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

$17.66 +0.02 (+0.11%)
(As of 12/26/2024 05:11 PM ET)
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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)
12
Total
Institutional Inflows
(last 12 months)
$4.76M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.30M
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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
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%
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%
2/6/2024Merit 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%
1/24/2024Stratos 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%
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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%
10/24/2023Stratos 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%
10/20/2023 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%
8/1/2023Merit 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%
7/18/2023Stratos 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%
4/27/2023Stratos 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%
4/24/2023Merit 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%
2/7/2023Commonwealth Equity Services LLC27,619$492K0.0%+3.0%0.000%
2/7/2023 Sentinel Trust Co. LBA28,500$508K0.1%N/A0.000%
2/7/2023 LPL Financial LLC42,209$753K0.0%+34.4%0.000%
2/7/2023 Compass Financial Group INC SD15,233$272K0.1%N/A0.000%
2/3/2023 U.S. Capital Wealth Advisors LLC95,897$1.71M0.1%+11.6%0.000%
2/1/2023 Wolverine Asset Management LLC75,085$1.34M0.0%N/A0.000%
2/1/2023 Janney Montgomery Scott LLC15,436$275K0.0%-16.7%0.000%
1/31/2023 Melfa Wealth Management LLC23,071$411K0.4%N/A0.000%
1/30/2023 Walter & Keenan Wealth Management LLC IN ADV131,480$2.34M0.9%-14.1%0.000%
1/19/2023 Amplius Wealth Advisors LLC10,505$187K0.0%-35.7%0.000%
1/12/2023 Mutual Advisors LLC10,275$183K0.0%N/A0.000%
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1/12/2023 Hennion & Walsh Asset Management Inc.36,670$654K0.0%-2.9%0.000%
11/14/2022 Guggenheim Capital LLC55,218$1.03M0.0%-1.4%0.000%
11/14/2022 Hennion & Walsh Asset Management Inc.37,778$706K0.0%-3.4%0.000%
11/4/2022 XML Financial LLC159,221$2.98M0.4%N/A0.000%
10/27/2022 US Bancorp DE8,090$151K0.0%+25.4%0.000%
10/27/2022 Van ECK Associates Corp28,315$529K0.0%+5.1%0.000%
10/26/2022 Truist Financial Corp24,854$465K0.0%-3.5%0.000%
10/25/2022 Janney Montgomery Scott LLC18,529$346K0.0%-73.0%0.000%
10/25/2022Raymond James & Associates16,139$302K0.0%-5.9%0.000%
10/24/2022Stratos Wealth Partners LTD.13,700$256K0.0%-48.6%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, 38 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. ($10.51M), UBS Group AG ($3.35M), Raymond James Financial Services Advisors Inc. ($2.46M), 1607 Capital Partners LLC ($2.26M), U.S. Capital Wealth Advisors LLC ($2.07M), Sentinel Trust Co. LBA ($1.79M), and Hara Capital LLC ($1.70M).Learn more on ETX's institutional investors.

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

Of the 30 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: Sentinel Trust Co. LBA ($118.25K), Wolverine Asset Management LLC ($113.38K), 1607 Capital Partners LLC ($101.63K), Sanctuary Advisors LLC ($78.93K), Van ECK Associates Corp ($54.10K), Raymond James & Associates ($28.76K), and U.S. Capital Wealth Advisors LLC ($24.40K).

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

Institutional investors have bought a total of 773,150 shares in the last 24 months. This purchase volume represents approximately $13.61M in transactions.

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

Of the 20 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 ($146.95K), Walter & Keenan Wealth Management LLC IN ADV ($79.76K), Wolverine Asset Management LLC ($72.70K), Stratos Wealth Partners LTD. ($46.26K), Hennion & Walsh Asset Management Inc. ($25.39K), Merit Financial Group LLC ($22.62K), and Hara Capital LLC ($22.09K).

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

Institutional investors have sold a total of 494,474 shares in the last 24 months. This volume of shares sold represents approximately $8.70M in transactions.


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This page (NYSE:ETX) was last updated on 12/27/2024 by MarketBeat.com Staff
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