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, Q4 2025
Institutional positions in Eaton Vance National Municipal Opportunities Trust as of Dec 31, 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
- 52
- +6 vs. Q3 2025
- Shares held
- 3.45M
- +241.7K (+7.5%) vs. Q3 2025
- Total value
- $58.5M
- +$5.06M (+9.5%) vs. Q3 2025
- New holders
- 8
- 17 more added
- Sold out
- 2
- 14 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Eaton Vance National Municipal Opportunities Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 526,862 | $8.91M | 0.61% | −29,583−5.3% | Reduced |
| Raymond James Financial Inc | 383,578 | $6.49M | 0.00% | −9,999−2.5% | Reduced |
| Guggenheim Capital LLC | 365,794 | $6.19M | 0.05% | +9,402+2.6% | Added |
| Jones Financial Companies LLLP | 333,747 | $5.64M | 0.00% | +45,884+15.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 228,730 | $3.87M | 0.13% | −112,358−32.9% | Reduced |
| UBS Group AG | 185,117 | $3.13M | 0.00% | −8,120−4.2% | Reduced |
| Morgan Stanley | 119,398 | $2.02M | 0.00% | +3,838+3.3% | Added |
| Van Eck Associates Corp | 117,063 | $1.98M | 0.00% | +14,376+14.0% | Added |
| Fiera Capital Corp | 109,814 | $1.86M | 0.01% | +109,814 | New |
| LPL Financial LLC | 90,741 | $1.53M | 0.00% | −5,206−5.4% | Reduced |
| Royal Bank of Canada | 89,803 | $1.52M | 0.00% | +725+0.8% | Added |
| Robinson Capital Management, LLC | 78,454 | $1.42M | 0.60% | +78,454 | New |
| Melfa Wealth Management, LLC | 81,920 | $1.39M | 0.80% | −4,131−4.8% | Reduced |
| Bank of America Corp | 76,951 | $1.30M | 0.00% | −9,814−11.3% | Reduced |
| Invesco Ltd. | 61,069 | $1.03M | 0.00% | +34,605+130.8% | Added |
| Wakefield Asset Management LLLP | 60,012 | $1.01M | 0.28% | +60,012 | New |
| Allspring Global Investments Holdings, LLC | 56,119 | $949.0K | 0.00% | +35,871+177.2% | Added |
| Wells Fargo & Company | 39,900 | $674.7K | 0.00% | −2,905−6.8% | Reduced |
| Ackerman Capital Advisors, LLC | 36,365 | $614.9K | 0.12% | +4,643+14.6% | Added |
| Formidable Asset Management, LLC | 31,600 | $525.8K | 0.08% | +9,500+43.0% | Added |
| Legacy Financial Strategies, LLC | 30,547 | $516.5K | 0.09% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 27,797 | $470.1K | 0.00% | −5,763−17.2% | Reduced |
| Pensionmark Financial Group, LLC | 26,773 | $452.7K | 0.01% | +12,860+92.4% | Added |
| Concurrent Investment Advisors, LLC | 26,549 | $448.9K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 26,528 | $448.6K | 0.00% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 26,421 | $446.8K | 0.03% | +1,003+3.9% | Added |
| Benjamin Edwards Inc | 22,538 | $381.1K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 22,158 | $374.7K | 0.00% | −261−1.2% | Reduced |
| GWM Advisors LLC | 19,630 | $331.9K | 0.00% | +1,000+5.4% | Added |
| HighTower Advisors, LLC | 15,940 | $269.5K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15,423 | $260.8K | 0.00% | +15,423 | New |
| Mutual Advisors, LLC | 14,600 | $246.9K | 0.01% | +4,600+46.0% | Added |
| Closed-End Fund Advisors, Inc. | 11,837 | $200.2K | 0.12% | +11,837 | New |
| Creative Planning | 11,382 | $192.5K | 0.00% | −500−4.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,010 | $186.0K | 0.00% | −148−1.3% | Reduced |
| Balyasny Asset Management LLC | 10,925 | $184.7K | 0.00% | +10,925 | New |
| Catalina Capital Group, LLC | 10,348 | $175.0K | 0.11% | +61+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 10,045 | $169.9K | 0.00% | +1,947+24.0% | Added |
| Ancora Advisors, LLC | 7,670 | $129.7K | 0.00% | −6,830−47.1% | Reduced |
| Noble Wealth Management PBC | 7,300 | $123.4K | 0.06% | 00.0% | Unchanged |
| Mechanics Financial Corp | 5,000 | $84.5K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,911 | $83.1K | 0.00% | +36+0.7% | Added |
| Private Trust Co NA | 3,000 | $50.7K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,432 | $41.1K | 0.00% | +2,432 | New |
| Advisor Group Holdings, Inc. | 2,005 | $33.9K | 0.00% | +2+0.1% | Added |
| Center for Financial Planning, Inc. | 2,000 | $33.8K | 0.00% | −4,000−66.7% | Reduced |
| Elyxium Wealth, LLC | 1,645 | $27.8K | 0.01% | +1,645 | New |
| Rothschild Investment LLC | 1,300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,000 | $16.9K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 612 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 603 | $10.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 230 | $3.89K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 0 | $0 | 0.00% | −17,822−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −11,737−100.0% | Sold out |