Eaton Vance Municipal Income 2028 Term Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 559.02 K | $10.45 M | -3.37% | 5.13% |
| MORGAN STANLEY | 02/13/2026 | 416.01 K | $7.78 M | 4.07% | 3.82% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 248.61 K | $4.65 M | 8.36% | 2.28% |
| UBS GROUP AG | 01/29/2026 | 134.81 K | $2.52 M | 1.37% | 1.24% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 127.34 K | $2.38 M | -0.93% | 1.17% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 120.45 K | $2.25 M | -3.99% | 1.11% |
| LPL FINANCIAL LLC | 02/11/2026 | 110.35 K | $2.06 M | 134.58% | 1.01% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 84.60 K | $1.58 M | 0.05% | 0.78% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 64.02 K | $1.20 M | 0.00% | 0.59% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 46.05 K | $861.00 K | 0.07% | 0.42% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 41.01 K | $766.94 K | 0.06% | 0.38% |
| 02/13/2026 | 40.84 K | $763.61 K | 100.00% | 0.38% | |
| MGO ONE SEVEN LLC | 02/03/2026 | 40.52 K | $757.63 K | 6.73% | 0.37% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 32.93 K | $615.70 K | -8.12% | 0.30% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 02/11/2026 | 32.78 K | $612.89 K | 0.00% | 0.30% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 32.63 K | $610.21 K | 24.36% | 0.30% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 31.69 K | $592.62 K | -46.31% | 0.29% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 31.68 K | $592.49 K | -3.71% | 0.29% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 31.38 K | $586.84 K | 0.36% | 0.29% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 01/23/2026 | 30.80 K | $576.02 K | -71.32% | 0.28% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 29.52 K | $551.98 K | -7.75% | 0.27% |
| ROYAL BANK OF CANADA | 02/17/2026 | 28.77 K | $538.00 K | 6.90% | 0.26% |
| INVESCO LTD. | 02/19/2026 | 24.92 K | $466.00 K | 4.59% | 0.23% |
| 02/06/2026 | 20.03 K | $374.52 K | 100.00% | 0.18% | |
| AVIANCE CAPITAL PARTNERS, LLC | 02/06/2026 | 16.73 K | $312.84 K | 0.32% | 0.15% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 15.37 K | $287.45 K | 0.00% | 0.14% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 14.28 K | $266.96 K | -49.43% | 0.13% |
| ANCHOR INVESTMENT MANAGEMENT, LLC | 02/26/2026 | 13.40 K | $250.58 K | 22.94% | 0.12% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 13.14 K | $245.64 K | 100.00% | 0.12% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 12.60 K | $235.62 K | 100.00% | 0.12% |
| PENSIONMARK FINANCIAL GROUP, LLC | 03/13/2026 | 12.25 K | $229.02 K | -19.22% | 0.11% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 10.88 K | $203.51 K | 100.00% | 0.10% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 02/17/2026 | 10.00 K | $187.00 K | 100.00% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 8.28 K | $154.74 K | 100.00% | 0.08% |
| CENTER FOR FINANCIAL PLANNING, INC. | 02/05/2026 | 1.92 K | $35.90 K | 0.00% | 0.02% |
| COLONIAL TRUST CO / SC | 02/12/2026 | 1.50 K | $28.05 K | 0.00% | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 02/10/2026 | 796 | $14.89 K | 1.14% | 0.01% |
| US BANCORP \DE\ | 01/30/2026 | 700 | $13.09 K | 100.00% | 0.01% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 405 | $7.57 K | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 370 | $6.92 K | 0.00% | 0.00% |
| HARA CAPITAL LLC | 01/15/2026 | 44 | $823 | 0.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 02/09/2026 | 1 | $19 | 0.00% | 0.00% |
| BESSEMER GROUP INC | 02/05/2026 | 0 | $0 | -100.00% | 0.00% |
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Eaton Vance Municipal Income 2028 Term Trust institutional Ownership - FAQ's
During the previous two years, 58 institutional investors and hedge funds held shares of Eaton Vance Municipal Income 2028 Term Trust. The most heavily invested institutionals were:
UBS Group AG: 141,701
Sanctuary Advisors, LLC: 64,015
COMMONWEALTH EQUITY SERVICES, LLC: 40,234
Merit Financial Group, LLC: 38,142
TRUIST FINANCIAL CORP: 31,496
U.S. Capital Wealth Advisors, LLC: 23,928
22.90% of Eaton Vance Municipal Income 2028 Term Trust stock is owned by institutional investors.
Institutional investors have bought a total of 3.41 M shares in the last 24 months. This purchase volume represents approximately $65.28 M in transactions.