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 43 institutions that hold shares in the stock, with a total of 2.69 Million shares, which have been reported (via 13F filing form) to have a value of $49.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
590,104
shares
|
$10.8 Million
0.03% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
364,072
shares
|
$6.67 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
203,305
shares
|
$3.72 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
168,803
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2024
Added 15.9%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
152,942
shares
|
$2.8 Million
0.0% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
122,229
shares
|
$2.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
107,247
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2022
Reduced 1.91%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
107,221
shares
|
$1.96 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
98,404
shares
|
$1.8 Million
0.0% of portfolio
|
Q4 2024
Added 15.15%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
94,639
shares
|
$1.73 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
66,683
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.52%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
55,370
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Added 18.74%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
48,950
shares
|
$896,274
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
48,552
shares
|
$888,987
0.0% of portfolio
|
Q4 2024
Added 13.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,796
shares
|
$838,524
0.0% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
43,572
shares
|
$797,803
0.01% of portfolio
|
Q4 2024
Reduced 16.33%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
39,444
shares
|
$722,219
0.0% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
37,960
shares
|
$695,047
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
35,838
shares
|
$656,193
0.19% of portfolio
|
Q4 2024
Reduced 45.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
33,996
shares
|
$622,466
0.0% of portfolio
|
Q4 2024
Reduced 46.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
33,440
shares
|
$612,286
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
29,058
shares
|
$532,051
0.0% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
28,472
shares
|
$521,322
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
15,845
shares
|
$290,121
0.0% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,434
shares
|
$282,596
0.0% of portfolio
|
Q4 2024
New holding
|