EATON VANCE MUNI INC TR (EVN) Institutional Shareholders
EATON VANCE MUNI INC TR (EVN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $81.59M in EVN holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of EVN tracked by InsiderSet, reporting ownership valued at approximately $11.66M in its March 31, 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 $11.62M, representing an estimated loss of -0.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed EVN value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Hennion & Walsh Asset Management, Inc., Raymond James Financial 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
87
Total Reported Value
$81.59M
Largest Holder
Morgan Stanley
Largest Position
$11.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
100
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% | 1,120,430 | $11,663,684 | $11,618,859 | -$44,825 | -0.38% | |
| Hennion & Walsh Asset Management, Inc. | 0.30% | 935,778 | $10,536,860 | $9,704,018 | -$832,842 | -7.90% | |
| Raymond James Financial Inc | 0.00% | 841,478 | $8,759,784 | $8,726,127 | -$33,657 | -0.38% | |
| Guggenheim Capital Llc | 0.07% | 816,171 | $8,496,340 | $8,463,693 | -$32,647 | -0.38% | |
| Ubs Group Ag | 0.00% | 404,299 | $4,208,753 | $4,192,581 | -$16,172 | -0.38% | |
| Melfa Wealth Management, Inc. | 2.15% | 354,956 | $3,996,802 | $3,680,894 | -$315,908 | -7.90% | |
| Bank Of America Corp | 0.00% | 343,201 | $3,572,722 | $3,558,994 | -$13,728 | -0.38% | |
| Wells Fargo & Company/Mn | 0.00% | 322,875 | $3,361,130 | $3,348,214 | -$12,916 | -0.38% | |
| Welch & Forbes Llc | 0.03% | 205,784 | $2,317,128 | $2,133,980 | -$183,148 | -7.90% | |
| Lpl Financial Llc | 0.00% | 214,297 | $2,230,836 | $2,222,260 | -$8,576 | -0.38% | |
| Cetera Investment Advisers | 0.00% | 164,283 | $1,710,186 | $1,703,615 | -$6,571 | -0.38% | |
| Kestra Advisory Services, Llc | 0.00% | 117,386 | $1,321,772 | $1,217,293 | -$104,479 | -7.90% | |
| Provise Management Group, Llc | 0.08% | 105,320 | $1,096,381 | $1,092,168 | -$4,213 | -0.38% | |
| Whipplewood Advisors, Llc | 0.71% | 93,479 | $1,052,574 | $969,377 | -$83,197 | -7.90% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 91,342 | $950,870 | $947,217 | -$3,653 | -0.38% | |
| Royal Bank Of Canada | 0.00% | 83,008 | $864,000 | $860,793 | -$3,207 | -0.37% | |
| Fiera Capital Corp | 0.00% | 80,916 | $842,336 | $839,099 | -$3,237 | -0.38% | |
| Stifel Financial Corp | 0.00% | 75,028 | $781,050 | $778,040 | -$3,010 | -0.39% | |
| Osaic Holdings, Inc. | 0.00% | 74,256 | $773,018 | $770,035 | -$2,983 | -0.39% | |
| Commonwealth Equity Services, Llc | 0.00% | 67,297 | $757,760 | $697,870 | -$59,890 | -7.90% | |
| Intrack Investment Management Inc | 0.30% | 54,399 | $612,531 | $564,118 | -$48,413 | -7.90% | |
| Capital Investment Advisors, Llc | 0.01% | 52,634 | $547,923 | $545,815 | -$2,108 | -0.38% | |
| Sanctuary Advisors, Llc | 0.00% | 48,718 | $507,153 | $505,206 | -$1,947 | -0.38% | |
| Meadowbrook Wealth Management, Llc | 0.54% | 44,806 | $502,271 | $464,638 | -$37,633 | -7.49% | |
| Advisors Asset Management, Inc. | 0.01% | 44,019 | $458,238 | $456,477 | -$1,761 | -0.38% | |
| Baird Financial Group, Inc. | 0.00% | 43,614 | $454,022 | $452,277 | -$1,745 | -0.38% | |
| Invesco Ltd. | 0.00% | 41,475 | $431,755 | $430,096 | -$1,659 | -0.38% | |
| Summit Trail Advisors, Llc | 0.01% | 36,767 | $382,744 | $381,274 | -$1,470 | -0.38% | |
| World Investment Advisors | 0.01% | 36,763 | $382,699 | $381,232 | -$1,467 | -0.38% | |
| Focus Partners Wealth | 0.00% | 35,429 | $368,816 | $367,399 | -$1,417 | -0.38% | |
| Hightower Advisors, Llc | 0.00% | 35,350 | $367,994 | $366,580 | -$1,415 | -0.38% | |
| Gridiron Partners, Llc | 0.21% | 33,135 | $344,935 | $343,610 | -$1,325 | -0.38% | |
| Stonex Group Inc. | 0.02% | 32,431 | $337,604 | $336,309 | -$1,295 | -0.38% | |
| Truist Financial Corp | 0.00% | 29,675 | $334,141 | $307,730 | -$26,411 | -7.90% | |
| Cary Street Partners Financial Llc | 0.01% | 29,151 | $328,235 | $302,296 | -$25,939 | -7.90% | |
| Sequoia Financial Advisors | 0.00% | 27,000 | $304,020 | $279,990 | -$24,030 | -7.90% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 26,800 | $301,768 | $277,916 | -$23,852 | -7.90% | |
| Rockefeller Capital Management L.P. | 0.00% | 23,853 | $248,315 | $247,356 | -$959 | -0.39% | |
| Wolverine Asset Management Llc | 0.00% | 21,494 | $223,753 | $222,893 | -$860 | -0.38% | |
| Chicago Partners Investment Group Llc | 0.00% | 20,504 | $219,596 | $212,626 | -$6,970 | -3.17% | |
| D.A. Davidson & Co. | 0.00% | 17,051 | $192,001 | $176,819 | -$15,182 | -7.91% | |
| One8Zero8, Llc | 0.04% | 18,000 | $187,380 | $186,660 | -$720 | -0.38% | |
| Grimes & Co Wealth Management, Llc | 0.00% | 15,863 | $178,619 | $164,499 | -$14,120 | -7.90% | |
| Concurrent Investment Advisors, Llc | 0.00% | 15,666 | $176,399 | $162,456 | -$13,943 | -7.90% | |
| 180 Wealth Advisors, Llc | 0.02% | 15,566 | $175,278 | $161,419 | -$13,859 | -7.91% | |
| Twelve Points Wealth Management Llc | 0.04% | 15,906 | $165,581 | $164,945 | -$636 | -0.38% | |
| Kingsview Wealth Management, Llc | 0.00% | 15,808 | $164,561 | $163,929 | -$632 | -0.38% | |
| Harbour Investments, Inc. | 0.00% | 15,744 | $163,901 | $163,265 | -$636 | -0.39% | |
| Equitable Holdings, Inc. | 0.00% | 14,467 | $155,665 | $150,023 | -$5,642 | -3.62% | |
| Ethos Financial Group, Llc | 0.01% | 14,861 | $154,703 | $154,109 | -$594 | -0.38% |
Frequently asked questions about EVN
Who owns the most EVN stock?
The largest holders of EVN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for EATON VANCE MUNI INC TR (EVN).
Is EVN widely held by superinvestors?
Many widely followed stocks like EVN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EVN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.