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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 3 | $49 | 0.00% | +3 | New |
| Trust Co of Toledo NA | 230 | $3.73K | 0.00% | +230 | New |
| Bryn Mawr Trust Co | 603 | $9.79K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 612 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,000 | $16.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,002 | $32.5K | 0.00% | −1,905−48.8% | Reduced |
| Huntington National Bank | – | $40.6K | 0.00% | – | – |
| Private Trust Co NA | 3,000 | $48.7K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 4,518 | $73.4K | 0.00% | −21,667−82.7% | Reduced |
| Mechanics Financial Corp | 5,000 | $81.2K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,686 | $92.3K | 0.00% | +2,845+100.1% | Added |
| Rothschild Investment LLC | 6,800 | $110.4K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,000 | $161.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,122 | $164.4K | 0.00% | +10,122 | New |
| Catalina Capital Group, LLC | 10,287 | $167.1K | 0.11% | +10,287 | New |
| Cambridge Investment Research Advisors, Inc. | 11,087 | $180.0K | 0.00% | +11,087 | New |
| Creative Planning | 11,882 | $193.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 13,500 | $219.2K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 14,327 | $232.7K | 0.00% | −78−0.5% | Reduced |
| Ancora Advisors, LLC | 14,500 | $235.5K | 0.00% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 15,664 | $254.4K | 0.06% | −842−5.1% | Reduced |
| HighTower Advisors, LLC | 15,940 | $258.9K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 19,822 | $321.9K | 0.00% | +19,822 | New |
| Ahl Investment Management, Inc. | 20,000 | $324.8K | 0.22% | −88,176−81.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 20,248 | $328.8K | 0.00% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 21,467 | $348.6K | 0.03% | +21,467 | New |
| Formidable Asset Management, LLC | 21,100 | $351.3K | 0.06% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 21,851 | $354.9K | 0.08% | +11,201+105.2% | Added |
| Benjamin Edwards Inc | 22,538 | $366.0K | 0.00% | +9,766+76.5% | Added |
| GWM Advisors LLC | 22,630 | $367.5K | 0.00% | +6,000+36.1% | Added |
| Ameriprise Financial Inc | 23,175 | $376.4K | 0.00% | −4,652−16.7% | Reduced |
| Commonwealth Equity Services, LLC | 26,199 | $425.0K | 0.00% | −3,217−10.9% | Reduced |
| Concurrent Investment Advisors, LLC | 26,549 | $431.2K | 0.01% | +8,765+49.3% | Added |
| Legacy Financial Strategies, LLC | 30,547 | $496.1K | 0.10% | −1,741−5.4% | Reduced |
| LPL Financial LLC | 58,727 | $953.7K | 0.00% | +1,712+3.0% | Added |
| Wells Fargo & Company | 60,036 | $975.0K | 0.00% | +2,864+5.0% | Added |
| Royal Bank of Canada | 80,553 | $1.31M | 0.00% | −312−0.4% | Reduced |
| Melfa Wealth Management, LLC | 86,051 | $1.40M | 0.88% | 00.0% | Unchanged |
| Bank of America Corp | 86,703 | $1.41M | 0.00% | −3,468−3.8% | Reduced |
| Retirement Planning Group | 89,754 | $1.46M | 0.06% | 00.0% | Unchanged |
| Van Eck Associates Corp | 96,135 | $1.56M | 0.00% | +1,038+1.1% | Added |
| Morgan Stanley | 118,043 | $1.92M | 0.00% | −41,864−26.2% | Reduced |
| Jones Financial Companies LLLP | 227,860 | $3.70M | 0.00% | +27,943+14.0% | Added |
| UBS Group AG | 241,269 | $3.92M | 0.00% | −93,287−27.9% | Reduced |
| Guggenheim Capital LLC | 289,607 | $4.70M | 0.04% | +7,320+2.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 336,450 | $5.46M | 0.22% | +35,153+11.7% | Added |
| Raymond James Financial Inc | 343,650 | $5.58M | 0.00% | +117,282+51.8% | Added |
| 1607 Capital Partners, LLC | 585,781 | $9.51M | 0.77% | −10,139−1.7% | Reduced |
| 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 |