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, Q4 2021
Institutional positions in Eaton Vance National Municipal Opportunities Trust as of Dec 31, 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
- 37
- +2 vs. Q3 2021
- Shares held
- 1.51M
- −31.9K (−2.1%) vs. Q3 2021
- Total value
- $33.4M
- −$3.18M (−8.7%) vs. Q3 2021
- New holders
- 5
- 12 more added
- Sold out
- 3
- 9 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Eaton Vance National Municipal Opportunities Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 263,242 | $5.81M | 0.00% | −23,084−8.1% | Reduced |
| Ameriprise Financial Inc | 213,132 | $4.69M | 0.00% | +49,539+30.3% | Added |
| Morgan Stanley | 202,711 | $4.47M | 0.00% | −2,348−1.1% | Reduced |
| Baird Financial Group, Inc. | 104,633 | $2.31M | 0.01% | −902−0.9% | Reduced |
| Raymond James & Associates | 89,002 | $1.96M | 0.00% | +7,366+9.0% | Added |
| Guggenheim Capital LLC | 88,217 | $1.95M | 0.01% | +6,845+8.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 57,177 | $1.26M | 0.00% | −989−1.7% | Reduced |
| Access Financial Services, Inc. | 56,549 | $1.25M | 0.56% | −11,403−16.8% | Reduced |
| Van Eck Associates Corp | 54,268 | $1.20M | 0.00% | −4,376−7.5% | Reduced |
| Wells Fargo & Company | 47,501 | $1.05M | 0.00% | +2,751+6.1% | Added |
| Royal Bank of Canada | 44,214 | $976.0K | 0.00% | +49+0.1% | Added |
| LPL Financial LLC | 41,694 | $920.0K | 0.00% | +60+0.1% | Added |
| UBS Group AG | 41,246 | $910.0K | 0.00% | +5,759+16.2% | Added |
| Ancora Advisors, LLC | 32,280 | $712.0K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 25,013 | $551.0K | 0.00% | −820−3.2% | Reduced |
| Prospera Financial Services Inc | 23,953 | $529.0K | 0.02% | +2,100+9.6% | Added |
| Moors & Cabot, Inc. | 18,900 | $417.0K | 0.03% | +2,500+15.2% | Added |
| United Capital Financial Advisers, LLC | 16,555 | $365.0K | 0.00% | −3,171−16.1% | Reduced |
| Janney Montgomery Scott LLC | 13,366 | $295.0K | 0.00% | −550−4.0% | Reduced |
| HBK Sorce Advisory LLC | 10,500 | $232.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 10,453 | $231.0K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,000 | $221.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 9,515 | $210.0K | 0.00% | +1,047+12.4% | Added |
| Advisor Group Holdings, Inc. | 7,892 | $173.0K | 0.00% | +433+5.8% | Added |
| Rockefeller Capital Management L.P. | 7,301 | $161.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 5,000 | $110.0K | 0.09% | +5,000 | New |
| American Portfolios Advisors | 4,770 | $105.3K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4,750 | $105.0K | 0.10% | +4,750 | New |
| Huntington National Bank | – | $55.0K | 0.00% | – | – |
| Eaton Vance Management | 2,200 | $49.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,730 | $38.0K | 0.00% | +439+34.0% | Added |
| Fortitude Advisory Group L.L.C. | 1,380 | $30.0K | 0.02% | +1,380 | New |
| HHM Wealth Advisors, LLC | 1,075 | $24.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,000 | $22.0K | 0.01% | +1,000 | New |
| Leelyn Smith, LLC | 650 | $14.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 275 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 150 | $3.00K | 0.00% | +150 | New |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −64,942−100.0% | Sold out |
| 1776 Wealth LLC | 0 | $0 | 0.00% | −8,729−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |