Eaton Vance Muni Inc. 2028 TMETX
13F holders, Q3 2025 (September 30)34holders
2new positions
2sold out
$19.30avg. 13F price*
At the end of Q3 2025, 34 institutions reported holding Eaton Vance Muni Inc. 2028 TM (ETX) in their 13F filings, unchanged from Q2 2025. 2 opened new positions and 2 sold out. The largest holders were Rockefeller Capital Management L.P. ($11.2M), Morgan Stanley ($7.7M) and Raymond James Financial Inc. ($4.4M).
- Company
- Eaton Vance Muni Inc. 2028 TM
- CUSIP
- 27829U105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $752K |
| Exits | 2 | $272K |
All 13F filers, Q2 2025 → Q3 2025: 93,340 shares bought and 79,172 shares sold, net +14,168 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Rockefeller Capital Management L.P. | 0.02% | Reduce -1.8% | 578,500 | $11.2M |
| Morgan Stanley | 0.00% | Reduce -0.9% | 399,735 | $7.7M |
| Raymond James Financial Inc. | 0.00% | Add +5.8% | 229,424 | $4.4M |
| UBS Group AG | 0.00% | Reduce -4.0% | 132,987 | $2.6M |
| Bank of America Corp. | 0.00% | Reduce -4.5% | 128,526 | $2.5M |
| Wells Fargo & Company | 0.00% | Reduce -2.2% | 125,457 | $2.4M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -13.5% | 107,387 | $2.1M |
| Corient Private Wealth LP | 0.00% | Reduce -2.0% | 84,558 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | No change | 64,015 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +19.0% | 59,031 | $1.1M |
| LPL Financial LLC | 0.00% | Add +12.9% | 47,041 | $908K |
| Van Eck Associates Corp. | 0.00% | Add +0.1% | 46,012 | $888K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.5% | 40,989 | $791K |
| Mgo One Seven LLC | 0.02% | No change | 37,960 | $733K |
| Osaic Holdings, Inc. | 0.00% | Add +106.6% | 35,835 | $686K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.7% | 32,904 | $635K |
| Walter & Keenan Wealth Management LLC /in/ | 0.18% | Reduce -13.9% | 32,775 | $633K |
| Ameriprise Financial Inc. | 0.00% | Add +14.4% | 31,998 | $618K |
| Truist Financial Corp. | 0.00% | Add +0.4% | 31,271 | $604K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -14.4% | 28,230 | $545K |
| Royal Bank of Canada | 0.00% | Reduce -6.8% | 26,917 | $519K |
| Merit Financial Group, LLC | 0.00% | Add +7.8% | 26,239 | $506K |
| Invesco Ltd. | 0.00% | New | 23,826 | $460K |
| Aviance Capital Partners, LLC | 0.04% | Reduce -7.2% | 16,675 | $322K |
| Melfa Wealth Management, Inc. | 0.17% | No change | 15,372 | $297K |
| World Investment Advisors | 0.01% | New | 15,161 | $293K |
| Anchor Investment Management, LLC | 0.02% | Add +16.0% | 10,900 | $210K |
| Center for Financial Planning, Inc. | 0.00% | No change | 1,920 | $37K |
| Bessemer Group Inc. | 0.00% | No change | 1,885 | $36K |
| Colonial Trust Co / SC | 0.00% | No change | 1,500 | $29K |
| Rothschild Investment LLC | 0.00% | Add +1.3% | 787 | $15K |
| NewEdge Advisors, LLC | 0.00% | Reduce -45.5% | 405 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 370 | $7K |
| Hara Capital LLC | 0.00% | No change | 44 | $849 |
"% 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.