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, Q4 2024
Institutional positions in Eaton Vance National Municipal Opportunities Trust as of Dec 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
- 49
- +2 vs. Q3 2024
- Shares held
- 2.85M
- +436.9K (+18.1%) vs. Q3 2024
- Total value
- $47.0M
- +$2.01M (+4.5%) vs. Q3 2024
- New holders
- 10
- 12 more added
- Sold out
- 8
- 11 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Eaton Vance National Municipal Opportunities Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 580,520 | $9.56M | 0.77% | −20,525−3.4% | Reduced |
| UBS Group AG | 353,036 | $5.81M | 0.00% | +238,111+207.2% | Added |
| Guggenheim Capital LLC | 251,542 | $4.14M | 0.03% | −71,638−22.2% | Reduced |
| Raymond James Financial Inc | 218,950 | $3.60M | 0.00% | +218,950 | New |
| Hennion & Walsh Asset Management, Inc. | 187,078 | $3.08M | 0.14% | +87,298+87.5% | Added |
| Morgan Stanley | 130,293 | $2.14M | 0.00% | −3,162−2.4% | Reduced |
| Jones Financial Companies LLLP | 129,789 | $2.14M | 0.00% | +54,715+72.9% | Added |
| Ahl Investment Management, Inc. | 98,213 | $1.62M | 1.13% | +1,368+1.4% | Added |
| Van Eck Associates Corp | 94,884 | $1.56M | 0.00% | −15,551−14.1% | Reduced |
| Retirement Planning Group | 89,754 | $1.48M | 0.07% | 00.0% | Unchanged |
| Bank of America Corp | 89,028 | $1.47M | 0.00% | −31,419−26.1% | Reduced |
| Melfa Wealth Management, LLC | 86,051 | $1.42M | 0.95% | −4,500−5.0% | Reduced |
| Royal Bank of Canada | 71,445 | $1.18M | 0.00% | +8,789+14.0% | Added |
| Wells Fargo & Company | 57,453 | $945.7K | 0.00% | +6,815+13.5% | Added |
| LPL Financial LLC | 46,456 | $764.7K | 0.00% | +1,307+2.9% | Added |
| Legacy Financial Strategies, LLC | 33,990 | $565.6K | 0.12% | +10,704+46.0% | Added |
| Ameriprise Financial Inc | 32,728 | $522.2K | 0.00% | −3,249−9.0% | Reduced |
| Commonwealth Equity Services, LLC | 24,062 | $396.0K | 0.00% | +3,744+18.4% | Added |
| Nomura Holdings Inc | 23,448 | $386.0K | 0.00% | +23,448 | New |
| Allspring Global Investments Holdings, LLC | 20,248 | $333.3K | 0.00% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 17,453 | $287.3K | 0.10% | +17,453 | New |
| Concurrent Investment Advisors, LLC | 17,328 | $285.2K | 0.01% | +17,328 | New |
| HighTower Advisors, LLC | 15,940 | $262.4K | 0.00% | −50,000−75.8% | Reduced |
| Benjamin Edwards Inc | 15,306 | $251.9K | 0.00% | +15,306 | New |
| Ancora Advisors, LLC | 14,500 | $238.7K | 0.01% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 13,890 | $228.6K | 0.06% | +1,551+12.6% | Added |
| Sonora Investment Management Group, LLC | 13,500 | $222.2K | 0.02% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 12,600 | $207.4K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,927 | $196.3K | 0.00% | +11,927 | New |
| Keudell/Morrison Wealth Management | 11,900 | $195.9K | 0.05% | −295−2.4% | Reduced |
| Creative Planning | 11,882 | $195.6K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 11,691 | $192.5K | 0.00% | −2,325−16.6% | Reduced |
| Sanctuary Advisors, LLC | 10,530 | $176.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 10,606 | $174.6K | 0.00% | +10,606 | New |
| Mutual Advisors, LLC | 10,000 | $167.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,800 | $111.9K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 6,000 | $98.8K | 0.07% | +6,000 | New |
| Private Trust Co NA | 5,000 | $82.3K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 5,000 | $82.3K | 0.04% | +5,000 | New |
| Elequin Capital LP | 3,032 | $49.9K | 0.01% | +3,032 | New |
| Steward Partners Investment Advisory, LLC | 2,687 | $44.2K | 0.00% | −35−1.3% | Reduced |
| Huntington National Bank | – | $41.1K | 0.00% | – | – |
| Advisor Group Holdings, Inc. | 2,000 | $32.9K | 0.00% | +1+0.1% | Added |
| Larson Financial Group LLC | 2,000 | $32.9K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1,857 | $30.6K | 0.01% | +22+1.2% | Added |
| ORG Wealth Partners, LLC | 612 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 603 | $9.93K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 463 | $7.62K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 240 | $4.06K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −43,208−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −20,193−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −3,136−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −1,103−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −524−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |