Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.7K+ 7.68% |
$501K - $528K
|
402K
$7.31M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.7K+ 7.68% |
$501K - $528K
|
402K
$7.31M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.6K+ 19.12% |
$307K - $323K
|
109K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.9K+ 38.21% |
$295K - $311K
|
61K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.1K+ 6.75% |
$124K - $131K
|
112K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
4.85K+ 2.43% |
$84.7K - $89.4K
|
204K
$3.71M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.71K+ 26.91% |
$82.2K - $86.7K
|
22.2K
$403K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.79K+ 4.5% |
$31.3K - $33K
|
41.6K
$757K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.79K+ 5.07% |
$31.3K - $33K
|
37.1K
$675K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.22K+ 10.2% |
$21.3K - $22.4K
|
13.1K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.21KNew |
$21.1K - $22.3K
|
1.21K
$22K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
233+ 13.68% |
$4.07K - $4.29K
|
1.94K
$35.2K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
112+ 2.61% |
$1.96K - $2.06K
|
4.41K
$80.2K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
108+ 0.37% |
$1.89K - $1.99K
|
29.3K
$532K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
61+ 0.04% |
$1.07K - $1.12K
|
142K
$2.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
40+ 0.22% |
$699 - $737
|
18K
$327K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
12+ 1.67% |
$210 - $221
|
730
$13.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8+ 0.02% |
$140 - $147
|
37K
$673K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-881- 0.97% |
$15.4K - $16.2K
|
90.2K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-1.27K- 0.98% |
$22.3K - $23.5K
|
129K
$2.34M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.37K- 6.34% |
$23.8K - $25.1K
|
20.2K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.48K- 4.98% |
$25.8K - $27.2K
|
28.1K
$512K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.05K- 13.6% |
$35.7K - $37.7K
|
13K
$236K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.14K- 10.53% |
$37.3K - $39.3K
|
18.2K
$330K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.2K- 4.03% |
$38.4K - $40.5K
|
52.3K
$950K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.25K- 27.27% |
$39.3K - $41.4K
|
6K
$109K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.5K- 0.67% |
$43.7K - $46.1K
|
371K
$6.75M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.51K- 11.05% |
$43.8K - $46.2K
|
20.2K
$367K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3K- 15.38% |
$52.4K - $55.3K
|
16.5K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.21K- 14.78% |
$56K - $59.1K
|
18.5K
$336K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.86K- 25.98% |
$67.5K - $71.1K
|
11K
$200K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.9K- 4.08% |
$68.1K - $71.8K
|
91.6K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-6.15K- 32.94% |
$107K - $113K
|
12.5K
$228K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.24K- 99.98% |
$109K - $115K
|
1
$18.2
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-12.6K- 11.95% |
$221K - $233K
|
93.1K
$1.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-19.9K- 26.06% |
$348K - $367K
|
56.5K
$1.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-23.6K- 67.81% |
$413K - $435K
|
11.2K
$204K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.5K- 6.17% |
$462K - $487K
|
402K
$7.31M
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-28.4K- 27.43% |
$495K - $522K
|
75K
$1.36M
|