Hbk Sorce Advisory LLC Eaton Vance National Municipal Opportunities Trust Transaction History

Hbk Sorce Advisory LLC

$2.56 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$16.38 - $18.93 $171,990 - $198,765	-10,500 Closed	0 $0
Q2 2019 Aug 15, 2019	BUY	$21.13 - $23.84 $221,865 - $250,320	10,500 New	10,500 $239,000
Q2 2019 Aug 14, 2019	SELL	$21.13 - $23.84 $221,865 - $250,320	-10,500 Closed	0 $0
Q4 2018 Feb 14, 2019	SELL	$18.43 - $21.65 $9,436 - $11,084	-512 Reduced 4.65%	10,500 $195,000
Q4 2017 Feb 15, 2018	BUY	$21.85 - $23.49 $240,612 - $258,671	11,012	11,012 $248,000

Others Institutions Holding EOT

# of Institutions

48

Shares Held

2.64M

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

$5.63 Million
0.04% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

135K
Shares

$2.34 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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