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, Q2 2024
Institutional positions in Eaton Vance National Municipal Opportunities Trust as of Jun 30, 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
- 47
- +2 vs. Q1 2024
- Shares held
- 2.64M
- +136.8K (+5.5%) vs. Q1 2024
- Total value
- $44.5M
- +$2.92M (+7.0%) vs. Q1 2024
- New holders
- 6
- 15 more added
- Sold out
- 4
- 9 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Eaton Vance National Municipal Opportunities Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 544,510 | $9.17M | 0.82% | +48,501+9.8% | Added |
| Guggenheim Capital LLC | 284,716 | $4.79M | 0.03% | −27,018−8.7% | Reduced |
| Morgan Stanley | 172,177 | $2.90M | 0.00% | +8,380+5.1% | Added |
| Karpus Management, Inc. | 153,558 | $2.59M | 0.07% | −289−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 130,062 | $2.19M | 0.11% | −104,111−44.5% | Reduced |
| Van Eck Associates Corp | 114,568 | $1.93M | 0.00% | +15,777+16.0% | Added |
| Bank of America Corp | 105,132 | $1.77M | 0.00% | −9,097−8.0% | Reduced |
| Ahl Investment Management, Inc. | 98,628 | $1.66M | 1.22% | +98,628 | New |
| Melfa Wealth Management, LLC | 92,120 | $1.55M | 1.08% | +4,954+5.7% | Added |
| Retirement Planning Group | 89,754 | $1.51M | 0.10% | 00.0% | Unchanged |
| Raymond James & Associates | 87,715 | $1.48M | 0.00% | +3,623+4.3% | Added |
| UBS Group AG | 83,340 | $1.40M | 0.00% | +43,435+108.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 81,791 | $1.38M | 0.00% | +3,661+4.7% | Added |
| Royal Bank of Canada | 65,150 | $1.10M | 0.00% | +22,430+52.5% | Added |
| Wolverine Asset Management LLC | 57,329 | $965.4K | 0.02% | +12,385+27.6% | Added |
| Wells Fargo & Company | 48,820 | $822.1K | 0.00% | +8,402+20.8% | Added |
| Ameriprise Financial Inc | 48,438 | $815.7K | 0.00% | −6,463−11.8% | Reduced |
| LPL Financial LLC | 45,658 | $768.9K | 0.00% | −4,369−8.7% | Reduced |
| Landscape Capital Management, L.L.C. | 41,591 | $700.4K | 0.06% | −6,233−13.0% | Reduced |
| Jones Financial Companies LLLP | 28,606 | $481.7K | 0.00% | +24,174+545.4% | Added |
| Palumbo Wealth Management LLC | 26,520 | $446.6K | 0.19% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 23,273 | $391.5K | 0.09% | +12+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 20,248 | $341.0K | 0.00% | +20,248 | New |
| Commonwealth Equity Services, LLC | 20,080 | $338.0K | 0.00% | +228+1.1% | Added |
| Keudell/Morrison Wealth Management | 19,266 | $324.4K | 0.09% | −2,544−11.7% | Reduced |
| Ackerman Capital Advisors, LLC | 16,067 | $270.6K | 0.07% | +16,067 | New |
| HighTower Advisors, LLC | 15,940 | $268.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 14,500 | $244.2K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 13,779 | $232.1K | 0.01% | −12,536−47.6% | Reduced |
| Sonora Investment Management Group, LLC | 13,500 | $224.0K | 0.02% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 12,600 | $212.2K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 11,882 | $200.1K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,804 | $181.9K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 10,530 | $171.4K | 0.00% | +10,530 | New |
| Mutual Advisors, LLC | 10,000 | $170.6K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,448 | $125.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,800 | $114.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 5,000 | $84.2K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,569 | $43.3K | 0.00% | +7+0.3% | Added |
| Huntington National Bank | – | $42.1K | 0.00% | – | – |
| CIBC Private Wealth Group, LLC | 2,395 | $40.3K | 0.00% | +2,395 | New |
| Advisor Group Holdings, Inc. | 1,998 | $33.7K | 0.00% | +1,817+1,003.9% | Added |
| Pineridge Advisors LLC | 1,828 | $30.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 780 | $13.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 612 | $10.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 600 | $10.1K | 0.00% | +600 | New |
| Proequities, Inc. | 480 | $8.08K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −3,904−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −123−100.0% | Sold out |