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 40 institutions that hold shares in the stock, with a total of 2.63 Million shares, which have been reported (via 13F filing form) to have a value of $47.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
585,604
shares
|
$10.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
400,793
shares
|
$7.34 Million
0.0% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
205,383
shares
|
$3.76 Million
0.0% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
168,803
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2024
Added 15.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
136,627
shares
|
$2.5 Million
0.0% of portfolio
|
Q1 2025
Added 38.84%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
134,641
shares
|
$2.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.97%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
107,247
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2022
Reduced 1.91%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
107,221
shares
|
$1.96 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
104,796
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.26%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
94,225
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
66,683
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
48,552
shares
|
$889,472
0.0% of portfolio
|
Q4 2024
Added 13.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,796
shares
|
$838,982
0.0% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
45,749
shares
|
$838,121
0.0% of portfolio
|
Q1 2025
Reduced 17.38%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
40,874
shares
|
$748,811
0.23% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
38,752
shares
|
$709,936
0.0% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
37,960
shares
|
$695,427
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
36,598
shares
|
$670,475
0.0% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
36,549
shares
|
$669,577
0.01% of portfolio
|
Q1 2025
Reduced 16.12%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
31,394
shares
|
$575,138
0.0% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
29,981
shares
|
$549,251
0.0% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
29,859
shares
|
$547,016
0.0% of portfolio
|
Q1 2025
Reduced 12.17%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
15,653
shares
|
$286,762
0.04% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
15,372
shares
|
$281,615
0.19% of portfolio
|
Q3 2024
Reduced 14.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
14,855
shares
|
$272,143
0.0% of portfolio
|
Q1 2025
Added 5.99%
|