Mutual Advisors, LLC Eaton Vance Municipal Income 2028 Term Trust Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$17.57 - $18.57 $8,451 - $8,932	-481 Reduced 3.82%	12,114 $212,000
Q1 2023 Apr 11, 2023	BUY	$17.53 - $18.53 $40,669 - $42,989	2,320 Added 22.58%	12,595 $224,000
Q4 2022 Jan 12, 2023	BUY	$17.39 - $19.69 $178,682 - $202,314	10,275 New	10,275 $0
Q1 2022 May 09, 2022	SELL	$19.63 - $21.61 $187,387 - $206,289	-9,546 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$21.92 - $23.85 $209,248 - $227,672	9,546 New	9,546 $222,000

Others Institutions Holding ETX

# of Institutions

36

Shares Held

2.4M

Call Options Held

0

Put Options Held

0

Rockefeller Capital Management L.P. New York, NY

556K
Shares

$10.1 Million
0.03% of portfolio
Morgan Stanley New York, NY

405K
Shares

$7.37 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

169K
Shares

$3.07 Million
0.0% of portfolio
Ubs Group Ag

144K
Shares

$2.62 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

131K
Shares

$2.39 Million
0.0% 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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