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 2024
Institutional positions in Eaton Vance National Municipal Opportunities Trust as of Mar 31, 2024. 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
- 45
- +2 vs. Q4 2023
- Shares held
- 2.51M
- −145.1K (−5.5%) vs. Q4 2023
- Total value
- $41.6M
- −$3.28M (−7.3%) vs. Q4 2023
- New holders
- 5
- 13 more added
- Sold out
- 3
- 12 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Eaton Vance National Municipal Opportunities Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 496,009 | $8.23M | 0.67% | −59,522−10.7% | Reduced |
| Guggenheim Capital LLC | 311,734 | $5.17M | 0.04% | −48,137−13.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 234,173 | $3.88M | 0.21% | +48,280+26.0% | Added |
| Morgan Stanley | 163,797 | $2.72M | 0.00% | −2,546−1.5% | Reduced |
| Karpus Management, Inc. | 153,847 | $2.55M | 0.07% | −13,102−7.8% | Reduced |
| Bank of America Corp | 114,229 | $1.90M | 0.00% | +329+0.3% | Added |
| Van Eck Associates Corp | 98,791 | $1.64M | 0.00% | −13,228−11.8% | Reduced |
| Retirement Planning Group | 89,754 | $1.49M | 0.11% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 87,166 | $1.45M | 1.04% | +57+0.1% | Added |
| Raymond James & Associates | 84,092 | $1.40M | 0.00% | +12,731+17.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 78,130 | $1.30M | 0.00% | +10,993+16.4% | Added |
| Ameriprise Financial Inc | 54,901 | $910.8K | 0.00% | −148,765−73.0% | Reduced |
| LPL Financial LLC | 50,027 | $829.9K | 0.00% | −1,316−2.6% | Reduced |
| Landscape Capital Management, L.L.C. | 47,824 | $793.4K | 0.07% | +3,460+7.8% | Added |
| Wolverine Asset Management LLC | 44,944 | $745.6K | 0.01% | +41,902+1,377.4% | Added |
| Royal Bank of Canada | 42,720 | $709.0K | 0.00% | +301+0.7% | Added |
| Wells Fargo & Company | 40,418 | $670.5K | 0.00% | +11,516+39.8% | Added |
| UBS Group AG | 39,905 | $662.0K | 0.00% | −2,766−6.5% | Reduced |
| Moors & Cabot, Inc. | 32,500 | $539.2K | 0.03% | +6,500+25.0% | Added |
| Palumbo Wealth Management LLC | 26,520 | $440.0K | 0.20% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 26,315 | $436.7K | 0.01% | −140−0.5% | Reduced |
| Legacy Financial Strategies, LLC | 23,261 | $385.9K | 0.10% | +202+0.9% | Added |
| Keudell/Morrison Wealth Management | 21,810 | $361.8K | 0.11% | +1,404+6.9% | Added |
| Commonwealth Equity Services, LLC | 19,852 | $329.0K | 0.00% | −278−1.4% | Reduced |
| HighTower Advisors, LLC | 15,940 | $264.0K | 0.00% | −1,195−7.0% | Reduced |
| Ancora Advisors, LLC | 14,500 | $240.6K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 13,500 | $224.0K | 0.02% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 12,600 | $209.0K | 0.02% | +12,600 | New |
| Creative Planning | 11,882 | $197.1K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,804 | $179.2K | 0.00% | +10,804 | New |
| Mutual Advisors, LLC | 10,000 | $165.9K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,448 | $124.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,800 | $112.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 5,000 | $83.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,432 | $73.5K | 0.00% | +4,432 | New |
| TCTC Holdings, LLC | 3,904 | $64.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,562 | $42.5K | 0.00% | +14+0.5% | Added |
| Huntington National Bank | – | $41.5K | 0.00% | – | – |
| Pineridge Advisors LLC | 1,828 | $30.3K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 780 | $12.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 612 | $10.1K | 0.02% | +612 | New |
| Proequities, Inc. | 480 | $7.96K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 275 | $4.56K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 181 | $3.00K | 0.00% | −13−6.7% | Reduced |
| Tower Research Capital LLC (TRC) | 123 | $2.04K | 0.00% | +123 | New |
| Invesco Ltd. | 0 | $0 | 0.00% | −13,623−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −6,268−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |