Latest Institutional Purchases of Eaton Vance Municipal Income 2028 Term Trust (ETX)
This list provides information on the latest institutional transactions involving Eaton Vance Municipal Income 2028 Term Trust (ETX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.7K+ 7.68% |
$501K - $528K
|
402K
$7.53M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.6K+ 19.12% |
$307K - $323K
|
109K
$2.05M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.9K+ 38.21% |
$295K - $311K
|
61K
$1.14M
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.1K+ 6.75% |
$124K - $131K
|
112K
$2.1M
|
|
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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.71K+ 26.91% |
$82.2K - $86.7K
|
22.2K
$415K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.79K+ 4.5% |
$31.3K - $33K
|
41.6K
$779K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.79K+ 5.07% |
$31.3K - $33K
|
37.1K
$695K
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.22K+ 10.2% |
$21.3K - $22.4K
|
13.1K
$246K
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.21KNew |
$21.1K - $22.3K
|
1.21K
$22.7K
|
|
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 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
108+ 0.37% |
$1.89K - $1.99K
|
29.3K
$548K
|
|
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 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
40+ 0.22% |
$699 - $737
|
18K
$337K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8+ 0.02% |
$140 - $147
|
37K
$693K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
113KNew |
$1.86M - $2.01M
|
113K
$2.12M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.7KNew |
$389K - $421K
|
23.7K
$443K
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$209K - $226K
|
12.7K
$238K
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.3KNew |
$202K - $218K
|
12.3K
$229K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
32.6K+ 405.62% |
$547K - $582K
|
40.7K
$761K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.5KNew |
$193K - $206K
|
11.5K
$216K
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
10.9KNew |
$182K - $194K
|
10.9K
$204K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
720New |
$12.1K - $12.8K
|
720
$13.5K
|
|
Q2 2023 | |||||||
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.35KNew |
$23.7K - $25.1K
|
1.35K
$25.3K
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.21K+ 10.56% |
$21.2K - $22.4K
|
12.6K
$236K
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
15.2KNew |
$265K - $300K
|
15.2K
$285K
|
|
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
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
11.4KNew |
$198K - $224K
|
11.4K
$213K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.5KNew |
$26.1K - $29.5K
|
1.5K
$28.1K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
743New |
$12.9K - $14.6K
|
743
$13.9K
|
|
Q2 2022 | |||||||
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
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.78KNew |
$153K - $168K
|
7.78K
$146K
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
4.99K+ 44.51% |
$98K - $108K
|
16.2K
$303K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
89New |
$1.97K - $2.09K
|
89
$1.67K
|
|
Q1 2021 | |||||||
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
14.9KNew |
$323K - $354K
|
14.9K
$279K
|
|
Q4 2020 | |||||||
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
89New |
$1.82K - $2.08K
|
89
$1.67K
|
|
Q3 2019 | |||||||
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3KNew |
$61.7K - $66.6K
|
3K
$56.2K
|