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, Q3 2022
Institutional positions in Eaton Vance Municipal Income 2028 Term Trust as of Sep 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
- 0 vs. Q2 2022
- Shares held
- 2.10M
- +221.5K (+11.8%) vs. Q2 2022
- Total value
- $39.2M
- +$359.5K (+0.9%) vs. Q2 2022
- New holders
- 1
- 9 more added
- Sold out
- 1
- 11 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income 2028 Term Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 356,919 | $6.67M | 0.00% | +116,023+48.2% | Added |
| Morgan Stanley | 298,459 | $5.58M | 0.00% | +16,589+5.9% | Added |
| XML Financial, LLC | 159,221 | $2.98M | 0.41% | +159,221 | New |
| Walter & Keenan Financial Consulting Co | 153,075 | $2.86M | 1.21% | +4,959+3.3% | Added |
| Wells Fargo & Company | 127,561 | $2.39M | 0.00% | +350.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 127,531 | $2.38M | 0.01% | +460.0% | Added |
| Eaton Vance Management | 107,247 | $2.01M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 87,686 | $1.64M | 0.00% | −5,876−6.3% | Reduced |
| Rockefeller Capital Management L.P. | 86,661 | $1.62M | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 85,897 | $1.61M | 0.08% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 55,218 | $1.03M | 0.01% | −768−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 50,016 | $936.0K | 0.00% | +685+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 42,935 | $803.0K | 0.02% | −2,150−4.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 37,778 | $706.0K | 0.05% | −1,316−3.4% | Reduced |
| LPL Financial LLC | 31,416 | $587.0K | 0.00% | +567+1.8% | Added |
| Van Eck Associates Corp | 28,315 | $529.0K | 0.00% | +1,382+5.1% | Added |
| Commonwealth Equity Services, LLC | 26,819 | $501.0K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 26,200 | $490.0K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 25,786 | $482.0K | 0.00% | −2,176−7.8% | Reduced |
| Truist Financial Corp | 24,854 | $465.0K | 0.00% | −914−3.5% | Reduced |
| Royal Bank of Canada | 22,622 | $423.0K | 0.00% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 21,927 | $410.0K | 0.56% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 18,529 | $346.0K | 0.00% | −49,991−73.0% | Reduced |
| Amplius Wealth Advisors, LLC | 16,343 | $306.0K | 0.05% | −300−1.8% | Reduced |
| Keybank National Association | 16,211 | $303.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 16,139 | $302.0K | 0.00% | −1,008−5.9% | Reduced |
| Stratos Wealth Partners, LTD. | 13,700 | $256.0K | 0.01% | −12,950−48.6% | Reduced |
| Ameriprise Financial Inc | 12,879 | $241.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8,090 | $151.0K | 0.00% | +1,640+25.4% | Added |
| Anchor Investment Management, LLC | 3,500 | $65.5K | 0.01% | −2,000−36.4% | Reduced |
| North Star Investment Management Corp. | 3,000 | $56.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,262 | $42.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 370 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 89 | $2.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |