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 53 institutions that hold shares in the stock, with a total of 3.23 Million shares, which have been reported (via 13F filing form) to have a value of $53.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
595,920
shares
|
$9.91 Million
0.8% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
334,556
shares
|
$5.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
301,297
shares
|
$5.01 Million
0.23% of portfolio
|
Q1 2025
Added 61.05%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
282,287
shares
|
$4.69 Million
0.04% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
226,368
shares
|
$3.76 Million
0.0% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
159,907
shares
|
$2.66 Million
0.0% of portfolio
|
Q1 2025
Added 22.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
134,512
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Added 64.46%
|
|
|
Ahl Investment Management, Inc.
|
Apr 14, 2025 Q1 2025 |
108,176
shares
|
$1.8 Million
1.25% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
95,097
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
90,171
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
89,754
shares
|
$1.49 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
86,051
shares
|
$1.43 Million
0.97% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
85,717
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
80,865
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 13.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
57,172
shares
|
$950,770
0.0% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
57,015
shares
|
$948,159
0.0% of portfolio
|
Q1 2025
Added 22.73%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
32,288
shares
|
$536,949
0.12% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
29,416
shares
|
$489,188
0.0% of portfolio
|
Q1 2025
Added 22.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
27,827
shares
|
$462,763
0.0% of portfolio
|
Q1 2025
Reduced 14.97%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
26,185
shares
|
$435,456
0.01% of portfolio
|
Q1 2025
Added 146.89%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
25,857
shares
|
$430,001
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
21,100
shares
|
$350,893
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
20,248
shares
|
$336,724
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
17,784
shares
|
$295,747
0.01% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
16,630
shares
|
$276,556
0.0% of portfolio
|
Q1 2025
New holding
|