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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | History | Reduced | 521,162 | 8,922 | 0.64% | 0.61% | 1 | -5,700 | -1.08% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 410,818 | 7,033 | 0.0% | 0.0% | 2 | +27,240 | 7.1% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 385,600 | 6,520 | 0.0% | 0.0% | 3 | +51,853 | 15.54% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 350,450 | 5,999 | 0.05% | 0.04% | 4 | -15,344 | -4.19% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 228,655 | 3,914 | 0.13% | 0.13% | 5 | -75 | -0.03% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 189,308 | 3,240 | 0.0% | 0.0% | 6 | +4,191 | 2.26% | Q1 2026 | May 05, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 125,812 | 2,154 | 0.0% | 0.0% | 7 | +8,749 | 7.47% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 122,288 | 2,093 | 0.0% | 0.0% | 8 | +2,890 | 2.42% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 120,308 | 2,059 | 0.0% | 0.0% | 9 | +29,567 | 32.58% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 105,931 | 1,814 | 0.0% | 0.0% | 10 | +16,128 | 17.96% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 83,382 | 1,427 | 0.0% | 0.0% | 11 | +22,313 | 36.54% | Q1 2026 | May 12, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 79,402 | 1,359 | 0.78% | 0.8% | 12 | -2,518 | -3.07% | Q1 2026 | Apr 10, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Reduced | 72,861 | 1,320 | 0.55% | 0.58% | 13 | -5,593 | -7.13% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 76,239 | 1,305 | 0.0% | 0.0% | 14 | -712 | -0.93% | Q1 2026 | May 15, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 69,341 | 1,187 | 0.31% | 0.28% | 15 | +9,329 | 15.55% | Q1 2026 | May 12, 2026 |
| Fiera Capital Corp | History | Reduced | 58,904 | 1,008 | 0.0% | 0.01% | 16 | -50,910 | -46.36% | Q1 2026 | May 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 56,187 | 961 | 0.0% | 0.0% | 17 | +68 | 0.12% | Q1 2026 | May 05, 2026 |
| Formidable Asset Management, LLC | History | Added to | 42,683 | 721 | 0.11% | 0.08% | 18 | +11,083 | 35.07% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 38,555 | 660 | 0.0% | 0.0% | 19 | -1,345 | -3.37% | Q1 2026 | Jul 08, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 34,483 | 590 | 0.12% | 0.12% | 20 | -1,882 | -5.18% | Q1 2026 | May 05, 2026 |
| Regal Investment Advisors LLC | History | Added to | 30,702 | 525 | 0.03% | 0.03% | 21 | +4,281 | 16.2% | Q1 2026 | May 14, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 30,547 | 522 | 0.09% | 0.09% | 22 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | Added to | 26,941 | 461 | 0.01% | 0.01% | 23 | +168 | 0.63% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 26,528 | 454 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 26,549 | 454 | 0.0% | 0.01% | 25 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 25,778 | 441 | 0.0% | 0.0% | 26 | -2,019 | -7.26% | Q1 2026 | Jul 17, 2026 |
| Summit Trail Advisors, LLC | History | New | 25,582 | 437 | 0.01% | — | 27 | +25,582 | New | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 22,538 | 385 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 22,365 | 382 | 0.0% | 0.0% | 29 | +207 | 0.93% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 17,936 | 307 | 0.0% | 0.0% | 30 | +1,996 | 12.52% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 17,630 | 301 | 0.0% | 0.0% | 31 | -2,000 | -10.19% | Q1 2026 | Jun 02, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 11,837 | 202 | 0.21% | 0.12% | 32 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 11,504 | 196 | 0.0% | 0.0% | 33 | +1,459 | 14.52% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | No change | 11,382 | 194 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,080 | 190 | 0.0% | 0.0% | 35 | +70 | 0.64% | Q1 2026 | Apr 30, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 10,324 | 176 | 0.1% | 0.11% | 36 | -24 | -0.23% | Q1 2026 | Apr 23, 2026 |
| Mutual Advisors, LLC | History | Reduced | 10,000 | 171 | 0.0% | 0.01% | 37 | -4,600 | -31.51% | Q1 2026 | May 01, 2026 |
| Ancora Advisors LLC | History | No change | 7,670 | 131 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mechanics Financial Corp | History | No change | 5,000 | 85 | 0.04% | 0.03% | 39 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,830 | 82 | 0.0% | 0.0% | 40 | +3,830 | 383.0% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,245 | 55 | 0.0% | 0.0% | 41 | -1,666 | -33.92% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,000 | 51 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,000 | 34 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,300 | 22 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 612 | 10 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 230 | 3 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 100 | 1 | 0.0% | 0.0% | 47 | -1,905 | -95.01% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,423 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,925 | -100.0% | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,300 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,432 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,645 | -100.0% | Q1 2026 | May 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -603 | -100.0% | Q1 2026 | Apr 30, 2026 |