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 |
|---|---|---|---|---|---|
| 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 |
| Herold Advisors, Inc. | 1,081 | $22.1K | 0.01% | +1,081 | New |
| Bessemer Group Inc | 2,262 | $46.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,000 | $61.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,500 | $112.4K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 6,450 | $132.0K | 0.00% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 11,000 | $225.0K | 0.03% | +11,000 | New |
| Ameriprise Financial Inc | 12,813 | $262.0K | 0.00% | +494+4.0% | Added |
| Resources Investment Advisors, LLC. | 14,065 | $287.0K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 16,211 | $331.0K | 0.00% | +4,993+44.5% | Added |
| Raymond James & Associates | 16,841 | $344.0K | 0.00% | −476−2.7% | Reduced |
| Amplius Wealth Advisors, LLC | 17,375 | $354.0K | 0.05% | +619+3.7% | Added |
| Truist Financial Corp | 18,353 | $375.0K | 0.00% | +2,988+19.4% | Added |
| Andrew Hill Investment Advisors, Inc. | 18,427 | $376.0K | 0.42% | +1,300+7.6% | Added |
| First Trust Advisors LP | 18,446 | $377.0K | 0.00% | −1,117−5.7% | Reduced |
| Royal Bank of Canada | 21,372 | $437.0K | 0.00% | −2,816−11.6% | Reduced |
| Stratos Wealth Partners, LTD. | 23,750 | $485.0K | 0.01% | −11,100−31.9% | Reduced |
| Merit Financial Group, LLC | 26,200 | $535.0K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 30,805 | $629.0K | 0.00% | +9,577+45.1% | Added |
| Stifel Financial Corp | 30,867 | $631.0K | 0.00% | +6,837+28.5% | Added |
| Commonwealth Equity Services, LLC | 31,219 | $637.0K | 0.00% | +751+2.5% | Added |
| Guggenheim Capital LLC | 38,458 | $786.0K | 0.00% | +38,458 | New |
| Van Eck Associates Corp | 39,537 | $808.0K | 0.00% | −81−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 42,292 | $864.0K | 0.01% | +1,790+4.4% | Added |
| Advisor Group Holdings, Inc. | 50,561 | $1.03M | 0.00% | −1,020−2.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 87,897 | $1.80M | 0.07% | +2,550+3.0% | Added |
| Rockefeller Capital Management L.P. | 106,661 | $2.18M | 0.01% | −13,900−11.5% | Reduced |
| Eaton Vance Management | 109,331 | $2.23M | 0.00% | +140+0.1% | Added |
| UBS Group AG | 116,138 | $2.37M | 0.00% | −83,316−41.8% | Reduced |
| Janney Montgomery Scott LLC | 116,375 | $2.38M | 0.01% | +817+0.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 127,697 | $2.61M | 0.00% | +528+0.4% | Added |
| Bank of America Corp | 131,054 | $2.68M | 0.00% | −11,495−8.1% | Reduced |
| Wells Fargo & Company | 136,229 | $2.78M | 0.00% | −58,477−30.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 144,820 | $2.96M | 1.00% | +11,889+8.9% | Added |
| XML Financial, LLC | 150,186 | $3.07M | 0.36% | −1,250−0.8% | Reduced |
| Morgan Stanley | 293,064 | $5.99M | 0.00% | +45,307+18.3% | Added |
| 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 |