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, Q3 2021
Institutional positions in Eaton Vance Municipal Income 2028 Term Trust as of Sep 30, 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
- 41
- +2 vs. Q2 2021
- Shares held
- 2.06M
- +128.0K (+6.6%) vs. Q2 2021
- Total value
- $45.7M
- +$1.03M (+2.3%) vs. Q2 2021
- New holders
- 6
- 12 more added
- Sold out
- 4
- 12 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 43 | $47.4M |
| Q1 2026 | 42 | $44.6M |
| Q4 2025 | 42 | $46.6M |
| Q3 2025 | 35 | $46.6M |
| Q2 2025 | 35 | $43.3M |
| Q1 2025 | 36 | $42.0M |
| Q4 2024 | 40 | $41.8M |
| Q3 2024 | 35 | $44.7M |
| Q2 2024 | 42 | $47.7M |
| Q1 2024 | 44 | $44.7M |
| Q4 2023 | 48 | $46.1M |
| Q3 2023 | 46 | $40.6M |
| Q2 2023 | 43 | $39.3M |
| Q1 2023 | 40 | $40.2M |
| Q4 2022 | 41 | $38.5M |
| Q3 2022 | 34 | $39.2M |
| Q2 2022 | 34 | $38.8M |
| Q1 2022 | 37 | $41.2M |
| Q4 2021 | 41 | $45.9M |
| Q3 2021 | 41 | $45.7M |
| Q2 2021 | 40 | $46.7M |
| Q1 2021 | 40 | $42.0M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income 2028 Term Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 225,208 | $5.03M | 0.00% | −16,544−6.8% | Reduced |
| Wells Fargo & Company | 192,865 | $4.31M | 0.00% | −116,849−37.7% | Reduced |
| UBS Group AG | 178,338 | $3.98M | 0.00% | +26,958+17.8% | Added |
| XML Financial, LLC | 151,286 | $3.38M | 0.45% | +151,286 | New |
| Walter & Keenan Financial Consulting Co | 135,420 | $3.02M | 1.03% | +4,320+3.3% | Added |
| Bank of America Corp | 132,608 | $2.96M | 0.00% | −19,489−12.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 127,129 | $2.84M | 0.01% | −1,090−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 117,493 | $2.62M | 0.01% | +24,642+26.5% | Added |
| Eaton Vance Management | 109,191 | $2.44M | 0.00% | −1,022−0.9% | Reduced |
| Janney Montgomery Scott LLC | 95,894 | $2.14M | 0.01% | +26,510+38.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 85,147 | $1.90M | 0.08% | +85,147 | New |
| Advisor Group Holdings, Inc. | 51,576 | $1.15M | 0.00% | −1,700−3.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 41,219 | $920.0K | 0.02% | +1,540+3.9% | Added |
| Merit Financial Group, LLC | 37,432 | $836.0K | 0.09% | +103+0.3% | Added |
| Van Eck Associates Corp | 36,346 | $812.0K | 0.00% | +1,629+4.7% | Added |
| First Trust Advisors LP | 34,313 | $766.0K | 0.00% | −5,471−13.8% | Reduced |
| Stratos Wealth Partners, LTD. | 33,700 | $753.0K | 0.02% | −1,550−4.4% | Reduced |
| Commonwealth Equity Services, LLC | 30,420 | $679.0K | 0.00% | +45+0.1% | Added |
| Stifel Financial Corp | 25,208 | $563.0K | 0.00% | −10,420−29.2% | Reduced |
| First Foundation Advisors | 23,887 | $533.0K | 0.02% | −10,872−31.3% | Reduced |
| Kestra Advisory Services, LLC | 22,991 | $513.0K | 0.01% | +3,199+16.2% | Added |
| Royal Bank of Canada | 22,072 | $493.0K | 0.00% | +1,879+9.3% | Added |
| LPL Financial LLC | 18,565 | $415.0K | 0.00% | +6,157+49.6% | Added |
| Raymond James & Associates | 18,160 | $406.0K | 0.00% | −3,187−14.9% | Reduced |
| Resources Investment Advisors, LLC. | 14,065 | $314.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 13,979 | $312.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 13,684 | $306.0K | 0.00% | +13,684 | New |
| Ameriprise Financial Inc | 12,319 | $275.0K | 0.00% | +1,371+12.5% | Added |
| Keybank National Association | 11,218 | $250.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 9,546 | $213.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 7,000 | $156.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 6,450 | $144.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,500 | $122.8K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,000 | $67.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,262 | $51.0K | 0.00% | −110−4.6% | Reduced |
| Wolverine Asset Management LLC | 1,260 | $28.0K | 0.00% | +1,260 | New |
| Herold Advisors, Inc. | 1,060 | $23.0K | 0.01% | +1,060 | New |
| The PNC Financial Services Group, Inc. | 370 | $8.00K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 10,000 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 89 | $2.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Citigroup Inc | 0 | $0 | 0.00% | −14,892−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −11,533−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −7,782−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Usca Ria LLC | – | – | – | – | Not filed |