Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
153K+ 175.14% |
$2.57M - $2.73M
|
241K
$4.37M
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
76.6K+ 268.82% |
$1.28M - $1.37M
|
105K
$1.91M
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
32.6K+ 405.62% |
$547K - $582K
|
40.7K
$740K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
18.5KNew |
$310K - $330K
|
18.5K
$336K
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
17.8K+ 35.92% |
$297K - $316K
|
67.2K
$1.22M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.2K+ 98.54% |
$271K - $288K
|
32.6K
$593K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.5KNew |
$193K - $206K
|
11.5K
$210K
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
10.9KNew |
$182K - $194K
|
10.9K
$198K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10K+ 9.97% |
$168K - $178K
|
110K
$2.01M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.72K+ 11.74% |
$113K - $120K
|
64K
$1.16M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
5.13K+ 2.67% |
$86K - $91.5K
|
197K
$3.59M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.69KNew |
$61.8K - $65.7K
|
3.69K
$67K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.94KNew |
$32.4K - $34.5K
|
1.94K
$35.2K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.77K+ 9.02% |
$29.7K - $31.6K
|
21.4K
$389K
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.49K+ 12.76% |
$24.9K - $26.5K
|
13.1K
$239K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
720New |
$12.1K - $12.8K
|
720
$13.1K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
239+ 0.19% |
$4K - $4.26K
|
124K
$2.26M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
82+ 0.28% |
$1.37K - $1.46K
|
29.1K
$528K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
46+ 0.03% |
$771 - $820
|
146K
$2.65M
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
31+ 0.15% |
$519 - $552
|
20.6K
$375K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-180- 0.59% |
$3.02K - $3.21K
|
30.2K
$548K
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-318- 0.64% |
$5.33K - $5.67K
|
49.6K
$902K
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-458- 1.29% |
$7.67K - $8.16K
|
35.2K
$639K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.05K- 1.02% |
$17.5K - $18.6K
|
101K
$1.84M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.19K- 7.14% |
$19.9K - $21.1K
|
15.4K
$280K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.2K- 5.34% |
$20.1K - $21.4K
|
21.3K
$387K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.76K- 7.17% |
$29.5K - $31.3K
|
22.8K
$414K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.31K- 5.49% |
$55.4K - $59K
|
56.9K
$1.03M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.89K- 10.08% |
$65.2K - $69.3K
|
34.7K
$631K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-8.44K- 88.46% |
$141K - $150K
|
1.1K
$20K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.8K- 4.27% |
$281K - $299K
|
377K
$6.85M
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-18.3K- 15.05% |
$307K - $326K
|
103K
$1.88M
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-20K- 30.77% |
$335K - $356K
|
45K
$818K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35K- 68.91% |
$587K - $624K
|
15.8K
$287K
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-73.9K- 64.93% |
$1.24M - $1.32M
|
39.9K
$726K
|