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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $18 | 0.00% | – | – |
| Hara Capital LLC | 44 | $804 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 208 | $3.80K | 0.00% | −48,742−99.6% | Reduced |
| The PNC Financial Services Group, Inc. | 370 | $6.76K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 743 | $13.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 767 | $14.0K | 0.00% | +9+1.2% | Added |
| Jones Financial Companies LLLP | 1,040 | $19.0K | 0.00% | +1,040 | New |
| US Bancorp | 1,100 | $20.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,500 | $27.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,885 | $34.0K | 0.00% | −377−16.7% | Reduced |
| Center for Financial Planning, Inc. | 1,920 | $35.1K | 0.00% | +1,920 | New |
| Anchor Investment Management, LLC | 9,400 | $171.7K | 0.02% | +2,900+44.6% | Added |
| Virtu Financial LLC | 13,055 | $239.0K | 0.01% | +13,055 | New |
| Merit Financial Group, LLC | 13,255 | $242.2K | 0.00% | +126+1.0% | Added |
| Advisor Group Holdings, Inc. | 14,855 | $271.4K | 0.00% | −577−3.7% | Reduced |
| Melfa Wealth Management, LLC | 15,372 | $280.8K | 0.19% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 15,653 | $286.0K | 0.04% | +880+6.0% | Added |
| Ameriprise Financial Inc | 29,859 | $545.5K | 0.00% | −4,137−12.2% | Reduced |
| Royal Bank of Canada | 29,981 | $548.0K | 0.00% | +1,509+5.3% | Added |
| Truist Financial Corp | 31,394 | $573.6K | 0.00% | +2,336+8.0% | Added |
| Steward Partners Investment Advisory, LLC | 36,549 | $667.8K | 0.01% | −7,023−16.1% | Reduced |
| LPL Financial LLC | 36,598 | $668.7K | 0.00% | +3,158+9.4% | Added |
| We Are One Seven, LLC | 37,960 | $693.5K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 38,752 | $708.0K | 0.00% | −692−1.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 40,874 | $746.8K | 0.22% | +5,036+14.1% | Added |
| Van Eck Associates Corp | 45,749 | $836.0K | 0.00% | −9,621−17.4% | Reduced |
| Stifel Financial Corp | 48,552 | $887.0K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 64,015 | $1.17M | 0.01% | −2,668−4.0% | Reduced |
| CI Private Wealth, LLC | 94,225 | $1.72M | 0.00% | −414−0.4% | Reduced |
| Wells Fargo & Company | 104,796 | $1.91M | 0.00% | −17,433−14.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 107,221 | $1.96M | 0.06% | 00.0% | Unchanged |
| UBS Group AG | 134,641 | $2.46M | 0.00% | −18,301−12.0% | Reduced |
| Bank of America Corp | 136,627 | $2.50M | 0.00% | +38,223+38.8% | Added |
| Raymond James Financial Inc | 205,383 | $3.75M | 0.00% | +2,078+1.0% | Added |
| Morgan Stanley | 400,793 | $7.32M | 0.00% | +36,721+10.1% | Added |
| Rockefeller Capital Management L.P. | 585,604 | $10.7M | 0.03% | −4,500−0.8% | Reduced |
| 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 |