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 |
|---|---|---|---|---|---|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
21,851
shares
|
$369,937
0.08% of portfolio
|
Q2 2025
Added 105.17%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
20,248
shares
|
$342,798
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
18,630
shares
|
$315,405
0.0% of portfolio
|
Q3 2025
Reduced 17.68%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
17,822
shares
|
$301,726
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
15,940
shares
|
$269,864
0.0% of portfolio
|
Q4 2024
Reduced 75.83%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
14,500
shares
|
$245,485
0.01% of portfolio
|
Q3 2023
Reduced 21.62%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
13,913
shares
|
$235,547
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
11,882
shares
|
$201,162
0.0% of portfolio
|
Q2 2023
Added 4.39%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
11,737
shares
|
$198,707
0.0% of portfolio
|
Q3 2025
Added 159.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
11,158
shares
|
$188,904
0.0% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,530
shares
|
$178,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
10,287
shares
|
$174,158
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
10,000
shares
|
$169,300
0.0% of portfolio
|
Q2 2020
Reduced 28.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
8,098
shares
|
$137,099
0.0% of portfolio
|
Q3 2025
Added 42.42%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,448
shares
|
$126,094
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
7,300
shares
|
$123,589
0.09% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
6,000
shares
|
$101,580
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
5,000
shares
|
$84,650
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,875
shares
|
$82,533
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,000
shares
|
$50,790
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,003
shares
|
$33,910
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,300
shares
|
$22,009
0.0% of portfolio
|
Q3 2025
Reduced 80.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,000
shares
|
$16,930
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
612
shares
|
$10,361
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
603
shares
|
$10,208
0.0% of portfolio
|
Q3 2024
New holding
|
|