Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
33KNew |
$583K - $604K
|
33K
$605K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.5K+ 22.43% |
$415K - $431K
|
128K
$2.35M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16.9K+ 15.8% |
$299K - $310K
|
124K
$2.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
12.6KNew |
$223K - $231K
|
12.6K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.6K+ 5.63% |
$204K - $212K
|
217K
$3.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
11.1K+ 83.59% |
$196K - $203K
|
24.3K
$446K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.08K+ 13.89% |
$89.8K - $93.1K
|
41.7K
$764K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.96K+ 2.94% |
$69.9K - $72.5K
|
139K
$2.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.6K+ 0.61% |
$63.6K - $66K
|
589K
$10.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.47K+ 0.62% |
$43.6K - $45.2K
|
403K
$7.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.47KNew |
$43.6K - $45.2K
|
2.47K
$45.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.31K+ 14.77% |
$40.9K - $42.4K
|
18K
$329K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.22K+ 3.14% |
$21.5K - $22.3K
|
40K
$733K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.06K+ 2.18% |
$18.7K - $19.4K
|
49.6K
$909K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
240+ 0.52% |
$4.24K - $4.4K
|
46K
$843K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 1.3% |
$177 - $183
|
777
$14.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-235- 0.75% |
$4.15K - $4.31K
|
31.2K
$571K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-500- 1.37% |
$8.84K - $9.16K
|
36K
$661K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.11K- 3.7% |
$19.6K - $20.3K
|
28.9K
$529K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.68K- 11.3% |
$29.7K - $30.7K
|
13.2K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.9K- 6.35% |
$33.5K - $34.7K
|
28K
$513K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.02K- 1.48% |
$35.8K - $37.1K
|
135K
$2.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.8K- 6.85% |
$49.5K - $51.3K
|
38.1K
$698K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.9K- 8.38% |
$140K - $145K
|
86.3K
$1.58M
|