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 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
182+ 21.21% |
$3.21K - $3.35K
|
1.04K
$18.9K
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.9K+ 44.62% |
$51.2K - $53.4K
|
9.4K
$171K
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-9.62K- 17.38% |
$170K - $177K
|
45.7K
$830K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.51K+ 5.3% |
$26.6K - $27.8K
|
30K
$544K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.7K+ 10.09% |
$648K - $676K
|
401K
$7.27M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.2K+ 38.84% |
$674K - $704K
|
137K
$2.48M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.14K- 12.17% |
$73K - $76.2K
|
29.9K
$542K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-414- 0.44% |
$7.3K - $7.62K
|
94.2K
$1.71M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.5K- 0.76% |
$79.4K - $82.8K
|
586K
$10.6M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.02K- 16.12% |
$124K - $129K
|
36.5K
$663K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.08K+ 1.02% |
$36.7K - $38.3K
|
205K
$3.73M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.3K- 11.97% |
$323K - $337K
|
135K
$2.44M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.4K- 14.26% |
$308K - $321K
|
105K
$1.9M
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.1KNew |
$230K - $240K
|
13.1K
$237K
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-48.7K- 99.58% |
$860K - $897K
|
208
$3.78K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-692- 1.75% |
$12.2K - $12.7K
|
38.8K
$703K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.16K+ 9.44% |
$55.7K - $58.1K
|
36.6K
$664K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.34K+ 8.04% |
$41.2K - $43K
|
31.4K
$570K
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
880+ 5.96% |
$15.5K - $16.2K
|
15.7K
$284K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-377- 16.67% |
$6.65K - $6.94K
|
1.89K
$34.2K
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.92KNew |
$33.9K - $35.3K
|
1.92K
$34.8K
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
5.04K+ 14.05% |
$88.8K - $92.7K
|
40.9K
$742K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
126+ 0.96% |
$2.22K - $2.32K
|
13.3K
$241K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9+ 1.19% |
$159 - $166
|
767
$13.9K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
577+ 3.88% |
$10.2K - $11K
|
15.4K
$280K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
38KNew |
$668K - $721K
|
38K
$689K
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
14.6KNew |
$257K - $277K
|
14.6K
$264K
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.14KNew |
$37.7K - $40.6K
|
2.14K
$38.8K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.4KNew |
$272K - $293K
|
15.4K
$280K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.9K+ 13.84% |
$104K - $112K
|
48.6K
$881K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-12.3K- 15.52% |
$216K - $233K
|
66.7K
$1.21M
|
|
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
$223K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-48.3K- 47.49% |
$896K - $917K
|
53.4K
$969K
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-91.1K- 99.95% |
$1.69M - $1.73M
|
44
$799
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
163+ 0.36% |
$3.03K - $3.1K
|
45.8K
$831K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.2K+ 15.9% |
$430K - $440K
|
169K
$3.06M
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2.64K- 14.67% |
$49.1K - $50.2K
|
15.4K
$279K
|
|
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
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
10.9KNew |
$192K - $205K
|
10.9K
$197K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
233+ 13.68% |
$4.07K - $4.29K
|
1.94K
$35.1K
|
|
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
$299K
|