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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 370 | $6.58K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 743 | $13.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,500 | $26.7K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,262 | $40.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,500 | $62.3K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $111.1K | 0.00% | – | – |
| US Bancorp | 9,536 | $169.6K | 0.00% | +1,100+13.0% | Added |
| Invesco Ltd. | 11,370 | $202.3K | 0.00% | +11,370 | New |
| Arlington Capital Management, Inc. | 11,420 | $203.2K | 0.19% | +11,420 | New |
| Mutual Advisors, LLC | 12,595 | $224.1K | 0.01% | +2,320+22.6% | Added |
| Raymond James & Associates | 13,285 | $236.3K | 0.00% | +2,213+20.0% | Added |
| Royal Bank of Canada | 14,072 | $250.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 14,309 | $254.6K | 0.00% | +330+2.4% | Added |
| Compass Financial Group, INC | 15,233 | $271.0K | 0.09% | 00.0% | Unchanged |
| Truist Financial Corp | 18,766 | $333.8K | 0.00% | +51+0.3% | Added |
| 1607 Capital Partners, LLC | 19,703 | $350.5K | 0.02% | +19,703 | New |
| Melfa Wealth Management, LLC | 20,567 | $365.9K | 0.37% | −2,504−10.9% | Reduced |
| Stifel Financial Corp | 23,486 | $417.8K | 0.00% | −2,300−8.9% | Reduced |
| Commonwealth Equity Services, LLC | 25,598 | $455.0K | 0.00% | −2,021−7.3% | Reduced |
| Sentinel Trust Co Lba | 28,500 | $507.0K | 0.07% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 35,998 | $640.0K | 0.04% | −672−1.8% | Reduced |
| Merit Financial Group, LLC | 37,668 | $670.1K | 0.02% | +11,468+43.8% | Added |
| LPL Financial LLC | 42,269 | $752.0K | 0.00% | +60+0.1% | Added |
| Cohen & Steers, Inc. | 44,477 | $791.0K | 0.00% | +44,477 | New |
| Guggenheim Capital LLC | 50,048 | $890.4K | 0.01% | −794−1.6% | Reduced |
| Advisor Group Holdings, Inc. | 50,500 | $898.4K | 0.00% | +4,042+8.7% | Added |
| Van Eck Associates Corp | 54,677 | $973.0K | 0.00% | +19,008+53.3% | Added |
| Stratos Wealth Partners, LTD. | 58,987 | $1.05M | 0.03% | +1,073+1.9% | Added |
| Wolverine Asset Management LLC | 80,743 | $1.44M | 0.03% | +5,658+7.5% | Added |
| Rockefeller Capital Management L.P. | 87,457 | $1.55M | 0.01% | −3,253−3.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 89,908 | $1.60M | 0.03% | +46,371+106.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 98,897 | $1.76M | 0.08% | +3,000+3.1% | Added |
| CI Private Wealth, LLC | 104,683 | $1.86M | 0.01% | +104,683 | New |
| Bank of America Corp | 108,991 | $1.94M | 0.00% | −262,108−70.6% | Reduced |
| Wells Fargo & Company | 124,515 | $2.22M | 0.00% | +3,932+3.3% | Added |
| Walter & Keenan Financial Consulting Co | 134,130 | $2.39M | 0.91% | +2,650+2.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 143,363 | $2.55M | 0.00% | +6,160+4.5% | Added |
| UBS Group AG | 153,560 | $2.73M | 0.00% | +67,292+78.0% | Added |
| XML Financial, LLC | 160,757 | $2.86M | 0.35% | +4,906+3.1% | Added |
| Morgan Stanley | 346,739 | $6.17M | 0.00% | +59,909+20.9% | Added |
| 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 |