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, Q4 2022
Institutional positions in Eaton Vance Municipal Income 2028 Term Trust as of Dec 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
- 41
- +9 vs. Q3 2022
- Shares held
- 2.15M
- +187.7K (+9.5%) vs. Q3 2022
- Total value
- $38.5M
- +$1.73M (+4.7%) vs. Q3 2022
- New holders
- 11
- 11 more added
- Sold out
- 2
- 13 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income 2028 Term Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 371,099 | $6.62M | 0.00% | +14,180+4.0% | Added |
| Morgan Stanley | 286,830 | $5.11M | 0.00% | −11,629−3.9% | Reduced |
| XML Financial, LLC | 155,851 | $2.78M | 0.35% | −3,370−2.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 137,203 | $2.45M | 0.00% | +9,672+7.6% | Added |
| Walter & Keenan Financial Consulting Co | 131,480 | $2.34M | 0.92% | −21,595−14.1% | Reduced |
| Wells Fargo & Company | 120,583 | $2.15M | 0.00% | −6,978−5.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 95,897 | $1.71M | 0.08% | +10,000+11.6% | Added |
| Rockefeller Capital Management L.P. | 90,710 | $1.62M | 0.01% | +4,049+4.7% | Added |
| UBS Group AG | 86,268 | $1.54M | 0.00% | −1,418−1.6% | Reduced |
| Wolverine Asset Management LLC | 75,085 | $1.34M | 0.02% | +75,085 | New |
| Stratos Wealth Partners, LTD. | 57,914 | $1.03M | 0.03% | +44,214+322.7% | Added |
| Guggenheim Capital LLC | 50,842 | $906.5K | 0.01% | −4,376−7.9% | Reduced |
| Advisor Group Holdings, Inc. | 46,458 | $828.0K | 0.00% | −3,558−7.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 43,537 | $776.3K | 0.01% | +602+1.4% | Added |
| LPL Financial LLC | 42,209 | $752.6K | 0.00% | +10,793+34.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 36,670 | $654.0K | 0.04% | −1,108−2.9% | Reduced |
| Van Eck Associates Corp | 35,669 | $636.0K | 0.00% | +7,354+26.0% | Added |
| Sentinel Trust Co Lba | 28,500 | $508.0K | 0.08% | +28,500 | New |
| Commonwealth Equity Services, LLC | 27,619 | $492.0K | 0.00% | +800+3.0% | Added |
| Merit Financial Group, LLC | 26,200 | $467.1K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 25,786 | $459.8K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 23,071 | $411.4K | 0.43% | +23,071 | New |
| Truist Financial Corp | 18,715 | $333.7K | 0.00% | −6,139−24.7% | Reduced |
| Janney Montgomery Scott LLC | 15,436 | $275.0K | 0.00% | −3,093−16.7% | Reduced |
| Compass Financial Group, INC | 15,233 | $272.0K | 0.10% | +15,233 | New |
| Royal Bank of Canada | 14,072 | $251.0K | 0.00% | −8,550−37.8% | Reduced |
| Ameriprise Financial Inc | 13,979 | $249.0K | 0.00% | +1,100+8.5% | Added |
| Per Stirling Capital Management, LLC. | 13,477 | $240.3K | 0.04% | +13,477 | New |
| Woodline Partners LP | 11,392 | $203.1K | 0.00% | +11,392 | New |
| Raymond James & Associates | 11,072 | $197.4K | 0.00% | −5,067−31.4% | Reduced |
| Amplius Wealth Advisors, LLC | 10,505 | $187.3K | 0.03% | −5,838−35.7% | Reduced |
| Mutual Advisors, LLC | 10,275 | $183.2K | 0.01% | +10,275 | New |
| US Bancorp | 8,436 | $150.4K | 0.00% | +346+4.3% | Added |
| Huntington National Bank | – | $111.3K | 0.00% | – | New |
| JPMorgan Chase & Co | 4,285 | $76.0K | 0.00% | +4,285 | New |
| Anchor Investment Management, LLC | 3,500 | $62.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,000 | $53.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,262 | $40.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,500 | $26.7K | 0.01% | +1,500 | New |
| The PNC Financial Services Group, Inc. | 370 | $6.60K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 743 | $13 | 0.00% | +743 | New |
| Keybank National Association | 0 | $0 | 0.00% | −16,211−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Andrew Hill Investment Advisors, Inc. | – | – | – | – | Not filed |