Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.2K+ 38.84% |
$674K - $704K
|
137K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.7K+ 10.09% |
$648K - $676K
|
401K
$7.27M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.1KNew |
$230K - $240K
|
13.1K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
5.04K+ 14.05% |
$88.8K - $92.7K
|
40.9K
$742K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.16K+ 9.44% |
$55.7K - $58.1K
|
36.6K
$664K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.9K+ 44.62% |
$51.2K - $53.4K
|
9.4K
$171K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.34K+ 8.04% |
$41.2K - $43K
|
31.4K
$570K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.08K+ 1.02% |
$36.7K - $38.3K
|
205K
$3.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.92KNew |
$33.9K - $35.3K
|
1.92K
$34.8K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.51K+ 5.3% |
$26.6K - $27.8K
|
30K
$544K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
880+ 5.96% |
$15.5K - $16.2K
|
15.7K
$284K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
858New |
$15.1K - $15.8K
|
858
$15.6K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
840+ 5.99% |
$14.8K - $15.5K
|
14.9K
$270K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
182+ 21.21% |
$3.21K - $3.35K
|
1.04K
$18.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
126+ 0.96% |
$2.22K - $2.32K
|
13.3K
$241K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9+ 1.19% |
$159 - $166
|
767
$13.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-377- 16.67% |
$6.65K - $6.94K
|
1.89K
$34.2K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-414- 0.44% |
$7.3K - $7.62K
|
94.2K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-692- 1.75% |
$12.2K - $12.7K
|
38.8K
$703K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.14K- 12.17% |
$73K - $76.2K
|
29.9K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.5K- 0.76% |
$79.4K - $82.8K
|
586K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.02K- 16.12% |
$124K - $129K
|
36.5K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-9.62K- 17.38% |
$170K - $177K
|
45.7K
$830K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.4K- 14.26% |
$308K - $321K
|
105K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.3K- 11.97% |
$323K - $337K
|
135K
$2.44M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-48.7K- 99.58% |
$860K - $897K
|
208
$3.78K
|