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Eaton Vance Municipal Income 2028 Term Trust (ETX) Institutional Ownership

$18.30 +0.03 (+0.16%)
As of 02/21/2025 03:36 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Eaton Vance Municipal Income 2028 Term Trust (NYSE:ETX)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$12.59M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$3.62M
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ETX Institutional Buying and Selling by Quarter

Eaton Vance Municipal Income 2028 Term Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Elequin Capital LP2,140$38K0.0%N/A0.000%
2/17/2025 Bank of America Corp DE98,404$1.73M0.0%+15.2%0.000%
2/17/2025 Ameriprise Financial Inc.33,996$599K0.0%-46.4%0.000%
2/14/2025 Jane Street Group LLC15,434$272K0.0%N/A0.000%
2/14/2025 MGO One Seven LLC37,960$668K0.0%N/A0.000%
2/14/2025 Stifel Financial Corp48,552$855K0.0%+13.8%0.000%
2/13/2025 Rockefeller Capital Management L.P.590,104$10.39M0.0%+6.0%0.000%
2/13/2025 Bessemer Group Inc.2,262$40K0.0%-87.9%0.000%
2/13/2025 Raymond James Financial Inc.203,305$3.58M0.0%N/A0.000%
2/13/2025 Wells Fargo & Company MN122,229$2.15M0.0%-6.9%0.000%
2/10/2025 Corient Private Wealth LLC94,639$1.67M0.0%-1.3%0.000%
2/10/2025 Commonwealth Equity Services LLC39,444$695K0.0%+6.5%0.000%
2/6/2025 Raymond James Financial Inc.203,305$3.58M0.0%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC43,572$767K0.0%-16.3%0.000%
2/3/2025 Wolverine Asset Management LLC48,950$862K0.0%N/A0.000%
1/31/2025 Sanctuary Advisors LLC66,683$1.21M0.0%-15.5%0.000%
1/29/2025 Van ECK Associates Corp55,370$975K0.0%+18.7%0.000%
1/29/2025 Walter & Keenan Wealth Management LLC IN ADV35,838$631K0.2%-45.5%0.000%
1/24/2025 U.S. Capital Wealth Advisors LLC107,221$1.89M0.1%-3.2%0.000%
1/17/2025 XML Financial LLC12,312$217K0.0%N/A0.000%
1/15/2025 Merit Financial Group LLC13,129$231K0.0%N/A0.000%
11/25/2024 Sanctuary Advisors LLC78,933$1.43M0.0%+18.4%0.000%
11/21/2024 Anchor Investment Management LLC6,500$123K0.0%+85.7%0.000%
11/15/2024 Stifel Financial Corp42,650$805K0.0%+8.4%0.000%
11/14/2024 Rockefeller Capital Management L.P.556,482$10.51M0.0%+3.7%0.000%
11/7/2024 Aviance Capital Partners LLC14,685$277K0.0%+6.4%0.000%
10/29/2024 Van ECK Associates Corp46,630$867K0.0%+1.5%0.000%
10/25/2024 Walter & Keenan Wealth Management LLC IN ADV65,703$1.24M0.4%-18.7%0.000%
9/5/2024 Sanctuary Advisors LLC66,683$1.20M0.0%N/A0.000%
7/31/2024 Van ECK Associates Corp45,930$859K0.0%-18.8%0.000%
7/29/2024 Hara Capital LLC91,147$1.70M1.1%-19.5%0.000%
7/23/2024 XML Financial LLC11,023$206K0.0%-12.0%0.000%
7/16/2024 Walter & Keenan Wealth Management LLC IN ADV80,846$1.51M0.5%-13.1%0.000%
7/11/2024 U.S. Capital Wealth Advisors LLC110,797$2.07M0.1%-1.3%0.000%
5/1/2024 Janney Montgomery Scott LLC11,005$196K0.0%-26.0%0.000%
4/18/2024 Aviance Capital Partners LLC13,148$235K0.0%+10.2%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.11,212$200K0.0%-67.8%0.000%
2/14/2024 XML Financial LLC18,673$324K0.0%-53.2%0.000%
2/14/2024 Sentinel Trust Co. LBA103,350$1.79M0.2%+659.9%0.000%
2/13/2024 1607 Capital Partners LLC130,130$2.26M0.2%+23.8%0.000%
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2/12/2024 Steward Partners Investment Advisory LLC54,467$944K0.0%-4.3%0.000%
2/9/2024 Corient Private Wealth LLC91,120$1.58M0.0%-9.8%0.000%
2/6/2024 Aviance Capital Partners LLC11,931$207K0.0%-9.1%0.000%
2/6/2024 U.S. Capital Wealth Advisors LLC105,197$1.82M0.1%-4.6%0.000%
2/6/2024 Merit Financial Group LLC15,046$261K0.0%-17.5%0.000%
2/5/2024 Van ECK Associates Corp76,456$1.33M0.0%+13.8%0.000%
1/30/2024 Avior Wealth Management LLC8,250$143K0.0%N/A0.000%
1/25/2024 Walter & Keenan Wealth Management LLC IN ADV105,688$1.83M0.7%+2.3%0.000%
1/24/2024 Stratos Wealth Partners LTD.19,450$337K0.0%-69.6%0.000%
1/22/2024 Melfa Wealth Management LLC17,974$312K0.3%-12.9%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.142,108$2.46M0.0%-2.5%0.000%
1/16/2024Raymond James & Associates39,827$691K0.0%+22.1%0.000%
1/11/2024 JGP Wealth Management LLC12,709$220K0.0%N/A0.000%
1/2/2024 Anchor Investment Management LLC3,500$61K0.0%N/A0.000%
11/15/2023 1607 Capital Partners LLC105,116$1.78M0.1%+268.8%0.000%
11/13/2023 Wolverine Asset Management LLC40,677$690K0.0%+405.6%0.000%
11/9/2023 UBS Group AG197,371$3.35M0.0%+2.7%0.000%
11/8/2023 Van ECK Associates Corp67,175$1.14M0.0%+35.9%0.000%
11/8/2023 Moors & Cabot Inc.18,500$314K0.0%N/A0.000%
11/7/2023 Atlas Wealth LLC10,876$184K0.0%N/A0.000%
11/7/2023 Aviance Capital Partners LLC13,123$223K0.0%+12.8%0.000%
11/6/2023 XML Financial LLC39,923$677K0.1%-64.9%0.000%
10/27/2023 Financial Advocates Investment Management11,537$196K0.0%N/A0.000%
10/24/2023 Stratos Wealth Partners LTD.63,997$1.09M0.0%+11.7%0.000%
10/24/2023Raymond James & Associates32,606$553K0.0%+98.5%0.000%
10/23/2023 Commonwealth Equity Services LLC22,772$386K0.0%-7.2%0.000%
10/20/2023 Walter & Keenan Wealth Management LLC IN ADV103,327$1.75M0.7%-15.0%0.000%
10/20/2023 U.S. Capital Wealth Advisors LLC110,297$1.87M0.1%+10.0%0.000%
8/24/2023 Arlington Capital Management Inc.12,626$222K0.2%+10.6%0.000%
8/15/2023 Cohen & Steers Inc.65,008$1.14M0.0%+46.2%0.000%
8/7/2023 XML Financial LLC113,836$2.00M0.2%-29.2%0.000%
8/7/2023 Wolverine Asset Management LLC8,045$141K0.0%-90.0%0.000%
8/4/2023 Aviance Capital Partners LLC11,638$205K0.0%N/A0.000%
8/4/2023 U.S. Capital Wealth Advisors LLC100,297$1.76M0.1%+1.4%0.000%
8/3/2023 Sentinel Trust Co. LBA13,600$239K0.0%-52.3%0.000%
8/3/2023 Van ECK Associates Corp49,422$869K0.0%-9.6%0.000%
8/1/2023 Truist Financial Corp28,988$510K0.0%+54.5%0.000%
8/1/2023 Merit Financial Group LLC18,246$321K0.0%-51.6%0.000%
7/31/2023 LPL Financial LLC38,581$678K0.0%-8.7%0.000%
7/28/2023 Walter & Keenan Wealth Management LLC IN ADV121,630$2.14M0.8%-9.3%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.145,633$2.56M0.0%+1.6%0.000%
7/25/2023Raymond James & Associates16,423$289K0.0%+23.6%0.000%
7/18/2023 Stratos Wealth Partners LTD.57,273$1.01M0.0%-2.9%0.000%
5/11/2023 U.S. Capital Wealth Advisors LLC98,897$1.76M0.1%+3.1%0.000%
5/11/2023 Guggenheim Capital LLC50,048$890K0.0%-1.6%0.000%
5/9/2023 US Bancorp DE9,536$170K0.0%+13.0%0.000%
5/8/2023 Wolverine Asset Management LLC80,743$1.44M0.0%+7.5%0.000%
5/3/2023 Van ECK Associates Corp54,677$973K0.0%+53.3%0.000%
4/27/2023 Stratos Wealth Partners LTD.58,987$1.05M0.0%+1.9%0.000%
4/26/2023 Walter & Keenan Wealth Management LLC IN ADV134,130$2.39M0.9%+2.0%0.000%
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4/24/2023 Merit Financial Group LLC37,668$670K0.0%+43.8%0.000%
4/20/2023 Hennion & Walsh Asset Management Inc.35,998$640K0.0%-1.8%0.000%
4/20/2023 Melfa Wealth Management LLC20,567$366K0.4%-10.9%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.143,363$2.55M0.0%+4.5%0.000%
4/14/2023Raymond James & Associates13,285$236K0.0%+20.0%0.000%
4/11/2023 Mutual Advisors LLC12,595$224K0.0%+22.6%0.000%
3/6/2023 Rockefeller Capital Management L.P.90,710$1.62M0.0%+4.7%0.000%
2/10/2023 XML Financial LLC155,851$2.78M0.3%-2.1%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.137,203$2.45M0.0%+7.6%0.000%
2/8/2023 Van ECK Associates Corp35,669$636K0.0%+26.0%0.000%
(Data available from 1/1/2016 forward)

ETX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ETX shares?

During the previous two years, 44 institutional investors and hedge funds held shares of Eaton Vance Municipal Income 2028 Term Trust. The most heavily invested institutionals were Rockefeller Capital Management L.P. ($10.39M), Raymond James Financial Inc. ($3.58M), UBS Group AG ($3.35M), Raymond James Financial Services Advisors Inc. ($2.46M), 1607 Capital Partners LLC ($2.26M), Wells Fargo & Company MN ($2.15M), and U.S. Capital Wealth Advisors LLC ($1.89M).Learn more on ETX's institutional investors.

Which institutional investors have been buying Eaton Vance Municipal Income 2028 Term Trust stock?

Of the 33 institutional investors that purchased Eaton Vance Municipal Income 2028 Term Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($406.61K), 1607 Capital Partners LLC ($101.63K), Sentinel Trust Co. LBA ($89.75K), Wolverine Asset Management LLC ($87.24K), Sanctuary Advisors LLC ($78.93K), Rockefeller Capital Management L.P. ($57.37K), and Van ECK Associates Corp ($55.48K).

How much institutional buying is happening at Eaton Vance Municipal Income 2028 Term Trust?

Institutional investors have bought a total of 1,182,521 shares in the last 24 months. This purchase volume represents approximately $20.78M in transactions.

Which Eaton Vance Municipal Income 2028 Term Trust major shareholders have been selling company stock?

Of the 23 institutional investors that sold Eaton Vance Municipal Income 2028 Term Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: XML Financial LLC ($143.58K), Walter & Keenan Wealth Management LLC IN ADV ($88.03K), Wolverine Asset Management LLC ($72.70K), Stratos Wealth Partners LTD. ($46.26K), Ameriprise Financial Inc. ($29.44K), Hennion & Walsh Asset Management Inc. ($24.29K), and Merit Financial Group LLC ($22.62K).

How much institutional selling is happening at Eaton Vance Municipal Income 2028 Term Trust?

Institutional investors have sold a total of 569,897 shares in the last 24 months. This volume of shares sold represents approximately $10.02M in transactions.


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This page (NYSE:ETX) was last updated on 2/24/2025 by MarketBeat.com Staff
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