Free Trial
→ Trump's gold order: the announcement they won't put on the front page (From Reagan Gold Group) (Ad)tc pixel Free ETX Stock Alerts

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

$19.08 +0.03 (+0.13%)
Closing price 06/5/2026 03:59 PM Eastern
Extended Trading
$18.89 -0.19 (-1.00%)
As of 06/5/2026 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.
Compare

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)
$5.44M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$4.00M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/26/2026 Anchor 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%
1/23/2026 U.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%
11/17/2025 Anchor 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%
10/9/2025 U.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%
8/15/2025 Bank of America Corp DE134,603$2.42M0.0%-1.5%0.000%
Your book is inside (Ad)

The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.tc pixel

Download your copy now.
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%
7/14/2025 U.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%
I was right about SpaceX (Ad)

Jeff Brown predicted Bitcoin before it climbed as high as 52,400%, Tesla before 2,150%, and Nvidia before 32,000%. Now he says SpaceX is shaping up to be the biggest IPO of the decade - and three key milestones just confirmed it. In the past 21 days: SpaceX crossed 10,000 active satellites, Elon filed confidential IPO paperwork with the SEC, and another rocket launched 25 more satellites. Two-thirds of every satellite in orbit now belongs to one company. The public filing could drop any day.tc pixel

See how to claim your stake in SpaceX before the public can
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%


ETX Institutional Ownership - Frequently Asked Questions

During the previous two years, 39 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 Hara Capital LLC ($1.70M).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), Sanctuary Advisors LLC ($78.93K), LPL Financial LLC ($63.31K), Rockefeller Capital Management L.P. ($56.92K), Wolverine Asset Management LLC ($48.95K), Focused Alpha LLC ($40.84K), and MGO One Seven LLC ($40.52K).

Institutional investors have bought a total of 290,218 shares in the last 24 months. This purchase volume represents approximately $5.44M in transactions.

Of the 14 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), Rockefeller Capital Management L.P. ($19.48K), Integrated Wealth Concepts LLC ($18.71K), Corient Private Wealth LLC ($15.79K), Bank of America Corp DE ($8.10K), and World Investment Advisors ($5.83K).

Institutional investors have sold a total of 211,843 shares in the last 24 months. This volume of shares sold represents approximately $4.00M in transactions.


Related Companies

This page (NYSE:ETX) was last updated on 6/6/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
One hidden supplier shipped 5 billion parts to SpaceX
Most investors are focused on the historic $1.75 trillion SpaceX IPO expected around June 30. But there's a le...
Weiss Ratings | Sponsoredtc pixel
How to get into the SpaceX IPO before June 12
Former tech executive and angel investor Jeff Brown - who identified Bitcoin, Tesla, and Nvidia before their h...
Brownstone Research | Sponsoredtc pixel
Goldman Sachs just told you what to buy (most people missed it)
Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - no...
Behind the Markets | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel