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. | 08/13/2026 | 552.04 K | $10.35 M | -0.31% | 5.09% |
| MORGAN STANLEY | 08/13/2026 | 527.70 K | $9.89 M | 23.37% | 4.86% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 217.65 K | $4.08 M | -7.27% | 2.01% |
| UBS GROUP AG | 08/13/2026 | 135.16 K | $2.53 M | -4.62% | 1.25% |
| LPL FINANCIAL LLC | 08/07/2026 | 134.33 K | $2.52 M | 1.47% | 1.24% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 130.59 K | $2.45 M | -1.99% | 1.20% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 98.35 K | $1.84 M | -9.73% | 0.91% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 71.59 K | $1.34 M | 0.23% | 0.66% |
| MGO ONE SEVEN LLC | 07/31/2026 | 61.00 K | $1.14 M | 50.55% | 0.56% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 59.02 K | $1.11 M | -7.80% | 0.54% |
| FOCUSED ALPHA, LLC | 08/07/2026 | 46.65 K | $874.67 K | 0.50% | 0.43% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 40.86 K | $766.03 K | 1.54% | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 38.82 K | $727.91 K | 93.82% | 0.36% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 38.31 K | $718.31 K | 0.44% | 0.35% |
| ROYAL BANK OF CANADA | 08/14/2026 | 36.77 K | $689.00 K | 5.36% | 0.34% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 32.83 K | $615.53 K | 5.18% | 0.30% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 28.39 K | $532.24 K | -9.87% | 0.26% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 26.92 K | $504.77 K | 0.00% | 0.25% |
| INVESCO LTD. | 08/14/2026 | 24.31 K | $455.72 K | -2.19% | 0.22% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 23.93 K | $448.65 K | 100.00% | 0.22% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 08/12/2026 | 21.88 K | $410.16 K | 0.00% | 0.20% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 21.66 K | $406.16 K | 12.92% | 0.20% |
| STRONGHOLD WEALTH MANAGEMENT L.L.C. | 07/24/2026 | 19.42 K | $364.13 K | -3.85% | 0.18% |
| AVIANCE CAPITAL PARTNERS, LLC | 07/31/2026 | 15.94 K | $298.88 K | -6.49% | 0.15% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 14.99 K | $281.10 K | -5.88% | 0.14% |
| ANCHOR INVESTMENT MANAGEMENT, LLC | 09/15/2026 | 13.40 K | $251.25 K | 0.00% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 13.00 K | $243.77 K | 100.00% | 0.12% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 12.65 K | $237.16 K | -17.71% | 0.12% |
| PENSIONMARK FINANCIAL GROUP, LLC | 08/14/2026 | 12.39 K | $227.45 K | 0.00% | 0.11% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 11.86 K | $222.36 K | -17.60% | 0.11% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 11.34 K | $212.55 K | 0.00% | 0.10% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 10.34 K | $193.80 K | -44.38% | 0.10% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 08/11/2026 | 10.00 K | $187.50 K | 0.00% | 0.09% |
| FARMERS & MERCHANTS INVESTMENTS INC | 07/20/2026 | 7.00 K | $131.25 K | 0.00% | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 5.80 K | $108.75 K | 100.00% | 0.05% |
| CENTER FOR FINANCIAL PLANNING, INC. | 07/21/2026 | 1.92 K | $36.00 K | 0.00% | 0.02% |
| CLEAR STREET GROUP INC. | 08/12/2026 | 1.87 K | $35.14 K | 100.00% | 0.02% |
| COLONIAL TRUST CO / SC | 08/11/2026 | 1.50 K | $28.13 K | 0.00% | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 816 | $15.30 K | 1.24% | 0.01% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 405 | $7.59 K | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 370 | $6.94 K | 0.00% | 0.00% |
| HARA CAPITAL LLC | 08/11/2026 | 44 | $825 | 0.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 1 | $19 | 0.00% | 0.00% |
| TRUST CO OF VERMONT | 08/07/2026 | 1 | $19 | 100.00% | 0.00% |
| US BANCORP \DE\ | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 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, 61 institutional investors and hedge funds held shares of Eaton Vance Municipal Income 2028 Term Trust. The most heavily invested institutionals were:
Rockefeller Capital Management L.P.: 552,039
MORGAN STANLEY: 527,704
RAYMOND JAMES FINANCIAL INC: 217,654
UBS Group AG: 135,161
LPL Financial LLC: 134,330
BANK OF AMERICA CORP /DE/: 130,593
23.34% of Eaton Vance Municipal Income 2028 Term Trust stock is owned by institutional investors.
Institutional investors have bought a total of 3.44 M shares in the last 24 months. This purchase volume represents approximately $65.90 M in transactions.