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, Q1 2023
Institutional positions in Eaton Vance Municipal Income 2028 Term Trust as of Mar 31, 2023. 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
- 40
- −1 vs. Q4 2022
- Shares held
- 2.26M
- +101.4K (+4.7%) vs. Q4 2022
- Total value
- $40.2M
- +$1.73M (+4.5%) vs. Q4 2022
- New holders
- 5
- 19 more added
- Sold out
- 6
- 7 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income 2028 Term Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 346,739 | $6.17M | 0.00% | +59,909+20.9% | Added |
| XML Financial, LLC | 160,757 | $2.86M | 0.35% | +4,906+3.1% | Added |
| UBS Group AG | 153,560 | $2.73M | 0.00% | +67,292+78.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 143,363 | $2.55M | 0.00% | +6,160+4.5% | Added |
| Walter & Keenan Financial Consulting Co | 134,130 | $2.39M | 0.91% | +2,650+2.0% | Added |
| Wells Fargo & Company | 124,515 | $2.22M | 0.00% | +3,932+3.3% | Added |
| Bank of America Corp | 108,991 | $1.94M | 0.00% | −262,108−70.6% | Reduced |
| CI Private Wealth, LLC | 104,683 | $1.86M | 0.01% | +104,683 | New |
| U.S. Capital Wealth Advisors, LLC | 98,897 | $1.76M | 0.08% | +3,000+3.1% | Added |
| Steward Partners Investment Advisory, LLC | 89,908 | $1.60M | 0.03% | +46,371+106.5% | Added |
| Rockefeller Capital Management L.P. | 87,457 | $1.55M | 0.01% | −3,253−3.6% | Reduced |
| Wolverine Asset Management LLC | 80,743 | $1.44M | 0.03% | +5,658+7.5% | Added |
| Stratos Wealth Partners, LTD. | 58,987 | $1.05M | 0.03% | +1,073+1.9% | Added |
| Van Eck Associates Corp | 54,677 | $973.0K | 0.00% | +19,008+53.3% | Added |
| Advisor Group Holdings, Inc. | 50,500 | $898.4K | 0.00% | +4,042+8.7% | Added |
| Guggenheim Capital LLC | 50,048 | $890.4K | 0.01% | −794−1.6% | Reduced |
| Cohen & Steers, Inc. | 44,477 | $791.0K | 0.00% | +44,477 | New |
| LPL Financial LLC | 42,269 | $752.0K | 0.00% | +60+0.1% | Added |
| Merit Financial Group, LLC | 37,668 | $670.1K | 0.02% | +11,468+43.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 35,998 | $640.0K | 0.04% | −672−1.8% | Reduced |
| Sentinel Trust Co Lba | 28,500 | $507.0K | 0.07% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 25,598 | $455.0K | 0.00% | −2,021−7.3% | Reduced |
| Stifel Financial Corp | 23,486 | $417.8K | 0.00% | −2,300−8.9% | Reduced |
| Melfa Wealth Management, LLC | 20,567 | $365.9K | 0.37% | −2,504−10.9% | Reduced |
| 1607 Capital Partners, LLC | 19,703 | $350.5K | 0.02% | +19,703 | New |
| Truist Financial Corp | 18,766 | $333.8K | 0.00% | +51+0.3% | Added |
| Compass Financial Group, INC | 15,233 | $271.0K | 0.09% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 14,309 | $254.6K | 0.00% | +330+2.4% | Added |
| Royal Bank of Canada | 14,072 | $250.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 13,285 | $236.3K | 0.00% | +2,213+20.0% | Added |
| Mutual Advisors, LLC | 12,595 | $224.1K | 0.01% | +2,320+22.6% | Added |
| Arlington Capital Management, Inc. | 11,420 | $203.2K | 0.19% | +11,420 | New |
| Invesco Ltd. | 11,370 | $202.3K | 0.00% | +11,370 | New |
| US Bancorp | 9,536 | $169.6K | 0.00% | +1,100+13.0% | Added |
| Huntington National Bank | – | $111.1K | 0.00% | – | – |
| Anchor Investment Management, LLC | 3,500 | $62.3K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,262 | $40.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,500 | $26.7K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 743 | $13.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 370 | $6.58K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −15,436−100.0% | Sold out |
| Per Stirling Capital Management, LLC. | 0 | $0 | 0.00% | −13,477−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −11,392−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,505−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −4,285−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |