Q4 2024 13F Holders as of 12/31/2024
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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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2.37M
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Shares change
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+11.3K
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Total reported value, excl. options
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$41.8M
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Value change
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+$123K
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Number of buys
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20
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Number of sells
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-11
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Price
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$17.61
Significant Holders of Eaton Vance Municipal Income 2028 Term Trust - Common Shares of Eaton Vance Municipal Income 2028 Term Trust (ETX) as of Q4 2024
42 filings reported holding ETX - Eaton Vance Municipal Income 2028 Term Trust - Common Shares of Eaton Vance Municipal Income 2028 Term Trust as of Q4 2024.
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 2.37M shares
of 11M outstanding shares and own 21.46% of the company stock.
Largest 10 shareholders include Rockefeller Capital Management L.P. (590K shares), MORGAN STANLEY (364K shares), RAYMOND JAMES FINANCIAL INC (203K shares), UBS Group AG (153K shares), WELLS FARGO & COMPANY/MN (122K shares), U.S. Capital Wealth Advisors, LLC (107K shares), BANK OF AMERICA CORP /DE/ (98.4K shares), Corient Private Wealth LLC (94.6K shares), Sanctuary Advisors, LLC (66.7K shares), and VAN ECK ASSOCIATES CORP (55.4K 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.