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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 240 | $4.06K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 463 | $7.62K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 603 | $9.93K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 612 | $10.1K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1,857 | $30.6K | 0.01% | +22+1.2% | Added |
| Larson Financial Group LLC | 2,000 | $32.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,000 | $32.9K | 0.00% | +1+0.1% | Added |
| Huntington National Bank | – | $41.1K | 0.00% | – | – |
| Steward Partners Investment Advisory, LLC | 2,687 | $44.2K | 0.00% | −35−1.3% | Reduced |
| Elequin Capital LP | 3,032 | $49.9K | 0.01% | +3,032 | 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 |
| Noble Wealth Management PBC | 6,000 | $98.8K | 0.07% | +6,000 | New |
| Rothschild Investment LLC | 6,800 | $111.9K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,000 | $167.1K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 10,606 | $174.6K | 0.00% | +10,606 | New |
| Sanctuary Advisors, LLC | 10,530 | $176.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 11,691 | $192.5K | 0.00% | −2,325−16.6% | Reduced |
| Creative Planning | 11,882 | $195.6K | 0.00% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 11,900 | $195.9K | 0.05% | −295−2.4% | Reduced |
| Susquehanna International Group, LLP | 11,927 | $196.3K | 0.00% | +11,927 | New |
| Trustmark National Bank Trust Department | 12,600 | $207.4K | 0.02% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 13,500 | $222.2K | 0.02% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 13,890 | $228.6K | 0.06% | +1,551+12.6% | Added |
| Ancora Advisors, LLC | 14,500 | $238.7K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 15,306 | $251.9K | 0.00% | +15,306 | New |
| HighTower Advisors, LLC | 15,940 | $262.4K | 0.00% | −50,000−75.8% | Reduced |
| Concurrent Investment Advisors, LLC | 17,328 | $285.2K | 0.01% | +17,328 | New |
| Logan Stone Capital, LLC | 17,453 | $287.3K | 0.10% | +17,453 | New |
| Allspring Global Investments Holdings, LLC | 20,248 | $333.3K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 23,448 | $386.0K | 0.00% | +23,448 | New |
| Commonwealth Equity Services, LLC | 24,062 | $396.0K | 0.00% | +3,744+18.4% | Added |
| Ameriprise Financial Inc | 32,728 | $522.2K | 0.00% | −3,249−9.0% | Reduced |
| Legacy Financial Strategies, LLC | 33,990 | $565.6K | 0.12% | +10,704+46.0% | Added |
| LPL Financial LLC | 46,456 | $764.7K | 0.00% | +1,307+2.9% | Added |
| Wells Fargo & Company | 57,453 | $945.7K | 0.00% | +6,815+13.5% | Added |
| Royal Bank of Canada | 71,445 | $1.18M | 0.00% | +8,789+14.0% | Added |
| Melfa Wealth Management, LLC | 86,051 | $1.42M | 0.95% | −4,500−5.0% | Reduced |
| Bank of America Corp | 89,028 | $1.47M | 0.00% | −31,419−26.1% | Reduced |
| Retirement Planning Group | 89,754 | $1.48M | 0.07% | 00.0% | Unchanged |
| Van Eck Associates Corp | 94,884 | $1.56M | 0.00% | −15,551−14.1% | Reduced |
| Ahl Investment Management, Inc. | 98,213 | $1.62M | 1.13% | +1,368+1.4% | Added |
| Jones Financial Companies LLLP | 129,789 | $2.14M | 0.00% | +54,715+72.9% | Added |
| Morgan Stanley | 130,293 | $2.14M | 0.00% | −3,162−2.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 187,078 | $3.08M | 0.14% | +87,298+87.5% | Added |
| Raymond James Financial Inc | 218,950 | $3.60M | 0.00% | +218,950 | New |
| Guggenheim Capital LLC | 251,542 | $4.14M | 0.03% | −71,638−22.2% | Reduced |
| UBS Group AG | 353,036 | $5.81M | 0.00% | +238,111+207.2% | Added |
| 1607 Capital Partners, LLC | 580,520 | $9.56M | 0.77% | −20,525−3.4% | Reduced |
| 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 |