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

$19.05 -0.13 (-0.68%)
Closing price 03:57 PM Eastern
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$19.05 0.00 (0.00%)
As of 04:04 PM Eastern
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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)
22
Total
Institutional Inflows
(last 12 months)
$12.71M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$2.44M
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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
9/4/2025Osaic Holdings Inc.17,342$312K0.0%+16.7%0.000%
8/15/2025Corient Private Wealth LLC86,330$1.56M0.0%-8.4%0.000%
8/15/2025Bank of America Corp DE134,603$2.42M0.0%-1.5%0.000%
8/15/2025Ameriprise Financial Inc.27,964$504K0.0%-6.3%0.000%
8/14/2025Raymond James Financial Inc.216,949$3.91M0.0%+5.6%0.000%
8/8/2025Rockefeller Capital Management L.P.589,204$10.61M0.0%+0.6%0.000%
8/5/2025Aviance Capital Partners LLC17,965$324K0.0%+14.8%0.000%
7/29/2025Beverly Hills Private Wealth LLC12,615$227K0.0%N/A0.000%
7/14/2025U.S. Capital Wealth Advisors LLC124,160$2.24M0.1%+15.8%0.000%
5/20/2025Anchor Investment Management LLC9,400$172K0.0%+44.6%0.000%
5/15/2025Royal Bank of Canada29,981$548K0.0%+5.3%0.000%
5/13/2025Raymond James Financial Inc.205,383$3.75M0.0%+1.0%0.000%
5/12/2025Virtu Financial LLC13,055$239K0.0%N/A0.000%
4/29/2025Aviance Capital Partners LLC15,653$286K0.0%+6.0%0.000%
4/22/2025Center for Financial Planning Inc.1,920$35K0.0%N/A0.000%
4/21/2025Walter & Keenan Wealth Management LLC IN ADV40,874$747K0.2%+14.1%0.000%
2/18/2025Elequin Capital LP2,140$38K0.0%N/A0.000%
2/17/2025Bank of America Corp DE98,404$1.73M0.0%+15.2%0.000%
2/17/2025Ameriprise Financial Inc.33,996$599K0.0%-46.4%0.000%
2/14/2025Jane Street Group LLC15,434$272K0.0%N/A0.000%
2/14/2025MGO One Seven LLC37,960$668K0.0%N/A0.000%
2/14/2025Stifel Financial Corp48,552$855K0.0%+13.8%0.000%
2/13/2025Rockefeller Capital Management L.P.590,104$10.39M0.0%+6.0%0.000%
2/13/2025Bessemer Group Inc.2,262$40K0.0%-87.9%0.000%
2/13/2025Raymond James Financial Inc.203,305$3.58M0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN122,229$2.15M0.0%-6.9%0.000%
2/10/2025Corient Private Wealth LLC94,639$1.67M0.0%-1.3%0.000%
2/10/2025Commonwealth Equity Services LLC39,444$695K0.0%+6.5%0.000%
2/6/2025Raymond James Financial Inc.203,305$3.58M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC43,572$767K0.0%-16.3%0.000%
2/3/2025Wolverine Asset Management LLC48,950$862K0.0%N/A0.000%
1/31/2025Sanctuary Advisors LLC66,683$1.21M0.0%-15.5%0.000%
1/29/2025Van ECK Associates Corp55,370$975K0.0%+18.7%0.000%
1/29/2025Walter & Keenan Wealth Management LLC IN ADV35,838$631K0.2%-45.5%0.000%
1/24/2025U.S. Capital Wealth Advisors LLC107,221$1.89M0.1%-3.2%0.000%
1/17/2025XML Financial LLC12,312$217K0.0%N/A0.000%
1/15/2025Merit Financial Group LLC13,129$231K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC78,933$1.43M0.0%+18.4%0.000%
11/21/2024Anchor Investment Management LLC6,500$123K0.0%+85.7%0.000%
11/15/2024Stifel Financial Corp42,650$805K0.0%+8.4%0.000%
11/14/2024Rockefeller Capital Management L.P.556,482$10.51M0.0%+3.7%0.000%
11/7/2024Aviance Capital Partners LLC14,685$277K0.0%+6.4%0.000%
10/29/2024Van ECK Associates Corp46,630$867K0.0%+1.5%0.000%
10/25/2024Walter & Keenan Wealth Management LLC IN ADV65,703$1.24M0.4%-18.7%0.000%
9/5/2024Sanctuary Advisors LLC66,683$1.20M0.0%N/A0.000%
7/31/2024Van ECK Associates Corp45,930$859K0.0%-18.8%0.000%
7/29/2024Hara Capital LLC91,147$1.70M1.1%-19.5%0.000%
7/23/2024XML Financial LLC11,023$206K0.0%-12.0%0.000%
7/16/2024Walter & Keenan Wealth Management LLC IN ADV80,846$1.51M0.5%-13.1%0.000%
7/11/2024U.S. Capital Wealth Advisors LLC110,797$2.07M0.1%-1.3%0.000%
5/1/2024Janney Montgomery Scott LLC11,005$196K0.0%-26.0%0.000%
4/18/2024Aviance Capital Partners LLC13,148$235K0.0%+10.2%0.000%
4/17/2024Hennion & Walsh Asset Management Inc.11,212$200K0.0%-67.8%0.000%
2/14/2024XML Financial LLC18,673$324K0.0%-53.2%0.000%
2/14/2024Sentinel Trust Co. LBA103,350$1.79M0.2%+659.9%0.000%
2/13/20241607 Capital Partners LLC130,130$2.26M0.2%+23.8%0.000%
2/12/2024Steward Partners Investment Advisory LLC54,467$944K0.0%-4.3%0.000%
2/9/2024Corient Private Wealth LLC91,120$1.58M0.0%-9.8%0.000%
2/6/2024Aviance Capital Partners LLC11,931$207K0.0%-9.1%0.000%
2/6/2024U.S. Capital Wealth Advisors LLC105,197$1.82M0.1%-4.6%0.000%
2/6/2024Merit Financial Group LLC15,046$261K0.0%-17.5%0.000%
2/5/2024Van ECK Associates Corp76,456$1.33M0.0%+13.8%0.000%
1/30/2024Avior Wealth Management LLC8,250$143K0.0%N/A0.000%
1/25/2024Walter & Keenan Wealth Management LLC IN ADV105,688$1.83M0.7%+2.3%0.000%
1/24/2024Stratos Wealth Partners LTD.19,450$337K0.0%-69.6%0.000%
1/22/2024Melfa 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%
1/11/2024JGP Wealth Management LLC12,709$220K0.0%N/A0.000%
1/2/2024Anchor Investment Management LLC3,500$61K0.0%N/A0.000%
11/15/20231607 Capital Partners LLC105,116$1.78M0.1%+268.8%0.000%
11/13/2023Wolverine Asset Management LLC40,677$690K0.0%+405.6%0.000%
11/9/2023UBS Group AG197,371$3.35M0.0%+2.7%0.000%
11/8/2023Van ECK Associates Corp67,175$1.14M0.0%+35.9%0.000%
11/8/2023Moors & Cabot Inc.18,500$314K0.0%N/A0.000%
11/7/2023Atlas Wealth LLC10,876$184K0.0%N/A0.000%
11/7/2023Aviance Capital Partners LLC13,123$223K0.0%+12.8%0.000%
11/6/2023XML Financial LLC39,923$677K0.1%-64.9%0.000%
10/27/2023Financial Advocates Investment Management11,537$196K0.0%N/A0.000%
10/24/2023Stratos Wealth Partners LTD.63,997$1.09M0.0%+11.7%0.000%
10/24/2023Raymond James & Associates32,606$553K0.0%+98.5%0.000%
10/23/2023Commonwealth Equity Services LLC22,772$386K0.0%-7.2%0.000%
10/20/2023Walter & Keenan Wealth Management LLC IN ADV103,327$1.75M0.7%-15.0%0.000%
10/20/2023U.S. Capital Wealth Advisors LLC110,297$1.87M0.1%+10.0%0.000%
8/24/2023Arlington Capital Management Inc.12,626$222K0.2%+10.6%0.000%
8/15/2023Cohen & Steers Inc.65,008$1.14M0.0%+46.2%0.000%
8/7/2023XML Financial LLC113,836$2.00M0.2%-29.2%0.000%
8/7/2023Wolverine Asset Management LLC8,045$141K0.0%-90.0%0.000%
8/4/2023Aviance Capital Partners LLC11,638$205K0.0%N/A0.000%
8/4/2023U.S. Capital Wealth Advisors LLC100,297$1.76M0.1%+1.4%0.000%
8/3/2023Sentinel Trust Co. LBA13,600$239K0.0%-52.3%0.000%
8/3/2023Van ECK Associates Corp49,422$869K0.0%-9.6%0.000%
8/1/2023Truist Financial Corp28,988$510K0.0%+54.5%0.000%
8/1/2023Merit Financial Group LLC18,246$321K0.0%-51.6%0.000%
7/31/2023LPL Financial LLC38,581$678K0.0%-8.7%0.000%
7/28/2023Walter & 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%
7/18/2023Stratos Wealth Partners LTD.57,273$1.01M0.0%-2.9%0.000%
5/11/2023U.S. Capital Wealth Advisors LLC98,897$1.76M0.1%+3.1%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, 42 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. ($10.61M), Raymond James Financial Inc. ($3.91M), UBS Group AG ($3.35M), Raymond James Financial Services Advisors Inc. ($2.46M), Bank of America Corp DE ($2.42M), 1607 Capital Partners LLC ($2.26M), and U.S. Capital Wealth Advisors LLC ($2.24M).Learn more on Eaton Vance Municipal Income 2028 Term Trust's institutional investors.

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

Of the 32 institutional investors that purchased Eaton Vance Municipal Income 2028 Term Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($420.25K), 1607 Capital Partners LLC ($101.63K), Sentinel Trust Co. LBA ($89.75K), Wolverine Asset Management LLC ($81.58K), Sanctuary Advisors LLC ($78.93K), Rockefeller Capital Management L.P. ($56.92K), and MGO One Seven LLC ($37.96K).

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

Institutional investors have bought a total of 716,890 shares in the last 24 months. This purchase volume represents approximately $12.71M in transactions.

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

Of the 9 institutional investors that sold Eaton Vance Municipal Income 2028 Term Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Walter & Keenan Wealth Management LLC IN ADV ($45.01K), Ameriprise Financial Inc. ($31.34K), Bessemer Group Inc. ($16.50K), Sanctuary Advisors LLC ($12.25K), Corient Private Wealth LLC ($9.15K), Wells Fargo & Company MN ($9.04K), and Steward Partners Investment Advisory LLC ($8.50K).

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

Institutional investors have sold a total of 137,384 shares in the last 24 months. This volume of shares sold represents approximately $2.44M in transactions.


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This page (NYSE:ETX) was last updated on 9/10/2025 by MarketBeat.com Staff
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