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

$18.19 +0.06 (+0.33%)
Closing price 03:59 PM Eastern
Extended Trading
$18.16 -0.04 (-0.19%)
As of 04:10 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 Massive. 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)
17
Total
Institutional Inflows
(last 12 months)
$4.55M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$3.83M
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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
9/9/2026 Integrated Wealth Concepts LLC11,859$222K0.0%-17.6%0.000%
5/19/2026 Bank of America Corp DE133,244$2.45M0.0%+4.6%0.000%
5/18/2026 Royal Bank of Canada34,900$641K0.0%+21.3%0.000%
4/30/2026 Kestra Advisory Services LLC19,184$352K0.0%+131.8%0.000%
3/17/2026 Rockefeller Capital Management L.P.559,017$10.45M0.0%-3.4%0.000%
3/13/2026 World Investment Advisors12,247$229K0.0%-19.2%0.000%
2/26/2026Anchor Investment Management LLC13,400$251K0.0%+22.9%0.000%
2/19/2026 Invesco Ltd.24,920$466K0.0%+4.6%0.000%
2/17/2026 Osaic Holdings Inc.32,925$616K0.0%-8.1%0.000%
2/17/2026 Clark Capital Management Group Inc.10,000$187K0.0%N/A0.000%
2/17/2026 Royal Bank of Canada28,773$538K0.0%+6.9%0.000%
2/13/2026 Kestra Advisory Services LLC8,275$155K0.0%N/A0.000%
2/13/2026 Stifel Financial Corp31,691$593K0.0%-46.3%0.000%
2/13/2026 Focused Alpha LLC40,835$764K0.2%N/A0.000%
2/13/2026 Integrated Wealth Concepts LLC14,276$267K0.0%-49.4%0.000%
2/13/2026 Wells Fargo & Company MN120,450$2.25M0.0%-4.0%0.000%
2/12/2026 Steward Partners Investment Advisory LLC31,684$592K0.0%-3.7%0.000%
2/11/2026 LPL Financial LLC110,348$2.06M0.0%+134.6%0.000%
2/6/2026 Stronghold Wealth Management L.L.C.20,028$375K0.6%N/A0.000%
2/4/2026 World Investment Advisors12,247$229K0.0%-19.2%0.000%
2/3/2026 MGO One Seven LLC40,515$758K0.0%+6.7%0.000%
2/2/2026 Mutual Advisors LLC10,883$204K0.0%N/A0.000%
1/29/2026 UBS Group AG134,806$2.52M0.0%+1.4%0.000%
1/26/2026 Merit Financial Group LLC32,631$610K0.0%+24.4%0.000%
1/23/2026U.S. Capital Wealth Advisors LLC30,803$576K0.0%-71.3%0.000%
1/20/2026 Stratos Wealth Partners LTD.13,136$246K0.0%N/A0.000%
11/17/2025 Integrated Wealth Concepts LLC28,230$545K0.0%-14.4%0.000%
11/17/2025 Bank of America Corp DE128,526$2.48M0.0%-4.5%0.000%
11/17/2025Anchor Investment Management LLC10,900$210K0.0%+16.0%0.000%
11/17/2025 Ameriprise Financial Inc.31,998$618K0.0%+14.4%0.000%
11/14/2025 Raymond James Financial Inc.229,424$4.43M0.0%+5.8%0.000%
11/13/2025 Walter & Keenan Wealth Management LLC IN ADV32,775$633K0.2%-13.9%0.000%
11/13/2025 UBS Group AG132,987$2.57M0.0%-4.0%0.000%
10/29/2025 Aviance Capital Partners LLC16,675$322K0.0%-7.2%0.000%
10/20/2025 Merit Financial Group LLC26,239$506K0.0%+7.8%0.000%
10/15/2025 World Investment Advisors15,161$293K0.0%N/A0.000%
10/9/2025U.S. Capital Wealth Advisors LLC107,387$2.07M0.1%-13.5%0.000%
9/26/2025 Corient Private Wealth LLC86,330$1.56M0.0%-8.4%0.000%
9/4/2025 Osaic Holdings Inc.17,342$312K0.0%+16.7%0.000%
8/15/2025 Corient Private Wealth LLC86,330$1.56M0.0%-8.4%0.000%
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8/15/2025 Bank of America Corp DE134,603$2.42M0.0%-1.5%0.000%
8/15/2025 Ameriprise Financial Inc.27,964$504K0.0%-6.3%0.000%
8/14/2025 Raymond James Financial Inc.216,949$3.91M0.0%+5.6%0.000%
8/8/2025 Rockefeller Capital Management L.P.589,204$10.61M0.0%+0.6%0.000%
8/5/2025 Aviance Capital Partners LLC17,965$324K0.0%+14.8%0.000%
7/29/2025 Beverly 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%
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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%


ETX Institutional Ownership - Frequently Asked Questions

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. ($10.45M), Raymond James Financial Inc. ($4.43M), UBS Group AG ($2.52M), Bank of America Corp DE ($2.45M), Wells Fargo & Company MN ($2.25M), LPL Financial LLC ($2.06M), and Corient Private Wealth LLC ($1.56M).Learn more on Eaton Vance Municipal Income 2028 Term Trust's institutional investors.

Of the 33 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. ($432.73K), LPL Financial LLC ($63.31K), Rockefeller Capital Management L.P. ($56.92K), Wolverine Asset Management LLC ($48.95K), Focused Alpha LLC ($40.84K), MGO One Seven LLC ($40.52K), and Merit Financial Group LLC ($21.43K).

Institutional investors have bought a total of 240,699 shares in the last 24 months. This purchase volume represents approximately $4.55M in transactions.

Of the 13 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: U.S. Capital Wealth Advisors LLC ($93.36K), Stifel Financial Corp ($27.34K), Integrated Wealth Concepts LLC ($21.24K), Rockefeller Capital Management L.P. ($19.48K), Corient Private Wealth LLC ($7.90K), Bank of America Corp DE ($6.08K), and World Investment Advisors ($5.83K).

Institutional investors have sold a total of 202,562 shares in the last 24 months. This volume of shares sold represents approximately $3.83M in transactions.


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Institutional ownership data for NYSE:ETX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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