Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
117K+ 51.81% |
$1.85M - $1.97M
|
344K
$5.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
35.2K+ 11.67% |
$554K - $591K
|
336K
$5.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.9K+ 13.98% |
$440K - $470K
|
228K
$3.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
21.5KNew |
$338K - $361K
|
21.5K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
19.8KNew |
$312K - $333K
|
19.8K
$336K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
11.2K+ 105.17% |
$177K - $188K
|
21.9K
$370K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.1KNew |
$175K - $186K
|
11.1K
$188K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
10.3KNew |
$162K - $173K
|
10.3K
$174K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.1KNew |
$160K - $170K
|
10.1K
$171K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.77K+ 76.46% |
$154K - $164K
|
22.5K
$382K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.77K+ 49.29% |
$138K - $147K
|
26.5K
$449K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.32K+ 2.59% |
$115K - $123K
|
290K
$4.9M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6K+ 36.08% |
$94.6K - $101K
|
22.6K
$383K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.86K+ 5.01% |
$45.1K - $48.2K
|
60K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.85K+ 100.14% |
$44.8K - $47.9K
|
5.69K
$96.3K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.91K+ 2029.79% |
$30.1K - $32.1K
|
2K
$33.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.71K+ 3.0% |
$27K - $28.8K
|
58.7K
$994K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
1.04K+ 1.09% |
$16.4K - $17.5K
|
96.1K
$1.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
230New |
$3.62K - $3.87K
|
230
$3.89K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-78- 0.54% |
$1.23K - $1.31K
|
14.3K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-312- 0.39% |
$4.92K - $5.25K
|
80.6K
$1.36M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-312- 0.39% |
$4.92K - $5.25K
|
80.6K
$1.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-842- 5.1% |
$13.3K - $14.2K
|
15.7K
$265K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.74K- 5.39% |
$27.4K - $29.3K
|
30.5K
$517K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.22K- 10.94% |
$50.7K - $54.1K
|
26.2K
$444K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.47K- 3.85% |
$54.7K - $58.3K
|
86.7K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.81K- 97.59% |
$60.1K - $64.1K
|
94
$1.59K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.65K- 16.72% |
$73.3K - $78.2K
|
23.2K
$392K
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-10.1K- 1.7% |
$160K - $171K
|
586K
$9.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-21.7K- 82.75% |
$341K - $364K
|
4.52K
$76.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41.9K- 26.18% |
$660K - $704K
|
118K
$2M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-88.2K- 81.51% |
$1.39M - $1.48M
|
20K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-93.3K- 27.88% |
$1.47M - $1.57M
|
241K
$4.08M
|
|