First Foundation Advisors Eaton Vance National Municipal Opportunities Trust Transaction History

First Foundation Advisors

$2.58 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 11, 2020	SELL	$21.64 - $24.09 $378,397 - $421,237	-17,486 Closed	0 $0
Q4 2018 Feb 14, 2019	SELL	$18.43 - $21.65 $519,910 - $610,746	-28,210 Reduced 61.73%	17,486 $325,000
Q3 2018 Nov 13, 2018	SELL	$20.35 - $22.94 $267,744 - $301,821	-13,157 Reduced 22.36%	45,696 $982,000
Q2 2018 Aug 14, 2018	SELL	$20.03 - $20.77 $132,638 - $137,538	-6,622 Reduced 10.11%	58,853 $1.2 Million
Q4 2017 Feb 14, 2018	BUY	$21.85 - $23.49 $43,066 - $46,298	1,971 Added 3.1%	65,475 $1.48 Million
Q3 2017 Nov 14, 2017	SELL	$22.2 - $23.15 $130,691 - $136,284	-5,887 Reduced 8.48%	63,504 $1.44 Million
Q2 2017 Aug 14, 2017	BUY	N/A	69,391	69,391 $1.52 Million

Others Institutions Holding EOT

# of Institutions

50

Shares Held

2.65M

Call Options Held

0

Put Options Held

0

1607 Capital Partners, LLC Richmond, VA

601K
Shares

$10.5 Million
0.99% of portfolio
Guggenheim Capital LLC Chicago, IL

323K
Shares

$5.64 Million
0.04% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

135K
Shares

$2.35 Million
0.0% of portfolio
Morgan Stanley New York, NY

133K
Shares

$2.33 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

120K
Shares

$2.1 Million
0.0% of portfolio

About Eaton Vance National Municipal Opportunities Trust

Ticker EOT
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance National Municipal Opportunities Trust is a close-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in fixed income markets of the United States. It primarily invests its assets in municipal obligations. The fund conducts in-house research to make its investments. Eaton Vance National Mun...

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