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 2022
Institutional positions in Eaton Vance National Municipal Opportunities Trust as of Sep 30, 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
- 33
- −6 vs. Q2 2022
- Shares held
- 2.02M
- +57.2K (+2.9%) vs. Q2 2022
- Total value
- $33.2M
- −$1.89M (−5.4%) vs. Q2 2022
- New holders
- 3
- 10 more added
- Sold out
- 9
- 9 more reduced
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Eaton Vance National Municipal Opportunities Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 418,596 | $6.89M | 0.53% | +38,629+10.2% | Added |
| Bank of America Corp | 233,551 | $3.84M | 0.00% | −14,073−5.7% | Reduced |
| Raymond James & Associates | 195,782 | $3.22M | 0.00% | +101,778+108.3% | Added |
| Guggenheim Capital LLC | 187,974 | $3.09M | 0.03% | +11,330+6.4% | Added |
| Morgan Stanley | 187,037 | $3.08M | 0.00% | −5,579−2.9% | Reduced |
| Baird Financial Group, Inc. | 108,984 | $1.79M | 0.01% | −3,291−2.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 103,948 | $1.71M | 0.11% | +103,948 | New |
| Raymond James Financial Services Advisors, Inc. | 75,446 | $1.24M | 0.00% | +5,001+7.1% | Added |
| UBS Group AG | 58,709 | $966.0K | 0.00% | +4,627+8.6% | Added |
| Wells Fargo & Company | 58,690 | $965.0K | 0.00% | −9,128−13.5% | Reduced |
| LPL Financial LLC | 57,965 | $954.0K | 0.00% | +934+1.6% | Added |
| Van Eck Associates Corp | 57,857 | $952.0K | 0.00% | −13,923−19.4% | Reduced |
| Royal Bank of Canada | 41,576 | $684.0K | 0.00% | +395+1.0% | Added |
| Moors & Cabot, Inc. | 34,500 | $568.0K | 0.04% | +4,600+15.4% | Added |
| Ancora Advisors, LLC | 32,280 | $531.0K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 29,894 | $492.0K | 0.03% | +4,155+16.1% | Added |
| HighTower Advisors, LLC | 25,013 | $409.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 18,065 | $297.0K | 0.00% | +18,065 | New |
| Ameriprise Financial Inc | 17,170 | $282.0K | 0.00% | −23,435−57.7% | Reduced |
| Keudell/Morrison Wealth Management | 15,685 | $258.0K | 0.10% | +3,983+34.0% | Added |
| Invesco Ltd. | 14,854 | $244.0K | 0.00% | +14,854 | New |
| United Capital Financial Advisers, LLC | 12,860 | $212.0K | 0.00% | −2,199−14.6% | Reduced |
| Mutual Advisors, LLC | 10,000 | $165.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,278 | $103.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 5,000 | $82.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 5,000 | $82.0K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | – | $41.0K | 0.00% | – | – |
| Steward Partners Investment Advisory, LLC | 1,498 | $25.0K | 0.00% | −247−14.2% | Reduced |
| American National Bank | 1,543 | $25.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 915 | $15.0K | 0.00% | −2,974−76.5% | Reduced |
| Leelyn Smith, LLC | 650 | $11.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 275 | $5.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 215 | $4.00K | 0.00% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 0 | $0 | 0.00% | −52,367−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −49,915−100.0% | Sold out |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −37,816−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −13,962−100.0% | Sold out |
| Hightower 6M Holding, LLC | 0 | $0 | 0.00% | −13,714−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −10,110−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| Citizens National Bank Trust Department | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −242−100.0% | Sold out |