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 2023
Institutional positions in Eaton Vance National Municipal Opportunities Trust as of Dec 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
- 44
- +6 vs. Q3 2023
- Shares held
- 2.65M
- +116.3K (+4.6%) vs. Q3 2023
- Total value
- $44.9M
- +$3.75M (+9.1%) vs. Q3 2023
- New holders
- 10
- 12 more added
- Sold out
- 4
- 13 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Eaton Vance National Municipal Opportunities Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 555,531 | $9.40M | 0.66% | +84,433+17.9% | Added |
| Guggenheim Capital LLC | 359,871 | $6.09M | 0.05% | −14,297−3.8% | Reduced |
| Ameriprise Financial Inc | 203,666 | $3.44M | 0.00% | −57,772−22.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 185,893 | $3.15M | 0.18% | +47,624+34.4% | Added |
| Karpus Management, Inc. | 166,949 | $2.82M | 0.09% | −61,472−26.9% | Reduced |
| Morgan Stanley | 166,343 | $2.81M | 0.00% | −3,893−2.3% | Reduced |
| Bank of America Corp | 113,900 | $1.93M | 0.00% | −29,676−20.7% | Reduced |
| Van Eck Associates Corp | 112,019 | $1.90M | 0.00% | +17,645+18.7% | Added |
| Retirement Planning Group | 89,754 | $1.52M | 0.14% | +89,754 | New |
| Melfa Wealth Management, LLC | 87,109 | $1.47M | 1.39% | +70+0.1% | Added |
| Raymond James & Associates | 71,361 | $1.21M | 0.00% | −5,999−7.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 67,137 | $1.14M | 0.00% | +1,994+3.1% | Added |
| LPL Financial LLC | 51,343 | $868.7K | 0.00% | +178+0.3% | Added |
| Landscape Capital Management, L.L.C. | 44,364 | $750.6K | 0.07% | +44,364 | New |
| UBS Group AG | 42,671 | $722.0K | 0.00% | +1,489+3.6% | Added |
| Royal Bank of Canada | 42,419 | $718.0K | 0.00% | −3,001−6.6% | Reduced |
| Wells Fargo & Company | 28,902 | $489.0K | 0.00% | +1,584+5.8% | Added |
| Palumbo Wealth Management LLC | 26,520 | $448.7K | 0.23% | +26,520 | New |
| Prospera Financial Services Inc | 26,455 | $447.6K | 0.01% | +5,418+25.8% | Added |
| Moors & Cabot, Inc. | 26,000 | $439.9K | 0.03% | −14,000−35.0% | Reduced |
| Legacy Financial Strategies, LLC | 23,059 | $390.2K | 0.11% | +10,692+86.5% | Added |
| Keudell/Morrison Wealth Management | 20,406 | $345.3K | 0.11% | −13,638−40.1% | Reduced |
| Commonwealth Equity Services, LLC | 20,130 | $341.0K | 0.00% | +4,685+30.3% | Added |
| HighTower Advisors, LLC | 17,135 | $289.0K | 0.00% | −2,544−12.9% | Reduced |
| Ancora Advisors, LLC | 14,500 | $245.3K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 13,623 | $230.5K | 0.00% | −13,372−49.5% | Reduced |
| Sonora Investment Management Group, LLC | 13,500 | $228.4K | 0.02% | +13,500 | New |
| Creative Planning | 11,882 | $201.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,000 | $169.2K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,448 | $126.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,800 | $115.1K | 0.01% | +6,800 | New |
| Elequin Capital LP | 6,268 | $106.1K | 0.03% | +6,268 | New |
| Private Trust Co NA | 5,000 | $84.6K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 3,904 | $66.1K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,042 | $51.5K | 0.00% | +3,042 | New |
| Steward Partners Investment Advisory, LLC | 2,548 | $43.1K | 0.00% | +80+3.2% | Added |
| Huntington National Bank | – | $42.3K | 0.00% | – | – |
| Pineridge Advisors LLC | 1,828 | $30.9K | 0.01% | +1,828 | New |
| Farther Finance Advisors, LLC | 780 | $13.2K | 0.00% | −1,546−66.5% | Reduced |
| Baystate Wealth Management LLC | 503 | $8.52K | 0.00% | +503 | New |
| Proequities, Inc. | 480 | $8.12K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 450 | $7.61K | 0.00% | +450 | New |
| Key Financial Inc | 275 | $4.65K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 194 | $3.28K | 0.00% | −13−6.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −12,866−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −11,283−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −411−100.0% | Sold out |