Eaton Vance National Municipal Opportunities Trust
EOT- Exchange
- NYSE
- SEC CIK
- 0001454741
No open-market purchases or sales by Eaton Vance National Municipal Opportunities Trust insiders were filed in the last 90 days; 52 institutions reported holding it in 13F filings for Q2 2026, worth $62.2M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Eaton Vance National Municipal Opportunities Trust as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 35
- −1 vs. Q2 2021
- Shares held
- 1.54M
- +60.6K (+4.1%) vs. Q2 2021
- Total value
- $36.6M
- +$3.10M (+9.2%) vs. Q2 2021
- New holders
- 3
- 14 more added
- Sold out
- 4
- 11 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EOT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 52 | $62.2M |
| Q1 2026 | 47 | $60.6M |
| Q4 2025 | 52 | $58.5M |
| Q3 2025 | 46 | $53.4M |
| Q2 2025 | 48 | $50.9M |
| Q1 2025 | 47 | $53.0M |
| Q4 2024 | 49 | $47.0M |
| Q3 2024 | 49 | $49.0M |
| Q2 2024 | 47 | $44.5M |
| Q1 2024 | 45 | $41.6M |
| Q4 2023 | 44 | $44.9M |
| Q3 2023 | 38 | $41.2M |
| Q2 2023 | 36 | $43.7M |
| Q1 2023 | 34 | $44.5M |
| Q4 2022 | 40 | $42.3M |
| Q3 2022 | 33 | $33.2M |
| Q2 2022 | 39 | $35.1M |
| Q1 2022 | 35 | $31.0M |
| Q4 2021 | 37 | $33.4M |
| Q3 2021 | 35 | $36.6M |
| Q2 2021 | 36 | $33.5M |
| Q1 2021 | 34 | $35.2M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Eaton Vance National Municipal Opportunities Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Key Financial Inc | 275 | $7.00K | 0.00% | +275 | New |
| Leelyn Smith, LLC | 650 | $15.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,075 | $25.0K | 0.01% | +1,075 | New |
| Steward Partners Investment Advisory, LLC | 1,291 | $31.0K | 0.00% | +277+27.3% | Added |
| Jones Financial Companies LLLP | 1,800 | $43.0K | 0.00% | +600+50.0% | Added |
| Eaton Vance Management | 2,200 | $52.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $59.0K | 0.00% | – | – |
| American Portfolios Advisors | 4,770 | $112.9K | 0.00% | −133−2.7% | Reduced |
| Rockefeller Capital Management L.P. | 7,301 | $172.0K | 0.00% | +4,480+158.8% | Added |
| Advisor Group Holdings, Inc. | 7,459 | $178.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 8,468 | $200.0K | 0.00% | −479−5.4% | Reduced |
| 1776 Wealth LLC | 8,729 | $207.0K | 0.12% | +8,729 | New |
| Mutual Advisors, LLC | 10,000 | $237.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 10,453 | $247.0K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 10,500 | $248.0K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,916 | $329.0K | 0.00% | +1,165+9.1% | Added |
| Moors & Cabot, Inc. | 16,400 | $389.0K | 0.02% | +5,000+43.9% | Added |
| United Capital Financial Advisers, LLC | 19,726 | $467.0K | 0.00% | −903−4.4% | Reduced |
| Prospera Financial Services Inc | 21,853 | $517.0K | 0.03% | +400+1.9% | Added |
| HighTower Advisors, LLC | 25,833 | $608.0K | 0.00% | −440−1.7% | Reduced |
| Ancora Advisors, LLC | 32,280 | $764.0K | 0.02% | +3,000+10.2% | Added |
| UBS Group AG | 35,487 | $840.0K | 0.00% | +3,479+10.9% | Added |
| LPL Financial LLC | 41,634 | $985.0K | 0.00% | +3,882+10.3% | Added |
| Royal Bank of Canada | 44,165 | $1.04M | 0.00% | −3,912−8.1% | Reduced |
| Wells Fargo & Company | 44,750 | $1.06M | 0.00% | −3,331−6.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 58,166 | $1.38M | 0.00% | −717−1.2% | Reduced |
| Van Eck Associates Corp | 58,644 | $1.39M | 0.00% | +6,825+13.2% | Added |
| Kestra Advisory Services, LLC | 64,942 | $1.54M | 0.02% | −11,572−15.1% | Reduced |
| Access Financial Services, Inc. | 67,952 | $1.61M | 0.73% | −1,010−1.5% | Reduced |
| Guggenheim Capital LLC | 81,372 | $1.93M | 0.01% | +32,123+65.2% | Added |
| Raymond James & Associates | 81,636 | $1.93M | 0.00% | +5,257+6.9% | Added |
| Baird Financial Group, Inc. | 105,535 | $2.50M | 0.01% | −270.0% | Reduced |
| Ameriprise Financial Inc | 163,593 | $3.87M | 0.00% | +18,198+12.5% | Added |
| Morgan Stanley | 205,059 | $4.85M | 0.00% | +13,672+7.1% | Added |
| Bank of America Corp | 286,326 | $6.78M | 0.00% | −22,025−7.1% | Reduced |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −2,003−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −664−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −468−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −111−100.0% | Sold out |