Perigon Wealth Management, LLC Eaton Vance National Municipal Opportunities Trust Transaction History

Perigon Wealth Management, LLC

$3.67 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$20.36 - $22.74 $34,306 - $38,316	-1,685 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$19.88 - $21.5 $33,497 - $36,227	1,685 New	1,685 $35,000
Q2 2018 Aug 07, 2018	SELL	$20.03 - $20.77 $47,050 - $48,788	-2,349 Closed	0 $0
Q1 2018 May 15, 2018	SELL	$20.59 - $23.26 $9,100 - $10,280	-442 Reduced 15.84%	2,349 $49,000
Q4 2017 Feb 14, 2018	BUY	$21.85 - $23.49 $240 - $258	11 Added 0.4%	2,791 $63,000
Q3 2017 Dec 05, 2017	BUY	$22.2 - $23.15 $61,716 - $64,356	2,780	2,780 $63,000

Others Institutions Holding EOT

# of Institutions

48

Shares Held

2.69M

Call Options Held

0

Put Options Held

0

1607 Capital Partners, LLC Richmond, VA

601K
Shares

$10.1 Million
0.99% of portfolio
Guggenheim Capital LLC Chicago, IL

323K
Shares

$5.41 Million
0.04% of portfolio
Hennion & Walsh Asset Management, Inc.

187K
Shares

$3.13 Million
0.15% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

135K
Shares

$2.25 Million
0.0% of portfolio
Morgan Stanley New York, NY

133K
Shares

$2.24 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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