Free Trial
→ Is Elon's empire crumbling? (From Brownstone Research) (Ad) Free ETX Stock Alerts

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

$18.09 +0.03 (+0.17%)
Closing price 07/14/2025 03:57 PM Eastern
Extended Trading
$18.09 0.00 (0.00%)
As of 07/14/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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)
$13.37M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.10M
Get ETX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Eaton Vance Municipal Income 2028 Term Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

ETX Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
This Signal Only Flashes Once Every 4 Years – And It Just Triggered (Ad)

This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in crypto. Now it’s back, and the smart money is already positioning. A free training reveals the step-by-step strategy and altcoin picks designed to help you capitalize on the next wave.

Missed the Last Crypto Boom? Don’t Miss This One - PLUS Claim your $10 in Bitcoin
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%
This Signal Only Flashes Once Every 4 Years – And It Just Triggered (Ad)

This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in crypto. Now it’s back, and the smart money is already positioning. A free training reveals the step-by-step strategy and altcoin picks designed to help you capitalize on the next wave.

Missed the Last Crypto Boom? Don’t Miss This One - PLUS Claim your $10 in Bitcoin
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%
5/11/2023Guggenheim Capital LLC50,048$890K0.0%-1.6%0.000%
5/9/2023US Bancorp DE9,536$170K0.0%+13.0%0.000%
5/8/2023Wolverine Asset Management LLC80,743$1.44M0.0%+7.5%0.000%
5/3/2023Van 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%
4/26/2023Walter & 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%
4/20/2023Hennion & Walsh Asset Management Inc.35,998$640K0.0%-1.8%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. ($3.75M), 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 ($2.24M), and Wells Fargo & Company MN ($2.15M).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 34 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. ($408.69K), 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. ($53.32K), 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 750,993 shares in the last 24 months. This purchase volume represents approximately $13.37M in transactions.

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

Of the 11 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 ($57.23K), Ameriprise Financial Inc. ($29.44K), Hara Capital LLC ($22.09K), Bessemer Group Inc. ($16.50K), Sanctuary Advisors LLC ($12.25K), Van ECK Associates Corp ($10.60K), and Wells Fargo & Company MN ($9.04K).

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

Institutional investors have sold a total of 171,978 shares in the last 24 months. This volume of shares sold represents approximately $3.10M in transactions.


Related Companies

This page (NYSE:ETX) was last updated on 7/15/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
Banks aren’t ready for this altcoin—are you?
Our expert analysts have identified a $100 billion gap in the crypto market. Only one project is perfectly ...
Crypto 101 Media | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored