Q4 2023 13F Holders as of 12/31/2023
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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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47
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Total 13F shares, excl. options
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2.28M
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Shares change
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+156K
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Total reported value, excl. options
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$39.6M
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Value change
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+$2.73M
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Number of buys
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21
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Number of sells
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-22
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Price
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$17.34
Significant Holders of Eaton Vance Municipal Income 2028 Term Trust - Common Shares of Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q4 2023
53 filings reported holding ETX - Eaton Vance Municipal Income 2028 Term Trust - Common Shares of Eaton Vance Municipal Income 2028 Term Trust as of Q4 2023.
Eaton Vance Municipal Income 2028 Term Trust - Common Shares of Eaton Vance Municipal Income 2028 Term Trust (ETX) has 47 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.28M shares
of 11M outstanding shares and own 20.68% of the company stock.
Largest 10 shareholders include Rockefeller Capital Management L.P. (374K shares), MORGAN STANLEY (373K shares), UBS Group AG (199K shares), Raymond James Financial Services Advisors, Inc. (142K shares), 1607 Capital Partners, LLC (130K shares), Hara Capital LLC (113K shares), WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV (106K shares), U.S. Capital Wealth Advisors, LLC (105K shares), SENTINEL TRUST CO LBA (103K shares), and BANK OF AMERICA CORP /DE/ (95.5K shares).
This table shows the top 47 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.