Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
33.5K+ 55.03% |
$534K - $586K
|
94.4K
$1.62M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.8K+ 13.91% |
$331K - $364K
|
170K
$2.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
12.4KNew |
$197K - $216K
|
12.4K
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.67K+ 3.02% |
$122K - $134K
|
261K
$4.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
6.8KNew |
$108K - $119K
|
6.8K
$117K
|
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
2.58K+ 0.55% |
$41.1K - $45.1K
|
471K
$8.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.5K+ 6.67% |
$39.8K - $43.8K
|
40K
$688K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.38K+ 2.16% |
$21.9K - $24.1K
|
65.1K
$1.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
668+ 1.65% |
$10.6K - $11.7K
|
41.2K
$709K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
509+ 1.0% |
$8.11K - $8.91K
|
51.2K
$881K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
466+ 25.05% |
$7.42K - $8.16K
|
2.33K
$40K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
411New |
$6.55K - $7.19K
|
411
$7.07K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26+ 14.36% |
$414 - $455
|
207
$3.56K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10- 0.4% |
$159 - $175
|
2.47K
$42.5K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-534- 4.52% |
$8.51K - $9.35K
|
11.3K
$194K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.44K- 8.51% |
$22.9K - $25.1K
|
15.4K
$266K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.78K- 1.27% |
$28.4K - $31.2K
|
138K
$2.38M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-1.8K- 5.02% |
$28.6K - $31.5K
|
34K
$586K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.33K- 15.34% |
$37.1K - $40.8K
|
12.9K
$221K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.49K- 10.59% |
$39.7K - $43.6K
|
21K
$362K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-3.34K- 3.7% |
$53.2K - $58.5K
|
87K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.36K- 11.05% |
$53.4K - $58.7K
|
27K
$465K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4K- 21.62% |
$63.7K - $70K
|
14.5K
$250K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5K- 20.26% |
$79.7K - $87.5K
|
19.7K
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6K- 1.58% |
$95.5K - $105K
|
374K
$6.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.5K- 12.53% |
$104K - $114K
|
45.4K
$782K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.9K- 12.39% |
$174K - $192K
|
77.4K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.5K- 31.39% |
$199K - $219K
|
27.3K
$470K
|