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 50 institutions that hold shares in the stock, with a total of 2.65 Million shares, which have been reported (via 13F filing form) to have a value of $45.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
601,045
shares
|
$10.4 Million
0.99% of portfolio
|
Q3 2024
Added 10.38%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
323,180
shares
|
$5.6 Million
0.04% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
134,512
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2024
Added 64.46%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
133,455
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
120,447
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Added 14.57%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
114,925
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Added 37.9%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
110,435
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
99,780
shares
|
$1.73 Million
0.09% of portfolio
|
Q3 2024
Reduced 23.28%
|
|
|
Ahl Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
96,845
shares
|
$1.68 Million
1.2% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
90,551
shares
|
$1.57 Million
1.07% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
89,754
shares
|
$1.55 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
85,717
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
75,074
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 162.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
65,940
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 313.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
62,656
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
50,638
shares
|
$877,050
0.0% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
45,149
shares
|
$781,980
0.0% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
43,208
shares
|
$748,362
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
35,977
shares
|
$623,121
0.0% of portfolio
|
Q3 2024
Reduced 25.73%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
34,000
shares
|
$588,880
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
23,286
shares
|
$403,313
0.09% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
20,318
shares
|
$351,907
0.0% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
20,248
shares
|
$350,695
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
20,193
shares
|
$349,742
0.04% of portfolio
|
Q3 2024
Reduced 51.45%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
14,500
shares
|
$251,140
0.01% of portfolio
|
Q3 2023
Reduced 21.62%
|