Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
82.1K+ 27.55% |
$1.4M - $1.48M
|
380K
$6.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.5K+ 10.67% |
$417K - $441K
|
254K
$4.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.4K+ 82.11% |
$399K - $422K
|
51.9K
$894K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.2KNew |
$259K - $274K
|
15.2K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.13K+ 20.07% |
$70.4K - $74.3K
|
24.7K
$425K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4K+ 11.94% |
$68.2K - $72.1K
|
37.5K
$645K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.86KNew |
$31.7K - $33.5K
|
1.86K
$32K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.75K+ 11.56% |
$29.8K - $31.5K
|
16.9K
$291K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.08K+ 138.46% |
$18.4K - $19.5K
|
1.86K
$32K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
935+ 2.4% |
$16K - $16.8K
|
39.8K
$685K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
500+ 4.39% |
$8.53K - $9.01K
|
11.9K
$204K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11- 0.02% |
$188 - $198
|
63.8K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16- 0.64% |
$273 - $288
|
2.48K
$42.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-150- 0.37% |
$2.56K - $2.7K
|
40.5K
$697K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-445- 71.09% |
$7.59K - $8.02K
|
181
$3.12K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-465- 3.79% |
$7.93K - $8.38K
|
11.8K
$203K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-549- 1.78% |
$9.37K - $9.89K
|
30.4K
$522K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1K- 4.08% |
$17.1K - $18K
|
23.5K
$405K
|
|
|
Aug 14, 2023
Q2 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-1.12K- 0.24% |
$19.2K - $20.2K
|
469K
$8.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-1.31K- 3.53% |
$22.4K - $23.6K
|
35.8K
$617K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.62K- 1.14% |
$27.6K - $29.1K
|
140K
$2.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.96K- 3.73% |
$33.5K - $35.3K
|
50.7K
$872K
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-5.41K- 5.64% |
$92.2K - $97.4K
|
90.4K
$1.56M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.52K- 5.88% |
$94.2K - $99.5K
|
88.3K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.89K- 5.01% |
$135K - $142K
|
150K
$2.58M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-8.36K- 12.07% |
$143K - $151K
|
60.9K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.1K- 14.4% |
$429K - $453K
|
149K
$2.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-99.3K- 30.3% |
$1.69M - $1.79M
|
228K
$3.93M
|