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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 230 | $3.83K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 603 | $10.0K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 612 | $10.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,000 | $16.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,300 | $21.6K | 0.00% | −5,500−80.9% | Reduced |
| Advisor Group Holdings, Inc. | 2,003 | $33.3K | 0.00% | +10.0% | Added |
| Private Trust Co NA | 3,000 | $49.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,875 | $81.1K | 0.00% | +4,875 | New |
| Mechanics Financial Corp | 5,000 | $83.2K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 6,000 | $99.8K | 0.01% | +6,000 | New |
| Noble Wealth Management PBC | 7,300 | $121.5K | 0.06% | +7,300 | New |
| Steward Partners Investment Advisory, LLC | 8,098 | $134.8K | 0.00% | +2,412+42.4% | Added |
| Mutual Advisors, LLC | 10,000 | $167.4K | 0.00% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 10,287 | $171.2K | 0.11% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,158 | $186.0K | 0.00% | +71+0.6% | Added |
| Wolverine Asset Management LLC | 11,737 | $195.3K | 0.00% | +7,219+159.8% | Added |
| Creative Planning | 11,882 | $197.7K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 13,913 | $231.5K | 0.00% | +13,913 | New |
| Ancora Advisors, LLC | 14,500 | $241.3K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,940 | $265.2K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 17,822 | $296.0K | 0.00% | +17,822 | New |
| GWM Advisors LLC | 18,630 | $310.0K | 0.00% | −4,000−17.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 20,248 | $336.9K | 0.00% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 22,100 | $358.9K | 0.06% | +1,000+4.7% | Added |
| Baird Financial Group, Inc. | 22,419 | $373.1K | 0.00% | +8,092+56.5% | Added |
| Benjamin Edwards Inc | 22,538 | $375.0K | 0.00% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 25,418 | $423.0K | 0.03% | +3,951+18.4% | Added |
| Invesco Ltd. | 26,464 | $440.4K | 0.00% | +26,464 | New |
| Commonwealth Equity Services, LLC | 26,528 | $441.0K | 0.00% | +329+1.3% | Added |
| Concurrent Investment Advisors, LLC | 26,549 | $441.8K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 30,547 | $508.3K | 0.09% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 31,722 | $527.9K | 0.11% | +16,058+102.5% | Added |
| Ameriprise Financial Inc | 33,560 | $558.4K | 0.00% | +10,385+44.8% | Added |
| Wells Fargo & Company | 42,805 | $712.3K | 0.00% | −17,231−28.7% | Reduced |
| Melfa Wealth Management, LLC | 86,051 | $1.43M | 0.84% | 00.0% | Unchanged |
| Bank of America Corp | 86,765 | $1.44M | 0.00% | +62+0.1% | Added |
| Royal Bank of Canada | 89,078 | $1.48M | 0.00% | +8,525+10.6% | Added |
| LPL Financial LLC | 95,947 | $1.60M | 0.00% | +37,220+63.4% | Added |
| Van Eck Associates Corp | 102,687 | $1.71M | 0.00% | +6,552+6.8% | Added |
| Morgan Stanley | 115,560 | $1.92M | 0.00% | −2,483−2.1% | Reduced |
| UBS Group AG | 193,237 | $3.22M | 0.00% | −48,032−19.9% | Reduced |
| Jones Financial Companies LLLP | 287,863 | $4.78M | 0.00% | +60,003+26.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 341,088 | $5.68M | 0.21% | +4,638+1.4% | Added |
| Guggenheim Capital LLC | 356,392 | $5.93M | 0.04% | +66,785+23.1% | Added |
| Raymond James Financial Inc | 393,577 | $6.55M | 0.00% | +49,927+14.5% | Added |
| 1607 Capital Partners, LLC | 556,445 | $9.26M | 0.70% | −29,336−5.0% | Reduced |
| 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 |