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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Eaton Vance National Municipal Opportunities Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 585,781 | $9.51M | 0.77% | −10,139−1.7% | Reduced |
| Raymond James Financial Inc | 343,650 | $5.58M | 0.00% | +117,282+51.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 336,450 | $5.46M | 0.22% | +35,153+11.7% | Added |
| Guggenheim Capital LLC | 289,607 | $4.70M | 0.04% | +7,320+2.6% | Added |
| UBS Group AG | 241,269 | $3.92M | 0.00% | −93,287−27.9% | Reduced |
| Jones Financial Companies LLLP | 227,860 | $3.70M | 0.00% | +27,943+14.0% | Added |
| Morgan Stanley | 118,043 | $1.92M | 0.00% | −41,864−26.2% | Reduced |
| Van Eck Associates Corp | 96,135 | $1.56M | 0.00% | +1,038+1.1% | Added |
| Retirement Planning Group | 89,754 | $1.46M | 0.06% | 00.0% | Unchanged |
| Bank of America Corp | 86,703 | $1.41M | 0.00% | −3,468−3.8% | Reduced |
| Melfa Wealth Management, LLC | 86,051 | $1.40M | 0.88% | 00.0% | Unchanged |
| Royal Bank of Canada | 80,553 | $1.31M | 0.00% | −312−0.4% | Reduced |
| Wells Fargo & Company | 60,036 | $975.0K | 0.00% | +2,864+5.0% | Added |
| LPL Financial LLC | 58,727 | $953.7K | 0.00% | +1,712+3.0% | Added |
| Legacy Financial Strategies, LLC | 30,547 | $496.1K | 0.10% | −1,741−5.4% | Reduced |
| Concurrent Investment Advisors, LLC | 26,549 | $431.2K | 0.01% | +8,765+49.3% | Added |
| Commonwealth Equity Services, LLC | 26,199 | $425.0K | 0.00% | −3,217−10.9% | Reduced |
| Ameriprise Financial Inc | 23,175 | $376.4K | 0.00% | −4,652−16.7% | Reduced |
| GWM Advisors LLC | 22,630 | $367.5K | 0.00% | +6,000+36.1% | Added |
| Benjamin Edwards Inc | 22,538 | $366.0K | 0.00% | +9,766+76.5% | Added |
| Keudell/Morrison Wealth Management | 21,851 | $354.9K | 0.08% | +11,201+105.2% | Added |
| Formidable Asset Management, LLC | 21,100 | $351.3K | 0.06% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 21,467 | $348.6K | 0.03% | +21,467 | New |
| Allspring Global Investments Holdings, LLC | 20,248 | $328.8K | 0.00% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 20,000 | $324.8K | 0.22% | −88,176−81.5% | Reduced |
| Balyasny Asset Management LLC | 19,822 | $321.9K | 0.00% | +19,822 | New |
| HighTower Advisors, LLC | 15,940 | $258.9K | 0.00% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 15,664 | $254.4K | 0.06% | −842−5.1% | Reduced |
| Ancora Advisors, LLC | 14,500 | $235.5K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 14,327 | $232.7K | 0.00% | −78−0.5% | Reduced |
| Sonora Investment Management Group, LLC | 13,500 | $219.2K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 11,882 | $193.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,087 | $180.0K | 0.00% | +11,087 | New |
| Catalina Capital Group, LLC | 10,287 | $167.1K | 0.11% | +10,287 | New |
| Susquehanna International Group, LLP | 10,122 | $164.4K | 0.00% | +10,122 | New |
| Mutual Advisors, LLC | 10,000 | $161.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,800 | $110.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,686 | $92.3K | 0.00% | +2,845+100.1% | Added |
| Mechanics Financial Corp | 5,000 | $81.2K | 0.03% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 4,518 | $73.4K | 0.00% | −21,667−82.7% | Reduced |
| Private Trust Co NA | 3,000 | $48.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $40.6K | 0.00% | – | – |
| Advisor Group Holdings, Inc. | 2,002 | $32.5K | 0.00% | −1,905−48.8% | Reduced |
| Farther Finance Advisors, LLC | 1,000 | $16.2K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 612 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 603 | $9.79K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 230 | $3.73K | 0.00% | +230 | New |
| JPMorgan Chase & Co | 3 | $49 | 0.00% | +3 | New |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −25,857−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −13,370−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −12,146−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −10,530−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −10,041−100.0% | Sold out |
| Noble Wealth Management PBC | – | – | – | – | Not filed |