Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
133K+ 55.25% |
$2.19M - $2.36M
|
374K
$6.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
113KNew |
$1.86M - $2.01M
|
113K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
89.8K+ 659.93% |
$1.48M - $1.59M
|
103K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.7K+ 186.14% |
$472K - $510K
|
44.1K
$801K
|
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
25K+ 23.8% |
$411K - $444K
|
130K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.7KNew |
$389K - $421K
|
23.7K
$430K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.9KNew |
$244K - $264K
|
14.9K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.2K+ 62.54% |
$234K - $253K
|
37K
$672K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
12.7KNew |
$209K - $226K
|
12.7K
$231K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.3KNew |
$202K - $218K
|
12.3K
$222K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
9.28K+ 13.82% |
$153K - $165K
|
76.5K
$1.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.25KNew |
$136K - $147K
|
8.25K
$150K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.22K+ 22.15% |
$119K - $128K
|
39.8K
$723K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.5KNew |
$57.5K - $62.2K
|
3.5K
$63.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.36K+ 2.28% |
$38.8K - $42K
|
106K
$1.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.11K+ 1.07% |
$34.7K - $37.5K
|
199K
$3.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.67K+ 10.58% |
$27.5K - $29.7K
|
17.5K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.28K+ 1.36% |
$21K - $22.7K
|
95.5K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1K+ 5.41% |
$16.4K - $17.8K
|
19.5K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
633+ 1.82% |
$10.4K - $11.2K
|
35.3K
$641K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
611+ 16.57% |
$10K - $10.9K
|
4.3K
$78K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
116+ 0.54% |
$1.91K - $2.06K
|
21.5K
$391K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
83+ 0.29% |
$1.36K - $1.47K
|
29.2K
$529K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-21- 2.84% |
$345 - $373
|
718
$13K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-233- 12.04% |
$3.83K - $4.14K
|
1.7K
$30.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-349- 0.99% |
$5.74K - $6.2K
|
34.8K
$632K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-542- 1.8% |
$8.91K - $9.63K
|
29.6K
$538K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1K- 4.7% |
$16.4K - $17.8K
|
20.3K
$368K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.19K- 9.08% |
$19.6K - $21.2K
|
11.9K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.44K- 4.29% |
$40.2K - $43.4K
|
54.5K
$989K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2.65K- 12.87% |
$43.6K - $47.2K
|
18K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.05K- 0.81% |
$50.1K - $54.2K
|
373K
$6.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.2K- 17.54% |
$52.6K - $56.9K
|
15K
$273K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.57K- 2.45% |
$58.7K - $63.5K
|
142K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.59K- 17.47% |
$75.5K - $81.6K
|
21.7K
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.63K- 9.34% |
$76.2K - $82.3K
|
45K
$816K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.1K- 4.62% |
$83.8K - $90.6K
|
105K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.94K- 9.84% |
$163K - $177K
|
91.1K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-15K- 33.33% |
$247K - $267K
|
30K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-21.3K- 53.23% |
$349K - $378K
|
18.7K
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.4K- 26.09% |
$533K - $576K
|
91.8K
$1.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-44.5K- 69.61% |
$732K - $792K
|
19.5K
$353K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.1K- 12.86% |
$907K - $980K
|
373K
$6.78M
|