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 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
$203K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.63K- 9.34% |
$76.2K - $82.3K
|
45K
$816K
|
|
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
$222K
|
|
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
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
720New |
$12.1K - $12.8K
|
720
$13.1K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-8.44K- 88.46% |
$141K - $150K
|
1.1K
$20K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.5KNew |
$193K - $206K
|
11.5K
$209K
|
|
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
$229K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-481- 3.82% |
$8.45K - $8.93K
|
12.1K
$220K
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.35KNew |
$23.7K - $25.1K
|
1.35K
$24.5K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
13.5KNew |
$234K - $265K
|
13.5K
$245K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.5KNew |
$26.1K - $29.5K
|
1.5K
$27.2K
|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
11.4KNew |
$198K - $224K
|
11.4K
$207K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
743New |
$12.9K - $14.6K
|
743
$13.5K
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
15.2KNew |
$265K - $300K
|
15.2K
$276K
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.84K- 35.72% |
$102K - $115K
|
10.5K
$191K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.08K- 1.91% |
$41K - $45.6K
|
107K
$1.95M
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-18.4KClosed |
$363K - $404K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
3.5K+ 18.99% |
$68.9K - $76.6K
|
21.9K
$398K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
200New |
$3.94K - $4.38K
|
200
$3.63K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.1KClosed |
$277K - $308K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.08KClosed |
$21.3K - $23.7K
|
0
$0
|
|
Q1 2022 | |||||||
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-12KClosed |
$236K - $259K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10KClosed |
$196K - $216K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.78KNew |
$153K - $168K
|
7.78K
$141K
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-20KClosed |
$393K - $432K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
SELL
|
- |
-20KClosed |
$393K - $432K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
4.99K+ 44.51% |
$98K - $108K
|
16.2K
$294K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-23.9KClosed |
$511K - $552K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-23KClosed |
$492K - $531K
|
0
$0
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-7KClosed |
$150K - $162K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-275Closed |
$6.1K - $6.46K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
89New |
$1.97K - $2.09K
|
89
$1.62K
|
|
Q2 2021 | |||||||
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.03KClosed |
$22.6K - $24.6K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2KClosed |
$43.8K - $47.7K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.23KClosed |
$115K - $125K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.74KClosed |
$37.8K - $41.4K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Sargent Investment Group, LLC
|
SELL
|
- |
-20.7KClosed |
$450K - $492K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-9.87KClosed |
$214K - $234K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-10.9KClosed |
$236K - $259K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
14.9KNew |
$323K - $354K
|
14.9K
$271K
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.5KClosed |
$30.7K - $35.1K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-314- 45.91% |
$6.42K - $7.35K
|
370
$6.72K
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
89New |
$1.82K - $2.08K
|
89
$1.62K
|
|
Q3 2020 | |||||||
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-562Closed |
$11.5K - $12.4K
|
0
$0
|