Latest Institutional Transactions on Eaton Vance National Municipal Opportunities Trust (EOT)
This table provides information on the latest institutional transactions involving Eaton Vance National Municipal Opportunities Trust (EOT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
17.5KNew |
$287K - $313K
|
17.5K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.03KNew |
$49.9K - $54.4K
|
3.03K
$51.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
5KNew |
$82.3K - $89.7K
|
5K
$84.7K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-50K- 75.83% |
$823K - $897K
|
15.9K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
22+ 1.2% |
$362 - $395
|
1.86K
$31.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-4.5K- 4.97% |
$74.1K - $80.7K
|
86.1K
$1.46M
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
603New |
$10K - $10.9K
|
603
$10.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
741+ 30.94% |
$12.3K - $13.4K
|
3.14K
$53.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.4K+ 233.33% |
$23.2K - $25.3K
|
2K
$33.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
34KNew |
$564K - $614K
|
34K
$576K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
524New |
$8.69K - $9.47K
|
524
$8.87K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.01KNew |
$16.7K - $18.2K
|
1.01K
$17K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
43.2KNew |
$717K - $781K
|
43.2K
$732K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2K- 2.28% |
$33.1K - $36.1K
|
85.7K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
52.7K+ 64.46% |
$875K - $953K
|
135K
$2.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
612New |
$10.2K - $11.1K
|
612
$10.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.1KNew |
$18.3K - $19.9K
|
1.1K
$18.7K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-289- 0.19% |
$4.69K - $4.87K
|
154K
$2.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
20.2KNew |
$328K - $341K
|
20.2K
$343K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
123New |
$2.03K - $2.11K
|
123
$2.08K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
12.6KNew |
$208K - $216K
|
12.6K
$213K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.5K+ 25.0% |
$107K - $111K
|
32.5K
$550K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
612New |
$10.1K - $10.5K
|
612
$10.4K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
13.5KNew |
$200K - $230K
|
13.5K
$229K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
503New |
$7.44K - $8.58K
|
503
$8.52K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
26.5KNew |
$392K - $452K
|
26.5K
$449K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
89.8KNew |
$1.33M - $1.53M
|
89.8K
$1.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
450New |
$6.66K - $7.67K
|
450
$7.62K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4K- 21.62% |
$63.7K - $70K
|
14.5K
$245K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-534- 4.52% |
$8.51K - $9.35K
|
11.3K
$191K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
6.8KNew |
$108K - $119K
|
6.8K
$115K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
411New |
$6.55K - $7.19K
|
411
$6.96K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
500+ 4.39% |
$8.53K - $9.01K
|
11.9K
$201K
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.45KNew |
$123K - $134K
|
7.45K
$126K
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.78KNew |
$43.1K - $49.8K
|
2.78K
$47K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5KNew |
$194K - $224K
|
12.5K
$212K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.5KNew |
$163K - $188K
|
10.5K
$178K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
750New |
$11.6K - $13.5K
|
750
$12.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.9KNew |
$60.6K - $70.1K
|
3.9K
$66.1K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
1.13KNew |
$17.5K - $20.3K
|
1.13K
$19.1K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.33KClosed |
$54.6K - $63.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10.5KClosed |
$172K - $199K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15KClosed |
$245K - $283K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
215New |
$3.52K - $4.07K
|
215
$3.64K
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
13.7KNew |
$225K - $260K
|
13.7K
$232K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.1KNew |
$166K - $191K
|
10.1K
$171K
|
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-4.18K- 7.4% |
$68.5K - $79.2K
|
52.4K
$887K
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
1.54KNew |
$25.3K - $29.2K
|
1.54K
$26.1K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-4.75KClosed |
$89.2K - $105K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.2KClosed |
$41.3K - $48.8K
|
0
$0
|
|