Eaton Vance National Municipal Opportunities Trust - EOT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 422,877 | 7,451 | 0.0% | 0.0% | 1 | +12,059 | 2.94% | Q2 2026 | Aug 14, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 422,771 | 7,449 | 0.65% | 0.64% | 2 | -98,391 | -18.88% | Q2 2026 | Sep 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 394,764 | 6,975 | 0.0% | 0.0% | 3 | +9,164 | 2.38% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 277,266 | 4,885 | 0.03% | 0.05% | 4 | -73,184 | -20.88% | Q2 2026 | Aug 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 249,178 | 4,390 | 0.13% | 0.13% | 5 | +20,523 | 8.98% | Q2 2026 | Jul 08, 2026 |
| UBS Group AG | History | Added to | 190,620 | 3,358 | 0.0% | 0.0% | 6 | +1,312 | 0.69% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 133,465 | 2,351 | 0.0% | 0.0% | 7 | +13,157 | 10.94% | Q2 2026 | Aug 07, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 130,733 | 2,303 | 0.0% | 0.0% | 8 | +4,921 | 3.91% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 129,438 | 2,280 | 0.0% | 0.0% | 9 | +7,150 | 5.85% | Q2 2026 | Aug 13, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Added to | 108,458 | 1,986 | 0.88% | 0.55% | 10 | +35,597 | 48.86% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 98,914 | 1,743 | 0.0% | 0.0% | 11 | -7,017 | -6.62% | Q2 2026 | Aug 14, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 95,845 | 1,688 | 0.38% | 0.31% | 12 | +26,504 | 38.22% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | Reduced | 82,647 | 1,456 | 0.0% | 0.0% | 13 | -735 | -0.88% | Q2 2026 | Aug 14, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 74,197 | 1,307 | 0.7% | 0.78% | 14 | -5,205 | -6.56% | Q2 2026 | Jul 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 71,238 | 1,255 | 0.0% | 0.0% | 15 | -5,001 | -6.56% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 56,187 | 990 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fiera Capital Corp | History | Reduced | 56,143 | 989 | 0.0% | 0.0% | 17 | -2,761 | -4.69% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 41,220 | 726 | 0.0% | 0.0% | 18 | +15,442 | 59.9% | Q2 2026 | Aug 14, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 41,183 | 705 | 0.11% | 0.11% | 19 | -1,500 | -3.51% | Q2 2026 | Jul 17, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 29,513 | 520 | 0.1% | 0.12% | 20 | -4,970 | -14.41% | Q2 2026 | Jul 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 29,000 | 510 | 0.0% | 0.0% | 21 | -9,555 | -24.78% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 28,531 | 502 | 0.03% | 0.03% | 22 | -2,171 | -7.07% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 27,868 | 491 | 0.0% | 0.0% | 23 | +5,503 | 24.61% | Q2 2026 | Aug 12, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 27,684 | 487 | 0.08% | 0.09% | 24 | -2,863 | -9.37% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 26,758 | 471 | 0.0% | 0.0% | 25 | +230 | 0.87% | Q2 2026 | Jul 29, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 26,549 | 467 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| World Investment Advisors | History | No change | 26,941 | 461 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 24,260 | 427 | 0.01% | 0.01% | 28 | -1,322 | -5.17% | Q2 2026 | Aug 11, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 22,538 | 397 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | Added to | 20,630 | 363 | 0.0% | 0.0% | 30 | +3,000 | 17.02% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 19,025 | 335 | 0.0% | 0.0% | 31 | +7,521 | 65.38% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 17,936 | 316 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | New | 13,534 | 238 | 0.0% | — | 33 | +13,534 | New | Q2 2026 | Aug 14, 2026 |
| Keudell/Morrison Wealth Management | History | New | 12,459 | 219 | 0.04% | — | 34 | +12,459 | New | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 12,331 | 217 | 0.0% | 0.0% | 35 | +12,231 | 12231.0% | Q2 2026 | Aug 14, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 11,837 | 208 | 0.2% | 0.21% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | New | 11,504 | 202 | 0.01% | — | 37 | +11,504 | New | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 11,382 | 200 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,089 | 195 | 0.0% | 0.0% | 39 | +9 | 0.08% | Q2 2026 | Jul 27, 2026 |
| Mutual Advisors, LLC | History | No change | 10,000 | 176 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Catalina Capital Group, LLC | History | No change | 10,324 | 176 | 0.1% | 0.1% | 41 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ancora Advisors LLC | History | No change | 7,670 | 135 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mechanics Financial Corp | History | No change | 5,000 | 88 | 0.03% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,830 | 85 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,245 | 57 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,000 | 52 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,000 | 35 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,300 | 22 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clear Street Group Inc. | History | New | 813 | 14 | 0.0% | — | 49 | +813 | New | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | New | 600 | 10 | 0.0% | — | 51 | +600 | New | Q2 2026 | Jul 28, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 612 | 10 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 556 | 9 | 0.0% | — | 52 | +556 | New | Q2 2026 | Jul 08, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 230 | 4 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |