Eaton Vance Muni Inc. 2028 TMETX
13F holders, Q1 2025 (March 31)35holders −4
3new positions
7sold out
$18.27avg. 13F price*
At the end of Q1 2025, 35 institutions reported holding Eaton Vance Muni Inc. 2028 TM (ETX) in their 13F filings, down 4 from Q4 2024. 3 opened new positions and 7 sold out. The largest holders were Rockefeller Capital Management L.P. ($10.7M), Morgan Stanley ($7.3M) and Raymond James Financial Inc. ($3.8M).
- Company
- Eaton Vance Muni Inc. 2028 TM
- CUSIP
- 27829U105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $293K |
| Exits | 7 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 108,991 shares bought and 180,789 shares sold, net −71,798 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Rockefeller Capital Management L.P. | 0.03% | Reduce -0.8% | 585,604 | $10.7M |
| Morgan Stanley | 0.00% | Add +10.1% | 400,793 | $7.3M |
| Raymond James Financial Inc. | 0.00% | Add +1.0% | 205,383 | $3.8M |
| Bank of America Corp. | 0.00% | Add +38.8% | 136,627 | $2.5M |
| UBS Group AG | 0.00% | Reduce -12.0% | 134,641 | $2.5M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | No change | 107,221 | $2.0M |
| Wells Fargo & Company | 0.00% | Reduce -14.3% | 104,796 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -0.4% | 94,225 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -4.0% | 64,015 | $1.2M |
| Stifel Financial Corp. | 0.00% | No change | 48,552 | $887K |
| Van Eck Associates Corp. | 0.00% | Reduce -17.4% | 45,749 | $836K |
| Walter & Keenan Wealth Management LLC /in/ | 0.22% | Add +14.1% | 40,874 | $747K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.8% | 38,752 | $708K |
| Mgo One Seven LLC | 0.03% | No change | 37,960 | $694K |
| LPL Financial LLC | 0.00% | Add +9.4% | 36,598 | $669K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -16.1% | 36,549 | $668K |
| Truist Financial Corp. | 0.00% | Add +8.0% | 31,394 | $574K |
| Royal Bank of Canada | 0.00% | Add +5.3% | 29,981 | $548K |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.2% | 29,859 | $546K |
| Aviance Capital Partners, LLC | 0.04% | Add +6.0% | 15,653 | $286K |
| Melfa Wealth Management, Inc. | 0.19% | No change | 15,372 | $281K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.7% | 14,855 | $271K |
| Merit Financial Group, LLC | 0.00% | Add +1.0% | 13,255 | $242K |
| Virtu Financial LLC | 0.01% | New | 13,055 | $239K |
| Anchor Investment Management, LLC | 0.02% | Add +44.6% | 9,400 | $172K |
| Center for Financial Planning, Inc. | 0.00% | New | 1,920 | $35K |
| Bessemer Group Inc. | 0.00% | Reduce -16.7% | 1,885 | $34K |
| Colonial Trust Co / SC | 0.00% | No change | 1,500 | $27K |
| US Bancorp \de | 0.00% | No change | 1,100 | $20K |
| Jones Financial Companies LLLP | 0.00% | New | 1,040 | $19K |
| Rothschild Investment LLC | 0.00% | Add +1.2% | 767 | $14K |
| NewEdge Advisors, LLC | 0.00% | No change | 743 | $14K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 370 | $7K |
| Wolverine Asset Management LLC | 0.00% | Reduce -99.6% | 208 | $4K |
| Hara Capital LLC | 0.00% | No change | 44 | $804 |
"% 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.