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 | No change | 422,877 | 7,451 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1607 Capital Partners, LLC | History | No change | 422,771 | 7,449 | 0.65% | 0.65% | 2 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 394,764 | 6,975 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 277,266 | 4,885 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 317,759 | 4,880 | 0.14% | 0.13% | 5 | +68,581 | 27.52% | Q3 2026 | Oct 13, 2026 |
| UBS Group AG | History | Reduced | 189,340 | 2,908 | 0.0% | 0.0% | 6 | -1,280 | -0.67% | Q3 2026 | Nov 10, 2026 |
| LPL Financial LLC | History | Added to | 162,909 | 2,502 | 0.0% | 0.0% | 7 | +29,444 | 22.06% | Q3 2026 | Nov 06, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 130,733 | 2,303 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 129,438 | 2,280 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 108,458 | 1,986 | 0.88% | 0.88% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 115,927 | 1,780 | 0.41% | 0.38% | 11 | +20,082 | 20.95% | Q3 2026 | Nov 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 98,914 | 1,743 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 82,647 | 1,456 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 71,238 | 1,255 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 68,840 | 1,057 | 0.59% | 0.7% | 15 | -5,357 | -7.22% | Q3 2026 | Nov 06, 2026 |
| Formidable Asset Management, LLC | History | Added to | 57,200 | 1,007 | 0.15% | 0.11% | 16 | +16,017 | 38.89% | Q3 2026 | Nov 03, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 52,408 | 804 | 0.0% | 0.0% | 17 | -3,779 | -6.73% | Q3 2026 | Nov 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 41,220 | 726 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 29,000 | 510 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 28,531 | 502 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 32,185 | 494 | 0.1% | 0.1% | 21 | +2,672 | 9.05% | Q3 2026 | Oct 30, 2026 |
| Baird Financial Group, Inc. | History | No change | 27,868 | 491 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 26,941 | 461 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 24,260 | 427 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 27,684 | 425 | 0.07% | 0.08% | 25 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 26,758 | 411 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 26,549 | 407 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 22,538 | 397 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 20,630 | 363 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 19,025 | 335 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 17,936 | 275 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| HRT FINANCIAL LP | History | No change | 13,534 | 238 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | New | 15,187 | 233 | 0.0% | — | 33 | +15,187 | New | Q3 2026 | Nov 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 12,331 | 217 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 11,504 | 202 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 12,179 | 187 | 0.0% | — | 36 | +12,179 | New | Q3 2026 | Nov 02, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 11,837 | 181 | 0.19% | 0.2% | 37 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Mutual Advisors, LLC | History | No change | 10,000 | 176 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 11,382 | 174 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,182 | 172 | 0.0% | 0.0% | 40 | +93 | 0.84% | Q3 2026 | Nov 02, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 10,263 | 157 | 0.03% | 0.04% | 41 | -2,196 | -17.63% | Q3 2026 | Oct 16, 2026 |
| Ancora Advisors LLC | History | No change | 7,670 | 135 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,830 | 74 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,245 | 57 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,000 | 30 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,300 | 19 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Clear Street Group Inc. | History | No change | 813 | 14 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 556 | 9 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 612 | 9 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 230 | 3 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Fiera Capital Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -56,143 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Mechanics Financial Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -5,000 | -100.0% | Q3 2026 | Nov 05, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2026 | Nov 06, 2026 |