New Edge Advisors, LLC Eaton Vance National Municipal Opportunities Trust Transaction History

New Edge Advisors, LLC

$15 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 26, 2021	SELL	$20.36 - $22.74 $263,804 - $294,642	-12,957 Closed	0 $0
Q4 2020 Jan 27, 2021	SELL	$19.88 - $21.5 $29,820 - $32,250	-1,500 Reduced 10.38%	12,957 $265,000
Q2 2020 Jul 29, 2020	BUY	$17.86 - $19.65 $35,720 - $39,300	2,000 Added 16.06%	14,457 $284,000
Q1 2019 May 14, 2019	SELL	$18.99 - $21.84 $80,194 - $92,230	-4,223 Reduced 25.32%	12,457 $263,000
Q1 2019 May 09, 2019	BUY	$18.99 - $21.84 $80,194 - $92,230	4,223 Added 33.9%	16,680 $174,000
Q3 2018 Oct 29, 2018	BUY	$20.35 - $22.94 $253,499 - $285,763	12,457 New	12,457 $268,000

Others Institutions Holding EOT

# of Institutions

49

Shares Held

2.6M

Call Options Held

0

Put Options Held

0

1607 Capital Partners, LLC Richmond, VA

601K
Shares

$9.94 Million
0.99% of portfolio
Guggenheim Capital LLC Chicago, IL

323K
Shares

$5.34 Million
0.04% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

135K
Shares

$2.22 Million
0.0% of portfolio
Morgan Stanley New York, NY

133K
Shares

$2.21 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

120K
Shares

$1.99 Million
0.0% of portfolio

About Eaton Vance National Municipal Opportunities Trust

Ticker EOT
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance National Municipal Opportunities Trust is a close-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in fixed income markets of the United States. It primarily invests its assets in municipal obligations. The fund conducts in-house research to make its investments. Eaton Vance National Mun...

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