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