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 2023
Institutional positions in Eaton Vance National Municipal Opportunities Trust as of Mar 31, 2023. 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
- 34
- −6 vs. Q4 2022
- Shares held
- 2.52M
- −57.1K (−2.2%) vs. Q4 2022
- Total value
- $44.5M
- +$2.23M (+5.3%) vs. Q4 2022
- New holders
- 3
- 10 more added
- Sold out
- 9
- 13 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Eaton Vance National Municipal Opportunities Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Key Financial Inc | 275 | $4.86K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 480 | $8.48K | 0.00% | +480 | New |
| Advisor Group Holdings, Inc. | 626 | $11.1K | 0.00% | −1,288−67.3% | Reduced |
| American National Bank | 1,543 | $27.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,494 | $44.1K | 0.00% | +1,224+96.4% | Added |
| Huntington National Bank | – | $44.2K | 0.00% | – | – |
| TCTC Holdings, LLC | 3,904 | $69.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 5,000 | $88.3K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,448 | $132.0K | 0.01% | +7,448 | New |
| Mutual Advisors, LLC | 10,000 | $176.7K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 11,382 | $201.1K | 0.00% | +11,382 | New |
| United Capital Financial Advisers, LLC | 12,282 | $217.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 15,133 | $267.0K | 0.00% | −3,116−17.1% | Reduced |
| Ancora Advisors, LLC | 18,500 | $326.9K | 0.01% | −1,000−5.1% | Reduced |
| HighTower Advisors, LLC | 20,554 | $364.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 24,528 | $433.5K | 0.02% | +1,343+5.8% | Added |
| Royal Bank of Canada | 28,513 | $504.0K | 0.00% | −2,200−7.2% | Reduced |
| Invesco Ltd. | 30,899 | $546.0K | 0.00% | +1,116+3.7% | Added |
| Moors & Cabot, Inc. | 33,500 | $591.9K | 0.04% | +2,000+6.3% | Added |
| Keudell/Morrison Wealth Management | 37,153 | $656.5K | 0.19% | +30.0% | Added |
| Wells Fargo & Company | 38,883 | $687.1K | 0.00% | −5,998−13.4% | Reduced |
| UBS Group AG | 40,664 | $718.5K | 0.00% | −11,633−22.2% | Reduced |
| LPL Financial LLC | 52,617 | $929.7K | 0.00% | −1,510−2.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 63,777 | $1.13M | 0.00% | +3,714+6.2% | Added |
| Van Eck Associates Corp | 69,235 | $1.22M | 0.00% | +1,638+2.4% | Added |
| Raymond James & Associates | 93,826 | $1.66M | 0.00% | −144−0.2% | Reduced |
| Melfa Wealth Management, LLC | 95,786 | $1.69M | 1.69% | +139+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 141,668 | $2.50M | 0.15% | −2,334−1.6% | Reduced |
| Bank of America Corp | 157,573 | $2.78M | 0.00% | −10,867−6.5% | Reduced |
| Morgan Stanley | 174,592 | $3.09M | 0.00% | −1,748−1.0% | Reduced |
| Ameriprise Financial Inc | 229,300 | $4.04M | 0.00% | +57,445+33.4% | Added |
| Guggenheim Capital LLC | 298,061 | $5.27M | 0.04% | +81,071+37.4% | Added |
| Karpus Management, Inc. | 327,705 | $5.79M | 0.18% | −99,663−23.3% | Reduced |
| 1607 Capital Partners, LLC | 469,642 | $8.30M | 0.58% | −33,869−6.7% | Reduced |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −13,133−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,506−100.0% | Sold out |
| Wellspring Financial Advisors, LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −4,295−100.0% | Sold out |
| First Personal Financial Services | 0 | $0 | 0.00% | −1,130−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Leelyn Smith, LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −2,776−100.0% | Sold out |