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