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 3.47 Million shares, which have been reported (via 13F filing form) to have a value of $58.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
556,445
shares
|
$9.42 Million
0.7% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
393,577
shares
|
$6.66 Million
0.0% of portfolio
|
Q3 2025
Added 14.53%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
356,392
shares
|
$6.03 Million
0.04% of portfolio
|
Q3 2025
Added 23.06%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
341,088
shares
|
$5.77 Million
0.22% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
287,863
shares
|
$4.87 Million
0.0% of portfolio
|
Q3 2025
Added 26.33%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
193,237
shares
|
$3.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
134,512
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2024
Added 64.46%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
115,560
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
102,687
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
95,947
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2025
Added 63.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
89,078
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
86,765
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
86,051
shares
|
$1.46 Million
0.84% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
85,717
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
42,805
shares
|
$724,688
0.0% of portfolio
|
Q3 2025
Reduced 28.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
33,560
shares
|
$568,170
0.0% of portfolio
|
Q3 2025
Added 44.81%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
31,722
shares
|
$537,053
0.11% of portfolio
|
Q3 2025
Added 102.52%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
30,547
shares
|
$517,160
0.09% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
26,549
shares
|
$449,474
0.01% of portfolio
|
Q2 2025
Added 49.29%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
26,528
shares
|
$449,119
0.0% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
26,464
shares
|
$448,035
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
25,418
shares
|
$430,326
0.03% of portfolio
|
Q3 2025
Added 18.4%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
22,538
shares
|
$381,568
0.0% of portfolio
|
Q2 2025
Added 76.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
22,419
shares
|
$379,553
0.0% of portfolio
|
Q3 2025
Added 56.48%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
22,100
shares
|
$374,153
0.06% of portfolio
|
Q3 2025
Added 4.74%
|
|