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, Q4 2024
Institutional positions in Eaton Vance Municipal Income 2028 Term Trust as of Dec 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
- 40
- +7 vs. Q3 2024
- Shares held
- 2.37M
- +216.1K (+10.0%) vs. Q3 2024
- Total value
- $41.8M
- +$1.18M (+2.9%) vs. Q3 2024
- New holders
- 9
- 12 more added
- Sold out
- 2
- 9 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income 2028 Term Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 590,104 | $10.4M | 0.03% | +33,622+6.0% | Added |
| Morgan Stanley | 364,072 | $6.41M | 0.00% | −41,091−10.1% | Reduced |
| Raymond James Financial Inc | 203,305 | $3.58M | 0.00% | +203,305 | New |
| UBS Group AG | 152,942 | $2.69M | 0.00% | +9,023+6.3% | Added |
| Wells Fargo & Company | 122,229 | $2.15M | 0.00% | −9,038−6.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 107,221 | $1.89M | 0.06% | −3,576−3.2% | Reduced |
| Bank of America Corp | 98,404 | $1.73M | 0.00% | +12,947+15.2% | Added |
| CI Private Wealth, LLC | 94,639 | $1.67M | 0.00% | −1,255−1.3% | Reduced |
| Sanctuary Advisors, LLC | 66,683 | $1.21M | 0.01% | −12,250−15.5% | Reduced |
| Van Eck Associates Corp | 55,370 | $975.0K | 0.00% | +8,740+18.7% | Added |
| Wolverine Asset Management LLC | 48,950 | $862.0K | 0.02% | +48,950 | New |
| Stifel Financial Corp | 48,552 | $855.0K | 0.00% | +5,902+13.8% | Added |
| Steward Partners Investment Advisory, LLC | 43,572 | $767.3K | 0.01% | −8,501−16.3% | Reduced |
| Commonwealth Equity Services, LLC | 39,444 | $695.0K | 0.00% | +2,408+6.5% | Added |
| We Are One Seven, LLC | 37,960 | $668.5K | 0.03% | +37,960 | New |
| Walter & Keenan Financial Consulting Co | 35,838 | $631.1K | 0.19% | −29,865−45.5% | Reduced |
| Ameriprise Financial Inc | 33,996 | $598.7K | 0.00% | −29,442−46.4% | Reduced |
| LPL Financial LLC | 33,440 | $588.9K | 0.00% | +140.0% | Added |
| Truist Financial Corp | 29,058 | $511.7K | 0.00% | +111+0.4% | Added |
| Royal Bank of Canada | 28,472 | $501.0K | 0.00% | +66+0.2% | Added |
| Millennium Management LLC | 15,845 | $279.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,434 | $271.8K | 0.00% | +15,434 | New |
| Advisor Group Holdings, Inc. | 15,432 | $271.7K | 0.00% | +1,420+10.1% | Added |
| Melfa Wealth Management, LLC | 15,372 | $270.7K | 0.18% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 14,773 | $260.1K | 0.04% | +88+0.6% | Added |
| Readystate Asset Management LP | 14,572 | $256.6K | 0.01% | +14,572 | New |
| Merit Financial Group, LLC | 13,129 | $231.2K | 0.00% | +13,129 | New |
| XML Financial, LLC | 12,312 | $216.8K | 0.02% | +12,312 | New |
| Anchor Investment Management, LLC | 6,500 | $114.5K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,000 | $105.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,262 | $40.0K | 0.00% | −16,500−87.9% | Reduced |
| Elequin Capital LP | 2,140 | $37.7K | 0.00% | +2,140 | New |
| Colonial Trust Co | 1,500 | $26.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,100 | $19.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 758 | $13.3K | 0.00% | +10+1.3% | Added |
| GWM Advisors LLC | 743 | $13.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 370 | $6.52K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 44 | $775 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $18 | 0.00% | – | – |
| FMR LLC | 1 | $18 | 0.00% | +1 | New |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −53,369−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |