Skip to main content

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, Q2 2025

Institutional positions in Eaton Vance National Municipal Opportunities Trust as of Jun 30, 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
48
+2 vs. Q1 2025
Shares held
3.13M
−38.4K (−1.2%) vs. Q1 2025
Total value
$50.9M
−$1.93M (−3.7%) vs. Q1 2025
New holders
7
12 more added
Sold out
5
13 more reduced

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 48 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 heldQ2 2025: $50.9M
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, Q2 2025

Shares, value and share of portfolio for each institution holding Eaton Vance National Municipal Opportunities Trust; share changes are against Q1 2025.

Institutions holding EOT in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
1607 Capital Partners, LLC585,781$9.51M0.77%−10,139−1.7%Reduced
Raymond James Financial Inc343,650$5.58M0.00%+117,282+51.8%Added
Hennion & Walsh Asset Management, Inc.336,450$5.46M0.22%+35,153+11.7%Added
Guggenheim Capital LLC289,607$4.70M0.04%+7,320+2.6%Added
UBS Group AG241,269$3.92M0.00%−93,287−27.9%Reduced
Jones Financial Companies LLLP227,860$3.70M0.00%+27,943+14.0%Added
Morgan Stanley118,043$1.92M0.00%−41,864−26.2%Reduced
Van Eck Associates Corp96,135$1.56M0.00%+1,038+1.1%Added
Retirement Planning Group89,754$1.46M0.06%00.0%Unchanged
Bank of America Corp86,703$1.41M0.00%−3,468−3.8%Reduced
Melfa Wealth Management, LLC86,051$1.40M0.88%00.0%Unchanged
Royal Bank of Canada80,553$1.31M0.00%−312−0.4%Reduced
Wells Fargo & Company60,036$975.0K0.00%+2,864+5.0%Added
LPL Financial LLC58,727$953.7K0.00%+1,712+3.0%Added
Legacy Financial Strategies, LLC30,547$496.1K0.10%−1,741−5.4%Reduced
Concurrent Investment Advisors, LLC26,549$431.2K0.01%+8,765+49.3%Added
Commonwealth Equity Services, LLC26,199$425.0K0.00%−3,217−10.9%Reduced
Ameriprise Financial Inc23,175$376.4K0.00%−4,652−16.7%Reduced
GWM Advisors LLC22,630$367.5K0.00%+6,000+36.1%Added
Benjamin Edwards Inc22,538$366.0K0.00%+9,766+76.5%Added
Keudell/Morrison Wealth Management21,851$354.9K0.08%+11,201+105.2%Added
Formidable Asset Management, LLC21,100$351.3K0.06%00.0%Unchanged
Regal Investment Advisors LLC21,467$348.6K0.03%+21,467New
Allspring Global Investments Holdings, LLC20,248$328.8K0.00%00.0%Unchanged
Ahl Investment Management, Inc.20,000$324.8K0.22%−88,176−81.5%Reduced
Balyasny Asset Management LLC19,822$321.9K0.00%+19,822New
HighTower Advisors, LLC15,940$258.9K0.00%00.0%Unchanged
Ackerman Capital Advisors, LLC15,664$254.4K0.06%−842−5.1%Reduced
Ancora Advisors, LLC14,500$235.5K0.00%00.0%Unchanged
Baird Financial Group, Inc.14,327$232.7K0.00%−78−0.5%Reduced
Sonora Investment Management Group, LLC13,500$219.2K0.02%00.0%Unchanged
Creative Planning11,882$193.0K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.11,087$180.0K0.00%+11,087New
Catalina Capital Group, LLC10,287$167.1K0.11%+10,287New
Susquehanna International Group, LLP10,122$164.4K0.00%+10,122New
Mutual Advisors, LLC10,000$161.2K0.00%00.0%Unchanged
Rothschild Investment LLC6,800$110.4K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC5,686$92.3K0.00%+2,845+100.1%Added
Mechanics Financial Corp5,000$81.2K0.03%00.0%Unchanged
Wolverine Asset Management LLC4,518$73.4K0.00%−21,667−82.7%Reduced
Private Trust Co NA3,000$48.7K0.00%00.0%Unchanged
Huntington National Bank–$40.6K0.00%––
Advisor Group Holdings, Inc.2,002$32.5K0.00%−1,905−48.8%Reduced
Farther Finance Advisors, LLC1,000$16.2K0.00%00.0%Unchanged
ORG Wealth Partners, LLC612$10.0K0.00%00.0%Unchanged
Bryn Mawr Trust Co603$9.79K0.00%00.0%Unchanged
Trust Co of Toledo NA230$3.73K0.00%+230New
JPMorgan Chase & Co3$490.00%+3New
Pathstone Holdings, LLC0$00.00%−25,857−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−13,370−100.0%Sold out
Readystate Asset Management LP0$00.00%−12,146−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−10,530−100.0%Sold out
Prospera Financial Services Inc0$00.00%−10,041−100.0%Sold out
Noble Wealth Management PBC––––Not filed