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, Q2 2023
Institutional positions in Eaton Vance Municipal Income 2028 Term Trust as of Jun 30, 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
- 43
- +3 vs. Q1 2023
- Shares held
- 2.23M
- −28.3K (−1.3%) vs. Q1 2023
- Total value
- $39.3M
- −$971.1K (−2.4%) vs. Q1 2023
- New holders
- 3
- 14 more added
- Sold out
- 0
- 17 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income 2028 Term Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 370 | $6.50K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 743 | $13.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,350 | $24.0K | 0.02% | +1,350 | New |
| Colonial Trust Co | 1,500 | $26.4K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,262 | $40.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,500 | $61.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $109.8K | 0.00% | – | – |
| Wolverine Asset Management LLC | 8,045 | $141.4K | 0.00% | −72,698−90.0% | Reduced |
| US Bancorp | 9,536 | $167.6K | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 11,638 | $204.6K | 0.04% | +11,638 | New |
| Mutual Advisors, LLC | 12,114 | $213.0K | 0.01% | −481−3.8% | Reduced |
| Arlington Capital Management, Inc. | 12,626 | $222.0K | 0.19% | +1,206+10.6% | Added |
| Sentinel Trust Co Lba | 13,600 | $239.0K | 0.03% | −14,900−52.3% | Reduced |
| Compass Financial Group, INC | 15,233 | $267.8K | 0.08% | 00.0% | Unchanged |
| Raymond James & Associates | 16,423 | $288.7K | 0.00% | +3,138+23.6% | Added |
| Ameriprise Financial Inc | 16,611 | $292.0K | 0.00% | +2,302+16.1% | Added |
| Merit Financial Group, LLC | 18,246 | $320.8K | 0.01% | −19,422−51.6% | Reduced |
| Royal Bank of Canada | 19,649 | $345.0K | 0.00% | +5,577+39.6% | Added |
| Melfa Wealth Management, LLC | 20,597 | $362.1K | 0.37% | +30+0.1% | Added |
| Stifel Financial Corp | 22,486 | $395.3K | 0.00% | −1,000−4.3% | Reduced |
| Commonwealth Equity Services, LLC | 24,531 | $431.0K | 0.00% | −1,067−4.2% | Reduced |
| Millennium Management LLC | 26,286 | $462.1K | 0.00% | +26,286 | New |
| 1607 Capital Partners, LLC | 28,501 | $501.0K | 0.04% | +8,798+44.7% | Added |
| Truist Financial Corp | 28,988 | $509.6K | 0.00% | +10,222+54.5% | Added |
| Invesco Ltd. | 30,345 | $533.5K | 0.00% | +18,975+166.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 35,633 | $626.0K | 0.04% | −365−1.0% | Reduced |
| LPL Financial LLC | 38,581 | $678.3K | 0.00% | −3,688−8.7% | Reduced |
| Van Eck Associates Corp | 49,422 | $869.0K | 0.00% | −5,255−9.6% | Reduced |
| Guggenheim Capital LLC | 49,932 | $877.8K | 0.01% | −116−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 50,850 | $893.9K | 0.00% | +350+0.7% | Added |
| Stratos Wealth Partners, LTD. | 57,273 | $1.01M | 0.02% | −1,714−2.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 60,219 | $1.06M | 0.02% | −29,689−33.0% | Reduced |
| Cohen & Steers, Inc. | 65,008 | $1.14M | 0.00% | +20,531+46.2% | Added |
| Rockefeller Capital Management L.P. | 87,457 | $1.54M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 94,215 | $1.66M | 0.00% | −14,776−13.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 100,297 | $1.76M | 0.08% | +1,400+1.4% | Added |
| CI Private Wealth, LLC | 102,108 | $1.80M | 0.00% | −2,575−2.5% | Reduced |
| XML Financial, LLC | 113,836 | $2.00M | 0.23% | −46,921−29.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 121,630 | $2.14M | 0.79% | −12,500−9.3% | Reduced |
| Wells Fargo & Company | 124,025 | $2.18M | 0.00% | −490−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 145,633 | $2.56M | 0.00% | +2,270+1.6% | Added |
| UBS Group AG | 192,238 | $3.38M | 0.00% | +38,678+25.2% | Added |
| Morgan Stanley | 393,316 | $6.91M | 0.00% | +46,577+13.4% | Added |