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 |
|---|---|---|---|---|---|
| Castle Wealth Management LLC | 215 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 275 | $5.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 650 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 915 | $15.0K | 0.00% | −2,974−76.5% | Reduced |
| 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 |
| Huntington National Bank | – | $41.0K | 0.00% | – | – |
| 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 |
| Rockefeller Capital Management L.P. | 6,278 | $103.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,000 | $165.0K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 12,860 | $212.0K | 0.00% | −2,199−14.6% | Reduced |
| Invesco Ltd. | 14,854 | $244.0K | 0.00% | +14,854 | New |
| Keudell/Morrison Wealth Management | 15,685 | $258.0K | 0.10% | +3,983+34.0% | Added |
| Ameriprise Financial Inc | 17,170 | $282.0K | 0.00% | −23,435−57.7% | Reduced |
| Commonwealth Equity Services, LLC | 18,065 | $297.0K | 0.00% | +18,065 | New |
| HighTower Advisors, LLC | 25,013 | $409.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 29,894 | $492.0K | 0.03% | +4,155+16.1% | Added |
| Ancora Advisors, LLC | 32,280 | $531.0K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 34,500 | $568.0K | 0.04% | +4,600+15.4% | Added |
| Royal Bank of Canada | 41,576 | $684.0K | 0.00% | +395+1.0% | Added |
| Van Eck Associates Corp | 57,857 | $952.0K | 0.00% | −13,923−19.4% | Reduced |
| LPL Financial LLC | 57,965 | $954.0K | 0.00% | +934+1.6% | Added |
| Wells Fargo & Company | 58,690 | $965.0K | 0.00% | −9,128−13.5% | Reduced |
| UBS Group AG | 58,709 | $966.0K | 0.00% | +4,627+8.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 75,446 | $1.24M | 0.00% | +5,001+7.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 103,948 | $1.71M | 0.11% | +103,948 | New |
| Baird Financial Group, Inc. | 108,984 | $1.79M | 0.01% | −3,291−2.9% | Reduced |
| Morgan Stanley | 187,037 | $3.08M | 0.00% | −5,579−2.9% | Reduced |
| Guggenheim Capital LLC | 187,974 | $3.09M | 0.03% | +11,330+6.4% | Added |
| Raymond James & Associates | 195,782 | $3.22M | 0.00% | +101,778+108.3% | Added |
| Bank of America Corp | 233,551 | $3.84M | 0.00% | −14,073−5.7% | Reduced |
| 1607 Capital Partners, LLC | 418,596 | $6.89M | 0.53% | +38,629+10.2% | Added |
| 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 |