EVN Institutional Ownership & Shareholders
EATON VANCE MUNI INC TR (EVN) is currently held by 88 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $93.82M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of EVN tracked by InsiderSet, reporting ownership valued at approximately $13.52M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.99M, representing an estimated loss of -11.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed EVN value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Raymond James Financial Inc, Hennion & Walsh Asset Management, Inc., and several other long-term asset managers with concentrated positions in EATON VANCE MUNI INC TR (EVN).
This page ranks the largest institutional EVN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
88
Total Reported Value
$93.82M
Largest Holder
Morgan Stanley
Largest Position
$13.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
108
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,200,516 | $13,517,814 | $11,993,155 | -$1,524,659 | -11.28% | |
| Raymond James Financial Inc | 0.00% | 866,623 | $9,758,175 | $8,657,564 | -$1,100,611 | -11.28% | |
| Hennion & Walsh Asset Management, Inc. | 0.25% | 928,478 | $8,579,137 | $9,275,495 | +$696,358 | +8.12% | |
| Guggenheim Capital Llc | 0.05% | 749,682 | $8,441,419 | $7,489,323 | -$952,096 | -11.28% | |
| Ubs Group Ag | 0.00% | 393,788 | $4,434,053 | $3,933,942 | -$500,111 | -11.28% | |
| Melfa Wealth Management, Inc. | 2.15% | 354,956 | $3,996,802 | $3,546,010 | -$450,792 | -11.28% | |
| Wells Fargo & Company/Mn | 0.00% | 335,253 | $3,774,943 | $3,349,177 | -$425,766 | -11.28% | |
| Bank Of America Corp | 0.00% | 310,720 | $3,498,711 | $3,104,093 | -$394,618 | -11.28% | |
| Lpl Financial Llc | 0.00% | 289,311 | $3,257,640 | $2,890,217 | -$367,423 | -11.28% | |
| Advisors Asset Management, Inc. | 0.04% | 216,732 | $2,995,236 | $2,165,153 | -$830,083 | -27.71% | |
| Van Eck Associates Corp | 0.00% | 257,911 | $2,904,078 | $2,576,531 | -$327,547 | -11.28% | |
| Janney Montgomery Scott Llc | 0.01% | 246,352 | $2,774,000 | $2,461,056 | -$312,944 | -11.28% | |
| Welch & Forbes Llc | 0.03% | 205,784 | $2,317,128 | $2,055,782 | -$261,346 | -11.28% | |
| Cetera Investment Advisers | 0.00% | 169,715 | $1,910,995 | $1,695,453 | -$215,542 | -11.28% | |
| Fiera Capital Corp | 0.01% | 147,021 | $1,655,456 | $1,468,740 | -$186,716 | -11.28% | |
| Osaic Holdings, Inc. | 0.00% | 127,002 | $1,430,086 | $1,268,750 | -$161,336 | -11.28% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 103,446 | $1,164,803 | $1,033,426 | -$131,377 | -11.28% | |
| Provise Management Group, Llc | 0.08% | 105,320 | $1,096,381 | $1,052,147 | -$44,234 | -4.03% | |
| Kestra Advisory Services, Llc | 0.00% | 116,152 | $1,073,243 | $1,160,358 | +$87,115 | +8.12% | |
| Wakefield Asset Management Lllp | 0.22% | 88,139 | $992,446 | $880,509 | -$111,937 | -11.28% | |
| Royal Bank Of Canada | 0.00% | 85,462 | $962,000 | $853,765 | -$108,235 | -11.25% | |
| Whipplewood Advisors, Llc | 0.61% | 97,455 | $900,484 | $973,575 | +$73,091 | +8.12% | |
| Stifel Financial Corp | 0.00% | 68,582 | $772,228 | $685,134 | -$87,094 | -11.28% | |
| Summit Trail Advisors, Llc | 0.01% | 63,472 | $714,691 | $634,085 | -$80,606 | -11.28% | |
| Commonwealth Equity Services, Llc | 0.00% | 67,432 | $623,070 | $673,646 | +$50,576 | +8.12% | |
| Newedge Advisors, Llc | 0.00% | 55,297 | $622,638 | $552,417 | -$70,221 | -11.28% | |
| Sanctuary Advisors, Llc | 0.00% | 45,969 | $517,607 | $459,230 | -$58,377 | -11.28% | |
| Baird Financial Group, Inc. | 0.00% | 43,614 | $491,094 | $435,704 | -$55,390 | -11.28% | |
| Meadowbrook Wealth Management, Llc | 0.48% | 49,947 | $461,509 | $498,971 | +$37,462 | +8.12% | |
| Capital Investment Advisors, Llc | 0.01% | 47,121 | $435,395 | $470,739 | +$35,344 | +8.12% | |
| Intrack Investment Management Inc | 0.21% | 47,007 | $434,343 | $469,600 | +$35,257 | +8.12% | |
| Focus Partners Wealth | 0.00% | 35,429 | $398,931 | $353,936 | -$44,995 | -11.28% | |
| World Investment Advisors | 0.01% | 36,763 | $382,699 | $367,262 | -$15,437 | -4.03% | |
| Stonex Group Inc. | 0.01% | 32,650 | $367,639 | $326,174 | -$41,466 | -11.28% | |
| Cary Street Partners Financial Llc | 0.01% | 29,151 | $328,235 | $291,218 | -$37,017 | -11.28% | |
| Sequoia Financial Advisors | 0.00% | 27,000 | $304,020 | $269,730 | -$34,290 | -11.28% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 26,800 | $301,768 | $267,732 | -$34,036 | -11.28% | |
| Rothschild Investment Llc | 0.01% | 25,000 | $281,500 | $249,750 | -$31,750 | -11.28% | |
| Rockefeller Capital Management L.P. | 0.00% | 24,072 | $271,058 | $240,479 | -$30,579 | -11.28% | |
| Truist Financial Corp | 0.00% | 28,175 | $260,337 | $281,468 | +$21,131 | +8.12% | |
| One8Zero8, Llc | 0.04% | 18,000 | $202,680 | $179,820 | -$22,860 | -11.28% | |
| Chicago Partners Investment Group Llc | 0.00% | 20,635 | $200,160 | $206,144 | +$5,984 | +2.99% | |
| Susquehanna International Group, Llp | 0.00% | 16,176 | $182,142 | $161,598 | -$20,544 | -11.28% | |
| Twelve Points Wealth Management Llc | 0.04% | 15,906 | $179,102 | $158,901 | -$20,201 | -11.28% | |
| Harbour Investments, Inc. | 0.00% | 15,827 | $178,212 | $158,112 | -$20,100 | -11.28% | |
| 180 Wealth Advisors, Llc | 0.02% | 15,566 | $175,278 | $155,504 | -$19,774 | -11.28% | |
| Equitable Holdings, Inc. | 0.00% | 14,675 | $165,239 | $146,603 | -$18,636 | -11.28% | |
| Jane Street Group, Llc | 0.00% | 14,123 | $159,025 | $141,089 | -$17,936 | -11.28% | |
| D.A. Davidson & Co. | 0.00% | 17,051 | $157,557 | $170,339 | +$12,782 | +8.11% | |
| Kingsview Wealth Management, Llc | 0.00% | 13,834 | $155,771 | $138,202 | -$17,569 | -11.28% |
Frequently asked questions about EVN
Who are the largest institutional holders of EVN?
The largest institutional holders of EVN reported in the latest SEC Form 13F filings include Morgan Stanley, Raymond James Financial Inc, Hennion & Walsh Asset Management, Inc., Guggenheim Capital Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported EVN position.
What is EVN institutional ownership?
This page tracks EVN positions reported by institutional investment managers through SEC Form 13F. EATON VANCE MUNI INC TR (EVN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EVN?
InsiderSet currently tracks 88 institutional managers reporting EVN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EVN shareholders.
How much EVN stock do institutions own?
Institutional investment managers disclosed approximately $93.82M in EVN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EVN institutional ownership last updated?
The latest EVN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EVN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EVN position after the reporting date.
Are institutions buying or selling EVN?
Institutional buying and selling can be analyzed by comparing EVN positions across consecutive 13F reporting periods. InsiderSet's EVN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EVN ownership changes.
How has EVN institutional ownership changed over time?
InsiderSet tracks EVN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.