Eaton Vance Muni Inc. 2028 TMETX
13F holders, Q4 2024 (December 31)39holders +5
8new positions
2sold out
1famous investor
$17.63avg. 13F price*
At the end of Q4 2024, 39 institutions reported holding Eaton Vance Muni Inc. 2028 TM (ETX) in their 13F filings, up 5 from Q3 2024. 8 opened new positions and 2 sold out. The largest holders were Rockefeller Capital Management L.P. ($10.4M), Morgan Stanley ($6.4M) and Raymond James Financial Inc. ($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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.5M |
| Exits | 2 | $1.0M |
All 13F filers, Q3 2024 → Q4 2024: 218,849 shares bought and 206,087 shares sold, net +12,762 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Rockefeller Capital Management L.P. | 0.03% | Add +6.0% | 590,104 | $10.4M |
| Morgan Stanley | 0.00% | Reduce -10.1% | 364,072 | $6.4M |
| Raymond James Financial Inc. | 0.00% | — | 203,305 | $3.6M |
| UBS Group AG | 0.00% | Add +6.3% | 152,942 | $2.7M |
| Wells Fargo & Company | 0.00% | Reduce -6.9% | 122,229 | $2.2M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -3.2% | 107,221 | $1.9M |
| Bank of America Corp. | 0.00% | Add +15.2% | 98,404 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -1.3% | 94,639 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -15.5% | 66,683 | $1.2M |
| Van Eck Associates Corp. | 0.00% | Add +18.7% | 55,370 | $975K |
| Wolverine Asset Management LLC | 0.07% | New | 48,950 | $862K |
| Stifel Financial Corp. | 0.00% | Add +13.8% | 48,552 | $855K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -16.3% | 43,572 | $767K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.5% | 39,444 | $695K |
| Mgo One Seven LLC | 0.03% | New | 37,960 | $668K |
| Walter & Keenan Wealth Management LLC /in/ | 0.19% | Reduce -45.5% | 35,838 | $631K |
| Ameriprise Financial Inc. | 0.00% | Reduce -46.4% | 33,996 | $599K |
| LPL Financial LLC | 0.00% | Add +0.0% | 33,440 | $589K |
| Truist Financial Corp. | 0.00% | Add +0.4% | 29,058 | $512K |
| Royal Bank of Canada | 0.00% | Add +0.2% | 28,472 | $501K |
| Millennium Management | 0.00% | No change | 15,845 | $279K |
| Jane Street Group, LLC | 0.00% | New | 15,434 | $272K |
| Osaic Holdings, Inc. | 0.00% | Add +10.1% | 15,432 | $272K |
| Melfa Wealth Management, Inc. | 0.18% | No change | 15,372 | $271K |
| Aviance Capital Partners, LLC | 0.04% | Add +0.6% | 14,773 | $260K |
| Readystate Asset Management LP | 0.02% | New | 14,572 | $257K |
| Merit Financial Group, LLC | 0.00% | New | 13,129 | $231K |
| XML Financial, LLC | 0.02% | New | 12,312 | $217K |
| Anchor Investment Management, LLC | 0.01% | No change | 6,500 | $114K |
| Avior Wealth Management, LLC | 0.00% | No change | 6,000 | $106K |
| Bessemer Group Inc. | 0.00% | Reduce -87.9% | 2,262 | $40K |
| Elequin Capital, LP | 0.01% | New | 2,140 | $38K |
| Colonial Trust Co / SC | 0.00% | No change | 1,500 | $26K |
| US Bancorp \de | 0.00% | No change | 1,100 | $19K |
| Rothschild Investment LLC | 0.00% | Add +1.3% | 758 | $13K |
| NewEdge Advisors, LLC | 0.00% | No change | 743 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 370 | $7K |
| Hara Capital LLC | 0.00% | No change | 44 | $775 |
| FMR LLC | 0.00% | New | 1 | $18 |
"% 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.