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, Q3 2025

Institutional positions in Eaton Vance National Municipal Opportunities Trust as of Sep 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
46
−1 vs. Q2 2025
Shares held
3.21M
+99.8K (+3.2%) vs. Q2 2025
Total value
$53.4M
+$2.84M (+5.6%) vs. Q2 2025
New holders
6
18 more added
Sold out
7
6 more reduced

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 46 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 heldQ3 2025: $53.4M
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, Q3 2025

Shares, value and share of portfolio for each institution holding Eaton Vance National Municipal Opportunities Trust; share changes are against Q2 2025.

Institutions holding EOT in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
1607 Capital Partners, LLC556,445$9.26M0.70%−29,336−5.0%Reduced
Raymond James Financial Inc393,577$6.55M0.00%+49,927+14.5%Added
Guggenheim Capital LLC356,392$5.93M0.04%+66,785+23.1%Added
Hennion & Walsh Asset Management, Inc.341,088$5.68M0.21%+4,638+1.4%Added
Jones Financial Companies LLLP287,863$4.78M0.00%+60,003+26.3%Added
UBS Group AG193,237$3.22M0.00%−48,032−19.9%Reduced
Morgan Stanley115,560$1.92M0.00%−2,483−2.1%Reduced
Van Eck Associates Corp102,687$1.71M0.00%+6,552+6.8%Added
LPL Financial LLC95,947$1.60M0.00%+37,220+63.4%Added
Royal Bank of Canada89,078$1.48M0.00%+8,525+10.6%Added
Bank of America Corp86,765$1.44M0.00%+62+0.1%Added
Melfa Wealth Management, LLC86,051$1.43M0.84%00.0%Unchanged
Wells Fargo & Company42,805$712.3K0.00%−17,231−28.7%Reduced
Ameriprise Financial Inc33,560$558.4K0.00%+10,385+44.8%Added
Ackerman Capital Advisors, LLC31,722$527.9K0.11%+16,058+102.5%Added
Legacy Financial Strategies, LLC30,547$508.3K0.09%00.0%Unchanged
Concurrent Investment Advisors, LLC26,549$441.8K0.01%00.0%Unchanged
Commonwealth Equity Services, LLC26,528$441.0K0.00%+329+1.3%Added
Invesco Ltd.26,464$440.4K0.00%+26,464New
Regal Investment Advisors LLC25,418$423.0K0.03%+3,951+18.4%Added
Benjamin Edwards Inc22,538$375.0K0.00%00.0%Unchanged
Baird Financial Group, Inc.22,419$373.1K0.00%+8,092+56.5%Added
Formidable Asset Management, LLC22,100$358.9K0.06%+1,000+4.7%Added
Allspring Global Investments Holdings, LLC20,248$336.9K0.00%00.0%Unchanged
GWM Advisors LLC18,630$310.0K0.00%−4,000−17.7%Reduced
HRT Financial LP17,822$296.0K0.00%+17,822New
HighTower Advisors, LLC15,940$265.2K0.00%00.0%Unchanged
Ancora Advisors, LLC14,500$241.3K0.00%00.0%Unchanged
Pensionmark Financial Group, LLC13,913$231.5K0.00%+13,913New
Creative Planning11,882$197.7K0.00%00.0%Unchanged
Wolverine Asset Management LLC11,737$195.3K0.00%+7,219+159.8%Added
Cambridge Investment Research Advisors, Inc.11,158$186.0K0.00%+71+0.6%Added
Catalina Capital Group, LLC10,287$171.2K0.11%00.0%Unchanged
Mutual Advisors, LLC10,000$167.4K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC8,098$134.8K0.00%+2,412+42.4%Added
Noble Wealth Management PBC7,300$121.5K0.06%+7,300New
Center for Financial Planning, Inc.6,000$99.8K0.01%+6,000New
Mechanics Financial Corp5,000$83.2K0.03%00.0%Unchanged
Rockefeller Capital Management L.P.4,875$81.1K0.00%+4,875New
Private Trust Co NA3,000$49.9K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.2,003$33.3K0.00%+10.0%Added
Rothschild Investment LLC1,300$21.6K0.00%−5,500−80.9%Reduced
Farther Finance Advisors, LLC1,000$16.6K0.00%00.0%Unchanged
ORG Wealth Partners, LLC612$10.2K0.00%00.0%Unchanged
Bryn Mawr Trust Co603$10.0K0.00%00.0%Unchanged
Trust Co of Toledo NA230$3.83K0.00%00.0%Unchanged
Retirement Planning Group0$00.00%−89,754−100.0%Sold out
Ahl Investment Management, Inc.0$00.00%−20,000−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−19,822−100.0%Sold out
Sonora Investment Management Group, LLC0$00.00%−13,500−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−10,122−100.0%Sold out
Huntington National Bank0$00.00%–Sold out
JPMorgan Chase & Co0$00.00%−3−100.0%Sold out
Keudell/Morrison Wealth Management––––Not filed