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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Eaton Vance National Municipal Opportunities Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 556,445 | $9.26M | 0.70% | −29,336−5.0% | Reduced |
| Raymond James Financial Inc | 393,577 | $6.55M | 0.00% | +49,927+14.5% | Added |
| Guggenheim Capital LLC | 356,392 | $5.93M | 0.04% | +66,785+23.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 341,088 | $5.68M | 0.21% | +4,638+1.4% | Added |
| Jones Financial Companies LLLP | 287,863 | $4.78M | 0.00% | +60,003+26.3% | Added |
| UBS Group AG | 193,237 | $3.22M | 0.00% | −48,032−19.9% | Reduced |
| Morgan Stanley | 115,560 | $1.92M | 0.00% | −2,483−2.1% | Reduced |
| Van Eck Associates Corp | 102,687 | $1.71M | 0.00% | +6,552+6.8% | Added |
| LPL Financial LLC | 95,947 | $1.60M | 0.00% | +37,220+63.4% | Added |
| Royal Bank of Canada | 89,078 | $1.48M | 0.00% | +8,525+10.6% | Added |
| Bank of America Corp | 86,765 | $1.44M | 0.00% | +62+0.1% | Added |
| Melfa Wealth Management, LLC | 86,051 | $1.43M | 0.84% | 00.0% | Unchanged |
| Wells Fargo & Company | 42,805 | $712.3K | 0.00% | −17,231−28.7% | Reduced |
| Ameriprise Financial Inc | 33,560 | $558.4K | 0.00% | +10,385+44.8% | Added |
| Ackerman Capital Advisors, LLC | 31,722 | $527.9K | 0.11% | +16,058+102.5% | Added |
| Legacy Financial Strategies, LLC | 30,547 | $508.3K | 0.09% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 26,549 | $441.8K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 26,528 | $441.0K | 0.00% | +329+1.3% | Added |
| Invesco Ltd. | 26,464 | $440.4K | 0.00% | +26,464 | New |
| Regal Investment Advisors LLC | 25,418 | $423.0K | 0.03% | +3,951+18.4% | Added |
| Benjamin Edwards Inc | 22,538 | $375.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 22,419 | $373.1K | 0.00% | +8,092+56.5% | Added |
| Formidable Asset Management, LLC | 22,100 | $358.9K | 0.06% | +1,000+4.7% | Added |
| Allspring Global Investments Holdings, LLC | 20,248 | $336.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 18,630 | $310.0K | 0.00% | −4,000−17.7% | Reduced |
| HRT Financial LP | 17,822 | $296.0K | 0.00% | +17,822 | New |
| HighTower Advisors, LLC | 15,940 | $265.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 14,500 | $241.3K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 13,913 | $231.5K | 0.00% | +13,913 | New |
| Creative Planning | 11,882 | $197.7K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 11,737 | $195.3K | 0.00% | +7,219+159.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,158 | $186.0K | 0.00% | +71+0.6% | Added |
| Catalina Capital Group, LLC | 10,287 | $171.2K | 0.11% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,000 | $167.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,098 | $134.8K | 0.00% | +2,412+42.4% | Added |
| Noble Wealth Management PBC | 7,300 | $121.5K | 0.06% | +7,300 | New |
| Center for Financial Planning, Inc. | 6,000 | $99.8K | 0.01% | +6,000 | New |
| Mechanics Financial Corp | 5,000 | $83.2K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,875 | $81.1K | 0.00% | +4,875 | New |
| Private Trust Co NA | 3,000 | $49.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,003 | $33.3K | 0.00% | +10.0% | Added |
| Rothschild Investment LLC | 1,300 | $21.6K | 0.00% | −5,500−80.9% | Reduced |
| Farther Finance Advisors, LLC | 1,000 | $16.6K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 612 | $10.2K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 603 | $10.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 230 | $3.83K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Group | 0 | $0 | 0.00% | −89,754−100.0% | Sold out |
| Ahl Investment Management, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −19,822−100.0% | Sold out |
| Sonora Investment Management Group, LLC | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,122−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Keudell/Morrison Wealth Management | – | – | – | – | Not filed |