Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
98.6KNew |
$1.6M - $1.66M
|
98.6K
$1.7M
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
48.5K+ 9.78% |
$787K - $818K
|
545K
$9.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
43.4K+ 108.85% |
$705K - $732K
|
83.3K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.2K+ 545.44% |
$392K - $408K
|
28.6K
$492K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.4K+ 52.5% |
$364K - $378K
|
65.2K
$1.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
20.2KNew |
$328K - $341K
|
20.2K
$348K
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
16.1KNew |
$261K - $271K
|
16.1K
$277K
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
15.8K+ 15.97% |
$256K - $266K
|
115K
$1.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
12.4K+ 27.56% |
$201K - $209K
|
57.3K
$987K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.4K+ 20.79% |
$136K - $142K
|
48.8K
$840K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.38K+ 5.12% |
$136K - $141K
|
172K
$2.96M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.38K+ 5.12% |
$136K - $141K
|
172K
$2.96M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6.8KNew |
$110K - $115K
|
6.8K
$117K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4.95K+ 5.68% |
$80.4K - $83.5K
|
92.1K
$1.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.66K+ 4.69% |
$59.4K - $61.7K
|
81.8K
$1.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.62K+ 4.31% |
$58.8K - $61.1K
|
87.7K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.4KNew |
$38.8K - $40.4K
|
2.4K
$41.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.82K+ 1003.87% |
$29.5K - $30.6K
|
2K
$34.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
600New |
$9.73K - $10.1K
|
600
$10.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
228+ 1.15% |
$3.7K - $3.84K
|
20.1K
$346K
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
12+ 0.05% |
$195 - $202
|
23.3K
$401K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7+ 0.27% |
$114 - $118
|
2.57K
$44.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-289- 0.19% |
$4.69K - $4.87K
|
154K
$2.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-2.54K- 11.66% |
$41.3K - $42.9K
|
19.3K
$332K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.37K- 8.73% |
$70.9K - $73.7K
|
45.7K
$786K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-6.23K- 13.03% |
$101K - $105K
|
41.6K
$716K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.46K- 11.77% |
$105K - $109K
|
48.4K
$834K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.1K- 7.96% |
$148K - $153K
|
105K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-12.7K- 47.92% |
$206K - $214K
|
13.8K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-27K- 8.67% |
$438K - $456K
|
285K
$4.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-104K- 44.46% |
$1.69M - $1.76M
|
130K
$2.24M
|