Q4 2022 13F Holders as of 12/31/2022
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Type / Class
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Equity / Common Shares of Eaton Vance Municipal Income 2028 Term Trust
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Shares outstanding
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11M
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Number of holders
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40
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Total 13F shares, excl. options
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2.16M
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Shares change
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+141K
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Total reported value, excl. options
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$38.5M
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Value change
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+$2.51M
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Number of buys
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18
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Number of sells
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-14
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Price
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$17.83
Significant Holders of Eaton Vance Municipal Income 2028 Term Trust - Common Shares of Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q4 2022
41 filings reported holding ETX - Eaton Vance Municipal Income 2028 Term Trust - Common Shares of Eaton Vance Municipal Income 2028 Term Trust as of Q4 2022.
Eaton Vance Municipal Income 2028 Term Trust - Common Shares of Eaton Vance Municipal Income 2028 Term Trust (ETX) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.16M shares
of 11M outstanding shares and own 19.54% of the company stock.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (371K shares), MORGAN STANLEY (287K shares), XML Financial, LLC (156K shares), Raymond James Financial Services Advisors, Inc. (137K shares), WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV (131K shares), WELLS FARGO & COMPANY/MN (121K shares), U.S. Capital Wealth Advisors, LLC (95.9K shares), Rockefeller Capital Management L.P. (90.7K shares), UBS Group AG (86.3K shares), and WOLVERINE ASSET MANAGEMENT LLC (75.1K shares).
This table shows the top 40 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.