Herold Advisors, Inc. Eaton Vance Municipal Income 2028 Term Trust Transaction History

Herold Advisors, Inc.

$405 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	SELL	$19.68 - $21.88 $21,274 - $23,652	-1,081 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$19.63 - $21.61 $21,220 - $23,360	1,081 New	1,081 $22,000
Q4 2021 Jan 20, 2022	SELL	$21.38 - $23.1 $22,662 - $24,486	-1,060 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$22.17 - $23.5 $23,500 - $24,910	1,060 New	1,060 $23,000

Others Institutions Holding ETX

# of Institutions

44

Shares Held

2.61M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

402K
Shares

$7.52 Million
0.0% of portfolio
Rockefeller Capital Management L.P. New York, NY

371K
Shares

$6.94 Million
0.02% of portfolio
Ubs Group Ag

204K
Shares

$3.82 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

142K
Shares

$2.66 Million
0.0% of portfolio
1607 Capital Partners, LLC Richmond, VA

129K
Shares

$2.41 Million
0.19% of portfolio

About Eaton Vance Municipal Income 2028 Term Trust

Ticker ETX
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Municipal Income 2028 Term Trust is a closed ended fixed income mutual fund launched and managed by Eaton Vance Management. It invests in the fixed income markets. The fund invest in stocks of companies operating across the diversified sectors. It was previously known as Eaton Vance Municipal Income Term Trust. Eaton Vance Municipal ...

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