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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 240 | $4.31K | 0.00% | −240−50.0% | Reduced |
| Provenance Wealth Advisors, LLC | 463 | $8.31K | 0.00% | +463 | New |
| Motco | 524 | $9.41K | 0.00% | +524 | New |
| Bryn Mawr Trust Co | 603 | $10.8K | 0.00% | +603 | New |
| ORG Wealth Partners, LLC | 612 | $11.0K | 0.00% | +612 | New |
| Farther Finance Advisors, LLC | 720 | $12.9K | 0.00% | −60−7.7% | Reduced |
| GHP Investment Advisors, Inc. | 1,006 | $18.1K | 0.00% | +1,006 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,103 | $19.8K | 0.01% | +1,103 | New |
| Pineridge Advisors LLC | 1,835 | $32.9K | 0.01% | +7+0.4% | Added |
| Advisor Group Holdings, Inc. | 1,999 | $35.9K | 0.00% | +1+0.1% | Added |
| Larson Financial Group LLC | 2,000 | $35.9K | 0.00% | +1,400+233.3% | Added |
| Huntington National Bank | – | $44.9K | 0.00% | – | – |
| Steward Partners Investment Advisory, LLC | 2,722 | $48.9K | 0.00% | +153+6.0% | Added |
| CIBC Private Wealth Group, LLC | 3,136 | $56.3K | 0.00% | +741+30.9% | Added |
| Private Trust Co NA | 5,000 | $89.8K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,800 | $122.1K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,000 | $175.6K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 10,530 | $179.5K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 11,882 | $213.3K | 0.00% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 12,195 | $218.9K | 0.06% | −7,071−36.7% | Reduced |
| Ackerman Capital Advisors, LLC | 12,339 | $221.5K | 0.06% | −3,728−23.2% | Reduced |
| Trustmark National Bank Trust Department | 12,600 | $226.2K | 0.02% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 13,500 | $242.3K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 14,016 | $251.7K | 0.01% | +237+1.7% | Added |
| Ancora Advisors, LLC | 14,500 | $260.3K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 20,193 | $362.5K | 0.04% | −21,398−51.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 20,248 | $363.5K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 20,318 | $365.0K | 0.00% | +238+1.2% | Added |
| Legacy Financial Strategies, LLC | 23,286 | $418.0K | 0.09% | +13+0.1% | Added |
| Bessemer Group Inc | 34,000 | $610.0K | 0.00% | +34,000 | New |
| Ameriprise Financial Inc | 35,977 | $646.0K | 0.00% | −12,461−25.7% | Reduced |
| LPL Financial LLC | 45,149 | $810.4K | 0.00% | −509−1.1% | Reduced |
| Wells Fargo & Company | 50,638 | $909.0K | 0.00% | +1,818+3.7% | Added |
| Royal Bank of Canada | 62,656 | $1.13M | 0.00% | −2,494−3.8% | Reduced |
| HighTower Advisors, LLC | 65,940 | $1.19M | 0.00% | +50,000+313.7% | Added |
| Jones Financial Companies LLLP | 75,074 | $1.34M | 0.00% | +46,468+162.4% | Added |
| Raymond James & Associates | 85,717 | $1.54M | 0.00% | −1,998−2.3% | Reduced |
| Retirement Planning Group | 89,754 | $1.61M | 0.09% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 90,551 | $1.63M | 1.07% | −1,569−1.7% | Reduced |
| Ahl Investment Management, Inc. | 96,845 | $1.74M | 1.20% | −1,783−1.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 99,780 | $1.79M | 0.08% | −30,282−23.3% | Reduced |
| Van Eck Associates Corp | 110,435 | $1.94M | 0.00% | −4,133−3.6% | Reduced |
| UBS Group AG | 114,925 | $2.06M | 0.00% | +31,585+37.9% | Added |
| Bank of America Corp | 120,447 | $2.16M | 0.00% | +15,315+14.6% | Added |
| Morgan Stanley | 133,455 | $2.40M | 0.00% | −38,722−22.5% | Reduced |
| International Assets Investment Management, LLC | 43,208 | $2.41M | 0.01% | +43,208 | New |
| Raymond James Financial Services Advisors, Inc. | 134,512 | $2.41M | 0.00% | +52,721+64.5% | Added |
| Guggenheim Capital LLC | 323,180 | $5.80M | 0.04% | +38,464+13.5% | Added |
| 1607 Capital Partners, LLC | 601,045 | $10.8M | 0.99% | +56,535+10.4% | Added |
| 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 |