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)
SC TO-C
Information about tender offer
6 May 24
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
Latest ownership filings
SC 13G/A
Karpus Management, Inc.
10 May 24
SC 13D/A
Karpus Management, Inc.
6 May 24
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
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, Q4 2023
18.8% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 28 |
Opened positions | 3 |
Closed positions | 90 |
Increased positions | 7 |
Reduced positions | 6 |
13F shares | Current |
---|---|
Total value | 33.95 bn |
Total shares | 13.40 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Karpus Management | 9.85 mm | $95.86 mm |
Allspring Global Investments | 1.29 mm | $13.02 bn |
Hennion & Walsh Asset Management | 1.05 mm | $10.66 bn |
Raymond James & Associates | 242.93 k | $2.46 bn |
Raymond James Financial Services Advisors | 187.69 k | $1.90 bn |
Melfa Wealth Management | 169.68 k | $1.70 bn |
Indiana Trust & Investment Management | 154.09 k | $1.56 bn |
Park Avenue Securities | 108.67 k | $1.10 mm |
International Assets Investment Management | 97.55 k | $9.63 mm |
Capital Investment Advisors | 39.83 k | $403.50 mm |
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 |
Press releases
Eaton Vance Municipal Bond Fund Announces Firm and Conditional Tender Offers
6 May 24
Distribution Dates and Amounts Announced for Eaton Vance Closed-End Funds
1 May 24
Distribution Dates and Amounts Announced for Eaton Vance Closed-End Funds
1 Apr 24
Distribution Dates and Amounts Announced for Eaton Vance Closed-End Funds
1 Mar 24