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