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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 123 | $2.04K | 0.00% | +123 | New |
| Advisor Group Holdings, Inc. | 181 | $3.00K | 0.00% | −13−6.7% | Reduced |
| Key Financial Inc | 275 | $4.56K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 480 | $7.96K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 612 | $10.1K | 0.02% | +612 | New |
| Farther Finance Advisors, LLC | 780 | $12.9K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1,828 | $30.3K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $41.5K | 0.00% | – | – |
| Steward Partners Investment Advisory, LLC | 2,562 | $42.5K | 0.00% | +14+0.5% | Added |
| TCTC Holdings, LLC | 3,904 | $64.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,432 | $73.5K | 0.00% | +4,432 | New |
| Private Trust Co NA | 5,000 | $83.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,800 | $112.8K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,448 | $124.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,000 | $165.9K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,804 | $179.2K | 0.00% | +10,804 | New |
| Creative Planning | 11,882 | $197.1K | 0.00% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 12,600 | $209.0K | 0.02% | +12,600 | New |
| Sonora Investment Management Group, LLC | 13,500 | $224.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 14,500 | $240.6K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,940 | $264.0K | 0.00% | −1,195−7.0% | Reduced |
| Commonwealth Equity Services, LLC | 19,852 | $329.0K | 0.00% | −278−1.4% | Reduced |
| Keudell/Morrison Wealth Management | 21,810 | $361.8K | 0.11% | +1,404+6.9% | Added |
| Legacy Financial Strategies, LLC | 23,261 | $385.9K | 0.10% | +202+0.9% | Added |
| Prospera Financial Services Inc | 26,315 | $436.7K | 0.01% | −140−0.5% | Reduced |
| Palumbo Wealth Management LLC | 26,520 | $440.0K | 0.20% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 32,500 | $539.2K | 0.03% | +6,500+25.0% | Added |
| UBS Group AG | 39,905 | $662.0K | 0.00% | −2,766−6.5% | Reduced |
| Wells Fargo & Company | 40,418 | $670.5K | 0.00% | +11,516+39.8% | Added |
| Royal Bank of Canada | 42,720 | $709.0K | 0.00% | +301+0.7% | Added |
| Wolverine Asset Management LLC | 44,944 | $745.6K | 0.01% | +41,902+1,377.4% | Added |
| Landscape Capital Management, L.L.C. | 47,824 | $793.4K | 0.07% | +3,460+7.8% | Added |
| LPL Financial LLC | 50,027 | $829.9K | 0.00% | −1,316−2.6% | Reduced |
| Ameriprise Financial Inc | 54,901 | $910.8K | 0.00% | −148,765−73.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 78,130 | $1.30M | 0.00% | +10,993+16.4% | Added |
| Raymond James & Associates | 84,092 | $1.40M | 0.00% | +12,731+17.8% | Added |
| Melfa Wealth Management, LLC | 87,166 | $1.45M | 1.04% | +57+0.1% | Added |
| Retirement Planning Group | 89,754 | $1.49M | 0.11% | 00.0% | Unchanged |
| Van Eck Associates Corp | 98,791 | $1.64M | 0.00% | −13,228−11.8% | Reduced |
| Bank of America Corp | 114,229 | $1.90M | 0.00% | +329+0.3% | Added |
| Karpus Management, Inc. | 153,847 | $2.55M | 0.07% | −13,102−7.8% | Reduced |
| Morgan Stanley | 163,797 | $2.72M | 0.00% | −2,546−1.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 234,173 | $3.88M | 0.21% | +48,280+26.0% | Added |
| Guggenheim Capital LLC | 311,734 | $5.17M | 0.04% | −48,137−13.4% | Reduced |
| 1607 Capital Partners, LLC | 496,009 | $8.23M | 0.67% | −59,522−10.7% | Reduced |
| 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 |