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Get Institutions for : 
Eaton Vance National Municipal Opportunities Trust (EOT)  
$16.32 0.02 (0.12%) as of 4:30 Thu 4/18


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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  : 
0.48 (3.03%)  




 
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 44 - 2023-12-31 555,531 $9,400,000 84,433
   GUGGENHEIM CAPITAL LLC 467 - 2023-12-31 359,871 $6,089,000 -14,297
   AMERIPRISE FINANCIAL INC 2524 - 2023-12-31 203,666 $3,444,000 -57,772
   Hennion & Walsh Asset Management Inc. 156 - 2023-12-31 185,893 $3,145,000 47,624
   KARPUS MANAGEMENT INC 146 - 2023-12-31 166,949 $2,825,000 -61,472
   MORGAN STANLEY 4200 - 2023-12-31 166,343 $2,815,000 -3,893
   BANK OF AMERICA CORP /DE/ 3555 - 2023-12-31 113,900 $1,927,000 -29,676
   VAN ECK ASSOCIATES CORP 806 - 2023-12-31 112,019 $1,895,000 17,645
   RETIREMENT PLANNING GROUP 73 - 2024-03-31 89,754 $1,489,000 0
   MELFA WEALTH MANAGEMENT LLC - 2023-12-31 87,109 $1,474,000 70
   RAYMOND JAMES & ASSOCIATES 2393 - 2023-12-31 71,361 $1,207,000 -5,999
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1885 - 2023-12-31 67,137 $1,136,000 1,994
   LPL FINANCIAL CORP 3115 - 2023-12-31 51,343 $869,000 178
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 288 *New 2023-12-31 44,364 $751,000 44,364
   UBS Group AG 3659 - 2023-12-31 42,671 $722,000 1,489
   ROYAL BANK OF CANADA 3354 - 2023-12-31 42,419 $718,000 -3,001
   WELLS FARGO & CO/MN 3355 - 2023-12-31 28,902 $489,000 1,584
   Palumbo Wealth Management LLC *New 2023-12-31 26,520 $449,000 26,520
   PROSPERA FINANCIAL SERVICES 703 - 2023-12-31 26,455 $448,000 5,418
   Moors & Cabot Inc. 499 - 2023-12-31 26,000 $440,000 -14,000
   Legacy Financial Strategies LLC 63 - 2024-03-31 23,261 $386,000 202
   Keudell/Morrison Wealth Management 137 - 2023-12-31 20,406 $345,000 -13,638
   COMMONWEALTH EQUITY SERVICES LLC. 2993 - 2023-12-31 20,130 $341,000 4,685
   HIGHTOWER ADVISORS, LLC 2663 - 2023-12-31 17,135 $289,000 -2,544
   ANCORA ADVISORS, LLC 604 - 2023-12-31 14,500 $245,000 0
   INVESCO LTD 3396 - 2023-12-31 13,623 $231,000 -13,372
   Sonora Investment Management Group LLC 206 *New 2023-12-31 13,500 $228,000 13,500
   CREATIVE PLANNING 2419 - 2023-12-31 11,882 $201,000 0
   Mutual Advisors LLC 956 - 2023-12-31 10,000 $169,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 985 - 2023-12-31 7,448 $126,000 0
   ELEQUIN CAPITAL LP 166 *New 2023-12-31 6,268 $106,000 6,268
   PRIVATE TRUST CO NA - 2023-12-31 5,000 $85,000 0
   TCTC HOLDINGS, LLC 277 - 2023-12-31 3,904 $66,000 0
   WOLVERINE ASSET MANAGEMENT LLC 673 *New 2023-12-31 3,042 $51,000 3,042
   Steward Partners Investment Advisory LLC 2054 - 2023-12-31 2,548 $43,000 80
   Pineridge Advisors LLC - 2023-12-31 1,828 $31,000 0
   Farther Finance Advisors LLC 1509 - 2023-12-31 780 $13,000 -1,546
   BAYSTATE WEALTH MANAGEMENT LLC 748 *New 2023-12-31 503 $9,000 503
   CREATIVE FINANCIAL DESIGNS INC /ADV 1136 *New 2023-12-31 450 $8,000 450
   PROEQUITIES INC. 1730 - 2023-12-31 480 $8,000 0
   Key Financial Inc 958 - 2023-12-31 275 $5,000 0
   Advisor Group Holdings Inc. 6175 - 2023-12-31 194 $3,000 -13
   Flaharty Asset Management LLC 264 *Closed 2023-12-31 0 $0 -6,800
   J P MORGAN CHASE & CO 6079 *Closed 2023-12-31 0 $0 -411
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3205 *Closed 2023-12-31 0 $0 -12,866
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 1120 *Closed 2023-12-31 0 $0 -11,283

  46 Records found
  1    
  Page 1 of 1
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