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. | 05/14/2026 | 553.74 K | $10.17 M | -0.94% | 5.08% |
| MORGAN STANLEY | 05/15/2026 | 427.74 K | $7.85 M | 2.82% | 3.93% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 234.71 K | $4.31 M | -5.59% | 2.15% |
| UBS GROUP AG | 05/05/2026 | 141.70 K | $2.60 M | 5.11% | 1.30% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 133.24 K | $2.45 M | 4.64% | 1.22% |
| LPL FINANCIAL LLC | 05/06/2026 | 132.38 K | $2.43 M | 19.97% | 1.21% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 108.95 K | $2.00 M | -9.55% | 1.00% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 71.42 K | $1.31 M | -15.57% | 0.66% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 64.02 K | $1.18 M | 0.00% | 0.59% |
| 05/12/2026 | 46.42 K | $852.21 K | 13.67% | 0.43% | |
| MGO ONE SEVEN LLC | 05/14/2026 | 40.52 K | $743.86 K | 0.00% | 0.37% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 40.23 K | $738.69 K | -1.90% | 0.37% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 38.14 K | $700.29 K | 16.89% | 0.35% |
| ROYAL BANK OF CANADA | 05/15/2026 | 34.90 K | $641.00 K | 21.29% | 0.32% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 31.50 K | $578.26 K | 0.36% | 0.29% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 31.21 K | $573.02 K | -1.52% | 0.29% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 26.92 K | $494.27 K | -15.03% | 0.25% |
| INVESCO LTD. | 05/12/2026 | 24.85 K | $456.21 K | -0.29% | 0.23% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 04/07/2026 | 23.93 K | $439.32 K | -22.32% | 0.22% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 05/11/2026 | 21.88 K | $401.63 K | -33.26% | 0.20% |
| 04/30/2026 | 20.20 K | $370.82 K | 0.84% | 0.19% | |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 20.03 K | $367.75 K | -39.16% | 0.18% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 19.18 K | $352.23 K | 131.83% | 0.18% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 18.58 K | $341.18 K | 70.75% | 0.17% |
| AVIANCE CAPITAL PARTNERS, LLC | 05/06/2026 | 17.05 K | $312.99 K | 1.90% | 0.16% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 15.93 K | $292.44 K | -46.04% | 0.15% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 15.37 K | $282.22 K | 0.00% | 0.14% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 14.39 K | $264.23 K | 0.81% | 0.13% |
| ANCHOR INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 13.40 K | $246.02 K | 0.00% | 0.12% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 12.39 K | $227.45 K | 1.15% | 0.11% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 11.34 K | $208.13 K | -13.70% | 0.10% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 05/15/2026 | 10.00 K | $183.60 K | 0.00% | 0.09% |
| FARMERS & MERCHANTS INVESTMENTS INC | 04/23/2026 | 7.00 K | $128.52 K | 100.00% | 0.06% |
| CENTER FOR FINANCIAL PLANNING, INC. | 05/04/2026 | 1.92 K | $35.25 K | 0.00% | 0.02% |
| COLONIAL TRUST CO / SC | 05/12/2026 | 1.50 K | $27.54 K | 0.00% | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 05/07/2026 | 806 | $14.80 K | 1.26% | 0.01% |
| US BANCORP \DE\ | 05/15/2026 | 700 | $12.85 K | 0.00% | 0.01% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 405 | $7.43 K | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 370 | $6.79 K | 0.00% | 0.00% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 316 | $5.80 K | 100.00% | 0.00% |
| HARA CAPITAL LLC | 05/14/2026 | 44 | $808 | 0.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 1 | $18 | 0.00% | 0.00% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 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, 56 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.: 553,739
MORGAN STANLEY: 427,737
RAYMOND JAMES FINANCIAL INC: 234,712
UBS Group AG: 141,701
BANK OF AMERICA CORP /DE/: 133,244
LPL Financial LLC: 132,380
22.30% of Eaton Vance Municipal Income 2028 Term Trust stock is owned by institutional investors.
Institutional investors have bought a total of 3.24 M shares in the last 24 months. This purchase volume represents approximately $62.16 M in transactions.