Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
75.1KNew |
$1.31M - $1.48M
|
75.1K
$1.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44.2K+ 322.73% |
$769K - $871K
|
57.9K
$1.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
28.5KNew |
$496K - $561K
|
28.5K
$519K
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
23.1KNew |
$401K - $454K
|
23.1K
$420K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
15.2KNew |
$265K - $300K
|
15.2K
$278K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.2K+ 3.97% |
$247K - $279K
|
371K
$6.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
13.5KNew |
$234K - $265K
|
13.5K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
11.4KNew |
$198K - $224K
|
11.4K
$208K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8K+ 34.36% |
$188K - $213K
|
42.2K
$769K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.3KNew |
$179K - $202K
|
10.3K
$187K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10K+ 11.64% |
$174K - $197K
|
95.9K
$1.75M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.67K+ 7.58% |
$168K - $190K
|
137K
$2.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
7.35K+ 25.97% |
$128K - $145K
|
35.7K
$650K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.24K+ 624200.0% |
$109K - $123K
|
6.24K
$114K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.29KNew |
$74.5K - $84.4K
|
4.29K
$78.1K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.05K+ 4.67% |
$70.4K - $79.7K
|
90.7K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.5KNew |
$26.1K - $29.5K
|
1.5K
$27.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.1K+ 8.54% |
$19.1K - $21.7K
|
14K
$255K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
800+ 2.98% |
$13.9K - $15.8K
|
27.6K
$503K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
743New |
$12.9K - $14.6K
|
743
$13.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
602+ 1.4% |
$10.5K - $11.9K
|
43.5K
$793K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
346+ 4.28% |
$6.02K - $6.81K
|
8.44K
$154K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.11K- 2.93% |
$19.3K - $21.8K
|
36.7K
$668K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.42K- 1.62% |
$24.7K - $27.9K
|
86.3K
$1.57M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.09K- 16.69% |
$53.8K - $60.9K
|
15.4K
$281K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-3.37K- 2.12% |
$58.6K - $66.4K
|
156K
$2.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.56K- 7.11% |
$61.9K - $70.1K
|
46.5K
$846K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.38K- 7.92% |
$76.1K - $86.2K
|
50.8K
$926K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.07K- 31.4% |
$88.1K - $99.8K
|
11.1K
$202K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.84K- 35.72% |
$102K - $115K
|
10.5K
$191K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.14K- 24.7% |
$107K - $121K
|
18.7K
$341K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.98K- 5.47% |
$121K - $137K
|
121K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.55K- 37.8% |
$149K - $168K
|
14.1K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.6K- 3.9% |
$202K - $229K
|
287K
$5.23M
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-21.6K- 14.11% |
$376K - $425K
|
131K
$2.4M
|