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Get Institutions for : 
Eaton Vance National Municipal Opportunities Trust (EOT)  
$16.54 0.02 (0.12%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 41    4
Total shares held : 
2,643,334  
% of shares held : 
17.38%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
107,710  
% of shares held change : 
  0.71%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$16.10  
Last Quarter's Ending Price : 
$16.92  
Last Quarter's Average Price
$15.84  
Change from last quarter's     
avg. price to the last closing  : 
0.70 (4.42%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 184,401
 6.98%
 
Increased Positions :
12
 175,892
 6.65%
 
Unchanged Positions :
8
 53,489
 2.02%
 
Decreased Positions :
13
-221,223
-8.37%
 
Closed Positions :
4
-31,360
-1.19%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   1607 CAPITAL PARTNERS, LLC 47 - 2024-03-31 496,009 $8,229,000 -59,522
   GUGGENHEIM CAPITAL LLC 540 - 2024-03-31 311,734 $5,172,000 -48,137
   Hennion & Walsh Asset Management Inc. 121 - 2024-03-31 234,173 $3,885,000 48,280
   MORGAN STANLEY 4260 - 2024-03-31 163,797 $2,717,000 -2,546
   KARPUS MANAGEMENT INC 153 - 2024-03-31 153,847 $2,552,000 -13,102
   BANK OF AMERICA CORP /DE/ 3646 - 2024-03-31 114,229 $1,895,000 329
   VAN ECK ASSOCIATES CORP 901 - 2024-03-31 98,791 $1,639,000 -13,228
   RETIREMENT PLANNING GROUP 73 - 2024-03-31 89,754 $1,489,000 0
   MELFA WEALTH MANAGEMENT LLC 22 - 2024-03-31 87,166 $1,446,000 57
   RAYMOND JAMES & ASSOCIATES 2370 - 2024-03-31 84,092 $1,395,000 12,731
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1895 - 2024-03-31 78,130 $1,296,000 10,993
   AMERIPRISE FINANCIAL INC 3122 - 2024-03-31 54,901 $911,000 -148,765
   LPL FINANCIAL CORP 3286 - 2024-03-31 50,027 $830,000 -1,316
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 353 - 2024-03-31 47,824 $793,000 3,460
   WOLVERINE ASSET MANAGEMENT LLC 331 - 2024-03-31 44,944 $746,000 41,902
   ROYAL BANK OF CANADA 3233 - 2024-03-31 42,720 $709,000 301
   WELLS FARGO & CO/MN 3215 - 2024-03-31 40,418 $671,000 11,516
   UBS Group AG 3856 - 2024-03-31 39,905 $662,000 -2,766
   Moors & Cabot Inc. 471 - 2024-03-31 32,500 $539,000 6,500
   PROSPERA FINANCIAL SERVICES 703 - 2023-12-31 26,455 $448,000 5,418
   Palumbo Wealth Management LLC 86 - 2024-03-31 26,520 $440,000 0
   Legacy Financial Strategies LLC 63 - 2024-03-31 23,261 $386,000 202
   Keudell/Morrison Wealth Management 141 - 2024-03-31 21,810 $362,000 1,404
   COMMONWEALTH EQUITY SERVICES LLC. 3150 - 2024-03-31 19,852 $329,000 -278
   HIGHTOWER ADVISORS, LLC 2731 - 2024-03-31 15,940 $264,000 -1,195
   ANCORA ADVISORS, LLC 615 - 2024-03-31 14,500 $241,000 0
   Sonora Investment Management Group LLC 224 - 2024-03-31 13,500 $224,000 0
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 273 *New 2024-03-31 12,600 $209,000 12,600
   CREATIVE PLANNING 2556 - 2024-03-31 11,882 $197,000 0
   NOMURA HOLDINGS INC 774 *New 2024-03-31 10,804 $179,000 10,804
   Mutual Advisors LLC 1042 - 2024-03-31 10,000 $166,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1028 - 2024-03-31 7,448 $124,000 0
   PRIVATE TRUST CO NA 933 - 2024-03-31 5,000 $83,000 0
   JONES FINANCIAL COMPANIES LLLP 657 *New 2024-03-31 4,432 $74,000 4,432
   TCTC HOLDINGS, LLC 279 - 2024-03-31 3,904 $65,000 0
   Steward Partners Investment Advisory LLC 2189 - 2024-03-31 2,562 $42,000 14
   Pineridge Advisors LLC 182 - 2024-03-31 1,828 $30,000 0
   Farther Finance Advisors LLC 1631 - 2024-03-31 780 $13,000 0
   ORG Partners LLC 283 *New 2024-03-31 612 $10,000 612
   BAYSTATE WEALTH MANAGEMENT LLC 748 *New 2023-12-31 503 $9,000 503
   PROEQUITIES INC. 1753 - 2024-03-31 480 $8,000 0
   Key Financial Inc 915 - 2024-03-31 275 $5,000 0
   Advisor Group Holdings Inc. 6042 - 2024-03-31 181 $3,000 -13
   TOWER RESEARCH CAPITAL LLC 5212 *New 2024-03-31 123 $2,000 123
   INVESCO LTD 3787 *Closed 2024-03-31 0 $0 -13,623
   CREATIVE FINANCIAL DESIGNS INC /ADV 1728 *Closed 2024-03-31 0 $0 -450
   ELEQUIN CAPITAL LP 359 *Closed 2024-03-31 0 $0 -6,268

  47 Records found
  1    
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