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 $47.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
13,255
shares
|
$240,578
0.0% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
13,055
shares
|
$236,948
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
9,400
shares
|
$170,610
0.02% of portfolio
|
Q1 2025
Added 44.62%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,920
shares
|
$34,848
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,885
shares
|
$34,212
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,500
shares
|
$27,224
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,100
shares
|
$19,965
0.0% of portfolio
|
Q3 2023
Reduced 88.46%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,040
shares
|
$18,876
0.0% of portfolio
|
Q1 2025
Added 21.21%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
767
shares
|
$13,921
0.0% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
743
shares
|
$13,485
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
370
shares
|
$6,715
0.0% of portfolio
|
Q4 2020
Reduced 45.91%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
208
shares
|
$3,775
0.0% of portfolio
|
Q1 2025
Reduced 99.58%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
44
shares
|
$798
0.0% of portfolio
|
Q3 2024
Reduced 99.95%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$18
0.0% of portfolio
|
Q1 2024
Reduced 99.98%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|