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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
12.6KNew |
$208K - $216K
|
12.6K
$211K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.5K+ 25.0% |
$107K - $111K
|
32.5K
$544K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
612New |
$10.1K - $10.5K
|
612
$10.3K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.27KNew |
$92.8K - $107K
|
6.27K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
13.5KNew |
$200K - $230K
|
13.5K
$226K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-13.4K- 49.54% |
$198K - $228K
|
13.6K
$228K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
503New |
$7.44K - $8.58K
|
503
$8.43K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
26.5KNew |
$392K - $452K
|
26.5K
$444K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
89.8KNew |
$1.33M - $1.53M
|
89.8K
$1.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
450New |
$6.66K - $7.67K
|
450
$7.54K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4K- 21.62% |
$63.7K - $70K
|
14.5K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-534- 4.52% |
$8.51K - $9.35K
|
11.3K
$189K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
6.8KNew |
$108K - $119K
|
6.8K
$114K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
411New |
$6.55K - $7.19K
|
411
$6.88K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.33K- 15.34% |
$37.1K - $40.8K
|
12.9K
$216K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
500+ 4.39% |
$8.53K - $9.01K
|
11.9K
$199K
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.45KNew |
$123K - $134K
|
7.45K
$125K
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.78KNew |
$43.1K - $49.8K
|
2.78K
$46.5K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.98K- 31.59% |
$30.8K - $35.6K
|
4.3K
$71.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5KNew |
$194K - $224K
|
12.5K
$209K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.5KNew |
$163K - $188K
|
10.5K
$176K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
750New |
$11.6K - $13.5K
|
750
$12.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.9KNew |
$60.6K - $70.1K
|
3.9K
$65.4K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
1.13KNew |
$17.5K - $20.3K
|
1.13K
$18.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.29K- 2.93% |
$53.1K - $63.2K
|
109K
$1.83M
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
5KNew |
$81.9K - $94.7K
|
5K
$83.8K
|
|
|
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
$3.6K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.1KNew |
$166K - $191K
|
10.1K
$169K
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
13.7KNew |
$225K - $260K
|
13.7K
$230K
|
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-4.18K- 7.4% |
$68.5K - $79.2K
|
52.4K
$877K
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
1.54KNew |
$25.3K - $29.2K
|
1.54K
$25.8K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.2KClosed |
$41.3K - $48.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-4.75KClosed |
$89.2K - $105K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-10.5KClosed |
$196K - $232K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-150Closed |
$2.82K - $3.33K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
1KNew |
$22.1K - $24K
|
1K
$16.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5KNew |
$110K - $120K
|
5K
$83.8K
|
|
|
Jan 31, 2022
Q4 2021
|
1776 Wealth LLC
|
SELL
|
- |
-8.73KClosed |
$193K - $209K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-64.9KClosed |
$1.43M - $1.56M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-111Closed |
$2.47K - $2.67K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2KClosed |
$44.5K - $48.3K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-664Closed |
$14.8K - $16K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.08KNew |
$23.9K - $25.9K
|
1.08K
$18K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
275New |
$6.11K - $6.62K
|
275
$4.61K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-468Closed |
$10.4K - $11.3K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
74New |
$1.63K - $1.74K
|
74
$1.24K
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.26KNew |
$107K - $120K
|
5.26K
$88.1K
|
|