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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
15,306
shares
|
$257,140
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
14,500
shares
|
$243,600
0.01% of portfolio
|
Q3 2023
Reduced 21.62%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
13,890
shares
|
$233,352
0.06% of portfolio
|
Q4 2024
Added 12.57%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
13,500
shares
|
$226,800
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
12,600
shares
|
$211,680
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
11,927
shares
|
$200,373
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
11,900
shares
|
$199,920
0.05% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
11,882
shares
|
$199,617
0.0% of portfolio
|
Q2 2023
Added 4.39%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
11,691
shares
|
$196,408
0.0% of portfolio
|
Q4 2024
Reduced 16.59%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
10,606
shares
|
$178,180
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,530
shares
|
$176,904
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
10,000
shares
|
$168,000
0.0% of portfolio
|
Q2 2020
Reduced 28.83%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,448
shares
|
$125,126
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
6,800
shares
|
$114,240
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
6,000
shares
|
$100,800
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
5,000
shares
|
$84,000
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
5,000
shares
|
$84,000
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,032
shares
|
$50,937
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,687
shares
|
$45,141
0.0% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
2,500
shares
|
$42,000
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,000
shares
|
$33,600
0.0% of portfolio
|
Q3 2024
Added 233.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,999
shares
|
$33,583
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
1,857
shares
|
$31,197
0.01% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
612
shares
|
$10,281
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
603
shares
|
$10,130
0.0% of portfolio
|
Q3 2024
New holding
|