Eaton Vance Muni Inc. 2028 TMETX
13F holders, Q2 2025 (June 30)34holders −1
3new positions
4sold out
$18.01avg. 13F price*
At the end of Q2 2025, 34 institutions reported holding Eaton Vance Muni Inc. 2028 TM (ETX) in their 13F filings, down 1 from Q1 2025. 3 opened new positions and 4 sold out. The largest holders were Rockefeller Capital Management L.P. ($10.6M), Morgan Stanley ($7.3M) and Raymond James Financial Inc. ($3.9M).
- Company
- Eaton Vance Muni Inc. 2028 TM
- CUSIP
- 27829U105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $866K |
| Exits | 4 | $282K |
All 13F filers, Q1 2025 → Q2 2025: 133,588 shares bought and 31,860 shares sold, net +101,728 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Rockefeller Capital Management L.P. | 0.02% | Add +0.6% | 589,204 | $10.6M |
| Morgan Stanley | 0.00% | Add +0.6% | 403,259 | $7.3M |
| Raymond James Financial Inc. | 0.00% | Add +5.6% | 216,949 | $3.9M |
| UBS Group AG | 0.00% | Add +2.9% | 138,599 | $2.5M |
| Bank of America Corp. | 0.00% | Reduce -1.5% | 134,603 | $2.4M |
| Wells Fargo & Company | 0.00% | Add +22.4% | 128,303 | $2.3M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +15.8% | 124,160 | $2.2M |
| Corient Private Wealth LP | 0.00% | Reduce -8.4% | 86,330 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | No change | 64,015 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +2.2% | 49,610 | $893K |
| Van Eck Associates Corp. | 0.00% | Add +0.5% | 45,989 | $828K |
| LPL Financial LLC | 0.00% | Add +13.9% | 41,680 | $751K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.1% | 39,969 | $720K |
| Walter & Keenan Wealth Management LLC /in/ | 0.20% | Reduce -6.8% | 38,075 | $686K |
| Mgo One Seven LLC | 0.02% | No change | 37,960 | $684K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.4% | 36,049 | $649K |
| Integrated Wealth Concepts LLC | 0.01% | New | 32,986 | $594K |
| Truist Financial Corp. | 0.00% | Reduce -0.8% | 31,159 | $561K |
| Royal Bank of Canada | 0.00% | Reduce -3.7% | 28,872 | $520K |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.3% | 27,964 | $504K |
| Merit Financial Group, LLC | 0.00% | Add +83.6% | 24,335 | $438K |
| Aviance Capital Partners, LLC | 0.04% | Add +14.8% | 17,965 | $324K |
| Osaic Holdings, Inc. | 0.00% | Add +16.7% | 17,342 | $312K |
| Melfa Wealth Management, Inc. | 0.17% | No change | 15,372 | $277K |
| Beverly Hills Private Wealth, LLC | 0.04% | New | 12,615 | $227K |
| Anchor Investment Management, LLC | 0.01% | No change | 9,400 | $169K |
| Elequin Capital, LP | 0.01% | New | 2,465 | $44K |
| Center for Financial Planning, Inc. | 0.00% | No change | 1,920 | $35K |
| Bessemer Group Inc. | 0.00% | No change | 1,885 | $34K |
| Colonial Trust Co / SC | 0.00% | No change | 1,500 | $27K |
| Rothschild Investment LLC | 0.00% | Add +1.3% | 777 | $14K |
| 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 | $792 |
"% 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.