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Eaton Vance Municipal Income 2028 Term Trust

ETX
Exchange
NYSE
SEC CIK
0001563696

No open-market purchases or sales by Eaton Vance Municipal Income 2028 Term Trust insiders were filed in the last 90 days; 43 institutions reported holding it in 13F filings for Q2 2026, worth $47.4M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Eaton Vance Municipal Income 2028 Term Trust as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
40
No complete 13F data for Q4 2020
Shares held
1.93M
No complete 13F data for Q4 2020
Total value
$42.0M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting ETX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 40 institutions
Q1 2021: 40 institutionsQ2 2021: 40 institutionsQ3 2021: 41 institutionsQ4 2021: 41 institutionsQ1 2022: 37 institutionsQ2 2022: 34 institutionsQ3 2022: 34 institutionsQ4 2022: 41 institutionsQ1 2023: 40 institutionsQ2 2023: 43 institutionsQ3 2023: 46 institutionsQ4 2023: 48 institutionsQ1 2024: 44 institutionsQ2 2024: 42 institutionsQ3 2024: 35 institutionsQ4 2024: 40 institutionsQ1 2025: 36 institutionsQ2 2025: 35 institutionsQ3 2025: 35 institutionsQ4 2025: 42 institutionsQ1 2026: 42 institutionsQ2 2026: 43 institutions
Value heldQ1 2021: $42.0M
Q1 2021: $42.0MQ2 2021: $46.7MQ3 2021: $45.7MQ4 2021: $45.9MQ1 2022: $41.2MQ2 2022: $38.8MQ3 2022: $39.2MQ4 2022: $38.5MQ1 2023: $40.2MQ2 2023: $39.3MQ3 2023: $40.6MQ4 2023: $46.1MQ1 2024: $44.7MQ2 2024: $47.7MQ3 2024: $44.7MQ4 2024: $41.8MQ1 2025: $42.0MQ2 2025: $43.3MQ3 2025: $46.6MQ4 2025: $46.6MQ1 2026: $44.6MQ2 2026: $47.4M
Institutions holding ETX and their total value by quarter
QuarterHoldersValue
Q2 202643$47.4M
Q1 202642$44.6M
Q4 202542$46.6M
Q3 202535$46.6M
Q2 202535$43.3M
Q1 202536$42.0M
Q4 202440$41.8M
Q3 202435$44.7M
Q2 202442$47.7M
Q1 202444$44.7M
Q4 202348$46.1M
Q3 202346$40.6M
Q2 202343$39.3M
Q1 202340$40.2M
Q4 202241$38.5M
Q3 202234$39.2M
Q2 202234$38.8M
Q1 202237$41.2M
Q4 202141$45.9M
Q3 202141$45.7M
Q2 202140$46.7M
Q1 202140$42.0M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income 2028 Term Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding ETX in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Wells Fargo & Company282,332$6.17M0.00%––
Morgan Stanley219,010$4.79M0.00%––
Bank of America Corp176,806$3.87M0.00%––
UBS Group AG140,516$3.07M0.00%––
Raymond James Financial Services Advisors, Inc.129,209$2.83M0.01%––
Walter & Keenan Financial Consulting Co121,200$2.65M0.94%––
Eaton Vance Management108,057$2.36M0.00%––
Usca Ria LLC84,647$1.85M0.12%––
Rockefeller Capital Management L.P.74,750$1.63M0.01%––
Janney Montgomery Scott LLC59,070$1.29M0.01%––
First Trust Advisors LP54,554$1.19M0.00%––
Stifel Financial Corp50,700$1.11M0.00%––
First Foundation Advisors44,631$976.0K0.04%––
Steward Partners Investment Advisory, LLC39,679$867.8K0.02%––
Merit Financial Group, LLC37,225$814.0K0.09%––
Advisor Group Holdings, Inc.36,162$790.0K0.00%––
Stratos Wealth Partners, LTD.34,625$757.0K0.02%––
Commonwealth Equity Services, LLC30,330$663.0K0.00%––
Van Eck Associates Corp26,100$571.0K0.00%––
Raymond James & Associates20,819$455.0K0.00%––
Kestra Advisory Services, LLC19,737$432.0K0.01%––
Citigroup Inc14,892$326.0K0.00%––
LPL Financial LLC14,871$325.0K0.00%––
Royal Bank of Canada14,672$321.0K0.00%––
Invesco Ltd.14,193$310.0K0.00%––
Resources Investment Advisors, LLC.14,065$308.0K0.01%––
Advisory Services Network, LLC13,979$306.0K0.01%––
Ameriprise Financial Inc10,373$227.0K0.00%––
Ancora Advisors, LLC7,782$170.0K0.00%––
US Bancorp6,450$141.0K0.00%––
International Assets Investment Management, LLC5,231$123.0K0.01%––
Anchor Investment Management, LLC5,500$120.3K0.02%––
North Star Investment Management Corp.3,000$66.0K0.01%––
Bessemer Group Inc2,372$52.0K0.00%––
Valeo Financial Advisors, LLC2,000$44.0K0.00%––
Sowell Financial Services LLC1,033$23.0K0.00%––
The PNC Financial Services Group, Inc.370$8.00K0.00%––
Harbour Investments, Inc.275$6.00K0.00%––
Northern Trust Corp10,000$2.00K0.00%––
Parallel Advisors, LLC89$2.00K0.00%––