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 2.5 Million shares, which have been reported (via 13F filing form) to have a value of $45.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
14,012
shares
|
$254,037
0.0% of portfolio
|
Q3 2024
Reduced 29.63%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
13,129
shares
|
$238,028
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
12,312
shares
|
$223,216
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
6,500
shares
|
$117,845
0.01% of portfolio
|
Q3 2024
Added 85.71%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
6,000
shares
|
$108,780
0.0% of portfolio
|
Q1 2024
Reduced 27.27%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,500
shares
|
$27,195
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,200
shares
|
$21,756
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,100
shares
|
$19,943
0.0% of portfolio
|
Q3 2023
Reduced 88.46%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
748
shares
|
$13,561
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
743
shares
|
$13,470
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
370
shares
|
$6,708
0.0% of portfolio
|
Q4 2020
Reduced 45.91%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
44
shares
|
$797
0.0% of portfolio
|
Q3 2024
Reduced 99.95%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$18
0.0% of portfolio
|
Q1 2024
Reduced 99.98%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|