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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 89 | $2.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 200 | $4.00K | 0.00% | +200 | New |
| The PNC Financial Services Group, Inc. | 370 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,262 | $47.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,000 | $62.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,500 | $114.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 6,450 | $134.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 12,879 | $267.0K | 0.00% | +66+0.5% | Added |
| Keybank National Association | 16,211 | $336.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 16,643 | $344.0K | 0.06% | −732−4.2% | Reduced |
| Raymond James & Associates | 17,147 | $355.0K | 0.00% | +306+1.8% | Added |
| Andrew Hill Investment Advisors, Inc. | 21,927 | $454.0K | 0.65% | +3,500+19.0% | Added |
| Royal Bank of Canada | 22,622 | $469.0K | 0.00% | +1,250+5.8% | Added |
| Truist Financial Corp | 25,768 | $534.0K | 0.00% | +7,415+40.4% | Added |
| Merit Financial Group, LLC | 26,200 | $543.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 26,650 | $552.0K | 0.01% | +2,900+12.2% | Added |
| Commonwealth Equity Services, LLC | 26,819 | $555.0K | 0.00% | −4,400−14.1% | Reduced |
| Van Eck Associates Corp | 26,933 | $558.0K | 0.00% | −12,604−31.9% | Reduced |
| Stifel Financial Corp | 27,962 | $579.0K | 0.00% | −2,905−9.4% | Reduced |
| LPL Financial LLC | 30,849 | $639.0K | 0.00% | +44+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 39,094 | $810.0K | 0.05% | +39,094 | New |
| Steward Partners Investment Advisory, LLC | 45,085 | $934.0K | 0.02% | +2,793+6.6% | Added |
| Advisor Group Holdings, Inc. | 49,331 | $1.02M | 0.00% | −1,230−2.4% | Reduced |
| Guggenheim Capital LLC | 55,986 | $1.16M | 0.01% | +17,528+45.6% | Added |
| Janney Montgomery Scott LLC | 68,520 | $1.42M | 0.01% | −47,855−41.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 85,897 | $1.78M | 0.08% | −2,000−2.3% | Reduced |
| Rockefeller Capital Management L.P. | 86,661 | $1.79M | 0.01% | −20,000−18.8% | Reduced |
| UBS Group AG | 93,562 | $1.94M | 0.00% | −22,576−19.4% | Reduced |
| Eaton Vance Management | 107,247 | $2.22M | 0.00% | −2,084−1.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 127,485 | $2.64M | 0.01% | −212−0.2% | Reduced |
| Wells Fargo & Company | 127,526 | $2.64M | 0.00% | −8,703−6.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 148,116 | $3.07M | 1.21% | +3,296+2.3% | Added |
| Bank of America Corp | 240,896 | $4.99M | 0.00% | +109,842+83.8% | Added |
| Morgan Stanley | 281,870 | $5.84M | 0.00% | −11,194−3.8% | Reduced |
| 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 |