Eaton Vance Muni Inc. 2028 TMETX
13F holders, Q1 2026 (March 31)41holders
2new positions
2sold out
$18.36avg. 13F price*
At the end of Q1 2026, 41 institutions reported holding Eaton Vance Muni Inc. 2028 TM (ETX) in their 13F filings, unchanged from Q4 2025. 2 opened new positions and 2 sold out. The largest holders were Rockefeller Capital Management L.P. ($10.2M), Morgan Stanley ($7.9M) and Raymond James Financial Inc. ($4.3M).
- Company
- Eaton Vance Muni Inc. 2028 TM
- CUSIP
- 27829U105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $134K |
| Exits | 2 | $1.1M |
All 13F filers, Q4 2025 → Q1 2026: 90,579 shares bought and 154,652 shares sold, net −64,073 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.9% | 553,739 | $10.2M |
| Morgan Stanley | 0.00% | Add +2.8% | 427,737 | $7.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.6% | 234,712 | $4.3M |
| UBS Group AG | 0.00% | Add +5.1% | 141,701 | $2.6M |
| Bank of America Corp. | 0.00% | Add +4.6% | 133,244 | $2.4M |
| LPL Financial LLC | 0.00% | Add +20.0% | 132,380 | $2.4M |
| Wells Fargo & Company | 0.00% | Reduce -9.6% | 108,947 | $2.0M |
| Corient Private Wealth LP | 0.00% | Reduce -15.6% | 71,423 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | No change | 64,015 | $1.2M |
| Focused Alpha, LLC | 0.26% | Add +13.7% | 46,417 | $852K |
| Mgo One Seven LLC | 0.01% | No change | 40,515 | $744K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.9% | 40,234 | $739K |
| Merit Financial Group, LLC | 0.01% | Add +16.9% | 38,142 | $700K |
| Royal Bank of Canada | 0.00% | Add +21.3% | 34,900 | $641K |
| Truist Financial Corp. | 0.00% | Add +0.4% | 31,496 | $578K |
| Stifel Financial Corp. | 0.00% | Reduce -1.5% | 31,210 | $573K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.0% | 26,921 | $494K |
| Invesco Ltd. | 0.00% | Reduce -0.3% | 24,848 | $456K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -22.3% | 23,928 | $439K |
| Walter & Keenan Wealth Management LLC /in/ | 0.11% | Reduce -33.3% | 21,875 | $402K |
| Stronghold Wealth Management L.L.C. | 0.56% | Add +0.8% | 20,197 | $371K |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.2% | 20,030 | $368K |
| Kestra Advisory Services, LLC | 0.00% | Add +131.8% | 19,184 | $352K |
| Mutual Advisors, LLC | 0.01% | Add +70.8% | 18,583 | $341K |
| Aviance Capital Partners, LLC | 0.04% | Add +1.9% | 17,047 | $313K |
| Ameriprise Financial Inc. | 0.00% | Reduce -46.0% | 15,928 | $292K |
| Melfa Wealth Management, Inc. | 0.16% | No change | 15,372 | $282K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.8% | 14,392 | $264K |
| Anchor Investment Management, LLC | 0.02% | No change | 13,400 | $246K |
| World Investment Advisors | 0.00% | Add +1.1% | 12,388 | $227K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -13.7% | 11,336 | $208K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 10,000 | $184K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 7,000 | $129K |
| Center for Financial Planning, Inc. | 0.00% | No change | 1,920 | $35K |
| Colonial Trust Co / SC | 0.00% | No change | 1,500 | $28K |
| Rothschild Investment LLC | 0.00% | Add +1.3% | 806 | $15K |
| US Bancorp \de | 0.00% | No change | 700 | $13K |
| NewEdge Advisors, LLC | 0.00% | No change | 405 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 370 | $7K |
| Noble Wealth Management PBC | 0.00% | New | 316 | $6K |
| Hara Capital LLC | 0.00% | No change | 44 | $808 |
"% 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.