eaton vance corp. is one of the oldest investment management firms in the united states, with a history dating to 1924. eaton vance and its affiliates offer individuals and institutions a broad array of investment strategies and wealth management solutions. the company’s long record of exemplary service, timely innovation and attractive returns through a variety of market conditions has made eaton vance the investment manager of choice for many of today’s most discerning investors. for important disclosure please visit: www.eatonvance.com/socialmedia
Company profile
Ticker
EIM, EVMBX
Exchange
Employees
Location
Fiscal year end
Former names
EATON VANCE INSURED MUNICIPAL BOND FUND
SEC CIK
EIM stock data
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
7 Dec 23
N-CSR
Certified annual shareholder report (management investment company)
27 Nov 23
8-K
Other Events
18 Oct 23
N-PX
Annual report of proxy voting record
23 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
25 May 23
DEF 14A
Definitive proxy
24 May 23
8-K
Other Events
3 Apr 23
8-K
Other Events
1 Feb 23
8-K
Other Events
4 Jan 23
N-CEN
Annual report (registered investment company)
9 Dec 22
Latest ownership filings
3
Daniel Lippincott
17 Apr 24
SC 13D/A
Karpus Management, Inc.
15 Apr 24
SC 13D/A
Karpus Management, Inc.
7 Mar 24
SC 13D/A
Karpus Management, Inc.
6 Mar 24
NPORT-P
Eaton Vance Municipal Bond Fund (Dec 2023 report)
28 Feb 24
3
Initial statement of insider ownership
23 Jan 24
SC 13D
Karpus Management, Inc.
19 Jan 24
3
Laura Donovan
11 Jan 24
SC 13G/A
Karpus Management, Inc.
7 Dec 23
NPORT-P
Eaton Vance Municipal Bond Fund (Sep 2023 report)
14 Nov 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
EATON VANCE MUNICIPAL BOND FUND | – | 0.16 | -2.29 | -4.95 | 1.14 bn | 209 | Sep 2023 |
Institutional ownership, Q3 2023
41.0% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 115 |
Opened positions | 10 |
Closed positions | 15 |
Increased positions | 38 |
Reduced positions | 31 |
13F shares | Current |
---|---|
Total value | 259.48 bn |
Total shares | 29.19 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Karpus Management | 8.21 mm | $73.53 bn |
Bramshill Investments | 3.42 mm | $30.66 bn |
Rivernorth Capital Management | 2.18 mm | $19.52 bn |
Sit Investment Associates | 1.63 mm | $14.64 bn |
Hennion & Walsh Asset Management | 1.27 mm | $11.41 bn |
Guggenheim Capital | 1.12 mm | $10.02 bn |
MS Morgan Stanley | 1.10 mm | $9.82 bn |
Allspring Global Investments | 1.06 mm | $9.52 bn |
WFC Wells Fargo & Co. | 751.99 k | $6.74 bn |
Advisors Asset Management | 588.63 k | $5.27 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
30 Sep 23 | Craig R Brandon | Common Shares | Other | Acquire J | No | No | 0 | 3,054.358 | 0.00 | 73,627.584 |