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

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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)
20
Total
Institutional Inflows
(last 12 months)
$7.17M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$6.83M
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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
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%
2/6/2024 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%
1/16/2024 Raymond James Financial Services Advisors Inc.142,108$2.46M0.0%-2.5%0.000%
1/16/2024 Raymond 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%
10/24/2023 Raymond 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%
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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%
7/25/2023 Raymond James Financial Services Advisors Inc.145,633$2.56M0.0%+1.6%0.000%
7/25/2023 Raymond 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%
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%
4/14/2023 Raymond James Financial Services Advisors Inc.143,363$2.55M0.0%+4.5%0.000%
4/14/2023 Raymond 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%
2/8/2023 Raymond 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%
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%
10/25/2022 Raymond James & Associates16,139$302K0.0%-5.9%0.000%
10/24/2022 Stratos Wealth Partners LTD.13,700$256K0.0%-48.6%0.000%
10/21/2022 Walter & Keenan Wealth Management LLC IN ADV153,075$2.86M1.2%+3.3%0.000%
8/12/2022 U.S. Capital Wealth Advisors LLC85,897$1.78M0.1%-2.3%0.000%
8/11/2022 Andrew Hill Investment Advisors Inc.21,927$454K0.7%+19.0%0.000%
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8/4/2022 Steward Partners Investment Advisory LLC45,085$934K0.0%+6.6%0.000%
8/3/2022 Van ECK Associates Corp26,933$558K0.0%-31.9%0.000%
8/3/2022 Janney Montgomery Scott LLC68,520$1.42M0.0%-41.1%0.000%
7/22/2022 Stratos Wealth Partners LTD.26,650$552K0.0%+12.2%0.000%
7/22/2022 Truist Financial Corp25,768$534K0.0%+40.4%0.000%
7/21/2022 Amplius Wealth Advisors LLC16,643$344K0.1%-4.2%0.000%
7/20/2022 Walter & Keenan Wealth Management LLC IN ADV148,116$3.07M1.2%+2.3%0.000%
7/19/2022Commonwealth Equity Services LLC26,819$555K0.0%-14.1%0.000%
7/19/2022 Hennion & Walsh Asset Management Inc.39,094$810K0.1%N/A0.000%
5/12/2022 U.S. Capital Wealth Advisors LLC87,897$1.80M0.1%+3.0%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, 36 institutional investors and hedge funds held shares of Eaton Vance Municipal Income 2028 Term Trust. The most heavily invested institutionals were UBS Group AG ($3.35M), Raymond James Financial Services Advisors Inc. ($2.46M), 1607 Capital Partners LLC ($2.26M), Walter & Keenan Wealth Management LLC IN ADV ($1.83M), U.S. Capital Wealth Advisors LLC ($1.82M), Sentinel Trust Co. LBA ($1.79M), and Rockefeller Capital Management L.P. ($1.62M).Learn more on ETX's institutional investors.

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

Of the 32 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: XML Financial LLC ($159.22K), Sentinel Trust Co. LBA ($118.25K), Wolverine Asset Management LLC ($113.38K), 1607 Capital Partners LLC ($101.63K), Van ECK Associates Corp ($54.78K), Hennion & Walsh Asset Management Inc. ($39.09K), and Raymond James & Associates ($28.76K).

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

Institutional investors have bought a total of 892,828 shares in the last 24 months. This purchase volume represents approximately $15.96M in transactions.

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

Of the 21 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 ($145.45K), Janney Montgomery Scott LLC ($104.80K), Wolverine Asset Management LLC ($72.70K), Stratos Wealth Partners LTD. ($59.21K), Walter & Keenan Wealth Management LLC IN ADV ($52.40K), Hennion & Walsh Asset Management Inc. ($26.71K), 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 565,961 shares in the last 24 months. This volume of shares sold represents approximately $10.17M in transactions.


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This page (NYSE:ETX) was last updated on 5/18/2024 by MarketBeat.com Staff

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