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About 34.99% of EIM shares are held by financial institutions. ROCKEFELLER CAPITAL MANAGEMENT L.P. is the top corporate investor, holding 28.32K shares valued at $281.51K. A 0.05% stake in Eaton Vance Municipal Bond Fund is owned by the company. OXFORD ASSET MANAGEMENT LLP owns 51.64K shares valued at $513.27K, which translates its holding of 0.09% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Sep 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.05% | 28.32K | 281.51K | 348 | +1.24% |
| Sep 30, 2025 | OXFORD ASSET MANAGEMENT LLP | 0.09% | 51.64K | 513.27K | 51.64K | +100.00% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.14% | 77.68K | 773K | -4.98K | -6.03% |
| Sep 30, 2025 | JFS WEALTH ADVISORS, LLC | 0.24% | 137.52K | 1.37M | 496 | +0.36% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.25% | 144.22K | 1.43M | -1.21K | -0.83% |
| Sep 30, 2025 | INVESCO LTD. | 0.28% | 161.02K | 1.6M | 3.55K | +2.25% |
| Sep 30, 2025 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.78% | 443.08K | 4.4M | 177.29K | +66.71% |
| Sep 30, 2025 | INDIANA TRUST & INVESTMENT MANAGEMENT CO | 0.25% | 144.56K | 1.44M | -2.03K | -1.39% |
| Sep 30, 2025 | GARNER ASSET MANAGEMENT CORP | 0.27% | 152.91K | 1.54M | 11.15K | +7.86% |
| Sep 30, 2025 | COHEN & STEERS, INC. | 0.28% | 156.84K | 1.56M | -65.14K | -29.34% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.8% | 456.87K | 4.54M | 7.25K | +1.61% |
| Sep 30, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 1.02% | 577.34K | 5.74M | 104.28K | +22.04% |
| Sep 30, 2025 | GUGGENHEIM CAPITAL LLC | 1.98% | 1.12M | 11.17M | 25.57K | +2.33% |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0.05% | 29.22K | 290.41K | 9.9K | +51.27% |
| Sep 30, 2025 | WEALTH ALLIANCE ADVISORY GROUP, LLC | 0.02% | 12.61K | 125.35K | 0 | 0 |
| Sep 30, 2025 | ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | 0.02% | 12.64K | 125.62K | -23.15K | -64.69% |
| Sep 30, 2025 | HENNION & WALSH ASSET MANAGEMENT, INC. | 2.19% | 1.24M | 12.36M | 379.16K | +43.86% |
| Sep 30, 2025 | SAVVY ADVISORS, INC. | 0.08% | 44.67K | 443.97K | -10.51K | -19.05% |
| Sep 30, 2025 | HIGH NET WORTH ADVISORY GROUP LLC | 0.08% | 45.88K | 456.08K | 6.74K | +17.20% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.08% | 47.29K | 470.09K | -10K | -17.45% |
| Sep 30, 2025 | UNITING WEALTH PARTNERS, LLC | 0.13% | 76.07K | 756.1K | -47 | -0.06% |
| Sep 30, 2025 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.15% | 82.38K | 818.88K | -159.54K | -65.95% |
| Sep 30, 2025 | MARINER INVESTMENT GROUP LLC | 0.21% | 116.85K | 1.16M | -83.15K | -41.58% |
| Sep 30, 2025 | MOUNTAIN HILL INVESTMENT PARTNERS CORP. | 0.05% | 29.6K | 294.22K | 0 | 0 |
| Sep 30, 2025 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.06% | 35.56K | 353.43K | 3.02K | +9.27% |
| Sep 30, 2025 | WELLSPRING FINANCIAL ADVISORS, LLC | 0.06% | 36.15K | 359.31K | -9.23K | -20.33% |
| Sep 30, 2025 | CAPITAL INVESTMENT ADVISORS, LLC | 0.07% | 37.12K | 369.01K | -1.61K | -4.16% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.07% | 39.9K | 397K | 2.01K | +5.32% |
| Sep 30, 2025 | MATHES COMPANY, INC. | 0.21% | 121.73K | 1.21M | 0 | 0 |
| Sep 30, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.29% | 165.93K | 1.65M | -95 | -0.06% |
| Sep 30, 2025 | SFI ADVISORS, LLC | 0.09% | 49.11K | 488.11K | 0 | 0 |
| Sep 30, 2025 | PFLUG KOORY, LLC | 0.05% | 28.33K | 281.55K | 0 | 0 |
| Sep 30, 2025 | FORTITUDE ADVISORY GROUP L.L.C. | 0.02% | 12.73K | 126.49K | 0 | 0 |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 0.02% | 13.08K | 130.04K | 896 | +7.35% |
| Sep 30, 2025 | SMH CAPITAL ADVISORS INC | 0.02% | 13.62K | 135.65K | 0 | 0 |
| Sep 30, 2025 | CENTENNIAL WEALTH ADVISORY LLC | 0.03% | 14.39K | 143.03K | 223 | +1.57% |
| Sep 30, 2025 | PFS PARTNERS, LLC | 0.03% | 15.25K | 151.57K | 236 | +1.57% |
| Sep 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.03% | 15.48K | 153.85K | 2.88K | +22.88% |
| Sep 30, 2025 | READYSTATE ASSET MANAGEMENT LP | 0.03% | 15.68K | 155.9K | 15.68K | +100.00% |
| Sep 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.03% | 16.48K | 164K | -2.19K | -11.72% |
| Sep 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.03% | 16.87K | 167.65K | -4.3K | -20.33% |
| Sep 30, 2025 | PETRA FINANCIAL ADVISORS INC | 0.03% | 17K | 168.98K | 0 | 0 |
| Sep 30, 2025 | OPPENHEIMER & CO INC | 0.04% | 19.98K | 198.64K | -9.4K | -31.99% |
| Sep 30, 2025 | CLEARSTEAD ADVISORS, LLC | 0.04% | 20K | 198.8K | 0 | 0 |
| Sep 30, 2025 | WEDBUSH SECURITIES INC | 0.04% | 22.66K | 225K | 0 | 0 |
| Sep 30, 2025 | TODD ASSET MANAGEMENT LLC | 0.04% | 22.83K | 226.92K | 0 | 0 |
| Sep 30, 2025 | BAIRD FINANCIAL GROUP, INC. | 0.05% | 27.14K | 269.8K | -482 | -1.74% |
| Sep 30, 2025 | SIT INVESTMENT ASSOCIATES INC | 0.12% | 67.83K | 674K | -133.77K | -66.35% |
| Sep 30, 2025 | WEALTHSPIRE ADVISORS, LLC | 1.06% | 603.28K | 6M | -1.86K | -0.31% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 1.42% | 808.79K | 8.04M | 78.03K | +10.68% |
| Sep 30, 2025 | GRIDIRON PARTNERS, LLC | 0.1% | 56.08K | 100.27K | 45.69K | +439.67% |
| Sep 30, 2025 | PENSIONMARK FINANCIAL GROUP, LLC | 0.08% | 43.52K | 432.6K | 43.52K | +100.00% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.11% | 63.45K | 630.67K | 9.96K | +18.61% |
| Sep 30, 2025 | CURA WEALTH ADVISORS, LLC | 0.37% | 210.91K | 2.1M | -1.82K | -0.86% |
| Sep 30, 2025 | UBS GROUP AG | 0.41% | 231.82K | 2.3M | -5.7K | -2.40% |
| Sep 30, 2025 | DAKOTA WEALTH MANAGEMENT | 0.44% | 252.27K | 2.51M | -74.22K | -22.73% |
| Sep 30, 2025 | MACKAY SHIELDS LLC | 0.56% | 318.81K | 3.17M | -81.37K | -20.33% |
| Sep 30, 2025 | VAN ECK ASSOCIATES CORP | 0.59% | 335.87K | 3.34M | 566 | +0.17% |
| Sep 30, 2025 | MORGAN STANLEY | 0.65% | 372.09K | 3.7M | -18.51K | -4.74% |
| Sep 30, 2025 | AMERIPRISE FINANCIAL INC | 0.91% | 515.44K | 5.12M | 35.07K | +7.30% |
| Sep 30, 2025 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 0.97% | 552.68K | 5.49M | -182.35K | -24.81% |
| Sep 30, 2025 | PLANCORP, LLC | 0.04% | 23.9K | 237.57K | 13.9K | +139.00% |
| Sep 30, 2025 | KARPUS MANAGEMENT, INC. | 9.85% | 5.6M | 55.62M | -1.7M | -23.30% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.15% | 83.36K | 818.82K | 414 | +0.50% |
| Sep 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.15% | 85.58K | 850.69K | -20.69K | -19.47% |
| Sep 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.22% | 124.66K | 1.24M | -13.36K | -9.68% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.14% | 81.66K | 812K | -56.88K | -41.06% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.07% | 40.85K | 406.03K | 27.35K | +202.69% |
| Jun 30, 2025 | ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | 0.06% | 35.79K | 346.1K | 4.46K | +14.23% |
| Jun 30, 2025 | JFS WEALTH ADVISORS, LLC | 0.24% | 137.03K | 1.33M | 134 | +0.10% |
| Jun 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.24% | 138.02K | 1.33M | -17.11K | -11.03% |
| Jun 30, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.19% | 106.27K | 1.03M | -112.93K | -51.52% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.24% | 138.54K | 1.34M | 11.66K | +9.19% |
| Jun 30, 2025 | GARNER ASSET MANAGEMENT CORP | 0.25% | 141.77K | 1.37M | -17.51K | -10.99% |
| Jun 30, 2025 | MOUNTAIN HILL INVESTMENT PARTNERS CORP. | 0.05% | 29.6K | 286.23K | 0 | 0 |
| Jun 30, 2025 | UNITING WEALTH PARTNERS, LLC | 0.13% | 76.11K | 736.02K | 7.24K | +10.52% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.26% | 145.43K | 1.41M | 1.79K | +1.25% |
| Jun 30, 2025 | INDIANA TRUST & INVESTMENT MANAGEMENT CO | 0.26% | 146.59K | 1.42M | 0 | 0 |
| Jun 30, 2025 | CURA WEALTH ADVISORS, LLC | 0.37% | 212.73K | 2.06M | 17.48K | +8.95% |
| Jun 30, 2025 | INVESCO LTD. | 0.28% | 157.48K | 1.52M | 25.14K | +19.00% |
| Jun 30, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.29% | 166.02K | 1.61M | -51 | -0.03% |
| Jun 30, 2025 | MARINER INVESTMENT GROUP LLC | 0.35% | 200K | 1.93M | 200K | +100.00% |
| Jun 30, 2025 | SIT INVESTMENT ASSOCIATES INC | 0.35% | 201.6K | 1.95M | -396.89K | -66.32% |
| Jun 30, 2025 | COHEN & STEERS, INC. | 0.39% | 221.98K | 2.15M | 10K | +4.72% |
| Jun 30, 2025 | UBS GROUP AG | 0.42% | 237.52K | 2.3M | -5.57K | -2.29% |
| Jun 30, 2025 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.47% | 265.79K | 2.57M | 5.2K | +2.00% |
| Jun 30, 2025 | DAKOTA WEALTH MANAGEMENT | 0.57% | 326.49K | 3.16M | 29.36K | +9.88% |
| Jun 30, 2025 | VAN ECK ASSOCIATES CORP | 0.59% | 335.3K | 3.24M | 7.7K | +2.35% |
| Jun 30, 2025 | MACKAY SHIELDS LLC | 0.7% | 400.19K | 3.87M | 90.8K | +29.35% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.79% | 449.62K | 4.35M | 21.26K | +4.96% |
| Jun 30, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 0.83% | 473.07K | 4.57M | 6.47K | +1.39% |
| Jun 30, 2025 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.43% | 241.92K | 2.34M | -18.35K | -7.05% |
| Jun 30, 2025 | MORGAN STANLEY | 0.69% | 390.59K | 3.78B | -7.14K | -1.80% |
| Jun 30, 2025 | PFLUG KOORY, LLC | 0.05% | 28.33K | 273.9K | 0 | 0 |
| Jun 30, 2025 | AMERIPRISE FINANCIAL INC | 0.84% | 480.37K | 4.65M | 61.3K | +14.63% |
| Jun 30, 2025 | WEALTHSPIRE ADVISORS, LLC | 1.06% | 605.14K | 5.85M | 85.79K | +16.52% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 1.28% | 730.76K | 7.07M | 83.96K | +12.98% |
| Jun 30, 2025 | ROTHSCHILD INVESTMENT LLC | 0.06% | 36.7K | 354.93K | -1.6K | -4.18% |
| Jun 30, 2025 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.29% | 735.03K | 7.11M | -18 | 0.00% |
| Jun 30, 2025 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1.52% | 864.38K | 8.36M | -13.69K | -1.56% |
| Jun 30, 2025 | GUGGENHEIM CAPITAL LLC | 1.93% | 1.1M | 10.62M | -85.54K | -7.23% |
| Jun 30, 2025 | KARPUS MANAGEMENT, INC. | 12.82% | 7.29M | 70.54M | 281.31K | +4.01% |
| Jun 30, 2025 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.06% | 32.54K | 314.67K | 2.5K | +8.32% |
| Jun 30, 2025 | ASHTON THOMAS PRIVATE WEALTH, LLC | 0.06% | 35.48K | 343.09K | 5.33K | +17.67% |
| Jun 30, 2025 | SAVVY ADVISORS, INC. | 0.1% | 55.18K | 533.57K | -752 | -1.34% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.09% | 53.49K | 517.26K | 19.3K | +56.45% |
| Jun 30, 2025 | BALYASNY ASSET MANAGEMENT L.P. | 0.09% | 49.4K | 477.66K | 49.4K | +100.00% |
| Jun 30, 2025 | SFI ADVISORS, LLC | 0.09% | 49.11K | 474.86K | -806 | -1.61% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.15% | 82.94K | 802.78K | 35K | +73.01% |
| Jun 30, 2025 | WELLSPRING FINANCIAL ADVISORS, LLC | 0.08% | 45.37K | 438.77K | 12.76K | +39.14% |
| Jun 30, 2025 | HIGH NET WORTH ADVISORY GROUP LLC | 0.07% | 39.15K | 378.57K | -2.04K | -4.95% |
| Jun 30, 2025 | CAPITAL INVESTMENT ADVISORS, LLC | 0.07% | 38.73K | 374.55K | -925 | -2.33% |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.07% | 37.89K | 366K | 12.02K | +46.47% |
| Jun 30, 2025 | OPPENHEIMER & CO INC | 0.05% | 29.39K | 284.16K | 33 | +0.11% |
| Jun 30, 2025 | 0.05% | 29.6K | 286.23K | 0 | 0 | |
| Jun 30, 2025 | PATHSTONE HOLDINGS, LLC | 0.1% | 55.97K | 541.23K | -220.56K | -79.76% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.1% | 57.29K | 553.97K | 3.75K | +7.01% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.15% | 82.66K | 799K | -19.8K | -19.32% |
| Jun 30, 2025 | ROBINSON CAPITAL MANAGEMENT, LLC | 0.21% | 119.75K | 1.15M | -12.56K | -9.49% |
| Jun 30, 2025 | MATHES COMPANY, INC. | 0.21% | 121.73K | 1.17M | 0 | 0 |
| Mar 31, 2025 | ROTHSCHILD INVESTMENT LLC | 0.07% | 38.3K | 381.89K | -9.96K | -20.64% |
| Mar 31, 2025 | GUGGENHEIM CAPITAL LLC | 2.08% | 1.18M | 11.8M | -14.63K | -1.22% |
| Mar 31, 2025 | DAKOTA WEALTH MANAGEMENT | 0.52% | 297.13K | 2.96M | -19.89K | -6.27% |
| Mar 31, 2025 | ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | 0.06% | 31.33K | 312.38K | 1.07K | +3.53% |
| Mar 31, 2025 | SIT INVESTMENT ASSOCIATES INC | 1.05% | 598.49K | 5.97M | -839.96K | -58.39% |
| Mar 31, 2025 | WEALTHSPIRE ADVISORS, LLC | 0.91% | 519.36K | 5.18M | 49K | +10.42% |
| Mar 31, 2025 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.46% | 260.27K | 2.59M | -59.34K | -18.57% |
| Mar 31, 2025 | UBS GROUP AG | 0.43% | 243.09K | 2.42M | -6.52K | -2.61% |
| Mar 31, 2025 | PNC FINANCIAL SERVICES GROUP, INC. | 0.39% | 219.2K | 2.19M | -10.07K | -4.39% |
| Mar 31, 2025 | COHEN & STEERS, INC. | 0.37% | 211.98K | 2.11M | -23.77K | -10.08% |
| Mar 31, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.07% | 42.61K | 424.79K | -9.52K | -18.26% |
| Mar 31, 2025 | HIGH NET WORTH ADVISORY GROUP LLC | 0.07% | 41.19K | 410.65K | 6.59K | +19.03% |
| Mar 31, 2025 | CAPITAL INVESTMENT ADVISORS, LLC | 0.07% | 39.66K | 395.39K | 0 | 0 |
| Mar 31, 2025 | BAIRD FINANCIAL GROUP, INC. | 0.06% | 34.39K | 342.91K | -6.48K | -15.86% |
| Mar 31, 2025 | GARNER ASSET MANAGEMENT CORP | 0.28% | 159.28K | 1.59M | 74.5K | +87.87% |
| Mar 31, 2025 | JFS WEALTH ADVISORS, LLC | 0.24% | 136.89K | 1.36M | 124 | +0.09% |
| Mar 31, 2025 | INVESCO LTD. | 0.23% | 132.34K | 1.32M | -4.44K | -3.24% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.18% | 102.46K | 1.02M | -1.24K | -1.19% |
| Mar 31, 2025 | SAVVY ADVISORS, INC. | 0.1% | 55.93K | 557.62K | 6.69K | +13.59% |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.09% | 53.54K | 533.75K | 10.75K | +25.13% |
| Mar 31, 2025 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.29% | 735.04K | 7.33M | -236.91K | -24.37% |
| Mar 31, 2025 | INDIANA TRUST & INVESTMENT MANAGEMENT CO | 0.26% | 146.59K | 1.46M | 0 | 0 |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.25% | 143.64K | 1.43M | 19.04K | +15.28% |
| Mar 31, 2025 | ROBINSON CAPITAL MANAGEMENT, LLC | 0.23% | 132.3K | 1.32M | 132.3K | +100.00% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.22% | 126.87K | 1.27M | 9.48K | +8.08% |
| Mar 31, 2025 | MATHES COMPANY, INC. | 0.21% | 121.73K | 1.21M | 0 | 0 |
| Mar 31, 2025 | STIFEL FINANCIAL CORP | 0.17% | 96.89K | 965.96K | 9K | +10.24% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 1.14% | 646.79K | 6.45M | 38.18K | +6.27% |
| Mar 31, 2025 | MORGAN STANLEY | 0.7% | 397.74K | 3.97M | 51.18K | +14.77% |
| Mar 31, 2025 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1.54% | 878.07K | 8.75M | -36.93K | -4.04% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.08% | 47.94K | 477.96K | -5K | -9.44% |
| Mar 31, 2025 | ASHTON THOMAS PRIVATE WEALTH, LLC | 0.05% | 30.15K | 300.63K | 191 | +0.64% |
| Mar 31, 2025 | VAN ECK ASSOCIATES CORP | 0.58% | 327.6K | 3.27M | -83.25K | -20.26% |
| Mar 31, 2025 | MACKAY SHIELDS LLC | 0.54% | 309.39K | 3.08M | 35.14K | +12.81% |
| Mar 31, 2025 | PATHSTONE HOLDINGS, LLC | 0.49% | 276.53K | 2.83M | 10.78K | +4.06% |
| Mar 31, 2025 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.46% | 260.59K | 2.6M | -59.41K | -18.57% |
| Mar 31, 2025 | SFI ADVISORS, LLC | 0.09% | 49.91K | 497.62K | 49.91K | +100.00% |
| Mar 31, 2025 | JACOBI CAPITAL MANAGEMENT LLC | 0.09% | 49.07K | 489.18K | 0 | 0 |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.06% | 34.19K | 340.88K | -3.75K | -9.89% |
| Mar 31, 2025 | WELLSPRING FINANCIAL ADVISORS, LLC | 0.06% | 32.61K | 325.13K | -7.44K | -18.57% |
| Mar 31, 2025 | ORION PORTFOLIO SOLUTIONS, LLC | 0.06% | 32.48K | 336.46K | 0 | 0 |
| Mar 31, 2025 | KARPUS MANAGEMENT, INC. | 12.32% | 7.01M | 69.93M | -772.04K | -9.92% |
| Mar 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.27% | 155.14K | 1.55M | -24.79K | -13.78% |
| Mar 31, 2025 | ADVISORS ASSET MANAGEMENT, INC. | 0.82% | 466.6K | 4.65M | 6.33K | +1.38% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.75% | 428.36K | 4.27M | -149.11K | -25.82% |
| Mar 31, 2025 | AMERIPRISE FINANCIAL INC | 0.74% | 419.07K | 4.18M | 96.5K | +29.92% |
| Mar 31, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.29% | 166.07K | 1.66M | 0 | 0 |
| Mar 31, 2025 | 0.05% | 30.78K | 306.88K | 30.78K | +100.00% | |
| Mar 31, 2024 | KARPUS MANAGEMENT, INC. | 20.13% | 14.33M | 148.27M | 4M | +38.68% |
| Mar 31, 2024 | COHEN & STEERS, INC. | 0.22% | 156.61K | 1.62M | 35K | +28.78% |
| Mar 31, 2024 | MELFA WEALTH MANAGEMENT, LLC | 0.24% | 168.31K | 1.74M | -1.37K | -0.81% |
| Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 0.05% | 35.16K | 364K | 2.18K | +6.62% |
| Mar 31, 2024 | CAPITAL INVESTMENT ADVISORS, LLC | 0.06% | 39.58K | 409.65K | -253 | -0.64% |
| Mar 31, 2024 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.06% | 42.31K | 437.91K | 28 | +0.07% |
| Mar 31, 2024 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.24% | 171.99K | 1.78M | 119.51K | +227.71% |
| Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.29% | 203.51K | 2.11M | 15.82K | +8.43% |
| Mar 31, 2024 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 3.07% | 2.18M | 22.59M | 20K | +0.92% |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.38% | 273.72K | 2.83M | 30.8K | +12.68% |
| Mar 31, 2024 | ARETE WEALTH ADVISORS, LLC | 0.43% | 306K | 3.17M | 0 | 0 |
| Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 0.45% | 318.68K | 3.29M | -1.03K | -0.32% |
| Mar 31, 2024 | MORGAN STANLEY | 0.48% | 341.05K | 3.53M | 29.65K | +9.52% |
| Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 0.48% | 341.54K | 3.53M | -11.5K | -3.26% |
| Mar 31, 2024 | ROBINSON CAPITAL MANAGEMENT, LLC | 0.54% | 383.18K | 3.82M | 27.8K | +7.82% |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.17% | 118.22K | 1.22M | -5.9K | -4.75% |
| Mar 31, 2024 | MATHES COMPANY, INC. | 0.17% | 121.73K | 1.26M | 0 | 0 |
| Mar 31, 2024 | GARNER ASSET MANAGEMENT CORP | 0.19% | 136.67K | 1.42M | -10.96K | -7.42% |
| Mar 31, 2024 | ADVISORS ASSET MANAGEMENT, INC. | 0.55% | 393.89K | 4.08M | -80.32K | -16.94% |
| Mar 31, 2024 | DAKOTA WEALTH MANAGEMENT | 0.63% | 447.14K | 4.63M | 63.44K | +16.54% |
| Mar 31, 2024 | INVESCO LTD. | 0.2% | 140.14K | 1.45M | 13.72K | +10.85% |
| Mar 31, 2024 | INDIANA TRUST & INVESTMENT MANAGEMENT CO | 0.22% | 154.09K | 1.59M | 0 | 0 |
| Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0.64% | 457.78K | 4.74M | 93K | +25.49% |
| Mar 31, 2024 | VAN ECK ASSOCIATES CORP | 0.77% | 547.82K | 5.67M | 10.92K | +2.03% |
| Mar 31, 2024 | WEALTHSPIRE ADVISORS, LLC | 0.8% | 566.93K | 5.87M | 79.03K | +16.20% |
| Mar 31, 2024 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.07% | 46.71K | 483.47K | 3.56K | +8.26% |
| Mar 31, 2024 | JACOBI CAPITAL MANAGEMENT LLC | 0.07% | 48K | 496.8K | 0 | 0 |
| Mar 31, 2024 | BANK OF NEW YORK MELLON CORP | 0.07% | 48.82K | 505.3K | 2 | 0.00% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.95% | 673.21K | 6.97M | -7.77K | -1.14% |
| Mar 31, 2024 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1.2% | 855.16K | 8.85M | -197.5K | -18.76% |
| Mar 31, 2024 | GUGGENHEIM CAPITAL LLC | 1.59% | 1.13M | 11.7M | -34.73K | -2.98% |
| Mar 31, 2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1.76% | 1.25M | 12.97M | -32.55K | -2.53% |
| Mar 31, 2024 | FLOW STATE INVESTMENTS, L.P. | 0.05% | 35.06K | 362.88K | 35.06K | +100.00% |
| Mar 31, 2024 | WELLSPRING FINANCIAL ADVISORS, LLC | 0.09% | 64.64K | 668.98K | 17.1K | +35.97% |
| Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.1% | 74.21K | 768.1K | 950 | +1.30% |
| Mar 31, 2024 | CETERA INVESTMENT ADVISERS | 0.07% | 50.53K | 523K | 30.79K | +155.96% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.07% | 52.21K | 540.4K | -2.24K | -4.10% |
| Mar 31, 2024 | QUARRY LP | 0.08% | 59.02K | 610.81K | 34.12K | +137.01% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 0.11% | 78.74K | 814.96K | 53.03K | +206.29% |
| Mar 31, 2024 | BAIRD FINANCIAL GROUP, INC. | 0.11% | 80.18K | 829.88K | 6.72K | +9.14% |
| Mar 31, 2024 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.11% | 80.91K | 837.46K | -59.11K | -42.21% |
| Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.13% | 90.37K | 935K | 90.37K | +100.00% |
| Mar 31, 2024 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.14% | 100.09K | 1.04M | -39.5K | -28.30% |
| Mar 31, 2024 | MACKAY SHIELDS LLC | 0.5% | 353.22K | 3.66M | 353.22K | +100.00% |
| Mar 31, 2024 | AQR ARBITRAGE LLC | 0.52% | 373.14K | 3.86M | -84.18K | -18.41% |
| Mar 31, 2024 | MOORS & CABOT, INC. | 0.03% | 20.38K | 210.95K | 3.38K | +19.89% |
| Mar 31, 2024 | AXXCESS WEALTH MANAGEMENT, LLC | 0.03% | 20.46K | 211.72K | -400 | -1.92% |
| Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.03% | 21.92K | 227K | -8.54K | -28.03% |
| Mar 31, 2024 | FORTITUDE ADVISORY GROUP L.L.C. | 0.04% | 25.04K | 259.13K | 0 | 0 |
| Mar 31, 2024 | PFS PARTNERS, LLC | 0.04% | 26.87K | 278.07K | 366 | +1.38% |
| Mar 31, 2024 | ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC | 0.04% | 27.5K | 276.35K | 30 | +0.11% |
| Mar 31, 2024 | PFLUG KOORY, LLC | 0.04% | 28.33K | 293.16K | 0 | 0 |
| Mar 31, 2024 | CETERA ADVISORS LLC | 0.04% | 28.68K | 296.88K | 28.68K | +100.00% |
| Mar 31, 2024 | ASHTON THOMAS PRIVATE WEALTH, LLC | 0.04% | 29.43K | 304.61K | 3.99K | +15.68% |
| Mar 31, 2024 | FIRST INTERSTATE BANK | 0.04% | 30K | 310.5K | 30K | +100.00% |
| Mar 31, 2024 | BUSEY WEALTH MANAGEMENT | 0.05% | 32.79K | 339.4K | 32.79K | +100.00% |
| Mar 31, 2024 | LOGAN STONE CAPITAL, LLC | 0.12% | 84.17K | 871.19K | -426.59K | -83.52% |
| Mar 31, 2024 | FARTHER FINANCE ADVISORS, LLC | 0.05% | 37.8K | 384.47M | 61 | +0.16% |
| Mar 31, 2024 | UBS GROUP AG | 0.54% | 386.1K | 4M | 399 | +0.10% |
| Mar 31, 2024 | PATHSTONE HOLDINGS, LLC | 0.71% | 502.4K | 5.2M | -25.36K | -4.80% |
| Mar 31, 2024 | SIT INVESTMENT ASSOCIATES INC | 3.78% | 2.69M | 27.85M | 1.07M | +66.51% |
| Dec 31, 2023 | COHEN & STEERS, INC. | 0.15% | 121.61K | 1.23M | 93.61K | +334.30% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.16% | 124.12K | 1.26M | -3.6K | -2.82% |
| Dec 31, 2023 | INVESCO LTD. | 0.16% | 126.42K | 1.28M | 23.53K | +22.87% |
| Dec 31, 2023 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.17% | 139.59K | 1.41M | -10.78K | -7.17% |
| Dec 31, 2023 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.18% | 140.02K | 1.42M | 113.14K | +420.91% |
| Dec 31, 2023 | ARETE WEALTH ADVISORS, LLC | 0.38% | 306K | 3.1M | -13K | -4.08% |
| Dec 31, 2023 | GARNER ASSET MANAGEMENT CORP | 0.18% | 147.63K | 1.51M | 26.86K | +22.24% |
| Dec 31, 2023 | INDIANA TRUST & INVESTMENT MANAGEMENT CO | 0.19% | 154.09K | 1.56M | 0 | 0 |
| Dec 31, 2023 | MELFA WEALTH MANAGEMENT, LLC | 0.21% | 169.68K | 1.7M | 3.86K | +2.33% |
| Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.23% | 187.69K | 1.9M | 2.63K | +1.42% |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.3% | 242.93K | 2.46M | -71.56K | -22.76% |
| Dec 31, 2023 | CAPITAL INVESTMENT ADVISORS, LLC | 0.05% | 39.83K | 403.5K | -4.63K | -10.41% |
| Dec 31, 2023 | MORGAN STANLEY | 0.39% | 311.41K | 3.15M | -784.68K | -71.59% |
| Dec 31, 2023 | HIGHTOWER ADVISORS, LLC | 0.4% | 319.71K | 3.23M | -5.07K | -1.56% |
| Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.44% | 353.05K | 3.57M | 91.07K | +34.76% |
| Dec 31, 2023 | ROBINSON CAPITAL MANAGEMENT, LLC | 0.44% | 355.38K | 3.57M | 32.57K | +10.09% |
| Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0.46% | 364.78K | 3.7M | 94.67K | +35.05% |
| Dec 31, 2023 | DAKOTA WEALTH MANAGEMENT | 0.48% | 383.69K | 3.89M | -80.18K | -17.28% |
| Dec 31, 2023 | UBS GROUP AG | 0.48% | 385.7K | 3.91M | 96.71K | +33.46% |
| Dec 31, 2023 | AQR ARBITRAGE LLC | 0.57% | 457.32K | 4.63M | 37.5K | +8.93% |
| Dec 31, 2023 | ADVISORS ASSET MANAGEMENT, INC. | 0.59% | 474.21K | 4.8M | -114.42K | -19.44% |
| Dec 31, 2023 | WEALTHSPIRE ADVISORS, LLC | 0.61% | 487.9K | 4.94M | -13.86K | -2.76% |
| Dec 31, 2023 | LOGAN STONE CAPITAL, LLC | 0.64% | 510.77K | 5.17M | 287.52K | +128.79% |
| Dec 31, 2023 | 0.05% | 41.08K | 416.1K | 41.08K | +100.00% | |
| Dec 31, 2023 | VAN ECK ASSOCIATES CORP | 0.67% | 536.9K | 5.44M | 69.93K | +14.97% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.85% | 680.97K | 6.9M | -71.01K | -9.44% |
| Dec 31, 2023 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1.32% | 1.05M | 10.66M | -220.82K | -17.34% |
| Dec 31, 2023 | GUGGENHEIM CAPITAL LLC | 1.46% | 1.17M | 11.8M | 46.4K | +4.15% |
| Dec 31, 2023 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1.61% | 1.29M | 13.02M | 223.04K | +20.99% |
| Dec 31, 2023 | SIT INVESTMENT ASSOCIATES INC | 2.02% | 1.62M | 16.37M | -15.21K | -0.93% |
| Dec 31, 2023 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.71% | 2.16M | 21.91M | -16.09K | -0.74% |
| Dec 31, 2023 | BRAMSHILL INVESTMENTS, LLC | 4.71% | 3.76M | 38.09M | 338.26K | +9.89% |
| Dec 31, 2023 | KARPUS MANAGEMENT, INC. | 12.93% | 10.33M | 104.64M | 2.12M | +25.87% |
| Dec 31, 2023 | GEOWEALTH MANAGEMENT, LLC | 0.05% | 41.08K | 416K | 41.08K | +100.00% |
| Dec 31, 2023 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.05% | 42.28K | 428.32K | 22 | +0.05% |
| Dec 31, 2023 | WELLSPRING FINANCIAL ADVISORS, LLC | 0.06% | 47.54K | 481.54K | 26.8K | +129.24% |
| Dec 31, 2023 | JACOBI CAPITAL MANAGEMENT LLC | 0.06% | 48K | 486.24K | 0 | 0 |
| Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 0.06% | 48.82K | 494.55K | -4 | -0.01% |
| Dec 31, 2023 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 0.07% | 52.48K | 531.66K | -45K | -46.16% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.07% | 54.45K | 551.56K | -2.16K | -3.82% |
| Dec 31, 2023 | CETERA ADVISOR NETWORKS LLC | 0.08% | 61.14K | 619.32K | -5.61K | -8.41% |
| Dec 31, 2023 | STIFEL FINANCIAL CORP | 0.09% | 73.26K | 742.15K | -5.64K | -7.15% |
| Dec 31, 2023 | BAIRD FINANCIAL GROUP, INC. | 0.09% | 73.46K | 744.19K | 4.78K | +6.96% |
| Dec 31, 2023 | WEISS ASSET MANAGEMENT LP | 0.11% | 87.15K | 882.78K | 87.15K | +100.00% |
| Dec 31, 2023 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.12% | 97.55K | 9.63M | 97.55K | +100.00% |
| Dec 31, 2023 | PARK AVENUE SECURITIES LLC | 0.14% | 108.67K | 1.1M | 8.93K | +8.95% |
| Dec 31, 2023 | MARINER INVESTMENT GROUP LLC | 0.14% | 109.93K | 1.11M | 109.93K | +100.00% |
| Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.14% | 114.42K | 1.16M | 9.03K | +8.56% |
| Dec 31, 2023 | MATHES COMPANY, INC. | 0.15% | 121.73K | 1.23M | 121.73K | +100.00% |
Among the EIM insiders holding of 0.01% of the stake in company, KARPUS GEORGE W, 10 percent owner, holds the largest shares of 418.42K. BRANDON CRAIG R, , is the second largest EIM insider with ownership of 69.42K shares. FETTER THOMAS J, President, stands third with possession of 29.13K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| KARPUS GEORGE W | 10 percent owner | 418.42K |
| BRANDON CRAIG R | 69.42K | |
| FETTER THOMAS J | President | 29.13K |
| MACINTOSH ROBERT B | President | 900 |
| METZOLD THOMAS M | President | 0 |
| REAMER NORTON H | director | 0 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Jun 15, 2022 | BRANDON CRAIG R | PURCHASE | 10.37 | 25K | 259.19K | 69.42K |
| Apr 21, 2022 | BRANDON CRAIG R | PURCHASE | 10.91 | 22.67K | 247.28K | 44.42K |
| Mar 16, 2022 | BRANDON CRAIG R | PURCHASE | 11.44 | 21.75K | 248.78K | 21.75K |
| Jul 28, 2020 | KARPUS GEORGE W | SALE | 13.93 | 77.93K | 1.09M | 418.42K |
| Jun 17, 2020 | KARPUS GEORGE W | SALE | 12.65 | 30.49K | 385.67K | 496.35K |
| Jun 16, 2020 | KARPUS GEORGE W | SALE | 12.71 | 3.7K | 47.03K | 526.84K |
| Dec 18, 2019 | KARPUS GEORGE W | SALE | 13.66 | 103.05K | 1.41M | 530.54K |
| May 21, 2019 | KARPUS GEORGE W | SALE | 13.37 | 227.77K | 3.05M | 633.59K |
| Jun 14, 2012 | METZOLD THOMAS M | SALE | 13.32 | 6K | 79.92K | 0 |
| Jun 13, 2012 | METZOLD THOMAS M | SALE | 13.31 | 3K | 39.93K | 15.32K |
| Oct 19, 2011 | METZOLD THOMAS M | SALE | 12.29 | 2K | 24.58K | 23.54K |
| Aug 05, 2009 | MACINTOSH ROBERT B | PURCHASE | 12.32 | 900 | 11.09K | 900 |
| Jun 04, 2009 | MACINTOSH ROBERT B | PURCHASE | 11.98 | 2K | 23.96K | 5.9K |
| Nov 23, 2005 | REAMER NORTON H | SALE | 14.47 | 4K | 57.88K | 0 |
| Nov 07, 2005 | REAMER NORTON H | SALE | 14.50 | 3K | 43.5K | 4K |
| Oct 24, 2005 | REAMER NORTON H | SALE | 14.51 | 3K | 43.53K | 7K |
| Oct 20, 2005 | REAMER NORTON H | SALE | 14.42 | 4K | 57.68K | 18K |
| Jan 25, 2005 | REAMER NORTON H | SALE | 14.12 | 11.4K | 160.97K | 14K |
| Jan 24, 2005 | REAMER NORTON H | SALE | 14.12 | 7.5K | 105.9K | 25.4K |
| May 10, 2004 | REAMER NORTON H | PURCHASE | 12.60 | 7K | 88.2K | 47.7K |
| May 04, 2004 | REAMER NORTON H | PURCHASE | 13.13 | 7K | 91.91K | 40.7K |
| Dec 30, 2003 | FETTER THOMAS J | PURCHASE | 13.79 | 5.6K | 77.22K | 29.13K |
| Sep 11, 2003 | REAMER NORTON H | PURCHASE | 13.15 | 3.8K | 49.97K | 33.7K |
| Aug 26, 2003 | REAMER NORTON H | PURCHASE | 13.11 | 3.8K | 49.82K | 29.9K |
| Aug 22, 2003 | REAMER NORTON H | PURCHASE | 13.21 | 3.8K | 50.2K | 26.1K |
| Jul 29, 2003 | REAMER NORTON H | PURCHASE | 13.35 | 3.7K | 49.4K | 18.5K |