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 39 institutions that hold shares in the stock, with a total of 2.73 Million shares, which have been reported (via 13F filing form) to have a value of $52.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
589,204
shares
|
$11.3 Million
0.03% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
403,259
shares
|
$7.76 Million
0.0% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
216,949
shares
|
$4.17 Million
0.0% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
168,803
shares
|
$3.25 Million
0.0% of portfolio
|
Q3 2024
Added 15.9%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
138,599
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
134,603
shares
|
$2.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
128,303
shares
|
$2.47 Million
0.0% of portfolio
|
Q2 2025
Added 22.43%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
124,160
shares
|
$2.39 Million
0.07% of portfolio
|
Q2 2025
Added 15.8%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
107,247
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2022
Reduced 1.91%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
86,330
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
66,683
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
49,610
shares
|
$954,496
0.0% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
45,989
shares
|
$884,828
0.0% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,796
shares
|
$881,115
0.0% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
41,680
shares
|
$801,923
0.0% of portfolio
|
Q2 2025
Added 13.89%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
39,969
shares
|
$769,003
0.0% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
38,075
shares
|
$732,562
0.2% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
37,960
shares
|
$730,350
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
36,049
shares
|
$693,582
0.01% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
32,986
shares
|
$634,650
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
31,159
shares
|
$599,499
0.0% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
28,872
shares
|
$555,497
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
27,964
shares
|
$538,027
0.0% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
24,335
shares
|
$468,205
0.01% of portfolio
|
Q2 2025
Added 83.59%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
17,965
shares
|
$345,646
0.04% of portfolio
|
Q2 2025
Added 14.77%
|