Caldwell Trust CO Eaton Vance Municipal Income Trust Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Oct 01, 2025	SELL	$9.7 - $10.2 $22,892 - $24,072	-2,360 Closed	0 $0
Q1 2023 Oct 01, 2025	BUY	$9.82 - $10.82 $23,175 - $25,535	2,360 New	2,360 $23.9 Million
Q4 2022 Oct 01, 2025	BUY	$9.37 - $10.28 $22,113 - $24,260	2,360 New	2,360 $23.3 Million
Q3 2020 Oct 02, 2025	SELL	$12.41 - $13.11 $29,287 - $30,939	-2,360 Closed	0 $0
Q1 2020 Oct 02, 2025	BUY	$9.9 - $13.73 $23,364 - $32,402	2,360 New	2,360 $28.3 Million

Q4 2019 Oct 06, 2025	BUY	$12.46 - $13.0 $29,405 - $30,680	2,360 New	2,360 $30.1 Million

Others Institutions Holding EVN

# of Institutions

91

Shares Held

9.84M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.16M
Shares

$12.8 Million
0.0% of portfolio
Gridiron Partners, LLC Wexford, PA

924K
Shares

$10.2 Million
0.24% of portfolio
Raymond James Financial Inc St. Petersburg, FL

823K
Shares

$9.1 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

814K
Shares

$9 Million
0.07% of portfolio
Hennion & Walsh Asset Management, Inc.

807K
Shares

$8.92 Million
0.35% of portfolio

About EATON VANCE MUNICIPAL INCOME TRUST

Ticker EVN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Municipal Income Trust is a close ended fixed income mutual fund launched and managed by Eaton Vance Management. It invests in the fixed income markets. The fund invests primarily in investment grade municipal obligations of various sectors, such as cogeneration, education, electric utilities, general obligations, healthcare, hospita...

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