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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-6.15K- 32.94% |
$107K - $113K
|
12.5K
$234K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
233+ 13.68% |
$4.07K - $4.29K
|
1.94K
$36.2K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
112+ 2.61% |
$1.96K - $2.06K
|
4.41K
$82.6K
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-28.4K- 27.43% |
$495K - $522K
|
75K
$1.4M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.9K+ 38.21% |
$295K - $311K
|
61K
$1.14M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.7K+ 7.68% |
$501K - $528K
|
402K
$7.53M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.2K- 4.03% |
$38.4K - $40.5K
|
52.3K
$979K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.9K- 4.08% |
$68.1K - $71.8K
|
91.6K
$1.71M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.37K- 6.34% |
$23.8K - $25.1K
|
20.2K
$378K
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.21K- 14.78% |
$56K - $59.1K
|
18.5K
$346K
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.21KNew |
$21.1K - $22.3K
|
1.21K
$22.7K
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.48K- 4.98% |
$25.8K - $27.2K
|
28.1K
$527K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.5K- 0.67% |
$43.7K - $46.1K
|
371K
$6.95M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.14K- 10.53% |
$37.3K - $39.3K
|
18.2K
$340K
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-1.27K- 0.98% |
$22.3K - $23.5K
|
129K
$2.41M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
4.85K+ 2.43% |
$84.7K - $89.4K
|
204K
$3.83M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.6K+ 19.12% |
$307K - $323K
|
109K
$2.05M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.79K+ 5.07% |
$31.3K - $33K
|
37.1K
$695K
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.1K+ 6.75% |
$124K - $131K
|
112K
$2.1M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.71K+ 26.91% |
$82.2K - $86.7K
|
22.2K
$415K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
108+ 0.37% |
$1.89K - $1.99K
|
29.3K
$548K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-881- 0.97% |
$15.4K - $16.2K
|
90.2K
$1.69M
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3K- 15.38% |
$52.4K - $55.3K
|
16.5K
$309K
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.05K- 13.6% |
$35.7K - $37.7K
|
13K
$243K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.24K- 99.98% |
$109K - $115K
|
1
$18.7
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.86K- 25.98% |
$67.5K - $71.1K
|
11K
$206K
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-12.6K- 11.95% |
$221K - $233K
|
93.1K
$1.74M
|
|
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
$112K
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-19.9K- 26.06% |
$348K - $367K
|
56.5K
$1.06M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8+ 0.02% |
$140 - $147
|
37K
$693K
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
40+ 0.22% |
$699 - $737
|
18K
$337K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
61+ 0.04% |
$1.07K - $1.12K
|
142K
$2.66M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.79K+ 4.5% |
$31.3K - $33K
|
41.6K
$779K
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-23.6K- 67.81% |
$413K - $435K
|
11.2K
$210K
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.22K+ 10.2% |
$21.3K - $22.4K
|
13.1K
$246K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.63K- 9.34% |
$76.2K - $82.3K
|
45K
$842K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.7KNew |
$389K - $421K
|
23.7K
$443K
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-15K- 33.33% |
$247K - $267K
|
30K
$562K
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
113KNew |
$1.86M - $2.01M
|
113K
$2.12M
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.3KNew |
$202K - $218K
|
12.3K
$229K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-44.5K- 69.61% |
$732K - $792K
|
19.5K
$364K
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$209K - $226K
|
12.7K
$238K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
720New |
$12.1K - $12.8K
|
720
$13.5K
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
32.6K+ 405.62% |
$547K - $582K
|
40.7K
$761K
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
10.9KNew |
$182K - $194K
|
10.9K
$204K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-8.44K- 88.46% |
$141K - $150K
|
1.1K
$20.6K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.5KNew |
$193K - $206K
|
11.5K
$216K
|
|
Q2 2023 | |||||||
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.21K+ 10.56% |
$21.2K - $22.4K
|
12.6K
$236K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-481- 3.82% |
$8.45K - $8.93K
|
12.1K
$227K
|