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 2023
Institutional positions in Eaton Vance National Municipal Opportunities Trust as of Sep 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
- 38
- +2 vs. Q2 2023
- Shares held
- 2.54M
- +20.0K (+0.8%) vs. Q2 2023
- Total value
- $41.2M
- −$2.55M (−5.8%) vs. Q2 2023
- New holders
- 3
- 10 more added
- Sold out
- 1
- 16 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Eaton Vance National Municipal Opportunities Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 471,098 | $7.64M | 0.57% | +2,579+0.6% | Added |
| Guggenheim Capital LLC | 374,168 | $6.07M | 0.05% | −5,998−1.6% | Reduced |
| Ameriprise Financial Inc | 261,438 | $4.24M | 0.00% | +7,667+3.0% | Added |
| Karpus Management, Inc. | 228,421 | $3.70M | 0.12% | 00.0% | Unchanged |
| Morgan Stanley | 170,236 | $2.76M | 0.00% | +20,782+13.9% | Added |
| Bank of America Corp | 143,576 | $2.33M | 0.00% | −6,108−4.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 138,269 | $2.24M | 0.14% | −1,783−1.3% | Reduced |
| Van Eck Associates Corp | 94,374 | $1.53M | 0.00% | +33,498+55.0% | Added |
| Melfa Wealth Management, LLC | 87,039 | $1.41M | 1.53% | −3,340−3.7% | Reduced |
| Raymond James & Associates | 77,360 | $1.25M | 0.00% | −10,945−12.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 65,143 | $1.06M | 0.00% | +1,377+2.2% | Added |
| LPL Financial LLC | 51,165 | $829.9K | 0.00% | +509+1.0% | Added |
| Royal Bank of Canada | 45,420 | $737.0K | 0.00% | −6,504−12.5% | Reduced |
| UBS Group AG | 41,182 | $668.0K | 0.00% | +668+1.6% | Added |
| Moors & Cabot, Inc. | 40,000 | $648.8K | 0.04% | +2,500+6.7% | Added |
| Keudell/Morrison Wealth Management | 34,044 | $552.2K | 0.17% | −1,798−5.0% | Reduced |
| Wells Fargo & Company | 27,318 | $443.1K | 0.00% | −12,500−31.4% | Reduced |
| Invesco Ltd. | 26,995 | $437.9K | 0.00% | −3,355−11.1% | Reduced |
| Prospera Financial Services Inc | 21,037 | $341.3K | 0.01% | −2,491−10.6% | Reduced |
| HighTower Advisors, LLC | 19,679 | $319.0K | 0.00% | −5,000−20.3% | Reduced |
| Commonwealth Equity Services, LLC | 15,445 | $251.0K | 0.00% | −1,437−8.5% | Reduced |
| Ancora Advisors, LLC | 14,500 | $235.2K | 0.01% | −4,000−21.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,866 | $209.0K | 0.00% | −2,332−15.3% | Reduced |
| Legacy Financial Strategies, LLC | 12,367 | $194.0K | 0.06% | +12,367 | New |
| Creative Planning | 11,882 | $192.7K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 11,283 | $183.0K | 0.00% | −534−4.5% | Reduced |
| Mutual Advisors, LLC | 10,000 | $162.2K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,448 | $121.0K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 6,800 | $110.3K | 0.02% | +6,800 | New |
| Private Trust Co NA | 5,000 | $81.1K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 3,904 | $63.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $40.5K | 0.00% | – | – |
| Steward Partners Investment Advisory, LLC | 2,468 | $40.0K | 0.00% | −10−0.4% | Reduced |
| Farther Finance Advisors, LLC | 2,326 | $37.7K | 0.01% | +466+25.1% | Added |
| Proequities, Inc. | 480 | $7.79K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 411 | $6.67K | 0.00% | +411 | New |
| Key Financial Inc | 275 | $4.46K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 207 | $3.36K | 0.00% | +26+14.4% | Added |
| American National Bank | 0 | $0 | 0.00% | −1,543−100.0% | Sold out |