Latest Institutional Purchases of Eaton Vance National Municipal Opportunities Trust (EOT)
This list provides information on the latest institutional transactions involving Eaton Vance National Municipal Opportunities Trust (EOT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
56.5K+ 10.38% |
$938K - $1.02M
|
601K
$10.3M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
52.7K+ 64.46% |
$875K - $953K
|
135K
$2.31M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
50K+ 313.68% |
$830K - $904K
|
65.9K
$1.13M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
46.5K+ 162.44% |
$771K - $840K
|
75.1K
$1.29M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
43.2KNew |
$717K - $781K
|
43.2K
$744K
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
38.5K+ 13.51% |
$638K - $695K
|
323K
$5.56M
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
34KNew |
$564K - $614K
|
34K
$585K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
31.6K+ 37.9% |
$524K - $571K
|
115K
$1.98M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.3K+ 14.57% |
$254K - $277K
|
120K
$2.07M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.5KNew |
$175K - $190K
|
10.5K
$181K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.82K+ 3.72% |
$30.2K - $32.9K
|
50.6K
$871K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.4K+ 233.33% |
$23.2K - $25.3K
|
2K
$34.4K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.1KNew |
$18.3K - $19.9K
|
1.1K
$19K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.01KNew |
$16.7K - $18.2K
|
1.01K
$17.3K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
741+ 30.94% |
$12.3K - $13.4K
|
3.14K
$54K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
612New |
$10.2K - $11.1K
|
612
$10.5K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
603New |
$10K - $10.9K
|
603
$10.4K
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
524New |
$8.69K - $9.47K
|
524
$9.02K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
238+ 1.19% |
$3.95K - $4.3K
|
20.3K
$350K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
237+ 1.72% |
$3.93K - $4.28K
|
14K
$241K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
153+ 5.96% |
$2.54K - $2.76K
|
2.72K
$46.8K
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
13+ 0.06% |
$216 - $235
|
23.3K
$401K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
7+ 0.38% |
$116 - $126
|
1.84K
$31.6K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1+ 0.05% |
$16.6 - $18.1
|
2K
$34.4K
|
|
Q2 2024 | |||||||
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
20.2KNew |
$328K - $341K
|
20.2K
$348K
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
12.4K+ 27.56% |
$201K - $209K
|
57.3K
$987K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6.8KNew |
$110K - $115K
|
6.8K
$117K
|
|
Q1 2024 | |||||||
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
12.6KNew |
$208K - $216K
|
12.6K
$217K
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10.8KNew |
$178K - $185K
|
10.8K
$186K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.5K+ 25.0% |
$107K - $111K
|
32.5K
$559K
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
612New |
$10.1K - $10.5K
|
612
$10.5K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
123New |
$2.03K - $2.11K
|
123
$2.12K
|
|
Q4 2023 | |||||||
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
89.8KNew |
$1.33M - $1.53M
|
89.8K
$1.54M
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
26.5KNew |
$392K - $452K
|
26.5K
$456K
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
13.5KNew |
$200K - $230K
|
13.5K
$232K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.27KNew |
$92.8K - $107K
|
6.27K
$108K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
503New |
$7.44K - $8.58K
|
503
$8.66K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
450New |
$6.66K - $7.67K
|
450
$7.74K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
6.8KNew |
$108K - $119K
|
6.8K
$117K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
411New |
$6.55K - $7.19K
|
411
$7.07K
|
|
Q2 2023 | |||||||
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
500+ 4.39% |
$8.53K - $9.01K
|
11.9K
$204K
|
|
Q1 2023 | |||||||
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.45KNew |
$123K - $134K
|
7.45K
$128K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5KNew |
$194K - $224K
|
12.5K
$215K
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.5KNew |
$163K - $188K
|
10.5K
$181K
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.9KNew |
$60.6K - $70.1K
|
3.9K
$67.2K
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.78KNew |
$43.1K - $49.8K
|
2.78K
$47.8K
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
1.13KNew |
$17.5K - $20.3K
|
1.13K
$19.4K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
750New |
$11.6K - $13.5K
|
750
$12.9K
|
|
Q2 2022 | |||||||
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
13.7KNew |
$225K - $260K
|
13.7K
$236K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.1KNew |
$166K - $191K
|
10.1K
$174K
|