Institutional Ownership Eaton Vance National Municipal Opportunities Trust (EOT)
This table provides information about the institutional ownership of Eaton Vance National Municipal Opportunities Trust (EOT). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 3.38 Million shares, which have been reported (via 13F filing form) to have a value of $54.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
585,781
shares
|
$9.52 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
343,650
shares
|
$5.58 Million
0.0% of portfolio
|
Q2 2025
Added 51.81%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
336,450
shares
|
$5.47 Million
0.23% of portfolio
|
Q2 2025
Added 11.67%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
289,607
shares
|
$4.71 Million
0.04% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
241,269
shares
|
$3.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.88%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
227,860
shares
|
$3.7 Million
0.0% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
134,512
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Added 64.46%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
118,043
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.18%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
96,135
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
89,754
shares
|
$1.46 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
86,703
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
86,051
shares
|
$1.4 Million
0.88% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
85,717
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
80,553
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
60,036
shares
|
$975,585
0.0% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
58,727
shares
|
$954,313
0.0% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
30,547
shares
|
$496,388
0.1% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
26,549
shares
|
$431,421
0.01% of portfolio
|
Q2 2025
Added 49.29%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
26,199
shares
|
$425,733
0.0% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
23,175
shares
|
$376,593
0.0% of portfolio
|
Q2 2025
Reduced 16.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
22,630
shares
|
$367,737
0.0% of portfolio
|
Q2 2025
Added 36.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
22,538
shares
|
$366,242
0.0% of portfolio
|
Q2 2025
Added 76.46%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
21,851
shares
|
$355,078
0.08% of portfolio
|
Q2 2025
Added 105.17%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
21,467
shares
|
$348,838
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
21,100
shares
|
$342,875
0.06% of portfolio
|
Q1 2025
New holding
|