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, Q3 2023
Institutional positions in Eaton Vance Municipal Income 2028 Term Trust as of Sep 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
- 46
- +3 vs. Q2 2023
- Shares held
- 2.39M
- +158.2K (+7.1%) vs. Q2 2023
- Total value
- $40.6M
- +$1.30M (+3.3%) vs. Q2 2023
- New holders
- 6
- 15 more added
- Sold out
- 3
- 16 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income 2028 Term Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 376,541 | $6.39M | 0.00% | −16,775−4.3% | Reduced |
| Rockefeller Capital Management L.P. | 240,630 | $4.08M | 0.02% | +153,173+175.1% | Added |
| UBS Group AG | 197,371 | $3.35M | 0.00% | +5,133+2.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 145,679 | $2.47M | 0.00% | +460.0% | Added |
| Wells Fargo & Company | 124,264 | $2.11M | 0.00% | +239+0.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 110,297 | $1.87M | 0.08% | +10,000+10.0% | Added |
| 1607 Capital Partners, LLC | 105,116 | $1.78M | 0.13% | +76,615+268.8% | Added |
| Walter & Keenan Financial Consulting Co | 103,327 | $1.75M | 0.68% | −18,303−15.0% | Reduced |
| CI Private Wealth, LLC | 101,063 | $1.71M | 0.00% | −1,045−1.0% | Reduced |
| Bank of America Corp | 90,944 | $1.54M | 0.00% | −3,271−3.5% | Reduced |
| Van Eck Associates Corp | 67,175 | $1.14M | 0.00% | +17,753+35.9% | Added |
| Stratos Wealth Partners, LTD. | 63,997 | $1.09M | 0.02% | +6,724+11.7% | Added |
| Steward Partners Investment Advisory, LLC | 56,910 | $965.2K | 0.01% | −3,309−5.5% | Reduced |
| Guggenheim Capital LLC | 49,614 | $841.5K | 0.01% | −318−0.6% | Reduced |
| Cohen & Steers, Inc. | 45,008 | $763.0K | 0.00% | −20,000−30.8% | Reduced |
| Wolverine Asset Management LLC | 40,677 | $689.9K | 0.01% | +32,632+405.6% | Added |
| XML Financial, LLC | 39,923 | $677.1K | 0.08% | −73,913−64.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 35,175 | $596.6K | 0.04% | −458−1.3% | Reduced |
| LPL Financial LLC | 34,691 | $588.4K | 0.00% | −3,890−10.1% | Reduced |
| Raymond James & Associates | 32,606 | $553.0K | 0.00% | +16,183+98.5% | Added |
| Millennium Management LLC | 30,483 | $517.0K | 0.00% | +4,197+16.0% | Added |
| Invesco Ltd. | 30,165 | $511.6K | 0.00% | −180−0.6% | Reduced |
| Truist Financial Corp | 29,070 | $493.0K | 0.00% | +82+0.3% | Added |
| Commonwealth Equity Services, LLC | 22,772 | $386.0K | 0.00% | −1,759−7.2% | Reduced |
| Royal Bank of Canada | 21,422 | $363.0K | 0.00% | +1,773+9.0% | Added |
| Stifel Financial Corp | 21,286 | $361.0K | 0.00% | −1,200−5.3% | Reduced |
| Melfa Wealth Management, LLC | 20,628 | $349.8K | 0.38% | +31+0.2% | Added |
| Moors & Cabot, Inc. | 18,500 | $313.8K | 0.02% | +18,500 | New |
| Merit Financial Group, LLC | 18,246 | $309.5K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 15,810 | $268.1K | 0.00% | −35,040−68.9% | Reduced |
| Ameriprise Financial Inc | 15,425 | $261.6K | 0.00% | −1,186−7.1% | Reduced |
| Compass Financial Group, INC | 15,233 | $258.4K | 0.08% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 13,600 | $231.0K | 0.03% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 13,123 | $222.6K | 0.05% | +1,485+12.8% | Added |
| Financial Advocates Investment Management | 11,537 | $195.7K | 0.01% | +11,537 | New |
| Atlas Wealth LLC | 10,876 | $184.5K | 0.03% | +10,876 | New |
| Huntington National Bank | – | $105.9K | 0.00% | – | – |
| Northwestern Mutual Wealth Management Co | 3,688 | $62.5K | 0.00% | +3,688 | New |
| Anchor Investment Management, LLC | 3,500 | $59.4K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,262 | $38.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,936 | $32.8K | 0.00% | +1,936 | New |
| Colonial Trust Co | 1,500 | $25.4K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,100 | $18.7K | 0.00% | −8,436−88.5% | Reduced |
| GWM Advisors LLC | 743 | $12.6K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 720 | $12.2K | 0.00% | +720 | New |
| The PNC Financial Services Group, Inc. | 370 | $6.28K | 0.00% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −12,626−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −12,114−100.0% | Sold out |
| Farmers & Merchants Trust Co of Chambersburg PA | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |