Sowell Financial Services LLC Eaton Vance Municipal Income 2028 Term Trust Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$21.92 - $23.85 $22,643 - $24,637	-1,033 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$21.68 - $23.74 $281 - $308	13 Added 1.27%	1,033 $23,000
Q4 2020 Jan 13, 2021	BUY	$20.45 - $23.42 $204 - $234	10 Added 0.99%	1,020 $24,000
Q3 2020 Nov 12, 2020	BUY	$20.55 - $22.1 $205 - $221	10 Added 1.0%	1,010 $21,000
Q2 2020 Aug 13, 2020	BUY	$19.0 - $20.8 $19,000 - $20,800	1,000 New	1,000 $20,000

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

$7.35 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

169K
Shares

$3.06 Million
0.0% of portfolio
Ubs Group Ag

144K
Shares

$2.61 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

131K
Shares

$2.38 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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