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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, Q1 2025

Institutional positions in Eaton Vance National Municipal Opportunities Trust as of Mar 31, 2025. 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. Q4 2024
Shares held
3.18M
+325.1K (+11.4%) vs. Q4 2024
Total value
$53.0M
+$5.97M (+12.7%) vs. Q4 2024
New holders
7
18 more added
Sold out
9
8 more reduced

Compare with Q4 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.

Institutional holdersQ1 2025: 47 institutions
Q1 2021: 34 institutionsQ2 2021: 36 institutionsQ3 2021: 35 institutionsQ4 2021: 37 institutionsQ1 2022: 35 institutionsQ2 2022: 39 institutionsQ3 2022: 33 institutionsQ4 2022: 40 institutionsQ1 2023: 34 institutionsQ2 2023: 36 institutionsQ3 2023: 38 institutionsQ4 2023: 44 institutionsQ1 2024: 45 institutionsQ2 2024: 47 institutionsQ3 2024: 49 institutionsQ4 2024: 49 institutionsQ1 2025: 47 institutionsQ2 2025: 48 institutionsQ3 2025: 46 institutionsQ4 2025: 52 institutionsQ1 2026: 47 institutionsQ2 2026: 52 institutions
Value heldQ1 2025: $53.0M
Q1 2021: $35.2MQ2 2021: $33.5MQ3 2021: $36.6MQ4 2021: $33.4MQ1 2022: $31.0MQ2 2022: $35.1MQ3 2022: $33.2MQ4 2022: $42.3MQ1 2023: $44.5MQ2 2023: $43.7MQ3 2023: $41.2MQ4 2023: $44.9MQ1 2024: $41.6MQ2 2024: $44.5MQ3 2024: $49.0MQ4 2024: $47.0MQ1 2025: $53.0MQ2 2025: $50.9MQ3 2025: $53.4MQ4 2025: $58.5MQ1 2026: $60.6MQ2 2026: $62.2M
Institutions holding EOT and their total value by quarter
QuarterHoldersValue
Q2 202652$62.2M
Q1 202647$60.6M
Q4 202552$58.5M
Q3 202546$53.4M
Q2 202548$50.9M
Q1 202547$53.0M
Q4 202449$47.0M
Q3 202449$49.0M
Q2 202447$44.5M
Q1 202445$41.6M
Q4 202344$44.9M
Q3 202338$41.2M
Q2 202336$43.7M
Q1 202334$44.5M
Q4 202240$42.3M
Q3 202233$33.2M
Q2 202239$35.1M
Q1 202235$31.0M
Q4 202137$33.4M
Q3 202135$36.6M
Q2 202136$33.5M
Q1 202134$35.2M

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Eaton Vance National Municipal Opportunities Trust; share changes are against Q4 2024.

Institutions holding EOT in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
1607 Capital Partners, LLC595,920$9.92M0.80%+15,400+2.7%Added
UBS Group AG334,556$5.57M0.00%−18,480−5.2%Reduced
Hennion & Walsh Asset Management, Inc.301,297$5.02M0.22%+114,219+61.1%Added
Guggenheim Capital LLC282,287$4.70M0.04%+30,745+12.2%Added
Raymond James Financial Inc226,368$3.77M0.00%+7,418+3.4%Added
Jones Financial Companies LLLP199,917$3.34M0.00%+70,128+54.0%Added
Morgan Stanley159,907$2.66M0.00%+29,614+22.7%Added
Ahl Investment Management, Inc.108,176$1.80M1.24%+9,963+10.1%Added
Van Eck Associates Corp95,097$1.58M0.00%+213+0.2%Added
Bank of America Corp90,171$1.50M0.00%+1,143+1.3%Added
Retirement Planning Group89,754$1.49M0.07%00.0%Unchanged
Melfa Wealth Management, LLC86,051$1.43M0.97%00.0%Unchanged
Royal Bank of Canada80,865$1.35M0.00%+9,420+13.2%Added
Wells Fargo & Company57,172$951.9K0.00%−281−0.5%Reduced
LPL Financial LLC57,015$949.3K0.00%+10,559+22.7%Added
Legacy Financial Strategies, LLC32,288$537.6K0.12%−1,702−5.0%Reduced
Commonwealth Equity Services, LLC29,416$490.0K0.00%+5,354+22.3%Added
Ameriprise Financial Inc27,827$463.3K0.00%−4,901−15.0%Reduced
Wolverine Asset Management LLC26,185$436.0K0.01%+15,579+146.9%Added
Pathstone Holdings, LLC25,857$435.8K0.00%+25,857New
Formidable Asset Management, LLC21,100$351.3K0.06%+21,100New
Allspring Global Investments Holdings, LLC20,248$337.1K0.00%00.0%Unchanged
Concurrent Investment Advisors, LLC17,784$296.1K0.01%+456+2.6%Added
GWM Advisors LLC16,630$276.9K0.00%+16,630New
Ackerman Capital Advisors, LLC16,506$274.8K0.07%+2,616+18.8%Added
HighTower Advisors, LLC15,940$265.4K0.00%00.0%Unchanged
Ancora Advisors, LLC14,500$241.4K0.01%00.0%Unchanged
Baird Financial Group, Inc.14,405$239.8K0.00%+14,405New
Sonora Investment Management Group, LLC13,500$224.8K0.02%00.0%Unchanged
Landscape Capital Management, L.L.C.13,370$222.6K0.02%+13,370New
Benjamin Edwards Inc12,772$212.7K0.00%−2,534−16.6%Reduced
Readystate Asset Management LP12,146$202.2K0.01%+12,146New
Creative Planning11,882$197.8K0.00%00.0%Unchanged
Keudell/Morrison Wealth Management10,650$177.3K0.04%−1,250−10.5%Reduced
Sanctuary Advisors, LLC10,530$175.3K0.00%00.0%Unchanged
Prospera Financial Services Inc10,041$167.2K0.00%−1,650−14.1%Reduced
Mutual Advisors, LLC10,000$163.6K0.00%00.0%Unchanged
Noble Wealth Management PBC7,500$124.9K0.09%+1,500+25.0%Added
Rothschild Investment LLC6,800$113.2K0.01%00.0%Unchanged
Mechanics Financial Corp5,000$83.3K0.04%00.0%Unchanged
Advisor Group Holdings, Inc.3,907$65.1K0.00%+1,907+95.4%Added
Private Trust Co NA3,000$50.0K0.01%−2,000−40.0%Reduced
Steward Partners Investment Advisory, LLC2,841$47.3K0.00%+154+5.7%Added
Huntington National Bank–$41.6K0.00%––
Farther Finance Advisors, LLC1,000$16.8K0.00%+1,000New
ORG Wealth Partners, LLC612$10.3K0.00%00.0%Unchanged
Bryn Mawr Trust Co603$10.0K0.00%00.0%Unchanged
Proequities, Inc.0$00.00%−240−100.0%Sold out
Nomura Holdings Inc0$00.00%−23,448−100.0%Sold out
Logan Stone Capital, LLC0$00.00%−17,453−100.0%Sold out
Trustmark National Bank Trust Department0$00.00%−12,600−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−11,927−100.0%Sold out
Elequin Capital LP0$00.00%−3,032−100.0%Sold out
Larson Financial Group LLC0$00.00%−2,000−100.0%Sold out
Pineridge Advisors LLC0$00.00%−1,857−100.0%Sold out
Provenance Wealth Advisors, LLC0$00.00%−463−100.0%Sold out