Eaton Vance Muni Inc. 2028 TMETX
13F holders, Q4 2025 (December 31)41holders +7
6new positions
1sold out
$18.70avg. 13F price*
At the end of Q4 2025, 41 institutions reported holding Eaton Vance Muni Inc. 2028 TM (ETX) in their 13F filings, up 7 from Q3 2025. 6 opened new positions and 1 sold out. The largest holders were Rockefeller Capital Management L.P. ($10.5M), Morgan Stanley ($7.8M) and Raymond James Financial Inc. ($4.6M).
- Company
- Eaton Vance Muni Inc. 2028 TM
- CUSIP
- 27829U105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.0M |
| Exits | 1 | $36K |
All 13F filers, Q3 2025 → Q4 2025: 170,844 shares bought and 154,968 shares sold, net +15,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Rockefeller Capital Management L.P. | 0.02% | Reduce -3.4% | 559,017 | $10.5M |
| Morgan Stanley | 0.00% | Add +4.1% | 416,007 | $7.8M |
| Raymond James Financial Inc. | 0.00% | Add +8.4% | 248,607 | $4.6M |
| UBS Group AG | 0.00% | Add +1.4% | 134,806 | $2.5M |
| Bank of America Corp. | 0.00% | Reduce -0.9% | 127,335 | $2.4M |
| Wells Fargo & Company | 0.00% | Reduce -4.0% | 120,450 | $2.3M |
| LPL Financial LLC | 0.00% | Add +134.6% | 110,348 | $2.1M |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 84,599 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | No change | 64,015 | $1.2M |
| Van Eck Associates Corp. | 0.00% | Add +0.1% | 46,045 | $861K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 41,013 | $767K |
| Focused Alpha, LLC | 0.22% | — | 40,835 | $764K |
| Mgo One Seven LLC | 0.02% | Add +6.7% | 40,515 | $758K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.1% | 32,925 | $616K |
| Walter & Keenan Wealth Management LLC /in/ | 0.16% | No change | 32,775 | $613K |
| Merit Financial Group, LLC | 0.00% | Add +24.4% | 32,631 | $610K |
| Stifel Financial Corp. | 0.00% | Reduce -46.3% | 31,691 | $593K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.7% | 31,684 | $592K |
| Truist Financial Corp. | 0.00% | Add +0.3% | 31,382 | $587K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -71.3% | 30,803 | $576K |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.8% | 29,518 | $552K |
| Royal Bank of Canada | 0.00% | Add +6.9% | 28,773 | $538K |
| Invesco Ltd. | 0.00% | Add +4.6% | 24,920 | $466K |
| Stronghold Wealth Management L.L.C. | 0.55% | — | 20,028 | $375K |
| Aviance Capital Partners, LLC | 0.04% | Add +0.3% | 16,729 | $313K |
| Melfa Wealth Management, Inc. | 0.17% | No change | 15,372 | $287K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -49.4% | 14,276 | $267K |
| Anchor Investment Management, LLC | 0.02% | Add +22.9% | 13,400 | $251K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 13,136 | $246K |
| Baird Financial Group, Inc. | 0.00% | New | 12,600 | $236K |
| World Investment Advisors | 0.00% | Reduce -19.2% | 12,247 | $229K |
| Mutual Advisors, LLC | 0.00% | New | 10,883 | $204K |
| Clark Capital Management Group, Inc. | 0.00% | New | 10,000 | $187K |
| Kestra Advisory Services, LLC | 0.00% | New | 8,275 | $155K |
| Center for Financial Planning, Inc. | 0.00% | No change | 1,920 | $36K |
| Colonial Trust Co / SC | 0.00% | No change | 1,500 | $28K |
| Rothschild Investment LLC | 0.00% | Add +1.1% | 796 | $15K |
| US Bancorp \de | 0.00% | New | 700 | $13K |
| NewEdge Advisors, LLC | 0.00% | No change | 405 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 370 | $7K |
| Hara Capital LLC | 0.00% | No change | 44 | $823 |
"% 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.