Purchases and Sales Made in Q4 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
238K+ 207.19% |
$3.92M - $4.27M
|
353K
$6.06M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
219KNew |
$3.6M - $3.93M
|
219K
$3.76M
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
87.3K+ 87.49% |
$1.44M - $1.57M
|
187K
$3.21M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
54.7K+ 72.88% |
$901K - $982K
|
130K
$2.23M
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
23.4KNew |
$386K - $421K
|
23.4K
$403K
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
17.5KNew |
$287K - $313K
|
17.5K
$300K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.3KNew |
$285K - $311K
|
17.3K
$298K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.3KNew |
$252K - $275K
|
15.3K
$263K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.9KNew |
$196K - $214K
|
11.9K
$205K
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
10.7K+ 45.97% |
$176K - $192K
|
34K
$584K
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
10.6KNew |
$175K - $190K
|
10.6K
$182K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.79K+ 14.03% |
$145K - $158K
|
71.4K
$1.23M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.82K+ 13.46% |
$112K - $122K
|
57.5K
$986K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
6KNew |
$98.8K - $108K
|
6K
$103K
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
5KNew |
$82.3K - $89.7K
|
5K
$85.9K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.74K+ 18.43% |
$61.6K - $67.2K
|
24.1K
$413K
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.03KNew |
$49.9K - $54.4K
|
3.03K
$52.1K
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
1.55K+ 12.57% |
$25.5K - $27.8K
|
13.9K
$238K
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.37K+ 1.41% |
$22.5K - $24.5K
|
98.2K
$1.69M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.31K+ 2.89% |
$21.5K - $23.4K
|
46.5K
$798K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
22+ 1.2% |
$362 - $395
|
1.86K
$31.9K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-35- 1.29% |
$576 - $628
|
2.69K
$46.1K
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-295- 2.42% |
$4.86K - $5.29K
|
11.9K
$204K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.33K- 16.59% |
$38.3K - $41.7K
|
11.7K
$201K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.16K- 2.37% |
$52K - $56.7K
|
130K
$2.24M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.25K- 9.03% |
$53.5K - $58.3K
|
32.7K
$562K
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-4.5K- 4.97% |
$74.1K - $80.7K
|
86.1K
$1.48M
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-15.6K- 14.08% |
$256K - $279K
|
94.9K
$1.63M
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-20.5K- 3.41% |
$338K - $368K
|
581K
$9.97M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.4K- 26.09% |
$517K - $564K
|
89K
$1.53M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-50K- 75.83% |
$823K - $897K
|
15.9K
$274K
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-71.6K- 22.17% |
$1.18M - $1.29M
|
252K
$4.32M
|