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 2024
Institutional positions in Eaton Vance Municipal Income 2028 Term Trust as of Mar 31, 2024. 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
- 44
- −4 vs. Q4 2023
- Shares held
- 2.50M
- −147.5K (−5.6%) vs. Q4 2023
- Total value
- $44.7M
- −$1.40M (−3.0%) vs. Q4 2023
- New holders
- 1
- 16 more added
- Sold out
- 5
- 18 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income 2028 Term Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $18 | 0.00% | – | – |
| The PNC Financial Services Group, Inc. | 370 | $6.60K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 730 | $13.0K | 0.00% | +12+1.7% | Added |
| GWM Advisors LLC | 743 | $13.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,100 | $19.6K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 1,210 | $21.6K | 0.01% | +1,210 | New |
| Colonial Trust Co | 1,500 | $26.8K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 1,936 | $34.5K | 0.00% | +233+13.7% | Added |
| Bessemer Group Inc | 2,262 | $40.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,500 | $62.4K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,411 | $78.7K | 0.00% | +112+2.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,000 | $107.0K | 0.00% | −2,250−27.3% | Reduced |
| Janney Montgomery Scott LLC | 11,005 | $196.0K | 0.00% | −3,862−26.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,212 | $200.0K | 0.01% | −23,614−67.8% | Reduced |
| XML Financial, LLC | 12,523 | $223.4K | 0.02% | −6,150−32.9% | Reduced |
| Aviance Capital Partners, LLC | 13,148 | $234.6K | 0.03% | +1,217+10.2% | Added |
| Merit Financial Group, LLC | 13,000 | $238.8K | 0.01% | −2,046−13.6% | Reduced |
| Moors & Cabot, Inc. | 16,500 | $294.4K | 0.02% | −3,000−15.4% | Reduced |
| Melfa Wealth Management, LLC | 18,014 | $321.4K | 0.23% | +40+0.2% | Added |
| Stifel Financial Corp | 18,150 | $323.8K | 0.00% | −2,136−10.5% | Reduced |
| Millennium Management LLC | 18,487 | $329.8K | 0.00% | −3,207−14.8% | Reduced |
| Royal Bank of Canada | 20,173 | $360.0K | 0.00% | −1,365−6.3% | Reduced |
| Advisor Group Holdings, Inc. | 22,188 | $395.8K | 0.00% | +4,705+26.9% | Added |
| Invesco Ltd. | 28,148 | $502.2K | 0.00% | −1,475−5.0% | Reduced |
| Truist Financial Corp | 29,261 | $522.0K | 0.00% | +108+0.4% | Added |
| Cohen & Steers, Inc. | 30,008 | $535.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 37,021 | $660.0K | 0.00% | +80.0% | Added |
| LPL Financial LLC | 37,114 | $662.1K | 0.00% | +1,790+5.1% | Added |
| Raymond James & Associates | 41,619 | $742.5K | 0.00% | +1,792+4.5% | Added |
| Steward Partners Investment Advisory, LLC | 52,271 | $932.5K | 0.01% | −2,196−4.0% | Reduced |
| Van Eck Associates Corp | 56,531 | $1.01M | 0.00% | −19,925−26.1% | Reduced |
| Ameriprise Financial Inc | 61,003 | $1.09M | 0.00% | +16,866+38.2% | Added |
| Sentinel Trust Co Lba | 75,000 | $1.34M | 0.17% | −28,350−27.4% | Reduced |
| CI Private Wealth, LLC | 90,239 | $1.61M | 0.00% | −881−1.0% | Reduced |
| Bank of America Corp | 91,593 | $1.63M | 0.00% | −3,899−4.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 93,063 | $1.66M | 0.54% | −12,625−11.9% | Reduced |
| Wells Fargo & Company | 109,399 | $1.95M | 0.00% | +17,558+19.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 112,297 | $2.00M | 0.08% | +7,100+6.7% | Added |
| Hara Capital LLC | 113,237 | $2.02M | 1.21% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 128,856 | $2.30M | 0.19% | −1,274−1.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 142,169 | $2.54M | 0.00% | +610.0% | Added |
| UBS Group AG | 204,330 | $3.65M | 0.00% | +4,851+2.4% | Added |
| Rockefeller Capital Management L.P. | 371,082 | $6.62M | 0.02% | −2,500−0.7% | Reduced |
| Morgan Stanley | 402,175 | $7.17M | 0.00% | +28,682+7.7% | Added |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −44,982−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −23,690−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −19,450−100.0% | Sold out |
| JGP Wealth Management, LLC | 0 | $0 | 0.00% | −12,709−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −12,257−100.0% | Sold out |