Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
114K+ 61.05% |
$1.88M - $1.97M
|
301K
$4.99M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
21.1KNew |
$348K - $364K
|
21.1K
$350K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
12.1KNew |
$200K - $210K
|
12.1K
$201K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 22.73% |
$174K - $182K
|
57K
$945K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
9.96K+ 10.14% |
$164K - $172K
|
108K
$1.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.5K+ 25.0% |
$24.7K - $25.9K
|
7.5K
$124K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$16.5K - $17.3K
|
1K
$16.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
456+ 2.63% |
$7.51K - $7.87K
|
17.8K
$295K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-1.25K- 10.5% |
$20.6K - $21.6K
|
10.7K
$176K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.7K- 5.01% |
$28K - $29.4K
|
32.3K
$535K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2K- 40.0% |
$32.9K - $34.5K
|
3K
$49.7K
|