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, Q2 2022
Institutional positions in Eaton Vance Municipal Income 2028 Term Trust as of Jun 30, 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
- 34
- −3 vs. Q1 2022
- Shares held
- 1.87M
- −143.0K (−7.1%) vs. Q1 2022
- Total value
- $38.8M
- −$2.38M (−5.8%) vs. Q1 2022
- New holders
- 2
- 11 more added
- Sold out
- 5
- 13 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income 2028 Term Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 281,870 | $5.84M | 0.00% | −11,194−3.8% | Reduced |
| Bank of America Corp | 240,896 | $4.99M | 0.00% | +109,842+83.8% | Added |
| Walter & Keenan Financial Consulting Co | 148,116 | $3.07M | 1.21% | +3,296+2.3% | Added |
| Wells Fargo & Company | 127,526 | $2.64M | 0.00% | −8,703−6.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 127,485 | $2.64M | 0.01% | −212−0.2% | Reduced |
| Eaton Vance Management | 107,247 | $2.22M | 0.00% | −2,084−1.9% | Reduced |
| UBS Group AG | 93,562 | $1.94M | 0.00% | −22,576−19.4% | Reduced |
| Rockefeller Capital Management L.P. | 86,661 | $1.79M | 0.01% | −20,000−18.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 85,897 | $1.78M | 0.08% | −2,000−2.3% | Reduced |
| Janney Montgomery Scott LLC | 68,520 | $1.42M | 0.01% | −47,855−41.1% | Reduced |
| Guggenheim Capital LLC | 55,986 | $1.16M | 0.01% | +17,528+45.6% | Added |
| Advisor Group Holdings, Inc. | 49,331 | $1.02M | 0.00% | −1,230−2.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 45,085 | $934.0K | 0.02% | +2,793+6.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 39,094 | $810.0K | 0.05% | +39,094 | New |
| LPL Financial LLC | 30,849 | $639.0K | 0.00% | +44+0.1% | Added |
| Stifel Financial Corp | 27,962 | $579.0K | 0.00% | −2,905−9.4% | Reduced |
| Van Eck Associates Corp | 26,933 | $558.0K | 0.00% | −12,604−31.9% | Reduced |
| Commonwealth Equity Services, LLC | 26,819 | $555.0K | 0.00% | −4,400−14.1% | Reduced |
| Stratos Wealth Partners, LTD. | 26,650 | $552.0K | 0.01% | +2,900+12.2% | Added |
| Merit Financial Group, LLC | 26,200 | $543.0K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 25,768 | $534.0K | 0.00% | +7,415+40.4% | Added |
| Royal Bank of Canada | 22,622 | $469.0K | 0.00% | +1,250+5.8% | Added |
| Andrew Hill Investment Advisors, Inc. | 21,927 | $454.0K | 0.65% | +3,500+19.0% | Added |
| Raymond James & Associates | 17,147 | $355.0K | 0.00% | +306+1.8% | Added |
| Amplius Wealth Advisors, LLC | 16,643 | $344.0K | 0.06% | −732−4.2% | Reduced |
| Keybank National Association | 16,211 | $336.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 12,879 | $267.0K | 0.00% | +66+0.5% | Added |
| US Bancorp | 6,450 | $134.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,500 | $114.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,000 | $62.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,262 | $47.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 370 | $8.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 200 | $4.00K | 0.00% | +200 | New |
| Parallel Advisors, LLC | 89 | $2.00K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 0 | $0 | 0.00% | −150,186−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −18,446−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −14,065−100.0% | Sold out |
| Sentinel Trust Co Lba | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |