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Rockefeller reports 578,500 ETX shares (5.3%) in amended 13G

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Rockefeller Capital Management L.P. and Rockefeller Financial LLC filed an amended Schedule 13G reporting beneficial ownership of 578,500 common shares of Eaton Vance Municipal Income 2028 Term Trust (ETX), representing 5.3% of the class.

The filers report shared voting power over 578,500 shares and shared dispositive power over 578,500 shares, with no sole voting or dispositive power. The date of the event triggering the filing is 09/30/2025.

The certification states the holdings were acquired and are held in the ordinary course and not for the purpose of changing or influencing control.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Rockefeller Capital Management L.P.
Signature:Patricia Solfaro
Name/Title:Managing Director
Date:11/14/2025
ROCKEFELLER FINANCIAL LLC
Signature:Rizwan Mirza
Name/Title:Chief Compliance Officer
Date:11/14/2025
Exhibit Information

see Exhibit 99.1 & 99.2

FAQ

What did ETX disclose in this Schedule 13G/A filing?

It reports that Rockefeller Capital Management L.P. and Rockefeller Financial LLC beneficially own 578,500 common shares of ETX, or 5.3% of the class.

How much voting and dispositive power do the filers report over ETX shares?

They report shared voting power of 578,500 shares and shared dispositive power of 578,500 shares, with 0 sole power in each case.

What is the date of the event requiring this 13G/A for ETX (symbol ETX)?

The event date is 09/30/2025.

Who are the reporting persons in ETX’s 13G/A?

The reporting persons are Rockefeller Capital Management L.P. and Rockefeller Financial LLC.

What does the certification say about the purpose of the ETX share holdings?

The holdings were acquired and are held in the ordinary course and not to change or influence control.

What class of securities is covered for ETX and what is the CUSIP?

The filing covers Common Shares of ETX with CUSIP 27829U105.
EV Municipal Income 2028 Term Trust

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