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 2025
Institutional positions in Eaton Vance Municipal Income 2028 Term Trust as of Mar 31, 2025. 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
- 36
- −4 vs. Q4 2024
- Shares held
- 2.30M
- −71.8K (−3.0%) vs. Q4 2024
- Total value
- $42.0M
- +$217.8K (+0.5%) vs. Q4 2024
- New holders
- 3
- 11 more added
- Sold out
- 7
- 12 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income 2028 Term Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 585,604 | $10.7M | 0.03% | −4,500−0.8% | Reduced |
| Morgan Stanley | 400,793 | $7.32M | 0.00% | +36,721+10.1% | Added |
| Raymond James Financial Inc | 205,383 | $3.75M | 0.00% | +2,078+1.0% | Added |
| Bank of America Corp | 136,627 | $2.50M | 0.00% | +38,223+38.8% | Added |
| UBS Group AG | 134,641 | $2.46M | 0.00% | −18,301−12.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 107,221 | $1.96M | 0.06% | 00.0% | Unchanged |
| Wells Fargo & Company | 104,796 | $1.91M | 0.00% | −17,433−14.3% | Reduced |
| CI Private Wealth, LLC | 94,225 | $1.72M | 0.00% | −414−0.4% | Reduced |
| Sanctuary Advisors, LLC | 64,015 | $1.17M | 0.01% | −2,668−4.0% | Reduced |
| Stifel Financial Corp | 48,552 | $887.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 45,749 | $836.0K | 0.00% | −9,621−17.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 40,874 | $746.8K | 0.22% | +5,036+14.1% | Added |
| Commonwealth Equity Services, LLC | 38,752 | $708.0K | 0.00% | −692−1.8% | Reduced |
| We Are One Seven, LLC | 37,960 | $693.5K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 36,598 | $668.7K | 0.00% | +3,158+9.4% | Added |
| Steward Partners Investment Advisory, LLC | 36,549 | $667.8K | 0.01% | −7,023−16.1% | Reduced |
| Truist Financial Corp | 31,394 | $573.6K | 0.00% | +2,336+8.0% | Added |
| Royal Bank of Canada | 29,981 | $548.0K | 0.00% | +1,509+5.3% | Added |
| Ameriprise Financial Inc | 29,859 | $545.5K | 0.00% | −4,137−12.2% | Reduced |
| Aviance Capital Partners, LLC | 15,653 | $286.0K | 0.04% | +880+6.0% | Added |
| Melfa Wealth Management, LLC | 15,372 | $280.8K | 0.19% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14,855 | $271.4K | 0.00% | −577−3.7% | Reduced |
| Merit Financial Group, LLC | 13,255 | $242.2K | 0.00% | +126+1.0% | Added |
| Virtu Financial LLC | 13,055 | $239.0K | 0.01% | +13,055 | New |
| Anchor Investment Management, LLC | 9,400 | $171.7K | 0.02% | +2,900+44.6% | Added |
| Center for Financial Planning, Inc. | 1,920 | $35.1K | 0.00% | +1,920 | New |
| Bessemer Group Inc | 1,885 | $34.0K | 0.00% | −377−16.7% | Reduced |
| Colonial Trust Co | 1,500 | $27.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,100 | $20.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,040 | $19.0K | 0.00% | +1,040 | New |
| Rothschild Investment LLC | 767 | $14.0K | 0.00% | +9+1.2% | Added |
| GWM Advisors LLC | 743 | $13.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 370 | $6.76K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 208 | $3.80K | 0.00% | −48,742−99.6% | Reduced |
| Hara Capital LLC | 44 | $804 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $18 | 0.00% | – | – |
| Millennium Management LLC | 0 | $0 | 0.00% | −15,845−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,434−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −14,572−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −12,312−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −2,140−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |