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 2022
Institutional positions in Eaton Vance National Municipal Opportunities Trust as of Dec 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
- 40
- +7 vs. Q3 2022
- Shares held
- 2.57M
- +556.8K (+27.6%) vs. Q3 2022
- Total value
- $42.3M
- +$9.05M (+27.2%) vs. Q3 2022
- New holders
- 8
- 9 more added
- Sold out
- 1
- 16 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Eaton Vance National Municipal Opportunities Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 503,511 | $8.27M | 0.57% | +84,915+20.3% | Added |
| Karpus Management, Inc. | 427,368 | $7.02M | 0.24% | +427,368 | New |
| Guggenheim Capital LLC | 216,990 | $3.57M | 0.03% | +29,016+15.4% | Added |
| Morgan Stanley | 176,340 | $2.90M | 0.00% | −10,697−5.7% | Reduced |
| Ameriprise Financial Inc | 171,855 | $2.81M | 0.00% | +154,685+900.9% | Added |
| Bank of America Corp | 168,440 | $2.77M | 0.00% | −65,111−27.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 144,002 | $2.37M | 0.15% | +40,054+38.5% | Added |
| Melfa Wealth Management, LLC | 95,647 | $1.57M | 1.64% | +95,647 | New |
| Raymond James & Associates | 93,970 | $1.54M | 0.00% | −101,812−52.0% | Reduced |
| Van Eck Associates Corp | 67,597 | $1.11M | 0.00% | +9,740+16.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 60,063 | $986.8K | 0.00% | −15,383−20.4% | Reduced |
| LPL Financial LLC | 54,127 | $889.3K | 0.00% | −3,838−6.6% | Reduced |
| UBS Group AG | 52,297 | $859.2K | 0.00% | −6,412−10.9% | Reduced |
| Wells Fargo & Company | 44,881 | $737.4K | 0.00% | −13,809−23.5% | Reduced |
| Keudell/Morrison Wealth Management | 37,150 | $610.4K | 0.20% | +21,465+136.9% | Added |
| Moors & Cabot, Inc. | 31,500 | $517.5K | 0.04% | −3,000−8.7% | Reduced |
| Royal Bank of Canada | 30,713 | $505.0K | 0.00% | −10,863−26.1% | Reduced |
| Invesco Ltd. | 29,783 | $489.3K | 0.00% | +14,929+100.5% | Added |
| Prospera Financial Services Inc | 23,185 | $380.9K | 0.02% | −6,709−22.4% | Reduced |
| HighTower Advisors, LLC | 20,554 | $336.0K | 0.00% | −4,459−17.8% | Reduced |
| Ancora Advisors, LLC | 19,500 | $320.0K | 0.01% | −12,780−39.6% | Reduced |
| Commonwealth Equity Services, LLC | 18,249 | $299.0K | 0.00% | +184+1.0% | Added |
| Baird Financial Group, Inc. | 13,133 | $216.0K | 0.00% | −95,851−87.9% | Reduced |
| Citadel Advisors LLC | 12,506 | $205.5K | 0.00% | +12,506 | New |
| United Capital Financial Advisers, LLC | 12,282 | $201.8K | 0.00% | −578−4.5% | Reduced |
| Wellspring Financial Advisors, LLC | 10,500 | $172.5K | 0.06% | +10,500 | New |
| Mutual Advisors, LLC | 10,000 | $164.3K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 5,000 | $82.2K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 5,000 | $82.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,295 | $70.0K | 0.00% | −1,983−31.6% | Reduced |
| TCTC Holdings, LLC | 3,904 | $64.1K | 0.00% | +3,904 | New |
| Huntington National Bank | – | $41.1K | 0.00% | – | – |
| Advisor Group Holdings, Inc. | 1,914 | $31.0K | 0.00% | +999+109.2% | Added |
| American National Bank | 1,543 | $25.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,270 | $20.9K | 0.00% | −228−15.2% | Reduced |
| First Personal Financial Services | 1,130 | $18.6K | 0.01% | +1,130 | New |
| US Bancorp | 750 | $12.3K | 0.00% | +750 | New |
| Leelyn Smith, LLC | 650 | $10.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 275 | $4.52K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 2,776 | – | – | +2,776 | New |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −215−100.0% | Sold out |