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 2024
Institutional positions in Eaton Vance Municipal Income 2028 Term Trust as of Sep 30, 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
- 35
- −7 vs. Q2 2024
- Shares held
- 2.37M
- −182.9K (−7.2%) vs. Q2 2024
- Total value
- $44.7M
- −$3.02M (−6.3%) vs. Q2 2024
- New holders
- 0
- 15 more added
- Sold out
- 7
- 10 more reduced
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income 2028 Term Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 556,482 | $10.5M | 0.03% | +19,700+3.7% | Added |
| Morgan Stanley | 405,163 | $7.65M | 0.00% | −23,471−5.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 168,803 | $3.19M | 0.00% | +23,159+15.9% | Added |
| UBS Group AG | 143,919 | $2.72M | 0.00% | −10,038−6.5% | Reduced |
| Wells Fargo & Company | 131,267 | $2.48M | 0.00% | +11,802+9.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 110,797 | $2.09M | 0.07% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 95,894 | $1.81M | 0.00% | −1,111−1.1% | Reduced |
| Bank of America Corp | 85,457 | $1.61M | 0.00% | +49+0.1% | Added |
| Sanctuary Advisors, LLC | 78,933 | $1.43M | 0.01% | +12,250+18.4% | Added |
| Walter & Keenan Financial Consulting Co | 65,703 | $1.24M | 0.38% | −15,143−18.7% | Reduced |
| Ameriprise Financial Inc | 63,438 | $1.20M | 0.00% | +1,211+1.9% | Added |
| 1607 Capital Partners, LLC | 53,369 | $1.01M | 0.09% | −48,260−47.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 52,073 | $983.1K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 46,630 | $867.0K | 0.00% | +700+1.5% | Added |
| Raymond James & Associates | 45,796 | $864.6K | 0.00% | +163+0.4% | Added |
| Stifel Financial Corp | 42,650 | $805.2K | 0.00% | +3,300+8.4% | Added |
| Commonwealth Equity Services, LLC | 37,036 | $699.0K | 0.00% | +80.0% | Added |
| LPL Financial LLC | 33,426 | $631.1K | 0.00% | −2,986−8.2% | Reduced |
| Truist Financial Corp | 28,947 | $546.5K | 0.00% | −421−1.4% | Reduced |
| Royal Bank of Canada | 28,406 | $536.0K | 0.00% | +5,727+25.3% | Added |
| Bessemer Group Inc | 18,762 | $355.0K | 0.00% | +16,500+729.4% | Added |
| Millennium Management LLC | 15,845 | $299.2K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 15,372 | $290.2K | 0.19% | −2,642−14.7% | Reduced |
| Aviance Capital Partners, LLC | 14,685 | $277.2K | 0.04% | +889+6.4% | Added |
| Advisor Group Holdings, Inc. | 14,012 | $264.5K | 0.00% | −5,899−29.6% | Reduced |
| Anchor Investment Management, LLC | 6,500 | $122.7K | 0.01% | +3,000+85.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,000 | $113.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,500 | $28.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,200 | $22.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,100 | $20.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 748 | $14.1K | 0.00% | +9+1.2% | Added |
| GWM Advisors LLC | 743 | $14.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 370 | $6.99K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 44 | $831 | 0.00% | −91,103−100.0% | Reduced |
| Huntington National Bank | – | $19 | 0.00% | – | – |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −16,781−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −11,023−100.0% | Sold out |
| Atlas Wealth LLC | 0 | $0 | 0.00% | −10,876−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,124−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |