Institutional Ownership 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). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 2.74 Million shares, which have been reported (via 13F filing form) to have a value of $52.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
578,500
shares
|
$11.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
399,735
shares
|
$7.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
229,424
shares
|
$4.4 Million
0.0% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
168,803
shares
|
$3.24 Million
0.0% of portfolio
|
Q3 2024
Added 15.9%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
132,987
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
128,526
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
125,457
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
107,387
shares
|
$2.06 Million
0.06% of portfolio
|
Q3 2025
Reduced 13.51%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
107,247
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2022
Reduced 1.91%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
84,558
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
66,683
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
59,031
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Added 18.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
47,041
shares
|
$901,775
0.0% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
46,012
shares
|
$882,050
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,796
shares
|
$877,909
0.0% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
40,989
shares
|
$785,759
0.0% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
37,960
shares
|
$727,693
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
35,835
shares
|
$686,956
0.0% of portfolio
|
Q3 2025
Added 106.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
32,904
shares
|
$630,769
0.0% of portfolio
|
Q3 2025
Reduced 8.72%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
32,775
shares
|
$628,296
0.18% of portfolio
|
Q3 2025
Reduced 13.92%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
31,998
shares
|
$613,401
0.0% of portfolio
|
Q3 2025
Added 14.43%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
31,271
shares
|
$599,465
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
28,230
shares
|
$541,169
0.01% of portfolio
|
Q3 2025
Reduced 14.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
26,917
shares
|
$515,998
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
26,239
shares
|
$503,001
0.01% of portfolio
|
Q3 2025
Added 7.82%
|
|