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 44 institutions that hold shares in the stock, with a total of 2.61 Million shares, which have been reported (via 13F filing form) to have a value of $48.8 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
402,175
shares
|
$7.52 Million
0.0% of portfolio
|
Q1 2024
Added 7.68%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
371,082
shares
|
$6.94 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
204,330
shares
|
$3.82 Million
0.0% of portfolio
|
Q1 2024
Added 2.43%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
142,169
shares
|
$2.66 Million
0.0% of portfolio
|
Q1 2024
Added 0.04%
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 13, 2024 Q1 2024 |
128,856
shares
|
$2.41 Million
0.19% of portfolio
|
Q1 2024
Reduced 0.98%
|
|
Hara Capital LLC
Bellevue, WA |
Apr 26, 2024 Q1 2024 |
113,237
shares
|
$2.12 Million
1.21% of portfolio
|
Q4 2023
New holding
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
112,297
shares
|
$2.1 Million
0.08% of portfolio
|
Q1 2024
Added 6.75%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
109,399
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2024
Added 19.12%
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
107,247
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2022
Reduced 1.91%
|
|
Walter & Keenan Wealth Management LLC
|
Apr 30, 2024 Q1 2024 |
93,063
shares
|
$1.74 Million
0.55% of portfolio
|
Q1 2024
Reduced 11.95%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
91,593
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
90,239
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.97%
|
|
Sentinel Trust CO Lba
Houston, TX |
May 15, 2024 Q1 2024 |
75,000
shares
|
$1.4 Million
0.17% of portfolio
|
Q1 2024
Reduced 27.43%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
61,003
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2024
Added 38.21%
|
|
Van Eck Associates Corp
|
Apr 30, 2024 Q1 2024 |
56,531
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2024
Reduced 26.06%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
52,271
shares
|
$977,467
0.01% of portfolio
|
Q1 2024
Reduced 4.03%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
41,619
shares
|
$778,275
0.0% of portfolio
|
Q1 2024
Added 4.5%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
37,114
shares
|
$694,031
0.0% of portfolio
|
Q1 2024
Added 5.07%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
37,021
shares
|
$692,292
0.0% of portfolio
|
Q1 2024
Added 0.02%
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
30,008
shares
|
$561,149
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
29,261
shares
|
$547,180
0.0% of portfolio
|
Q1 2024
Added 0.37%
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
28,148
shares
|
$526,367
0.0% of portfolio
|
Q1 2024
Reduced 4.98%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
22,188
shares
|
$414,915
0.0% of portfolio
|
Q1 2024
Added 26.91%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
20,173
shares
|
$377,235
0.0% of portfolio
|
Q1 2024
Reduced 6.34%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
18,487
shares
|
$345,706
0.0% of portfolio
|
Q1 2024
Reduced 14.78%
|