Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
89.8KNew |
$1.33M - $1.53M
|
89.8K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
84.4K+ 17.92% |
$1.25M - $1.44M
|
556K
$9.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
47.6K+ 34.44% |
$705K - $812K
|
186K
$3.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
44.4KNew |
$657K - $756K
|
44.4K
$764K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
40.1KNew |
$593K - $683K
|
40.1K
$690K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
26.5KNew |
$392K - $452K
|
26.5K
$456K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
17.6K+ 18.7% |
$261K - $301K
|
112K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
13.5KNew |
$200K - $230K
|
13.5K
$232K
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
10.7K+ 86.46% |
$158K - $182K
|
23.1K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.27KNew |
$92.8K - $107K
|
6.27K
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
5.42K+ 25.75% |
$80.2K - $92.4K
|
26.5K
$455K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.69K+ 30.33% |
$69.3K - $79.9K
|
20.1K
$346K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.04KNew |
$45K - $51.9K
|
3.04K
$52.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.99K+ 3.06% |
$29.5K - $34K
|
67.1K
$1.16M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.83KNew |
$27.1K - $31.2K
|
1.83K
$31.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.58K+ 5.8% |
$23.4K - $27K
|
28.9K
$497K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.49K+ 3.62% |
$22K - $25.4K
|
42.7K
$734K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
503New |
$7.44K - $8.58K
|
503
$8.66K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
450New |
$6.66K - $7.67K
|
450
$7.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
178+ 0.35% |
$2.63K - $3.03K
|
51.3K
$884K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
80+ 3.24% |
$1.18K - $1.36K
|
2.55K
$43.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
70+ 0.08% |
$1.04K - $1.19K
|
87.1K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13- 6.28% |
$192 - $222
|
194
$3.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.55K- 66.47% |
$22.9K - $26.4K
|
780
$13.4K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.54K- 12.93% |
$37.7K - $43.4K
|
17.1K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3K- 6.61% |
$44.4K - $51.2K
|
42.4K
$730K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.89K- 2.29% |
$57.6K - $66.4K
|
166K
$2.86M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.83K- 3.39% |
$86.3K - $99.5K
|
166K
$2.86M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6K- 7.75% |
$88.8K - $102K
|
71.4K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-13.4K- 49.54% |
$198K - $228K
|
13.6K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-13.6K- 40.06% |
$202K - $233K
|
20.4K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-14K- 35.0% |
$207K - $239K
|
26K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-14.3K- 3.82% |
$212K - $244K
|
360K
$6.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-35.8K- 23.91% |
$530K - $610K
|
114K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-57.8K- 22.1% |
$855K - $985K
|
204K
$3.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-61.5K- 26.91% |
$910K - $1.05M
|
167K
$2.87M
|