Security key
27829U105
Eaton Vance Municipal Income 2028 Term Trust - Common Shares of Eaton Vance Municipal Income 2028 Term Trust (ETX)
CUSIP: 27829U105
Q4 2023 13F Holders as of 31 Dec 2023
- Security type / class
- Equity / Common Shares of Eaton Vance Municipal Income 2028 Term Trust
- Total 13F shares
- 2,658,317
- Total 13F value
- $46,085,242
- Share change
- +153,116
- SEC-reported price per share
- $17.34
- Number of holders
- 48
- Value change
- +$2,679,268
- Number of buys
- 21
- Number of sells
- 23
- Shares outstanding
- 10,915,094
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2023
Institutions
48
Top holders
10
ETX full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Eaton Vance Municipal Income 2028 Term Trust SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 27829U105
Recent filing periods:
Ownership snapshot
Top reported holders of ETX - Eaton Vance Municipal Income 2028 Term Trust - Common Shares of Eaton Vance Municipal Income 2028 Term Trust (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
15/15
Latest evidence
30 Sep 2023
13F
Lead comparable stake: 3.4%
Showing 1-6 of 15 holder rows.
Quick read
MORGAN STANLEY leads the comparable SEC ownership view at 3.4%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens MORGAN STANLEY's linked filing trail.
Comparable ownership
Top 5
MORGAN STANLEY
3.4%
Rockefeller Capital Management L.P.
2.2%
UBS Group AG
1.8%
Raymond James Financial Services ...
1.3%
WELLS FARGO & COMPANY/MN
1.1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
3.4%
|
$6,386,137
376,541 shares
|
— | 30 Sep 2023 |
| Rockefeller Capital Management L.P. |
13F
Company
|
2.2%
|
$4,081,085
240,630 shares
|
— | 30 Sep 2023 |
| UBS Group AG |
13F
Company
|
1.8%
|
$3,347,412
197,371 shares
|
— | 30 Sep 2023 |
| Raymond James Financial Services Advisors, Inc. |
13F
Company
|
1.3%
|
$2,470,719
145,679 shares
|
— | 30 Sep 2023 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
1.1%
|
$2,107,517
124,264 shares
|
— | 30 Sep 2023 |
| U.S. Capital Wealth Advisors, LLC |
13F
Company
|
1%
|
$1,870,642
110,297 shares
|
— | 30 Sep 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
48
Shares
2,658,317
Rows available
48
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2023 vs Q1 2026 Across Filers
Q1 2026 holders
42
Q4 2023 holders
48
Holder diff
6
| Investor | Q1 2026 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q1 2026 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend