Eaton Vance Muni Inc. 2028 TMETX
13F holders, Q3 2024 (September 30)34holders −7
0new positions
7sold out
1famous investor
$18.85avg. 13F price*
At the end of Q3 2024, 34 institutions reported holding Eaton Vance Muni Inc. 2028 TM (ETX) in their 13F filings, down 7 from Q2 2024. 0 opened new positions and 7 sold out. The largest holders were Rockefeller Capital Management L.P. ($10.5M), Morgan Stanley ($7.6M) and Raymond James Financial Services Advisors, Inc. ($3.2M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 7 | $1.5M |
All 13F filers, Q2 2024 → Q3 2024: 98,467 shares bought and 281,379 shares sold, net −182,912 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Rockefeller Capital Management L.P. | 0.03% | Add +3.7% | 556,482 | $10.5M |
| Morgan Stanley | 0.00% | Reduce -5.5% | 405,163 | $7.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +15.9% | 168,803 | $3.2M |
| UBS Group AG | 0.00% | Reduce -6.5% | 143,919 | $2.7M |
| Wells Fargo & Company | 0.00% | Add +9.9% | 131,267 | $2.5M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | No change | 110,797 | $2.1M |
| Corient Private Wealth LP | 0.00% | Reduce -1.1% | 95,894 | $1.8M |
| Bank of America Corp. | 0.00% | Add +0.1% | 85,457 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +18.4% | 78,933 | $1.4M |
| Walter & Keenan Wealth Management LLC /in/ | 0.38% | Reduce -18.7% | 65,703 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Add +1.9% | 63,438 | $1.2M |
| 1607 Capital Partners, LLC | 0.09% | Reduce -47.5% | 53,369 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 52,073 | $983K |
| Van Eck Associates Corp. | 0.00% | Add +1.5% | 46,630 | $867K |
| Raymond James & Associates | 0.00% | Add +0.4% | 45,796 | $865K |
| Stifel Financial Corp. | 0.00% | Add +8.4% | 42,650 | $805K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.0% | 37,036 | $699K |
| LPL Financial LLC | 0.00% | Reduce -8.2% | 33,426 | $631K |
| Truist Financial Corp. | 0.00% | Reduce -1.4% | 28,947 | $547K |
| Royal Bank of Canada | 0.00% | Add +25.3% | 28,406 | $536K |
| Bessemer Group Inc. | 0.00% | Add +729.4% | 18,762 | $355K |
| Millennium Management | 0.00% | No change | 15,845 | $299K |
| Melfa Wealth Management, Inc. | 0.19% | Reduce -14.7% | 15,372 | $290K |
| Aviance Capital Partners, LLC | 0.04% | Add +6.4% | 14,685 | $277K |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.6% | 14,012 | $265K |
| Anchor Investment Management, LLC | 0.01% | Add +85.7% | 6,500 | $123K |
| Avior Wealth Management, LLC | 0.00% | No change | 6,000 | $113K |
| Colonial Trust Co / SC | 0.00% | No change | 1,500 | $28K |
| HM Payson & Co. | 0.00% | No change | 1,200 | $23K |
| US Bancorp \de | 0.00% | No change | 1,100 | $21K |
| Rothschild Investment LLC | 0.00% | Add +1.2% | 748 | $14K |
| NewEdge Advisors, LLC | 0.00% | No change | 743 | $14K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 370 | $7K |
| Hara Capital LLC | 0.00% | Reduce -100.0% | 44 | $831 |
"% 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.