ETX
Eaton Vance Municipal Income 2028 Term Trust
1W: -0.1%
1M: -3.1%
3M: -6.3%
YTD: -6.0%
1Y: -8.3%
3Y: +16.9%
5Y: -4.8%
$17.49
+0.08 (+0.46%)
Weekly Expected Move ±1.9%
$17
$17
$18
$18
$18
Institutional Ownership — ETX
46
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
48M
Total Invested
5
New Positions
12
Increased
16
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (48 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 552,039 | $10M | -1,700 | -0.3% | 27Q | SEC ↗ |
| 2 | MORGAN STANLEY | 527,704 | $9M | +99,967 | +23.4% | 53Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 217,654 | $4M | -17,058 | -7.3% | 7Q | SEC ↗ |
| 4 | UBS Group AG | 135,161 | $2M | -6,540 | -4.6% | 47Q | SEC ↗ |
| 5 | LPL Financial LLC | 134,330 | $2M | +1,950 | +1.5% | 26Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 130,593 | $2M | -2,651 | -2.0% | 15Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 98,346 | $2M | -10,601 | -9.7% | 52Q | SEC ↗ |
| 8 | Corient Private Wealth LP | 71,586 | $1M | +163 | +0.2% | 14Q | SEC ↗ |
| 9 | MGO ONE SEVEN LLC | 60,996 | $1M | +20,481 | +50.6% | 7Q | SEC ↗ |
| 10 | Sanctuary Advisors, LLC | 59,019 | $1M | -4,996 | -7.8% | 9Q | SEC ↗ |
| 11 | FOCUSED ALPHA, LLC | 46,649 | $816K | +232 | +0.5% | 3Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 40,855 | $715K | +621 | +1.5% | 35Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 38,822 | $679K | +18,792 | +93.8% | 26Q | SEC ↗ |
| 14 | Merit Financial Group, LLC | 38,310 | $670K | +168 | +0.4% | 7Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 36,772 | $643K | +1,872 | +5.4% | 52Q | SEC ↗ |
| 16 | STIFEL FINANCIAL CORP | 32,828 | $574K | +1,618 | +5.2% | 42Q | SEC ↗ |
| 17 | TRUIST FINANCIAL CORP | 28,386 | $496K | -3,110 | -9.9% | 20Q | SEC ↗ |
| 18 | Steward Partners Investment Advisory, | 26,921 | $471K | — | +0.0% | 29Q | SEC ↗ |
| 19 | Invesco Ltd. | 24,305 | $425K | -543 | -2.2% | 4Q | SEC ↗ |
| 20 | U.S. Capital Wealth Advisors, LLC | 23,928 | $419K | -6,875 | -22.3% | 19Q | SEC ↗ |
| 21 | Arax Advisory Partners NEW | 23,928 | $419K | — | +0.0% | 1Q | SEC ↗ |
| 22 | WALTER & KEENAN WEALTH MANAGEMENT LLC | 21,875 | $383K | — | +0.0% | 25Q | SEC ↗ |
| 23 | Kestra Advisory Services, LLC | 21,662 | $379K | +2,478 | +12.9% | 3Q | SEC ↗ |
| 24 | Stronghold Wealth Management L.L.C. | 19,420 | $340K | -777 | -3.8% | 3Q | SEC ↗ |
| 25 | Aviance Capital Partners, LLC | 15,940 | $279K | -1,107 | -6.5% | 13Q | SEC ↗ |
| 26 | AMERIPRISE FINANCIAL INC | 14,992 | $262K | -936 | -5.9% | 16Q | SEC ↗ |
| 27 | Anchor Investment Management, LLC | 13,400 | $234K | — | +0.0% | 36Q | SEC ↗ |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 13,001 | $227K | — | +0.0% | 1Q | SEC ↗ |
| 29 | MELFA WEALTH MANAGEMENT, INC. | 12,649 | $221K | -2,723 | -17.7% | 15Q | SEC ↗ |
| 30 | World Investment Advisors | 12,388 | $217K | — | +0.0% | 4Q | SEC ↗ |
| 31 | Integrated Wealth Concepts LLC | 11,859 | $207K | -2,533 | -17.6% | 5Q | SEC ↗ |
| 32 | Stratos Wealth Partners, LTD. | 11,336 | $198K | — | +0.0% | 3Q | SEC ↗ |
| 33 | Mutual Advisors, LLC | 10,336 | $181K | -8,247 | -44.4% | 3Q | SEC ↗ |
| 34 | Clark Capital Management Group, Inc. | 10,000 | $175K | — | +0.0% | 3Q | SEC ↗ |
| 35 | FARMERS & MERCHANTS INVESTMENTS INC | 7,000 | $122K | — | +0.0% | 2Q | SEC ↗ |
| 36 | MERCER GLOBAL ADVISORS INC /ADV NEW | 5,800 | $101K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Center for Financial Planning, Inc. | 1,920 | $34K | — | +0.0% | 6Q | SEC ↗ |
| 38 | Clear Street Group Inc. NEW | 1,874 | $33K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Colonial Trust Co / SC | 1,500 | $26K | — | +0.0% | 15Q | SEC ↗ |
| 40 | ROTHSCHILD INVESTMENT LLC | 816 | $14K | +10 | +1.2% | 11Q | SEC ↗ |
| 41 | NewEdge Advisors, LLC | 405 | $7K | — | +0.0% | 15Q | SEC ↗ |
| 42 | PNC Financial Services Group, Inc. | 370 | $6K | — | +0.0% | 15Q | SEC ↗ |
| 43 | Hara Capital LLC | 44 | $1K | — | +0.0% | 11Q | SEC ↗ |
| 44 | TRUST CO OF VERMONT NEW | 1 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 45 | VAN ECK ASSOCIATES CORP | 0 | $0K | -46,045 | -100.0% | 13Q | SEC ↗ |
| 46 | Noble Wealth Management PBC | 0 | $0K | -316 | -100.0% | 1Q | SEC ↗ |
| 47 | Baird Financial Group, Inc. | 0 | $0K | -12,600 | -100.0% | 1Q | SEC ↗ |
| 48 | US BANCORP \DE | 0 | $0K | -700 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Arax Advisory Partners | 23,928 | $419K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 13,001 | $227K |
| MERCER GLOBAL ADVISORS INC /ADV | 5,800 | $101K |
| Clear Street Group Inc. | 1,874 | $33K |
| TRUST CO OF VERMONT | 1 | $0K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| VAN ECK ASSOCIATES CORP | 46,045 | $805K |
| Baird Financial Group, Inc. | 12,600 | $220K |
| US BANCORP \DE | 700 | $12K |
| Noble Wealth Management PBC | 316 | $6K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +99,967 | +23.4% | 527,704 |
| MGO ONE SEVEN LLC | +20,481 | +50.6% | 60,996 |
| OSAIC HOLDINGS, INC. | +18,792 | +93.8% | 38,822 |
| Kestra Advisory Services, LLC | +2,478 | +12.9% | 21,662 |
| LPL Financial LLC | +1,950 | +1.5% | 134,330 |
| ROYAL BANK OF CANADA | +1,872 | +5.4% | 36,772 |
| STIFEL FINANCIAL CORP | +1,618 | +5.2% | 32,828 |
| COMMONWEALTH EQUITY SERVICES, LLC | +621 | +1.5% | 40,855 |
| FOCUSED ALPHA, LLC | +232 | +0.5% | 46,649 |
| Merit Financial Group, LLC | +168 | +0.4% | 38,310 |
| Corient Private Wealth LP | +163 | +0.2% | 71,586 |
| ROTHSCHILD INVESTMENT LLC | +10 | +1.2% | 816 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -17,058 | -7.3% | 217,654 |
| WELLS FARGO & COMPANY/MN | -10,601 | -9.7% | 98,346 |
| Mutual Advisors, LLC | -8,247 | -44.4% | 10,336 |
| U.S. Capital Wealth Advisors, LLC | -6,875 | -22.3% | 23,928 |
| UBS Group AG | -6,540 | -4.6% | 135,161 |
| Sanctuary Advisors, LLC | -4,996 | -7.8% | 59,019 |
| TRUIST FINANCIAL CORP | -3,110 | -9.9% | 28,386 |
| MELFA WEALTH MANAGEMENT, INC. | -2,723 | -17.7% | 12,649 |
| BANK OF AMERICA CORP /DE | -2,651 | -2.0% | 130,593 |
| Integrated Wealth Concepts LLC | -2,533 | -17.6% | 11,859 |
| Rockefeller Capital Management L.P. | -1,700 | -0.3% | 552,039 |
| Aviance Capital Partners, LLC | -1,107 | -6.5% | 15,940 |
| AMERIPRISE FINANCIAL INC | -936 | -5.9% | 14,992 |
| Stronghold Wealth Management L.L.C. | -777 | -3.8% | 19,420 |
| Invesco Ltd. | -543 | -2.2% | 24,305 |