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