Purchases and Sales Made in Q1 2023 in Eaton Vance National Municipal Opportunities Trust (EOT)
This table provides information about the institutional ownership of Eaton Vance National Municipal Opportunities Trust (EOT) during Q1 2023. The information is specifically focused on institutions that hold shares of Eaton Vance National Municipal Opportunities Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
81.1K+ 37.36% |
$1.34M - $1.46M
|
298K
$5.13M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
57.4K+ 33.43% |
$947K - $1.04M
|
229K
$3.95M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.4KNew |
$188K - $205K
|
11.4K
$196K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.45KNew |
$123K - $134K
|
7.45K
$128K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.71K+ 6.18% |
$61.2K - $67K
|
63.8K
$1.1M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2K+ 6.35% |
$33K - $36.1K
|
33.5K
$577K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
1.64K+ 2.42% |
$27K - $29.5K
|
69.2K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.34K+ 5.79% |
$22.1K - $24.2K
|
24.5K
$422K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.22K+ 96.38% |
$20.2K - $22.1K
|
2.49K
$42.9K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.12K+ 3.75% |
$18.4K - $20.1K
|
30.9K
$532K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
480New |
$7.91K - $8.65K
|
480
$8.26K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
465+ 3.94% |
$7.66K - $8.38K
|
12.3K
$211K
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
139+ 0.15% |
$2.29K - $2.51K
|
95.8K
$1.65M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
3+ 0.01% |
$49.4 - $54.1
|
37.2K
$639K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-144- 0.15% |
$2.37K - $2.6K
|
93.8K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1K- 5.13% |
$16.5K - $18K
|
18.5K
$318K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.29K- 67.29% |
$21.2K - $23.2K
|
626
$10.8K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.51K- 2.79% |
$24.9K - $27.2K
|
52.6K
$906K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.75K- 0.99% |
$28.8K - $31.5K
|
175K
$3M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.2K- 7.16% |
$36.3K - $39.7K
|
28.5K
$491K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.33K- 1.62% |
$38.5K - $42.1K
|
142K
$2.44M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.12K- 17.07% |
$51.4K - $56.2K
|
15.1K
$260K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6K- 13.36% |
$98.8K - $108K
|
38.9K
$669K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.9K- 6.45% |
$179K - $196K
|
158K
$2.71M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-11.6K- 22.24% |
$192K - $210K
|
40.7K
$700K
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-33.9K- 6.73% |
$558K - $611K
|
470K
$8.08M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-99.7K- 23.32% |
$1.64M - $1.8M
|
328K
$5.64M
|