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, Q2 2023
Institutional positions in Eaton Vance National Municipal Opportunities Trust as of Jun 30, 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
- 36
- +2 vs. Q1 2023
- Shares held
- 2.52M
- −1.89K (−0.1%) vs. Q1 2023
- Total value
- $43.7M
- −$806.3K (−1.8%) vs. Q1 2023
- New holders
- 2
- 8 more added
- Sold out
- 0
- 17 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Eaton Vance National Municipal Opportunities Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 468,519 | $8.13M | 0.58% | −1,123−0.2% | Reduced |
| Guggenheim Capital LLC | 380,166 | $6.60M | 0.05% | +82,105+27.5% | Added |
| Ameriprise Financial Inc | 253,771 | $4.40M | 0.00% | +24,471+10.7% | Added |
| Karpus Management, Inc. | 228,421 | $3.97M | 0.12% | −99,284−30.3% | Reduced |
| Bank of America Corp | 149,684 | $2.60M | 0.00% | −7,889−5.0% | Reduced |
| Morgan Stanley | 149,454 | $2.59M | 0.00% | −25,138−14.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 140,052 | $2.43M | 0.14% | −1,616−1.1% | Reduced |
| Melfa Wealth Management, LLC | 90,379 | $1.57M | 1.59% | −5,407−5.6% | Reduced |
| Raymond James & Associates | 88,305 | $1.53M | 0.00% | −5,521−5.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 63,766 | $1.11M | 0.00% | −110.0% | Reduced |
| Van Eck Associates Corp | 60,876 | $1.06M | 0.00% | −8,359−12.1% | Reduced |
| Royal Bank of Canada | 51,924 | $901.0K | 0.00% | +23,411+82.1% | Added |
| LPL Financial LLC | 50,656 | $879.4K | 0.00% | −1,961−3.7% | Reduced |
| UBS Group AG | 40,514 | $703.3K | 0.00% | −150−0.4% | Reduced |
| Wells Fargo & Company | 39,818 | $691.3K | 0.00% | +935+2.4% | Added |
| Moors & Cabot, Inc. | 37,500 | $651.0K | 0.04% | +4,000+11.9% | Added |
| Keudell/Morrison Wealth Management | 35,842 | $622.2K | 0.18% | −1,311−3.5% | Reduced |
| Invesco Ltd. | 30,350 | $526.9K | 0.00% | −549−1.8% | Reduced |
| HighTower Advisors, LLC | 24,679 | $428.0K | 0.00% | +4,125+20.1% | Added |
| Prospera Financial Services Inc | 23,528 | $408.6K | 0.02% | −1,000−4.1% | Reduced |
| Ancora Advisors, LLC | 18,500 | $321.2K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 16,882 | $293.0K | 0.00% | +1,749+11.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,198 | $264.0K | 0.00% | +15,198 | New |
| Creative Planning | 11,882 | $206.3K | 0.00% | +500+4.4% | Added |
| United Capital Financial Advisers, LLC | 11,817 | $205.1K | 0.00% | −465−3.8% | Reduced |
| Mutual Advisors, LLC | 10,000 | $173.6K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,448 | $129.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 5,000 | $86.8K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 3,904 | $67.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $43.4K | 0.00% | – | – |
| Steward Partners Investment Advisory, LLC | 2,478 | $43.0K | 0.00% | −16−0.6% | Reduced |
| Farther Finance Advisors, LLC | 1,860 | $32.3K | 0.01% | +1,860 | New |
| American National Bank | 1,543 | $26.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 480 | $8.33K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 275 | $4.77K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 181 | $3.14K | 0.00% | −445−71.1% | Reduced |