Eaton Vance Muni Inc. 2028 TMETX
13F holders, Q1 2024 (March 31)43holders
1famous investor
$17.84avg. 13F price*
At the end of Q1 2024, 43 institutions reported holding Eaton Vance Muni Inc. 2028 TM (ETX) in their 13F filings. The largest holders were Morgan Stanley ($7.2M), Rockefeller Capital Management L.P. ($6.6M) and UBS Group AG ($3.6M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Eaton Vance Muni Inc. 2028 TM
- CUSIP
- 27829U105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $22K |
| Exits | 5 | $2.0M |
Ownership 43 holders
| Morgan Stanley | 0.00% | Add +7.7% | 402,175 | $7.2M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.7% | 371,082 | $6.6M |
| UBS Group AG | 0.00% | Add +2.4% | 204,330 | $3.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.0% | 142,169 | $2.5M |
| 1607 Capital Partners, LLC | 0.19% | Reduce -1.0% | 128,856 | $2.3M |
| Hara Capital LLC | 1.21% | No change | 113,237 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +6.8% | 112,297 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +19.1% | 109,399 | $2.0M |
| Walter & Keenan Wealth Management LLC /in/ | 0.54% | Reduce -11.9% | 93,063 | $1.7M |
| Bank of America Corp. | 0.00% | Reduce -4.1% | 91,593 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -1.0% | 90,239 | $1.6M |
| Sentinel Trust Co. Lba | 0.17% | Reduce -27.4% | 75,000 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Add +38.2% | 61,003 | $1.1M |
| Van Eck Associates Corp. | 0.00% | Reduce -26.1% | 56,531 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.0% | 52,271 | $933K |
| Raymond James & Associates | 0.00% | Add +4.5% | 41,619 | $742K |
| LPL Financial LLC | 0.00% | Add +5.1% | 37,114 | $662K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.0% | 37,021 | $660K |
| Cohen & Steers, Inc. | 0.00% | No change | 30,008 | $535K |
| Truist Financial Corp. | 0.00% | Add +0.4% | 29,261 | $522K |
| Invesco Ltd. | 0.00% | Reduce -5.0% | 28,148 | $502K |
| Osaic Holdings, Inc. | 0.00% | Add +26.9% | 22,188 | $396K |
| Royal Bank of Canada | 0.00% | Reduce -6.3% | 20,173 | $360K |
| Millennium Management | 0.00% | Reduce -14.8% | 18,487 | $330K |
| Stifel Financial Corp. | 0.00% | Reduce -10.5% | 18,150 | $324K |
| Melfa Wealth Management, Inc. | 0.23% | Add +0.2% | 18,014 | $321K |
| Moors & Cabot, Inc. | 0.02% | Reduce -15.4% | 16,500 | $294K |
| Merit Financial Group, LLC | 0.01% | Reduce -13.6% | 13,000 | $239K |
| Aviance Capital Partners, LLC | 0.03% | Add +10.2% | 13,148 | $235K |
| XML Financial, LLC | 0.02% | Reduce -32.9% | 12,523 | $223K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -67.8% | 11,212 | $200K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -26.0% | 11,005 | $196K |
| Avior Wealth Management, LLC | 0.01% | Reduce -27.3% | 6,000 | $107K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.6% | 4,411 | $79K |
| Anchor Investment Management, LLC | 0.01% | No change | 3,500 | $62K |
| Bessemer Group Inc. | 0.00% | No change | 2,262 | $40K |
| Comerica Bank | 0.00% | Add +13.7% | 1,936 | $35K |
| Colonial Trust Co / SC | 0.01% | No change | 1,500 | $27K |
| Transcendent Capital Group LLC | 0.01% | New | 1,210 | $22K |
| US Bancorp \de | 0.00% | No change | 1,100 | $20K |
| NewEdge Advisors, LLC | 0.00% | No change | 743 | $13K |
| Rothschild Investment LLC | 0.00% | Add +1.7% | 730 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 370 | $7K |
"% of holder's portfolio" is ETX's weight in each manager's 13F, not the share of Eaton Vance Muni Inc. 2028 TM the manager owns.