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