.01%<0.01%#34$1.2M103,446$950,87091,342+12,104+13.25%Add
Whipplewood Advisors, LLC
0.71%0.51%#2$1.1M93,479$979,38394,081-602-0.64%Reduce
Wakefield Asset Management LLLP
0.22%#6$992,44688,139$00+88,139New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#78$962,00085,462$864,00083,008+2,454+2.96%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#65$772,22868,582$781,05075,028-6,446-8.59%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#59$757,76067,297$701,58067,395-98-0.15%Reduce
Summit Trail Advisors, LLC
0.01%0.01%#25$714,69163,472$382,74436,767+26,705+72.63%Add
NewEdge Advisors, LLC
<0.01%<0.01%#51$622,63855,297$721,39169,298-14,001-20.20%Reduce
InTrack Investment Management Inc
0.3%0.35%#4$612,53154,399$618,24859,390-4,991-8.40%Reduce
Capital Investment Advisors, LLC
0.01%0.01%#29$557,11349,477$547,92352,634-3,157-6.00%Reduce
Sanctuary Advisors, LLC
<0.01%<0.01%#50$517,60745,969$507,15348,718-2,749-5.64%Reduce
Meadowbrook Wealth Management, LLC
0.54%#3$502,27144,806$00+44,806New Buy
Baird Financial Group, Inc.
<0.01%<0.01%#63$491,09443,614$454,02243,61400.00%Unchanged
HighTower Advisors, LLC
<0.01%<0.01%#73$420,71837,364$367,99435,350+2,014+5.70%Add
Focus Partners Wealth
<0.01%<0.01%#72$398,93135,429$368,81635,42900.00%Unchanged
World Investment Advisors
0.01%0.01%#31$382,69936,763$382,69936,76300.00%Unchanged
StoneX Group Inc.
0.01%0.02%#22$367,63932,650$337,60432,431+219+0.68%Add
TRUIST FINANCIAL CORP
<0.01%<0.01%#74$334,14129,675$304,51329,252+423+1.45%Add
CARY STREET PARTNERS FINANCIAL LLC
0.01%0.01%#30$328,23529,151$252,44824,251+4,900+20.21%Add
Sequoia Financial Advisors, LLC
<0.01%#55$304,02027,000$00+27,000New Buy
Ashton Thomas Private Wealth, LLC
0.01%<0.01%#32$301,76826,800$197,79019,000+7,800+41.05%Add
ROTHSCHILD INVESTMENT LLC
0.01%#23$281,50025,000$00+25,000New Buy
Rockefeller Capital Management L.P.
<0.01%<0.01%#71$271,05824,072$248,31523,853+219+0.92%Add
Chicago Partners Investment Group LLC
<0.01%<0.01%#40$219,59620,504$217,11920,541-37-0.18%Reduce
one8zero8, LLC
0.04%0.04%#13$202,68018,000$187,38018,00000.00%Unchanged
D.A. DAVIDSON & CO.
<0.01%<0.01%#57$192,00117,051$177,50717,05100.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#87$182,14216,176$143,39813,775+2,401+17.43%Add
Twelve Points Wealth Management LLC
0.04%0.04%#14$179,10215,906$165,58115,90600.00%Unchanged
GRIMES & Co WEALTH MANAGEMENT, LLC
<0.01%#42$178,61915,863$00+15,863New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#49$178,21215,827$163,90115,744+83+0.53%Add
Concurrent Investment Advisors, LLC
<0.01%<0.01%#56$176,39915,666$163,08315,66600.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow