Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
66.8K+ 23.06% |
$1.07M - $1.12M
|
356K
$6.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
60K+ 26.33% |
$961K - $1M
|
288K
$4.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
49.9K+ 14.53% |
$800K - $836K
|
394K
$6.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.2K+ 63.38% |
$596K - $623K
|
95.9K
$1.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
26.5KNew |
$424K - $443K
|
26.5K
$448K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.8KNew |
$286K - $298K
|
17.8K
$302K
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
16.1K+ 102.52% |
$257K - $269K
|
31.7K
$537K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.9KNew |
$223K - $233K
|
13.9K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.4K+ 44.81% |
$166K - $174K
|
33.6K
$568K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.53K+ 10.58% |
$137K - $143K
|
89.1K
$1.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.09K+ 56.48% |
$130K - $135K
|
22.4K
$380K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.22K+ 159.78% |
$116K - $121K
|
11.7K
$199K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
6.55K+ 6.82% |
$105K - $110K
|
103K
$1.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
6KNew |
$96.1K - $100K
|
6K
$102K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.88KNew |
$78.1K - $81.6K
|
4.88K
$82.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.64K+ 1.38% |
$74.3K - $77.6K
|
341K
$5.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.95K+ 18.4% |
$63.3K - $66.1K
|
25.4K
$430K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.41K+ 42.42% |
$38.6K - $40.4K
|
8.1K
$137K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1K+ 4.74% |
$16K - $16.7K
|
22.1K
$374K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
329+ 1.26% |
$5.27K - $5.51K
|
26.5K
$449K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
71+ 0.64% |
$1.14K - $1.19K
|
11.2K
$189K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
62+ 0.07% |
$993 - $1.04K
|
86.8K
$1.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1+ 0.05% |
$16 - $16.7
|
2K
$33.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.48K- 2.1% |
$39.8K - $41.6K
|
116K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4K- 17.68% |
$64.1K - $67K
|
18.6K
$315K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5.5K- 80.88% |
$88.1K - $92.1K
|
1.3K
$22K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.2K- 28.7% |
$276K - $288K
|
42.8K
$725K
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-29.3K- 5.01% |
$470K - $491K
|
556K
$9.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-48K- 19.91% |
$769K - $804K
|
193K
$3.27M
|
|