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Eaton Vance Muni Inc 2028 TM (ETX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares119,199 from 134,330
Change-15,131 (-11%)
Value$2.1M (-$426.8K)
Filed 2026-11-06
MGO One Seven LLC
INCREASED
Shares61,543 from 60,996
Change+547 (+1%)
Value$1.1M (-$63.6K)
Filed 2026-10-28
Focused Alpha, LLC
INCREASED
Shares46,855 from 46,649
Change+206 (+0%)
Value$822.3K (-$52.4K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares40,877 from 40,855
Change+22 (+0%)
Value$717.4K (-$48.6K)
Filed 2026-11-02
Merit Financial Group, LLC
INCREASED
Shares38,545 from 38,310
Change+235 (+1%)
Value$676.5K (-$41.8K)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares28,508 from 28,386
Change+122 (+0%)
Value$500.3K (-$31.9K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares22,260 from 21,662
Change+598 (+3%)
Value$390.7K (-$15.5K)
Filed 2026-11-02
Stronghold Wealth Management L.L.C.
DECREASED
Shares18,957 from 19,420
Change-463 (-2%)
Value$332.7K (-$31.4K)
Filed 2026-10-16
Aviance Capital Partners, LLC
DECREASED
Shares15,596 from 15,940
Change-344 (-2%)
Value$273.7K (-$25.2K)
Filed 2026-10-29
Melfa Wealth Management, Inc.
UNCHANGED
Shares12,649 from 12,649
Change0 (0%)
Value$222.0K (-$15.2K)
Filed 2026-11-06
XML Financial, LLC
NEW
Shares12,187
Change+12,187
Value$213.9K
Filed 2026-10-29
Farmers & Merchants Investments Inc
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$122.9K (-$8.4K)
Filed 2026-10-22
Center for Financial Planning, Inc.
UNCHANGED
Shares1,920 from 1,920
Change0 (0%)
Value$33.7K (-$2.3K)
Filed 2026-10-26
PNC Financial Services Group, Inc.
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$6.5K (-$444)
Filed 2026-11-06
Hara Capital LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$772 (-$53)
Filed 2026-10-30
Trust Co of Vermont
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$18 (-$1)
Filed 2026-10-21
Rockefeller Capital Management L.P.
N/A
Shares— from 552,039
Change-552,039 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 527,704
Change-527,704 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 217,654
Change-217,654 (-100%)
Value—
UBS Group AG
N/A
Shares— from 135,161
Change-135,161 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 130,593
Change-130,593 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 98,346
Change-98,346 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 59,019
Change-59,019 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 38,822
Change-38,822 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 36,772
Change-36,772 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 32,828
Change-32,828 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 26,921
Change-26,921 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 24,305
Change-24,305 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 23,928
Change-23,928 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 21,875
Change-21,875 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 14,992
Change-14,992 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 13,400
Change-13,400 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,001
Change-13,001 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,388
Change-12,388 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 11,859
Change-11,859 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 11,336
Change-11,336 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,336
Change-10,336 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 1,874
Change-1,874 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 816
Change-816 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED119,199134,330-15,131-11%$2.5M$2.1M-$426.8K2026-11-06
MGO One Seven LLC
INCREASED61,54360,996+547+1%$1.1M$1.1M-$63.6K2026-10-28
Focused Alpha, LLC
INCREASED46,85546,649+206+0%$874.7K$822.3K-$52.4K2026-10-20
Commonwealth Equity Services, LLC
INCREASED40,87740,855+22+0%$766.0K$717.4K-$48.6K2026-11-02
Merit Financial Group, LLC
INCREASED38,54538,310+235+1%$718.3K$676.5K-$41.8K2026-11-06
Truist Financial Corp
INCREASED28,50828,386+122+0%$532.2K$500.3K-$31.9K2026-10-30
Kestra Advisory Services, LLC
INCREASED22,26021,662+598+3%$406.2K$390.7K-$15.5K2026-11-02
Stronghold Wealth Management L.L.C.
DECREASED18,95719,420-463-2%$364.1K$332.7K-$31.4K2026-10-16
Aviance Capital Partners, LLC
DECREASED15,59615,940-344-2%$298.9K$273.7K-$25.2K2026-10-29
Melfa Wealth Management, Inc.
UNCHANGED12,64912,64900%$237.2K$222.0K-$15.2K2026-11-06
XML Financial, LLC
NEW12,187—+12,187——$213.9K—2026-10-29
Farmers & Merchants Investments Inc
UNCHANGED7,0007,00000%$131.3K$122.9K-$8.4K2026-10-22
Center for Financial Planning, Inc.
UNCHANGED1,9201,92000%$36.0K$33.7K-$2.3K2026-10-26
PNC Financial Services Group, Inc.
UNCHANGED37037000%$6.9K$6.5K-$4442026-11-06
Hara Capital LLC
UNCHANGED444400%$825$772-$532026-10-30
Trust Co of Vermont
UNCHANGED1100%$19$18-$12026-10-21
Rockefeller Capital Management L.P.
N/A—552,039-552,039-100%$10.4M———
Morgan Stanley
N/A—527,704-527,704-100%$9.9M———
Raymond James Financial Inc
N/A—217,654-217,654-100%$4.1M———
UBS Group AG
N/A—135,161-135,161-100%$2.5M———
Bank of America Corp
N/A—130,593-130,593-100%$2.4M———
Wells Fargo & Company
N/A—98,346-98,346-100%$1.8M———
Sanctuary Advisors, LLC
N/A—59,019-59,019-100%$1.1M———
Osaic Holdings, Inc.
N/A—38,822-38,822-100%$727.9K———
Royal Bank of Canada
N/A—36,772-36,772-100%$689.0K———
Stifel Financial Corp
N/A—32,828-32,828-100%$615.5K———
Steward Partners Investment Advisory, LLC
N/A—26,921-26,921-100%$504.8K———
Invesco Ltd.
N/A—24,305-24,305-100%$455.7K———
Arax Advisory Partners
N/A—23,928-23,928-100%$448.7K———
Walter & Keenan Wealth Management LLC
N/A—21,875-21,875-100%$410.2K———
Ameriprise Financial Inc
N/A—14,992-14,992-100%$281.1K———
Anchor Investment Management, LLC
N/A—13,400-13,400-100%$251.3K———
Susquehanna International Group, LLP
N/A—13,001-13,001-100%$243.8K———
World Investment Advisors
N/A—12,388-12,388-100%$227.5K———
Integrated Wealth Concepts LLC
N/A—11,859-11,859-100%$222.4K———
Stratos Wealth Partners, Ltd.
N/A—11,336-11,336-100%$212.6K———
Mutual Advisors, LLC
N/A—10,336-10,336-100%$193.8K———
Clark Capital Management Group, Inc.
N/A—10,000-10,000-100%$187.5K———
Clear Street Group Inc.
N/A—1,874-1,874-100%$35.1K———
Colonial Trust Co / SC
N/A—1,500-1,500-100%$28.1K———
BFC Planning, Inc.
N/A—1,100-1,100-100%$20.6K———
Rothschild Investment LLC
N/A—816-816-100%$15.3K———
NewEdge Advisors, LLC
N/A—405-405-100%$7.6K———
Huntington National Bank
N/A—1-1-100%$19———
Showing 44 of 44 institutions