EATON VANCE MUN BD FD shareholder history

Current and past EATON VANCE MUN BD FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.00%0.02%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.03%0.09%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.02%0.07%0.12%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.02%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
VAN ECK ASSOCIATES CORP 42420.00%0.01%0.03%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
GOODWIN DANIEL L 3650.18%0.38%0.75%Q2 2013Q3 202341
Karpus Management, Inc. 40400.37%2.20%5.14%Q4 2013Q3 202340
Janney Montgomery Scott LLC 29110.00%0.00%0.01%Q3 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.01%0.02%Q1 2014Q3 202339
COHEN & STEERS, INC. 3450.00%0.00%0.01%Q3 2013Q3 202339
JFS WEALTH ADVISORS, LLC 36360.01%0.56%0.88%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Roble, Belko & Company, Inc 35350.00%0.09%0.25%Q1 2015Q3 202335
Invesco Ltd. 1950.00%0.00%0.01%Q2 2013Q3 202334
HighTower Advisors, LLC 2630.00%0.00%0.01%Q4 2013Q3 202334
Cambridge Investment Research Advisors, Inc. 34340.00%0.00%0.01%Q2 2015Q3 202334
SIT INVESTMENT ASSOCIATES INC 1520.01%0.09%0.40%Q2 2013Q3 202334
AMERIPRISE FINANCIAL INC 3030.00%0.00%0.00%Q1 2014Q3 202333
Raymond James Financial Services Advisors, Inc. 33330.00%0.01%0.01%Q3 2015Q3 202333
ALLIANCEBERNSTEIN L.P. 2750.00%0.00%0.01%Q4 2013Q3 202332
Capital Investment Advisors, LLC 32320.01%0.03%0.06%Q1 2016Q4 202332
RIVERNORTH CAPITAL MANAGEMENT, LLC 2030.02%0.75%2.26%Q2 2013Q3 202332
PARAMETRIC PORTFOLIO ASSOCIATES LLC 20110.00%0.01%0.02%Q3 2013Q1 202231
Private Advisor Group, LLC 1710.00%0.03%0.10%Q4 2013Q3 202229
1607 Capital Partners, LLC 28280.25%0.59%0.89%Q3 2014Q2 202128
Mathes Company, Inc. 28280.15%0.33%0.57%Q1 2016Q4 202228
Creative Planning 2130.00%0.00%0.00%Q2 2013Q1 202128
RAYMOND JAMES TRUST N.A. 17110.00%0.01%0.04%Q4 2015Q3 202328
PEOPLES FINANCIAL SERVICES CORP. 27270.01%0.01%0.01%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.02%Q2 2013Q4 201927
MACROVIEW INVESTMENT MANAGEMENT LLC 26260.02%0.42%1.14%Q3 2013Q4 201926
Garner Asset Management Corp 26260.51%0.92%1.60%Q2 2017Q3 202326
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1010.00%0.00%0.00%Q4 2013Q3 202326
BB&T SECURITIES, LLC 26260.00%0.01%0.02%Q2 2013Q3 201926
Fiera Capital Corp 14120.00%0.02%0.04%Q4 2015Q3 202226
Parallel Advisors, LLC 25250.00%0.00%0.00%Q3 2017Q3 202325
PARK AVENUE SECURITIES LLC 25250.01%0.03%0.06%Q3 2017Q3 202325
ROBINSON CAPITAL MANAGEMENT, LLC 910.00%1.97%3.54%Q4 2015Q3 202325
Lido Advisors, LLC 24240.00%0.05%0.16%Q1 2016Q4 202124
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Wealth Alliance Advisory Group, LLC 2210.06%0.12%0.19%Q4 2017Q3 202323
Steward Partners Investment Advisory, LLC 1920.00%0.00%0.01%Q1 2017Q3 202323
Horizon Kinetics 23230.00%0.00%0.01%Q2 2013Q4 201823
North Star Investment Management Corp. 1760.00%0.00%0.01%Q4 2017Q3 202323
Pflug Koory, LLC 23230.14%0.22%0.31%Q1 2018Q3 202323
Tradewinds Capital Management, LLC 22220.11%0.16%0.38%Q4 2013Q1 201922
Dakota Wealth Management 2110.08%0.48%1.02%Q1 2018Q3 202322
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 1110.01%0.11%0.26%Q3 2015Q3 202321
Wealthcare Advisory Partners LLC 1920.01%0.04%0.10%Q2 2018Q3 202321
Wakefield Asset Management LLLP 21210.38%0.47%0.65%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
FIRST FOUNDATION ADVISORS 21210.02%0.07%0.16%Q3 2016Q3 202121
ENVESTNET ASSET MANAGEMENT INC 21210.00%0.00%0.00%Q3 2018Q3 202321
OPPENHEIMER & CO INC 1820.00%0.01%0.02%Q4 2014Q1 202220
Wealthspire Advisors, LLC 20200.01%0.04%0.09%Q4 2018Q3 202320
Cetera Advisor Networks LLC 1910.00%0.01%0.01%Q3 2016Q3 202320
Jacobi Capital Management LLC 20200.00%0.07%0.09%Q4 2018Q3 202320
Good Life Advisors, LLC 1910.02%0.05%0.09%Q3 2018Q3 202320
TODD ASSET MANAGEMENT LLC 20200.01%0.01%0.01%Q4 2018Q3 202320
BENJAMIN F. EDWARDS & COMPANY, INC. 1130.00%0.00%0.01%Q2 2013Q3 202320
BANK OF MONTREAL /CAN/ 910.00%0.00%0.00%Q1 2014Q2 202320
Geneos Wealth Management Inc. 19190.00%0.00%0.01%Q1 2019Q3 202319
Bramshill Investments, LLC 1540.62%2.87%4.05%Q3 2018Q3 202319
AdvisorNet Financial, Inc 19190.00%0.02%0.05%Q1 2019Q3 202319
1832 Asset Management L.P. 19190.00%0.00%0.01%Q4 2015Q2 202019
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
Dynamic Advisor Solutions LLC 1260.01%0.04%0.06%Q1 2018Q3 202218
UNITED CAPITAL FINANCIAL ADVISORS, LLC 18180.00%0.00%0.00%Q1 2019Q2 202318
Commonwealth Equity Services, Inc 18180.00%0.00%0.01%Q2 2013Q3 201718
NEXT Financial Group, Inc 750.00%0.02%0.09%Q1 2015Q4 202118
Private Wealth Partners, LLC 1620.15%0.32%0.80%Q3 2013Q4 202218
Baird Financial Group, Inc. 18180.00%0.00%0.00%Q2 2019Q3 202318
EAGLE GLOBAL ADVISORS LLC 1170.00%0.01%0.01%Q4 2013Q2 201818
Laird Norton Wetherby Wealth Management, LLC 710.01%0.02%0.04%Q2 2016Q3 202218
CWM, LLC 1170.00%0.00%0.00%Q4 2018Q2 202318
AQR Arbitrage LLC 720.00%0.03%0.17%Q1 2015Q3 202318
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 710.02%0.05%0.20%Q1 2014Q3 202318
Realta Investment Advisors 18180.03%0.04%0.07%Q2 2019Q3 202318
Relative Value Partners Group, LLC 17170.20%1.27%2.34%Q4 2018Q4 202217
Evercore Wealth Management, LLC 1250.00%0.00%0.00%Q3 2013Q4 201717
Busey Bank 17170.04%0.10%0.16%Q3 2019Q3 202317
Carmichael Hill & Associates, Inc. 16160.01%0.01%0.02%Q4 2019Q3 202316
Merit Financial Group, LLC 16160.06%0.26%0.52%Q4 2019Q3 202316
MACKAY SHIELDS LLC 16160.01%0.02%0.03%Q2 2019Q1 202316
SMH CAPITAL ADVISORS INC 16160.19%0.33%0.80%Q4 2019Q3 202316
IFP Advisors, Inc 1110.00%0.00%0.01%Q4 2015Q4 202216
Camelot Portfolios, LLC 15150.05%0.21%0.32%Q1 2019Q3 202215
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
FIRST TRUST ADVISORS LP 15150.00%0.00%0.00%Q1 2020Q3 202315
Hardman Johnston Global Advisors LLC 15150.00%0.01%0.01%Q1 2019Q3 202215
Beacon Pointe Advisors, LLC 15150.00%0.02%0.05%Q1 2020Q3 202315
MSI Financial Services Inc 15150.01%0.01%0.02%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
EVERGREEN CAPITAL MANAGEMENT LLC 15150.02%0.06%0.13%Q3 2017Q1 202115
6 Meridian 810.02%0.08%0.11%Q4 2017Q4 202114
Yellowstone Partners, LLC 1220.11%0.14%0.16%Q4 2013Q4 201714
AE Wealth Management LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Mosaic Family Wealth, LLC 14140.01%0.01%0.02%Q4 2015Q1 201914
SECURITY NATIONAL TRUST CO 14140.01%0.02%0.02%Q2 2013Q3 201614
West Family Investments, Inc. 14140.06%0.07%0.08%Q4 2013Q1 201714
WEDBUSH SECURITIES INC 1130.01%0.02%0.06%Q1 2018Q3 202314
DOLIVER ADVISORS, LP 910.09%0.24%0.40%Q1 2013Q2 201814
Avior Wealth Management, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Hudock, Inc. 14140.01%0.01%0.03%Q2 2013Q3 201614
HUNTINGTON NATIONAL BANK 810.00%0.00%0.00%Q1 2010Q1 202213
Advisory Services Network, LLC 810.00%0.01%0.01%Q2 2018Q1 202313
FIFTH THIRD BANCORP 310.00%0.00%0.00%Q2 2013Q1 202213
Key FInancial Inc 1210.00%0.00%0.01%Q1 2020Q3 202313
HOLLENCREST CAPITAL MANAGEMENT 630.00%0.02%0.04%Q4 2013Q3 202313
NORTHERN TRUST CORP 1210.00%0.00%0.00%Q2 2013Q1 202313
Cetera Investment Advisers 12120.00%0.00%0.01%Q4 2020Q3 202312
Vivaldi Capital Management LP 12120.32%0.70%1.89%Q3 2017Q2 202012
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.00%0.01%Q1 2014Q3 202312
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q3 2017Q2 202312
TRUIST FINANCIAL CORP 12120.00%0.00%0.00%Q4 2019Q3 202212
Summit Trail Advisors, LLC 1010.00%0.08%0.17%Q2 2018Q2 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
VSR Financial Services, Inc. 12120.02%0.04%0.05%Q3 2013Q2 201612
Wellspring Financial Advisors, LLC 650.05%0.10%0.18%Q1 2020Q3 202311
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 11110.01%0.01%0.02%Q1 2019Q3 202111
INTEGRATED CAPITAL MANAGEMENT, INC. 11110.12%0.15%0.17%Q1 2021Q3 202311
DEUTSCHE BANK AG\ 11110.00%0.00%0.01%Q4 2013Q2 201611
LIBERTY WEALTH MANAGEMENT LLC 11110.00%0.00%0.00%Q1 2019Q3 202111
IBEX WEALTH ADVISORS 11110.05%0.09%0.15%Q2 2020Q4 202211
CULLEN/FROST BANKERS, INC. 810.00%0.00%0.00%Q2 2020Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.08%0.73%1.11%Q1 2021Q3 202311
HARBOUR INVESTMENTS, INC. 640.00%0.04%0.09%Q1 2021Q3 202310
IHT Wealth Management, LLC 640.07%0.19%0.38%Q4 2018Q2 202110
Kingsview Wealth Management, LLC 640.01%0.01%0.02%Q1 2021Q3 202310
TRUSTCORE FINANCIAL SERVICES, LLC 10100.01%0.01%0.01%Q4 2017Q1 202010
EVOKE WEALTH, LLC 10100.01%0.02%0.03%Q3 2019Q4 202110
OAK HILL ADVISORS LP 10100.91%1.36%2.15%Q4 2013Q1 201610
Wealthspire Advisors, L.P. 630.00%0.02%0.06%Q2 2017Q3 20209
AJ WEALTH STRATEGIES, LLC 990.02%0.03%0.04%Q4 2019Q4 20219
MARINER INVESTMENT GROUP LLC 630.13%0.64%1.15%Q2 2014Q3 20209
Oxbow Advisors, LLC 540.36%0.73%1.32%Q4 2015Q1 20209
M&R CAPITAL MANAGEMENT INC 630.00%0.00%0.01%Q2 2016Q2 20239
Hanlon Investment Management, Inc. 990.04%0.06%0.14%Q4 2019Q4 20219
COLONY GROUP LLC 990.01%0.01%0.01%Q4 2013Q4 20159
Perkins Coie Trust Co 880.01%0.02%0.02%Q2 2021Q1 20238
Kestra Advisory Services, LLC 510.00%0.01%0.02%Q3 2020Q3 20238
Tower Research Capital LLC (TRC) 710.00%0.00%0.00%Q2 2013Q3 20158
Baltimore-Washington Financial Advisors, Inc. 880.01%0.01%0.01%Q4 2013Q3 20158
Lokken Investment Group LLC 880.06%0.08%0.10%Q4 2021Q3 20238
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
HFG Advisors, Inc. 880.14%0.18%0.22%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.15%0.20%0.24%Q4 2021Q3 20238
DRW Securities, LLC 880.02%0.04%0.10%Q3 2013Q2 20158
AXXCESS WEALTH MANAGEMENT, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Thomas J. Herzfeld Advisors, Inc. 770.06%0.09%0.11%Q4 2018Q2 20207
FinTrust Capital Advisors, LLC 770.00%0.00%0.00%Q4 2018Q2 20207
First Allied Advisory Services, Inc. 770.01%0.01%0.01%Q1 2019Q3 20207
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.02%0.02%Q2 2013Q4 20147
REGIONS FINANCIAL CORP 610.00%0.00%0.00%Q4 2017Q1 20237
SJS Investment Consulting Inc. 520.01%0.01%0.01%Q4 2021Q3 20237
Rockefeller Capital Management L.P. 770.00%0.00%0.01%Q1 2022Q3 20237
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 770.01%0.02%0.02%Q1 2016Q3 20177
Eagle Bluffs Wealth Management LLC 770.24%0.41%0.56%Q1 2022Q3 20237
First Horizon Advisors, Inc. 430.00%0.00%0.01%Q2 2019Q2 20237
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 770.04%0.06%0.10%Q2 2013Q4 20147
WASHINGTON TRUST Co 430.00%0.00%0.00%Q1 2020Q4 20217
HM PAYSON & CO 770.00%0.00%0.00%Q2 2019Q4 20207
MILLENNIUM MANAGEMENT LLC 510.00%0.00%0.00%Q3 2017Q4 20207
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 770.01%0.03%0.04%Q1 2022Q3 20237
Global Endowment Management, LP 770.03%0.09%0.19%Q4 2013Q2 20157
FNY Investment Advisers, LLC 510.01%0.05%0.11%Q1 2019Q4 20206
MAIRS & POWER INC 660.00%0.00%0.00%Q2 2018Q3 20196
ACCESS FINANCIAL SERVICES, INC. 660.82%0.91%0.97%Q4 2020Q1 20226
Spire Wealth Management 660.00%0.00%0.00%Q1 2021Q2 20226
SeaCrest Wealth Management, LLC 660.00%0.00%0.01%Q4 2017Q1 20196
Citadel Advisors 210.00%0.00%0.00%Q2 2013Q4 20216
West Branch Capital LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Arete Wealth Advisors, LLC 310.08%0.26%0.50%Q4 2021Q3 20236
Investors Capital Advisory Services 660.02%0.04%0.06%Q2 2013Q3 20146
Mascoma Wealth Management LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Cribstone Capital Management, LLC 660.01%0.01%0.02%Q2 2016Q3 20176
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q1 2019Q3 20236
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
FMR LLC 210.00%0.00%0.00%Q4 2018Q2 20226
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Centennial Wealth Advisory LLC 660.06%0.06%0.07%Q2 2022Q3 20236
Rock Point Advisors, LLC 660.06%0.07%0.09%Q4 2018Q1 20206
Quad-Cities Investment Group, LLC 660.07%0.08%0.09%Q2 2018Q3 20196
Logan Stone Capital, LLC 510.17%0.35%0.55%Q1 2022Q3 20236
BAIRD ROBERT W & CO INC /WI/ 660.00%0.00%0.01%Q2 2013Q3 20146
CLOUGH CAPITAL PARTNERS L P 660.02%0.05%0.10%Q1 2019Q2 20206
Beacon Pointe Wealth Advisors, LLC 550.06%0.08%0.11%Q4 2018Q4 20195
SEI INVESTMENTS CO 410.00%0.00%0.00%Q1 2017Q2 20185
InTrack Investment Management Inc 550.11%0.12%0.13%Q4 2021Q4 20225
JANE STREET GROUP, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
American Portfolios Advisors 410.00%0.00%0.00%Q4 2020Q3 20225
Ackerman Capital Advisors, LLC 210.00%0.07%0.18%Q1 2019Q2 20215
AQR Capital Management 550.00%0.00%0.00%Q4 2013Q4 20145
Salomon & Ludwin, LLC 550.01%0.01%0.02%Q1 2019Q1 20205
Bank of New York Mellon Corp 210.00%0.00%0.00%Q2 2013Q3 20235
Sutton Wealth Advisors Inc. 550.01%0.01%0.01%Q1 2020Q1 20215
SG Americas Securities, LLC 210.00%0.00%0.00%Q4 2013Q2 20175
MERCER GLOBAL ADVISORS INC /ADV 410.00%0.00%0.01%Q3 2020Q4 20225
Virtu KCG Holdings LLC 210.00%0.00%0.00%Q4 2013Q3 20165
Integrated Wealth Concepts LLC 550.07%0.10%0.12%Q4 2017Q4 20185
Ironsides Asset Advisors, LLC 410.04%0.06%0.07%Q2 2022Q3 20235
Mutual Advisors, LLC 550.01%0.01%0.01%Q2 2022Q2 20235
Starfox Financial Services, LLC 550.40%0.43%0.49%Q4 2021Q4 20225
TILIA FIDUCIARY PARTNERS, INC. 550.00%0.01%0.01%Q4 2021Q4 20225
Moors & Cabot, Inc. 550.02%0.05%0.06%Q3 2022Q3 20235
MONETA GROUP INVESTMENT ADVISORS LLC 550.01%0.01%0.01%Q4 2020Q4 20215
PRELUDE CAPITAL MANAGEMENT, LLC 550.02%0.03%0.04%Q4 2018Q4 20195
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.01%Q3 2020Q3 20235
Clarus Group, Inc. 550.09%0.14%0.21%Q4 2020Q4 20215
PARTNERS CAPITAL INVESTMENT GROUP, LLP 550.01%0.01%0.01%Q4 2017Q4 20185
NewEdge Advisors, LLC 410.00%0.00%0.00%Q4 2021Q3 20235
EASTERN BANK 550.01%0.01%0.01%Q3 2021Q3 20225
Plante Moran Financial Advisors, LLC 440.00%0.00%0.01%Q1 2021Q4 20214
FSA Wealth Management LLC 310.01%0.02%0.02%Q4 2019Q4 20204
Newbridge Financial Services Group, Inc. 440.00%0.00%0.01%Q3 2020Q2 20214
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.00%0.00%0.00%Q3 2018Q2 20194
RMB Capital Management, LLC 210.01%0.02%0.03%Q4 2015Q4 20184
BESSEMER GROUP INC 440.00%0.00%0.00%Q4 2021Q3 20224
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.02%Q1 2017Q4 20184
InterOcean Capital Group, LLC 440.00%0.01%0.01%Q4 2021Q3 20224
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
Johnson Financial Group, Inc. 440.00%0.00%0.00%Q3 2014Q2 20154
VitalStone Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Berkeley Capital Partners, LLC 440.09%0.10%0.11%Q2 2016Q1 20174
D.A. DAVIDSON & CO. 440.00%0.00%0.00%Q2 2016Q1 20174
LEO BROKERAGE, LLC 310.27%0.35%0.44%Q1 2021Q1 20224
Cerity Partners LLC 440.00%0.00%0.00%Q3 2022Q2 20234
BRINKER CAPITAL INC 440.05%0.05%0.06%Q4 2014Q3 20154
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q1 2019Q1 20214
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Concord Wealth Partners 310.00%0.00%0.00%Q4 2021Q4 20224
PETRA FINANCIAL ADVISORS INC 440.13%0.16%0.19%Q4 2022Q3 20234
MELFA WEALTH MANAGEMENT, INC. 441.62%1.69%1.81%Q4 2022Q3 20234
Running Point Capital Advisors, LLC 440.06%0.07%0.07%Q1 2022Q4 20224
KEYBANK NATIONAL ASSOCIATION/OH 440.00%0.00%0.00%Q1 2015Q4 20154
CITY HOLDING CO 440.06%0.07%0.07%Q4 2014Q3 20154
NOMURA HOLDINGS INC 210.00%0.00%0.01%Q2 2020Q2 20234
UMB Bank, n.a. 440.00%0.00%0.00%Q4 2021Q3 20224
CENTRAL TRUST Co 210.00%0.00%0.00%Q1 2015Q1 20213
MGO ONE SEVEN LLC 210.02%0.03%0.03%Q4 2017Q4 20183
Coe Capital Management, LLC 330.07%0.11%0.13%Q4 2014Q2 20153
Proficio Capital Partners LLC 330.12%0.21%0.31%Q1 2019Q3 20193
LEVEL FOUR ADVISORY SERVICES, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Financial Architects, Inc 210.00%0.01%0.01%Q2 2013Q3 20193
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
WEALTHSOURCE PARTNERS, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
FCA CORP /TX 330.15%0.18%0.23%Q4 2017Q2 20183
Hightower 6M Holding, LLC 330.06%0.07%0.09%Q1 2022Q3 20223
Altus Wealth Group LLC 330.14%0.15%0.15%Q4 2020Q2 20213
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.01%0.02%Q4 2020Q4 20223
J.P. Morgan Private Wealth Advisors LLC 210.00%0.00%0.00%Q4 2015Q1 20183
SIGNATUREFD, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Archford Capital Strategies, LLC 210.00%0.00%0.01%Q4 2015Q4 20163
Centiva Capital, LP 330.02%0.04%0.10%Q1 2019Q3 20193
Global Wealth Management Investment Advisory, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
OPTIMUM INVESTMENT ADVISORS 330.01%0.01%0.01%Q3 2013Q1 20143
HBK Sorce Advisory LLC 220.02%0.02%0.02%Q3 2021Q4 20212
Weiss Asset Management LP 110.01%0.02%0.03%Q4 2018Q4 20222
MATRIX PRIVATE CAPITAL GROUP LLC 220.13%0.15%0.16%Q4 2020Q1 20212
SRS Capital Advisors, Inc. 220.00%0.00%0.00%Q4 2016Q1 20172
Financial Enhancement Group LLC 220.01%0.01%0.01%Q3 2021Q4 20212
PANAGORA ASSET MANAGEMENT INC 220.00%0.00%0.00%Q1 2021Q2 20212
Matisse Capital 220.18%0.20%0.22%Q4 2018Q1 20192
J.W. COLE ADVISORS, INC. 220.01%0.01%0.01%Q1 2022Q2 20222
Capital Analysts, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Squarepoint Ops LLC 110.00%0.01%0.01%Q4 2016Q4 20172
FLPUTNAM INVESTMENT MANAGEMENT CO 220.00%0.00%0.01%Q4 2021Q1 20222
Regal Investment Advisors LLC 220.06%0.06%0.06%Q2 2013Q3 20132
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.02%0.03%0.03%Q2 2021Q4 20212
Doyle Wealth Management 110.00%0.00%0.01%Q4 2018Q2 20192
GPS Wealth Strategies Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WELLINGTON MANAGEMENT GROUP LLP 220.00%0.00%0.00%Q3 2013Q4 20132
MUFG Americas Holdings Corp 220.00%0.00%0.00%Q1 2017Q2 20172
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q2 2013Q4 20132
Sowell Financial Services LLC 110.00%0.01%0.01%Q3 2019Q1 20212
Farther Finance Advisors, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
BRYN MAWR TRUST Co 220.01%0.01%0.02%Q1 2013Q2 20132
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.00%Q4 2016Q1 20172
AlphaCentric Advisors LLC 220.06%0.07%0.08%Q3 2021Q4 20212
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Argentus Capital Management, LLC 220.04%0.04%0.05%Q2 2013Q3 20132
Baltimore-Washington Financial Advisors Inc. 220.01%0.01%0.02%Q2 2013Q3 20132
WNY Asset Management, LLC 220.04%0.07%0.09%Q2 2022Q3 20222
Neuberger Berman Group LLC 220.00%0.00%0.00%Q2 2016Q3 20162
AMP Capital Investors Ltd 220.00%0.00%0.00%Q3 2014Q4 20142
Golden State Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q3 20202
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.02%Q2 2013Q3 20132
Fiduciary Planning LLC 220.03%0.04%0.05%Q3 2020Q4 20202
Allen Investment Management, LLC 220.03%0.03%0.03%Q4 2014Q1 20152
America First Investment Advisors, LLC 220.00%0.00%0.00%Q3 2013Q4 20132
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.00%0.00%Q4 2014Q1 20152
ProVise Management Group, LLC 220.03%0.03%0.03%Q3 2013Q4 20132
HL FINANCIAL SERVICES LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Paloma Partners Management Co 220.01%0.01%0.01%Q2 2013Q3 20132
B. Riley Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2014Q3 20212
COMMERCE BANK 220.00%0.00%0.00%Q4 2015Q1 20162
Arkadios Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Andrew Hill Investment Advisors, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Valeo Financial Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Jane Street Holding, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
ICON ADVISERS INC/CO 110.71%0.71%0.71%Q1 2019Q1 20191
BURNEY CO/ 110.01%0.01%0.01%Q3 2016Q3 20161
Leelyn Smith, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Adams Wealth Management 110.01%0.01%0.01%Q3 2020Q3 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
CSS LLC/IL 110.00%0.00%0.00%Q2 2019Q2 20191
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
PATHSTONE FAMILY OFFICE, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
COHEN & STEERS CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2015Q1 20151
Clearstead Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FineMark National Bank & Trust 110.00%0.00%0.00%Q2 2013Q2 20131
Samson Capital Advisors LLC 111.86%1.86%1.86%Q3 2015Q3 20151
First Command Bank 110.04%0.04%0.04%Q4 2016Q4 20161
NINE MASTS CAPITAL Ltd 110.19%0.19%0.19%Q3 2018Q3 20181
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q3 2020Q3 20201
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BOKF, NA 110.01%0.01%0.01%Q4 2017Q4 20171
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Stonebridge Financial Planning Group, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Crestone Asset Management LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Elequin Capital, LP 110.00%0.00%0.00%Q2 2023Q2 20231
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q4 2018Q4 20181
GenTrust, LLC 110.14%0.14%0.14%Q4 2018Q4 20181
Liberty Street Advisors, Inc. 111.00%1.00%1.00%Q2 2015Q2 20151
Alpine Global Management, LLC 110.22%0.22%0.22%Q3 2019Q3 20191
TCI Wealth Advisors, Inc. 110.04%0.04%0.04%Q4 2016Q4 20161
ExodusPoint Capital Management, LP 110.01%0.01%0.01%Q4 2019Q4 20191
First PREMIER Bank 110.01%0.01%0.01%Q1 2022Q1 20221
Perella Weinberg Partners Capital Management LP 110.01%0.01%0.01%Q2 2013Q2 20131
Allen Mooney & Barnes Investment Advisors LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Sheaff Brock Investment Advisors, LLC 110.08%0.08%0.08%Q4 2015Q4 20151
Jump Financial, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Princeton Global Asset Management LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Indiana Trust & Investment Management CO 110.70%0.70%0.70%Q3 2023Q3 20231
Saba Capital Management, L.P. 110.01%0.01%0.01%Q4 2018Q4 20181
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Concert Wealth Management Inc. 110.02%0.02%0.02%Q3 2016Q3 20161
Annapolis Financial Services, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Parkside Financial Bank & Trust 110.01%0.01%0.01%Q1 2023Q1 20231
ADVISOR PARTNERS II, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
PEDDOCK CAPITAL ADVISORS, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Centerpoint Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
FNY Partners Fund LP 110.01%0.01%0.01%Q1 2018Q1 20181
Nemes Rush Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Laurel Wealth Planning LLC 110.08%0.08%0.08%Q1 2022Q1 20221
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SOUTH TEXAS MONEY MANAGEMENT LTD 110.01%0.01%0.01%Q3 2015Q3 20151
Bank of New Hampshire 110.01%0.01%0.01%Q1 2022Q1 20221
ARXIS SECURITIES LLC 110.19%0.19%0.19%Q4 2016Q4 20161
First Command Financial Services, Inc. 110.04%0.04%0.04%Q4 2016Q4 20161
Live Your Vision, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
WFG Advisors, LP 110.00%0.00%0.00%Q2 2013Q2 20131
VALLEY NATIONAL ADVISERS INC 110.01%0.01%0.01%Q1 2022Q1 20221
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Brookstone Capital Management 110.02%0.02%0.02%Q3 2022Q3 20221
Walleye Capital LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Lenox Wealth Advisors, LLC 110.22%0.22%0.22%Q1 2022Q1 20221
BOOTHBAY FUND MANAGEMENT, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Resonant Capital Advisors, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Prospera Financial Services Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Csenge Advisory Group 110.01%0.01%0.01%Q2 2022Q2 20221
BROWN ADVISORY INC 110.00%0.00%0.00%Q4 2022Q4 20221
TFS CAPITAL LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Valley Brook Capital Group, Inc. 110.04%0.04%0.04%Q4 2020Q4 20201
StrategIQ Financial Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Laurion Capital Management LP 110.03%0.03%0.03%Q4 2015Q4 20151
Argent Trust Co 110.01%0.01%0.01%Q4 2022Q4 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
Simply Money Advisors 110.01%0.01%0.01%Q2 2013Q2 20131
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Meristem Family Wealth, LLC 110.26%0.26%0.26%Q3 2018Q3 20181
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q2 2021Q2 20211
BARCLAYS PLC 110.00%0.00%0.00%Q2 2019Q2 20191
CABOT WEALTH MANAGEMENT INC 110.19%0.19%0.19%Q2 2013Q2 20131
Merriman Wealth Management, LLC 110.10%0.10%0.10%Q4 2013Q4 20131
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Yakira Capital Management, Inc. 110.06%0.06%0.06%Q1 2019Q1 20191
Clear Creek Financial Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
SWMG, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Gradient Investments LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MRP Capital Investments, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
External links

This page lists all the filers that currently own EATON VANCE MUN BD FD or have owned EATON VANCE MUN BD FD in the past.