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, Q1 2026
Institutional positions in Eaton Vance National Municipal Opportunities Trust as of Mar 31, 2026. 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
- 47
- −5 vs. Q4 2025
- Shares held
- 3.54M
- +86.4K (+2.5%) vs. Q4 2025
- Total value
- $60.6M
- +$2.10M (+3.6%) vs. Q4 2025
- New holders
- 1
- 18 more added
- Sold out
- 6
- 15 more reduced
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Eaton Vance National Municipal Opportunities Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 521,162 | $8.92M | 0.64% | −5,700−1.1% | Reduced |
| Raymond James Financial Inc | 410,818 | $7.03M | 0.00% | +27,240+7.1% | Added |
| Jones Financial Companies LLLP | 385,600 | $6.52M | 0.00% | +51,853+15.5% | Added |
| Guggenheim Capital LLC | 350,450 | $6.00M | 0.05% | −15,344−4.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 228,655 | $3.91M | 0.13% | −750.0% | Reduced |
| UBS Group AG | 189,308 | $3.24M | 0.00% | +4,191+2.3% | Added |
| Van Eck Associates Corp | 125,812 | $2.15M | 0.00% | +8,749+7.5% | Added |
| Morgan Stanley | 122,288 | $2.09M | 0.00% | +2,890+2.4% | Added |
| LPL Financial LLC | 120,308 | $2.06M | 0.00% | +29,567+32.6% | Added |
| Royal Bank of Canada | 105,931 | $1.81M | 0.00% | +16,128+18.0% | Added |
| Invesco Ltd. | 83,382 | $1.43M | 0.00% | +22,313+36.5% | Added |
| Melfa Wealth Management, LLC | 79,402 | $1.36M | 0.78% | −2,518−3.1% | Reduced |
| Robinson Capital Management, LLC | 72,861 | $1.32M | 0.59% | −5,593−7.1% | Reduced |
| Bank of America Corp | 76,239 | $1.31M | 0.00% | −712−0.9% | Reduced |
| Wakefield Asset Management LLLP | 69,341 | $1.19M | 0.31% | +9,329+15.5% | Added |
| Fiera Capital Corp | 58,904 | $1.01M | 0.00% | −50,910−46.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 56,187 | $961.9K | 0.00% | +68+0.1% | Added |
| Formidable Asset Management, LLC | 42,683 | $721.8K | 0.11% | +11,083+35.1% | Added |
| Wells Fargo & Company | 38,555 | $660.0K | 0.00% | −1,345−3.4% | Reduced |
| Ackerman Capital Advisors, LLC | 34,483 | $590.3K | 0.12% | −1,882−5.2% | Reduced |
| Regal Investment Advisors LLC | 30,702 | $525.6K | 0.03% | +4,281+16.2% | Added |
| Legacy Financial Strategies, LLC | 30,547 | $523.0K | 0.09% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 26,941 | $461.2K | 0.01% | +168+0.6% | Added |
| Concurrent Investment Advisors, LLC | 26,549 | $454.5K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 26,528 | $454.2K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 25,778 | $441.3K | 0.00% | −2,019−7.3% | Reduced |
| Summit Trail Advisors, LLC | 25,582 | $438.0K | 0.01% | +25,582 | New |
| Benjamin Edwards Inc | 22,538 | $385.9K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 22,365 | $382.9K | 0.00% | +207+0.9% | Added |
| HighTower Advisors, LLC | 17,936 | $307.1K | 0.00% | +1,996+12.5% | Added |
| GWM Advisors LLC | 17,630 | $301.8K | 0.00% | −2,000−10.2% | Reduced |
| Closed-End Fund Advisors, Inc. | 11,837 | $202.6K | 0.21% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11,504 | $197.0K | 0.00% | +1,459+14.5% | Added |
| Creative Planning | 11,382 | $194.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,080 | $190.0K | 0.00% | +70+0.6% | Added |
| Catalina Capital Group, LLC | 10,324 | $176.7K | 0.11% | −24−0.2% | Reduced |
| Mutual Advisors, LLC | 10,000 | $171.2K | 0.00% | −4,600−31.5% | Reduced |
| Ancora Advisors, LLC | 7,670 | $131.3K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 5,000 | $85.6K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,830 | $82.3K | 0.00% | +3,830+383.0% | Added |
| Rockefeller Capital Management L.P. | 3,245 | $55.6K | 0.00% | −1,666−33.9% | Reduced |
| Private Trust Co NA | 3,000 | $51.4K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,000 | $34.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,300 | $22.3K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 612 | $10.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 230 | $3.94K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 100 | $1.72K | 0.00% | −1,905−95.0% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −15,423−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −10,925−100.0% | Sold out |
| Noble Wealth Management PBC | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,432−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −1,645−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −603−100.0% | Sold out |