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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
190K+ 1928.17% |
$3.13M - $3.28M
|
200K
$3.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
114K+ 61.05% |
$1.88M - $1.97M
|
301K
$4.93M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
30.7K+ 12.22% |
$506K - $530K
|
282K
$4.62M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.6K+ 22.73% |
$488K - $511K
|
160K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
25.9KNew |
$426K - $446K
|
25.9K
$423K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
21.1KNew |
$348K - $364K
|
21.1K
$345K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.6KNew |
$274K - $287K
|
16.6K
$272K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
15.6K+ 146.89% |
$257K - $269K
|
26.2K
$428K
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
15.4K+ 2.65% |
$254K - $266K
|
596K
$9.75M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.4KNew |
$237K - $248K
|
14.4K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
13.4KNew |
$220K - $231K
|
13.4K
$219K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
12.1KNew |
$200K - $210K
|
12.1K
$199K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 22.73% |
$174K - $182K
|
57K
$933K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
9.96K+ 10.14% |
$164K - $172K
|
108K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.42K+ 13.18% |
$155K - $162K
|
80.9K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
9.21KNew |
$152K - $159K
|
9.21K
$151K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.42K+ 3.39% |
$122K - $128K
|
226K
$3.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.35K+ 22.25% |
$88.2K - $92.4K
|
29.4K
$481K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.62K+ 18.83% |
$43.1K - $45.1K
|
16.5K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.91K+ 95.45% |
$31.4K - $32.9K
|
3.91K
$63.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.5K+ 25.0% |
$24.7K - $25.9K
|
7.5K
$123K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.14K+ 1.28% |
$18.8K - $19.7K
|
90.2K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$16.5K - $17.3K
|
1K
$16.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
456+ 2.63% |
$7.51K - $7.87K
|
17.8K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
213+ 0.22% |
$3.51K - $3.67K
|
95.1K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
154+ 5.73% |
$2.54K - $2.66K
|
2.84K
$46.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-240Closed |
$3.95K - $4.14K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-281- 0.49% |
$4.63K - $4.85K
|
57.2K
$935K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-1.25K- 10.5% |
$20.6K - $21.6K
|
10.7K
$174K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.65K- 14.11% |
$27.2K - $28.5K
|
10K
$164K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.7K- 5.01% |
$28K - $29.4K
|
32.3K
$528K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2K- 40.0% |
$32.9K - $34.5K
|
3K
$49.1K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.53K- 16.56% |
$41.7K - $43.7K
|
12.8K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.9K- 14.97% |
$80.7K - $84.5K
|
27.8K
$455K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.5K- 5.23% |
$304K - $319K
|
335K
$5.47M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-120K- 92.41% |
$1.98M - $2.07M
|
9.86K
$161K
|