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 |
---|---|---|---|---|---|---|---|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.35KNew |
$23.7K - $25.1K
|
1.35K
$25.2K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
13.5KNew |
$234K - $265K
|
13.5K
$252K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.5KNew |
$26.1K - $29.5K
|
1.5K
$28K
|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
11.4KNew |
$198K - $224K
|
11.4K
$213K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
743New |
$12.9K - $14.6K
|
743
$13.9K
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
15.2KNew |
$265K - $300K
|
15.2K
$285K
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.84K- 35.72% |
$102K - $115K
|
10.5K
$196K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.08K- 1.91% |
$41K - $45.6K
|
107K
$2M
|
|
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
$410K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
200New |
$3.94K - $4.38K
|
200
$3.74K
|
|
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
$145K
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
SELL
|
- |
-20KClosed |
$393K - $432K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-20KClosed |
$393K - $432K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
4.99K+ 44.51% |
$98K - $108K
|
16.2K
$303K
|
|
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
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-110- 4.64% |
$2.44K - $2.59K
|
2.26K
$42.3K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
89New |
$1.97K - $2.09K
|
89
$1.66K
|
|
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
$279K
|
|
Q4 2020 | |||||||
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.33KClosed |
$47.7K - $54.6K
|
0
$0
|
|
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
$6.92K
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
89New |
$1.82K - $2.08K
|
89
$1.66K
|
|
Q3 2020 | |||||||
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-562Closed |
$11.5K - $12.4K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 11, 2020
Q2 2020
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-10.6KClosed |
$201K - $220K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.64KClosed |
$50.1K - $54.8K
|
0
$0
|
|
Q1 2020 | |||||||
May 08, 2020
Q1 2020
|
Mackay Shields LLC
|
SELL
|
- |
-82.8KClosed |
$1.36M - $1.82M
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
SELL
|
- |
-2.8KClosed |
$46K - $61.4K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.01KClosed |
$20.9K - $22.4K
|
0
$0
|
|
Jan 15, 2020
Q4 2019
|
Gradient Investments LLC
|
SELL
|
- |
-263Closed |
$5.48K - $5.85K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-25.4KClosed |
$521K - $563K
|
0
$0
|
|
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3KNew |
$61.7K - $66.6K
|
3K
$56.1K
|
|
Q1 2019 | |||||||
May 13, 2019
Q1 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-16Closed |
$310 - $323
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-21KClosed |
$406K - $424K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.52KClosed |
$29.4K - $30.6K
|
0
$0
|
|
Apr 22, 2019
Q1 2019
|
Cwm, LLC
|
SELL
|
- |
-1KClosed |
$19.4K - $20.2K
|
0
$0
|