Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
427KNew |
$6.64M - $7.67M
|
427K
$7.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
155K+ 900.9% |
$2.4M - $2.78M
|
172K
$2.96M
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
95.6KNew |
$1.49M - $1.72M
|
95.6K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
84.9K+ 20.29% |
$1.32M - $1.52M
|
504K
$8.67M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
40.1K+ 38.53% |
$622K - $719K
|
144K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
29K+ 15.44% |
$451K - $521K
|
217K
$3.73M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
21.5K+ 136.85% |
$333K - $385K
|
37.2K
$639K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
21K+ 200.0% |
$326K - $377K
|
31.5K
$542K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
14.9K+ 100.5% |
$232K - $268K
|
29.8K
$513K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5KNew |
$194K - $224K
|
12.5K
$215K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.5KNew |
$163K - $188K
|
10.5K
$181K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
9.74K+ 16.83% |
$151K - $175K
|
67.6K
$1.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.9KNew |
$60.6K - $70.1K
|
3.9K
$67.2K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.78KNew |
$43.1K - $49.8K
|
2.78K
$47.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.78KNew |
$43.1K - $49.8K
|
2.78K
$47.8K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
1.13KNew |
$17.5K - $20.3K
|
1.13K
$19.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
999+ 109.18% |
$15.5K - $17.9K
|
1.91K
$32.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
750New |
$11.6K - $13.5K
|
750
$12.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
184+ 1.02% |
$2.86K - $3.3K
|
18.2K
$314K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-228- 15.22% |
$3.54K - $4.09K
|
1.27K
$21.9K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-578- 4.49% |
$8.98K - $10.4K
|
12.3K
$211K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.98K- 31.59% |
$30.8K - $35.6K
|
4.3K
$73.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.84K- 6.62% |
$59.6K - $68.9K
|
54.1K
$932K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.46K- 17.83% |
$69.2K - $80K
|
20.6K
$354K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-6.41K- 10.92% |
$99.6K - $115K
|
52.3K
$900K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.71K- 22.44% |
$104K - $120K
|
23.2K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.7K- 5.72% |
$166K - $192K
|
176K
$3.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.9K- 26.13% |
$169K - $195K
|
30.7K
$529K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12.8K- 39.59% |
$198K - $229K
|
19.5K
$336K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.8K- 23.53% |
$214K - $248K
|
44.9K
$772K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.4K- 20.39% |
$239K - $276K
|
60.1K
$1.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-24K- 69.57% |
$373K - $431K
|
10.5K
$181K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-65.1K- 27.88% |
$1.01M - $1.17M
|
168K
$2.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-102K- 52.0% |
$1.58M - $1.83M
|
94K
$1.62M
|