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