Latest Institutional Transactions on Eaton Vance Municipal Income 2028 Term Trust (ETX)
This table provides information on the latest institutional transactions involving Eaton Vance Municipal Income 2028 Term Trust (ETX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.58K- 3.23% |
$63K - $67.9K
|
107K
$1.95M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
12.3KNew |
$217K - $234K
|
12.3K
$224K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
13.1KNew |
$231K - $249K
|
13.1K
$238K
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
78.9KNew |
$1.47M - $1.5M
|
78.9K
$1.43M
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3K+ 85.71% |
$55.7K - $57K
|
6.5K
$118K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-10K- 6.52% |
$186K - $191K
|
144K
$2.61M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.7K+ 3.67% |
$366K - $374K
|
556K
$10.1M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.21K+ 1.95% |
$22.5K - $23K
|
63.4K
$1.15M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.3K+ 8.39% |
$61.3K - $62.7K
|
42.7K
$775K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49+ 0.06% |
$910 - $931
|
85.5K
$1.55M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.5K- 5.48% |
$436K - $446K
|
405K
$7.36M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.73K+ 25.25% |
$106K - $109K
|
28.4K
$516K
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-48.3K- 47.49% |
$896K - $917K
|
53.4K
$969K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.9K- 29.63% |
$110K - $112K
|
14K
$254K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-421- 1.43% |
$7.82K - $8K
|
28.9K
$526K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.8K+ 9.88% |
$219K - $224K
|
131K
$2.38M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.11K- 1.15% |
$20.6K - $21.1K
|
95.9K
$1.74M
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
16.5K+ 729.44% |
$306K - $314K
|
18.8K
$341K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.99K- 8.2% |
$55.5K - $56.7K
|
33.4K
$607K
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
889+ 6.44% |
$16.5K - $16.9K
|
14.7K
$267K
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-91.1K- 99.95% |
$1.69M - $1.73M
|
44
$799
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
700+ 1.52% |
$13K - $13.3K
|
46.6K
$847K
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-15.1K- 18.73% |
$281K - $288K
|
65.7K
$1.19M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9+ 1.22% |
$167 - $171
|
748
$13.6K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.2K+ 15.9% |
$430K - $440K
|
169K
$3.07M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
163+ 0.36% |
$3.03K - $3.1K
|
45.8K
$832K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8+ 0.02% |
$149 - $152
|
37K
$673K
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2.64K- 14.67% |
$49.1K - $50.2K
|
15.4K
$279K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.1KNew |
$179K - $191K
|
10.1K
$184K
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-2.64K- 14.29% |
$46.7K - $49.8K
|
15.8K
$288K
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-11.4K- 40.38% |
$201K - $214K
|
16.8K
$305K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.2KNew |
$21.2K - $22.6K
|
1.2K
$21.8K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
18.5KNew |
$327K - $349K
|
18.5K
$336K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-198- 0.38% |
$3.5K - $3.73K
|
52.1K
$946K
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
10.9KNew |
$192K - $205K
|
10.9K
$198K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
233+ 13.68% |
$4.07K - $4.29K
|
1.94K
$35.2K
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.21KNew |
$21.1K - $22.3K
|
1.21K
$22K
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-28.4K- 27.43% |
$495K - $522K
|
75K
$1.36M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
112+ 2.61% |
$1.96K - $2.06K
|
4.41K
$80.1K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3K- 15.38% |
$52.4K - $55.3K
|
16.5K
$300K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.24K- 99.98% |
$109K - $115K
|
1
$18.2
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.86K- 25.98% |
$67.5K - $71.1K
|
11K
$200K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.25K- 27.27% |
$39.3K - $41.4K
|
6K
$109K
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-23.6K- 67.81% |
$413K - $435K
|
11.2K
$204K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.63K- 9.34% |
$76.2K - $82.3K
|
45K
$817K
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-15K- 33.33% |
$247K - $267K
|
30K
$545K
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.3KNew |
$202K - $218K
|
12.3K
$223K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-44.5K- 69.61% |
$732K - $792K
|
19.5K
$353K
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$209K - $226K
|
12.7K
$231K
|