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 2022
Institutional positions in Eaton Vance Municipal Income 2028 Term Trust as of Mar 31, 2022. 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
- 37
- −4 vs. Q4 2021
- Shares held
- 2.02M
- −126.2K (−5.9%) vs. Q4 2021
- Total value
- $41.2M
- −$4.66M (−10.2%) vs. Q4 2021
- New holders
- 3
- 15 more added
- Sold out
- 7
- 11 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income 2028 Term Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 293,064 | $5.99M | 0.00% | +45,307+18.3% | Added |
| XML Financial, LLC | 150,186 | $3.07M | 0.36% | −1,250−0.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 144,820 | $2.96M | 1.00% | +11,889+8.9% | Added |
| Wells Fargo & Company | 136,229 | $2.78M | 0.00% | −58,477−30.0% | Reduced |
| Bank of America Corp | 131,054 | $2.68M | 0.00% | −11,495−8.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 127,697 | $2.61M | 0.00% | +528+0.4% | Added |
| Janney Montgomery Scott LLC | 116,375 | $2.38M | 0.01% | +817+0.7% | Added |
| UBS Group AG | 116,138 | $2.37M | 0.00% | −83,316−41.8% | Reduced |
| Eaton Vance Management | 109,331 | $2.23M | 0.00% | +140+0.1% | Added |
| Rockefeller Capital Management L.P. | 106,661 | $2.18M | 0.01% | −13,900−11.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 87,897 | $1.80M | 0.07% | +2,550+3.0% | Added |
| Advisor Group Holdings, Inc. | 50,561 | $1.03M | 0.00% | −1,020−2.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 42,292 | $864.0K | 0.01% | +1,790+4.4% | Added |
| Van Eck Associates Corp | 39,537 | $808.0K | 0.00% | −81−0.2% | Reduced |
| Guggenheim Capital LLC | 38,458 | $786.0K | 0.00% | +38,458 | New |
| Commonwealth Equity Services, LLC | 31,219 | $637.0K | 0.00% | +751+2.5% | Added |
| Stifel Financial Corp | 30,867 | $631.0K | 0.00% | +6,837+28.5% | Added |
| LPL Financial LLC | 30,805 | $629.0K | 0.00% | +9,577+45.1% | Added |
| Merit Financial Group, LLC | 26,200 | $535.0K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 23,750 | $485.0K | 0.01% | −11,100−31.9% | Reduced |
| Royal Bank of Canada | 21,372 | $437.0K | 0.00% | −2,816−11.6% | Reduced |
| First Trust Advisors LP | 18,446 | $377.0K | 0.00% | −1,117−5.7% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 18,427 | $376.0K | 0.42% | +1,300+7.6% | Added |
| Truist Financial Corp | 18,353 | $375.0K | 0.00% | +2,988+19.4% | Added |
| Amplius Wealth Advisors, LLC | 17,375 | $354.0K | 0.05% | +619+3.7% | Added |
| Raymond James & Associates | 16,841 | $344.0K | 0.00% | −476−2.7% | Reduced |
| Keybank National Association | 16,211 | $331.0K | 0.00% | +4,993+44.5% | Added |
| Resources Investment Advisors, LLC. | 14,065 | $287.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 12,813 | $262.0K | 0.00% | +494+4.0% | Added |
| Sentinel Trust Co Lba | 11,000 | $225.0K | 0.03% | +11,000 | New |
| US Bancorp | 6,450 | $132.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,500 | $112.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,000 | $61.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,262 | $46.0K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,081 | $22.1K | 0.01% | +1,081 | New |
| The PNC Financial Services Group, Inc. | 370 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 89 | $2.00K | 0.00% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −10,712−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −9,546−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |