Perigon Wealth Management, LLC Eaton Vance Municipal Income 2028 Term Trust Transaction History

Perigon Wealth Management, LLC

$3.27 Billion
Q1 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$21.68 - $23.74 $37,809 - $41,402	-1,744 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$20.45 - $23.42 $35,664 - $40,844	1,744 New	1,744 $41,000
Q1 2018 May 15, 2018	SELL	$18.85 - $20.57 $42,770 - $46,673	-2,269 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$19.7 - $20.72 $118 - $124	6 Added 0.27%	2,269 $47,000
Q3 2017 Dec 05, 2017	BUY	$20.31 - $21.02 $45,961 - $47,568	2,263	2,263 $46,000

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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