Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. The information is specifically focused on institutions that hold shares of Eaton Vance Municipal Income 2028 Term Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
105KNew |
$1.84M - $1.94M
|
105K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
67.3K+ 78.0% |
$1.18M - $1.25M
|
154K
$2.79M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
59.9K+ 20.89% |
$1.05M - $1.11M
|
347K
$6.3M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
46.4K+ 106.51% |
$813K - $859K
|
89.9K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
44.5KNew |
$780K - $824K
|
44.5K
$809K
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
19.7KNew |
$345K - $365K
|
19.7K
$358K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
19K+ 53.29% |
$333K - $352K
|
54.7K
$994K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
11.5K+ 43.77% |
$201K - $213K
|
37.7K
$685K
|
|
|
May 15, 2023
Q1 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
11.4KNew |
$200K - $212K
|
11.4K
$208K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
11.4KNew |
$199K - $211K
|
11.4K
$207K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.16K+ 4.49% |
$108K - $114K
|
143K
$2.61M
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
5.66K+ 7.54% |
$99.2K - $105K
|
80.7K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
4.91K+ 3.15% |
$86K - $90.9K
|
161K
$2.92M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.04K+ 8.7% |
$70.9K - $74.9K
|
50.5K
$918K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.93K+ 3.26% |
$68.9K - $72.9K
|
125K
$2.26M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3K+ 3.13% |
$52.6K - $55.6K
|
98.9K
$1.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.65K+ 2.02% |
$46.5K - $49.1K
|
134K
$2.44M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.32K+ 22.58% |
$40.7K - $43K
|
12.6K
$229K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.21K+ 19.99% |
$38.8K - $41K
|
13.3K
$242K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.1K+ 13.04% |
$19.3K - $20.4K
|
9.54K
$173K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.07K+ 1.85% |
$18.8K - $19.9K
|
59K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
330+ 2.36% |
$5.78K - $6.11K
|
14.3K
$260K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60+ 0.14% |
$1.05K - $1.11K
|
42.3K
$768K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
51+ 0.27% |
$894 - $945
|
18.8K
$341K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-672- 1.83% |
$11.8K - $12.5K
|
36K
$654K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-794- 1.56% |
$13.9K - $14.7K
|
50K
$910K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.02K- 7.32% |
$35.4K - $37.4K
|
25.6K
$465K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.3K- 8.92% |
$40.3K - $42.6K
|
23.5K
$427K
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2.5K- 10.85% |
$43.9K - $46.4K
|
20.6K
$374K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.25K- 3.59% |
$57K - $60.3K
|
87.5K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-262K- 70.63% |
$4.59M - $4.86M
|
109K
$1.98M
|