SA
EVN

Sanctuary Advisors’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Sanctuary Advisors’s Portfolio EVN Stock Details EVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$507K Buy
48,718
+4,259
+10% +$46.1K ﹤0.01% 1775
2025
Q4 		$478K Buy
44,459
+243
+0.5% +$2.66K ﹤0.01% 1757
2025
Q3 		$489K Sell
44,216
-75
-0.2% -$796 ﹤0.01% 1730
2025
Q2 		$453K Buy
44,291
+1,720
+4% +$17.5K ﹤0.01% 1687
2025
Q1 		$437K Sell
42,571
-322
-0.8% -$3.36K ﹤0.01% 1600
2024
Q4 		$442K Sell
42,893
-3,500
-8% -$36.9K ﹤0.01% 1758
2024
Q3 		$482K Buy
46,393
+16,000
+53% +$172K ﹤0.01% 1721
2024
Q2 		$299K Buy
+30,393
New +$306K ﹤0.01% 1960

Other funds holding EVN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return