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, Q4 2021
Institutional positions in Eaton Vance Municipal Income 2028 Term Trust as of Dec 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
- 41
- 0 vs. Q3 2021
- Shares held
- 2.14M
- +84.7K (+4.1%) vs. Q3 2021
- Total value
- $45.9M
- +$125.4K (+0.3%) vs. Q3 2021
- New holders
- 4
- 17 more added
- Sold out
- 4
- 7 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income 2028 Term Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 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 |
| The PNC Financial Services Group, Inc. | 370 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,262 | $49.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,000 | $64.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,500 | $118.3K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 6,450 | $139.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 9,546 | $205.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 10,712 | $230.0K | 0.00% | +9,452+750.2% | Added |
| Keybank National Association | 11,218 | $241.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,000 | $258.0K | 0.01% | −1,979−14.2% | Reduced |
| Ameriprise Financial Inc | 12,319 | $265.0K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 14,065 | $302.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 15,365 | $330.0K | 0.00% | +1,681+12.3% | Added |
| Amplius Wealth Advisors, LLC | 16,756 | $360.0K | 0.05% | +16,756 | New |
| Andrew Hill Investment Advisors, Inc. | 17,127 | $368.0K | 0.34% | +17,127 | New |
| Raymond James & Associates | 17,317 | $372.0K | 0.00% | −843−4.6% | Reduced |
| First Trust Advisors LP | 19,563 | $421.0K | 0.00% | −14,750−43.0% | Reduced |
| Biltmore Family Office, LLC | 20,000 | $430.0K | 0.08% | +20,000 | New |
| Quent Capital, LLC | 20,000 | $430.0K | 0.09% | +20,000 | New |
| LPL Financial LLC | 21,228 | $456.0K | 0.00% | +2,663+14.3% | Added |
| Stifel Financial Corp | 24,030 | $517.0K | 0.00% | −1,178−4.7% | Reduced |
| Royal Bank of Canada | 24,188 | $520.0K | 0.00% | +2,116+9.6% | Added |
| Merit Financial Group, LLC | 26,200 | $563.0K | 0.06% | −11,232−30.0% | Reduced |
| Commonwealth Equity Services, LLC | 30,468 | $655.0K | 0.00% | +48+0.2% | Added |
| Stratos Wealth Partners, LTD. | 34,850 | $749.0K | 0.02% | +1,150+3.4% | Added |
| Van Eck Associates Corp | 39,618 | $852.0K | 0.00% | +3,272+9.0% | Added |
| Steward Partners Investment Advisory, LLC | 40,502 | $871.0K | 0.01% | −717−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 51,581 | $1.11M | 0.00% | +50.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 85,347 | $1.83M | 0.07% | +200+0.2% | Added |
| Eaton Vance Management | 109,191 | $2.35M | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 115,558 | $2.48M | 0.01% | +19,664+20.5% | Added |
| Rockefeller Capital Management L.P. | 120,561 | $2.59M | 0.01% | +3,068+2.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 127,169 | $2.73M | 0.01% | +400.0% | Added |
| Walter & Keenan Financial Consulting Co | 132,931 | $2.86M | 0.93% | −2,489−1.8% | Reduced |
| Bank of America Corp | 142,549 | $3.06M | 0.00% | +9,941+7.5% | Added |
| XML Financial, LLC | 151,436 | $3.26M | 0.39% | +150+0.1% | Added |
| Wells Fargo & Company | 194,706 | $4.19M | 0.00% | +1,841+1.0% | Added |
| UBS Group AG | 199,454 | $4.29M | 0.00% | +21,116+11.8% | Added |
| Morgan Stanley | 247,757 | $5.33M | 0.00% | +22,549+10.0% | Added |
| First Foundation Advisors | 0 | $0 | 0.00% | −23,887−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −22,991−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,060−100.0% | Sold out |