Institutional Ownership Eaton Vance Municipal Income 2028 Term Trust (ETX)
This table provides information about the institutional ownership of Eaton Vance Municipal Income 2028 Term Trust (ETX). We have compiled data on the 37 institutions that hold shares in the stock, with a total of 2.48 Million shares, which have been reported (via 13F filing form) to have a value of $44.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
556,482
shares
|
$10 Million
0.03% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
405,163
shares
|
$7.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
168,803
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2024
Added 15.9%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
143,919
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
131,267
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
110,797
shares
|
$2 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
107,247
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2022
Reduced 1.91%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
95,894
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
85,457
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
78,933
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
65,703
shares
|
$1.18 Million
0.38% of portfolio
|
Q3 2024
Reduced 18.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
63,438
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
53,369
shares
|
$961,175
0.09% of portfolio
|
Q3 2024
Reduced 47.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
52,073
shares
|
$937,834
0.01% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
46,630
shares
|
$839,806
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,796
shares
|
$824,785
0.0% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
42,650
shares
|
$768,126
0.0% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
37,036
shares
|
$667,018
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
33,426
shares
|
$602,002
0.0% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
28,947
shares
|
$521,335
0.0% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
28,406
shares
|
$511,592
0.0% of portfolio
|
Q3 2024
Added 25.25%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
18,762
shares
|
$337,903
0.0% of portfolio
|
Q3 2024
Added 729.44%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
15,845
shares
|
$285,368
0.0% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
15,372
shares
|
$276,849
0.19% of portfolio
|
Q3 2024
Reduced 14.67%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
14,685
shares
|
$264,476
0.04% of portfolio
|
Q3 2024
Added 6.44%
|