Institutional Ownership Eaton Vance National Municipal Opportunities Trust (EOT)
This table provides information about the institutional ownership of Eaton Vance National Municipal Opportunities Trust (EOT). We have compiled data on the 52 institutions that hold shares in the stock, with a total of 3.08 Million shares, which have been reported (via 13F filing form) to have a value of $52 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
580,520
shares
|
$9.75 Million
0.77% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
353,036
shares
|
$5.93 Million
0.0% of portfolio
|
Q4 2024
Added 207.19%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
251,542
shares
|
$4.23 Million
0.03% of portfolio
|
Q4 2024
Reduced 22.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
218,950
shares
|
$3.68 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
187,078
shares
|
$3.14 Million
0.15% of portfolio
|
Q4 2024
Added 87.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
134,512
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Added 64.46%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
130,293
shares
|
$2.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
129,789
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Added 72.88%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
98,213
shares
|
$1.65 Million
1.13% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
94,884
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.08%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
89,754
shares
|
$1.51 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
89,028
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 26.09%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
86,051
shares
|
$1.45 Million
0.95% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
85,717
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
71,445
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Added 14.03%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
57,453
shares
|
$965,210
0.0% of portfolio
|
Q4 2024
Added 13.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
46,456
shares
|
$780,460
0.0% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
33,990
shares
|
$571,032
0.12% of portfolio
|
Q4 2024
Added 45.97%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
32,728
shares
|
$549,830
0.0% of portfolio
|
Q4 2024
Reduced 9.03%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,062
shares
|
$404,241
0.0% of portfolio
|
Q4 2024
Added 18.43%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
23,448
shares
|
$393,926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
20,248
shares
|
$340,166
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
17,453
shares
|
$293,210
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
17,328
shares
|
$291,110
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
15,940
shares
|
$267,792
0.0% of portfolio
|
Q4 2024
Reduced 75.83%
|