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, Q3 2024
Institutional positions in Eaton Vance National Municipal Opportunities Trust as of Sep 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
- 49
- +3 vs. Q2 2024
- Shares held
- 2.64M
- +1.94K (+0.1%) vs. Q2 2024
- Total value
- $49.0M
- +$4.54M (+10.2%) vs. Q2 2024
- New holders
- 8
- 16 more added
- Sold out
- 5
- 14 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Eaton Vance National Municipal Opportunities Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 601,045 | $10.8M | 0.99% | +56,535+10.4% | Added |
| Guggenheim Capital LLC | 323,180 | $5.80M | 0.04% | +38,464+13.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 134,512 | $2.41M | 0.00% | +52,721+64.5% | Added |
| International Assets Investment Management, LLC | 43,208 | $2.41M | 0.01% | +43,208 | New |
| Morgan Stanley | 133,455 | $2.40M | 0.00% | −38,722−22.5% | Reduced |
| Bank of America Corp | 120,447 | $2.16M | 0.00% | +15,315+14.6% | Added |
| UBS Group AG | 114,925 | $2.06M | 0.00% | +31,585+37.9% | Added |
| Van Eck Associates Corp | 110,435 | $1.94M | 0.00% | −4,133−3.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 99,780 | $1.79M | 0.08% | −30,282−23.3% | Reduced |
| Ahl Investment Management, Inc. | 96,845 | $1.74M | 1.20% | −1,783−1.8% | Reduced |
| Melfa Wealth Management, LLC | 90,551 | $1.63M | 1.07% | −1,569−1.7% | Reduced |
| Retirement Planning Group | 89,754 | $1.61M | 0.09% | 00.0% | Unchanged |
| Raymond James & Associates | 85,717 | $1.54M | 0.00% | −1,998−2.3% | Reduced |
| Jones Financial Companies LLLP | 75,074 | $1.34M | 0.00% | +46,468+162.4% | Added |
| HighTower Advisors, LLC | 65,940 | $1.19M | 0.00% | +50,000+313.7% | Added |
| Royal Bank of Canada | 62,656 | $1.13M | 0.00% | −2,494−3.8% | Reduced |
| Wells Fargo & Company | 50,638 | $909.0K | 0.00% | +1,818+3.7% | Added |
| LPL Financial LLC | 45,149 | $810.4K | 0.00% | −509−1.1% | Reduced |
| Ameriprise Financial Inc | 35,977 | $646.0K | 0.00% | −12,461−25.7% | Reduced |
| Bessemer Group Inc | 34,000 | $610.0K | 0.00% | +34,000 | New |
| Legacy Financial Strategies, LLC | 23,286 | $418.0K | 0.09% | +13+0.1% | Added |
| Commonwealth Equity Services, LLC | 20,318 | $365.0K | 0.00% | +238+1.2% | Added |
| Allspring Global Investments Holdings, LLC | 20,248 | $363.5K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 20,193 | $362.5K | 0.04% | −21,398−51.4% | Reduced |
| Ancora Advisors, LLC | 14,500 | $260.3K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 14,016 | $251.7K | 0.01% | +237+1.7% | Added |
| Sonora Investment Management Group, LLC | 13,500 | $242.3K | 0.02% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 12,600 | $226.2K | 0.02% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 12,339 | $221.5K | 0.06% | −3,728−23.2% | Reduced |
| Keudell/Morrison Wealth Management | 12,195 | $218.9K | 0.06% | −7,071−36.7% | Reduced |
| Creative Planning | 11,882 | $213.3K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 10,530 | $179.5K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,000 | $175.6K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,800 | $122.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 5,000 | $89.8K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,136 | $56.3K | 0.00% | +741+30.9% | Added |
| Steward Partners Investment Advisory, LLC | 2,722 | $48.9K | 0.00% | +153+6.0% | Added |
| Huntington National Bank | – | $44.9K | 0.00% | – | – |
| Larson Financial Group LLC | 2,000 | $35.9K | 0.00% | +1,400+233.3% | Added |
| Advisor Group Holdings, Inc. | 1,999 | $35.9K | 0.00% | +1+0.1% | Added |
| Pineridge Advisors LLC | 1,835 | $32.9K | 0.01% | +7+0.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,103 | $19.8K | 0.01% | +1,103 | New |
| GHP Investment Advisors, Inc. | 1,006 | $18.1K | 0.00% | +1,006 | New |
| Farther Finance Advisors, LLC | 720 | $12.9K | 0.00% | −60−7.7% | Reduced |
| ORG Wealth Partners, LLC | 612 | $11.0K | 0.00% | +612 | New |
| Bryn Mawr Trust Co | 603 | $10.8K | 0.00% | +603 | New |
| Motco | 524 | $9.41K | 0.00% | +524 | New |
| Provenance Wealth Advisors, LLC | 463 | $8.31K | 0.00% | +463 | New |
| Proequities, Inc. | 240 | $4.31K | 0.00% | −240−50.0% | Reduced |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −153,558−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −57,329−100.0% | Sold out |
| Palumbo Wealth Management LLC | 0 | $0 | 0.00% | −26,520−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,804−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −612−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |