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, Q1 2022
Institutional positions in Eaton Vance National Municipal Opportunities Trust as of Mar 31, 2022. 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
- −2 vs. Q4 2021
- Shares held
- 1.62M
- +110.9K (+7.3%) vs. Q4 2021
- Total value
- $31.0M
- −$2.44M (−7.3%) vs. Q4 2021
- New holders
- 3
- 15 more added
- Sold out
- 5
- 4 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Eaton Vance National Municipal Opportunities Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 153 | $3.00K | 0.00% | +153 | New |
| Key Financial Inc | 275 | $5.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 650 | $12.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,000 | $18.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,075 | $20.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,738 | $33.0K | 0.00% | +8+0.5% | Added |
| Advisor Group Holdings, Inc. | 1,994 | $38.0K | 0.00% | −5,898−74.7% | Reduced |
| Huntington National Bank | – | $48.0K | 0.00% | – | – |
| Fortitude Advisory Group L.L.C. | 3,334 | $64.0K | 0.03% | +1,954+141.6% | Added |
| American Portfolios Advisors | 4,770 | $90.9K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 5,000 | $95.0K | 0.07% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 7,301 | $139.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,000 | $191.0K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 10,500 | $200.0K | 0.01% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 14,660 | $279.0K | 0.02% | +14,660 | New |
| Janney Montgomery Scott LLC | 14,966 | $285.0K | 0.00% | +1,600+12.0% | Added |
| United Capital Financial Advisers, LLC | 15,059 | $287.0K | 0.00% | −1,496−9.0% | Reduced |
| Wolverine Asset Management LLC | 19,211 | $365.0K | 0.00% | +19,211 | New |
| Moors & Cabot, Inc. | 21,400 | $408.0K | 0.03% | +2,500+13.2% | Added |
| HighTower Advisors, LLC | 25,013 | $477.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 25,242 | $481.0K | 0.02% | +1,289+5.4% | Added |
| Ancora Advisors, LLC | 32,280 | $615.0K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 38,032 | $725.0K | 0.00% | −3,662−8.8% | Reduced |
| UBS Group AG | 44,937 | $856.0K | 0.00% | +3,691+8.9% | Added |
| Royal Bank of Canada | 45,614 | $869.0K | 0.00% | +1,400+3.2% | Added |
| Wells Fargo & Company | 56,243 | $1.07M | 0.00% | +8,742+18.4% | Added |
| Access Financial Services, Inc. | 56,549 | $1.08M | 0.51% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 59,759 | $1.14M | 0.00% | +2,582+4.5% | Added |
| Van Eck Associates Corp | 67,478 | $1.28M | 0.00% | +13,210+24.3% | Added |
| Raymond James & Associates | 93,864 | $1.79M | 0.00% | +4,862+5.5% | Added |
| Baird Financial Group, Inc. | 108,486 | $2.07M | 0.01% | +3,853+3.7% | Added |
| Guggenheim Capital LLC | 121,204 | $2.31M | 0.01% | +32,987+37.4% | Added |
| Morgan Stanley | 192,128 | $3.66M | 0.00% | −10,583−5.2% | Reduced |
| Ameriprise Financial Inc | 258,053 | $4.93M | 0.00% | +44,921+21.1% | Added |
| Bank of America Corp | 265,275 | $5.05M | 0.00% | +2,033+0.8% | Added |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −10,453−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −9,515−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,750−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −150−100.0% | Sold out |