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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 743 | $13 | 0.00% | +743 | New |
| The PNC Financial Services Group, Inc. | 370 | $6.60K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,500 | $26.7K | 0.01% | +1,500 | New |
| Bessemer Group Inc | 2,262 | $40.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,000 | $53.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,500 | $62.4K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,285 | $76.0K | 0.00% | +4,285 | New |
| Huntington National Bank | – | $111.3K | 0.00% | – | New |
| US Bancorp | 8,436 | $150.4K | 0.00% | +346+4.3% | Added |
| Mutual Advisors, LLC | 10,275 | $183.2K | 0.01% | +10,275 | New |
| Amplius Wealth Advisors, LLC | 10,505 | $187.3K | 0.03% | −5,838−35.7% | Reduced |
| Raymond James & Associates | 11,072 | $197.4K | 0.00% | −5,067−31.4% | Reduced |
| Woodline Partners LP | 11,392 | $203.1K | 0.00% | +11,392 | New |
| Per Stirling Capital Management, LLC. | 13,477 | $240.3K | 0.04% | +13,477 | New |
| Ameriprise Financial Inc | 13,979 | $249.0K | 0.00% | +1,100+8.5% | Added |
| Royal Bank of Canada | 14,072 | $251.0K | 0.00% | −8,550−37.8% | Reduced |
| Compass Financial Group, INC | 15,233 | $272.0K | 0.10% | +15,233 | New |
| Janney Montgomery Scott LLC | 15,436 | $275.0K | 0.00% | −3,093−16.7% | Reduced |
| Truist Financial Corp | 18,715 | $333.7K | 0.00% | −6,139−24.7% | Reduced |
| Melfa Wealth Management, LLC | 23,071 | $411.4K | 0.43% | +23,071 | New |
| Stifel Financial Corp | 25,786 | $459.8K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 26,200 | $467.1K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 27,619 | $492.0K | 0.00% | +800+3.0% | Added |
| Sentinel Trust Co Lba | 28,500 | $508.0K | 0.08% | +28,500 | New |
| Van Eck Associates Corp | 35,669 | $636.0K | 0.00% | +7,354+26.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 36,670 | $654.0K | 0.04% | −1,108−2.9% | Reduced |
| LPL Financial LLC | 42,209 | $752.6K | 0.00% | +10,793+34.4% | Added |
| Steward Partners Investment Advisory, LLC | 43,537 | $776.3K | 0.01% | +602+1.4% | Added |
| Advisor Group Holdings, Inc. | 46,458 | $828.0K | 0.00% | −3,558−7.1% | Reduced |
| Guggenheim Capital LLC | 50,842 | $906.5K | 0.01% | −4,376−7.9% | Reduced |
| Stratos Wealth Partners, LTD. | 57,914 | $1.03M | 0.03% | +44,214+322.7% | Added |
| Wolverine Asset Management LLC | 75,085 | $1.34M | 0.02% | +75,085 | New |
| UBS Group AG | 86,268 | $1.54M | 0.00% | −1,418−1.6% | Reduced |
| Rockefeller Capital Management L.P. | 90,710 | $1.62M | 0.01% | +4,049+4.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 95,897 | $1.71M | 0.08% | +10,000+11.6% | Added |
| Wells Fargo & Company | 120,583 | $2.15M | 0.00% | −6,978−5.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 131,480 | $2.34M | 0.92% | −21,595−14.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 137,203 | $2.45M | 0.00% | +9,672+7.6% | Added |
| XML Financial, LLC | 155,851 | $2.78M | 0.35% | −3,370−2.1% | Reduced |
| Morgan Stanley | 286,830 | $5.11M | 0.00% | −11,629−3.9% | Reduced |
| Bank of America Corp | 371,099 | $6.62M | 0.00% | +14,180+4.0% | Added |
| 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 |