LPL Financial
EOT

LPL Financial’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

LPL Financial’s Portfolio EOT Stock Details EOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.06M Buy
120,308
+29,567
+33% +$515K ﹤0.01% 3487
2025
Q4 		$1.53M Sell
90,741
-5,206
-5% -$87K ﹤0.01% 3642
2025
Q3 		$1.6M Buy
95,947
+37,220
+63% +$608K ﹤0.01% 3534
2025
Q2 		$954K Buy
58,727
+1,712
+3% +$27.9K ﹤0.01% 3803
2025
Q1 		$949K Buy
57,015
+10,559
+23% +$177K ﹤0.01% 3600
2024
Q4 		$765K Buy
46,456
+1,307
+3% +$22.7K ﹤0.01% 3722
2024
Q3 		$810K Sell
45,149
-509
-1% -$8.81K ﹤0.01% 3574
2024
Q2 		$769K Sell
45,658
-4,369
-9% -$72.1K ﹤0.01% 3496
2024
Q1 		$830K Sell
50,027
-1,316
-3% -$22.1K ﹤0.01% 3346
2023
Q4 		$869K Buy
51,343
+178
+0.3% +$2.82K ﹤0.01% 3160
2023
Q3 		$830K Buy
51,165
+509
+1% +$8.56K ﹤0.01% 3055
2023
Q2 		$879K Sell
50,656
-1,961
-4% -$34.4K ﹤0.01% 2950
2023
Q1 		$930K Sell
52,617
-1,510
-3% -$26.4K ﹤0.01% 2812
2022
Q4 		$889K Sell
54,127
-3,838
-7% -$63.1K ﹤0.01% 2735
2022
Q3 		$954K Buy
57,965
+934
+2% +$16.7K ﹤0.01% 2581
2022
Q2 		$1.02M Buy
57,031
+18,999
+50% +$336K ﹤0.01% 2566
2022
Q1 		$725K Sell
38,032
-3,662
-9% -$74K ﹤0.01% 2885
2021
Q4 		$920K Buy
41,694
+60
+0.1% +$1.37K ﹤0.01% 2733
2021
Q3 		$985K Buy
41,634
+3,882
+10% +$89.4K ﹤0.01% 2630
2021
Q2 		$851K Buy
37,752
+1,191
+3% +$26.8K ﹤0.01% 2703
2021
Q1 		$823K Buy
36,561
+3,609
+11% +$77.3K ﹤0.01% 2572
2020
Q4 		$675K Buy
32,952
+9
+0% +$185 ﹤0.01% 2491
2020
Q3 		$660K Buy
32,943
+10
+0% +$203 ﹤0.01% 2241
2020
Q2 		$647K Sell
32,933
-90
-0.3% -$1.69K ﹤0.01% 2164
2020
Q1 		$644K Sell
33,023
-606
-2% -$13K ﹤0.01% 1928
2019
Q4 		$728K Buy
33,629
+1,098
+3% +$24.8K ﹤0.01% 2070
2019
Q3 		$734K Buy
32,531
+4,340
+15% +$99.5K ﹤0.01% 1962
2019
Q2 		$642K Buy
28,191
+958
+4% +$21.4K ﹤0.01% 2074
2019
Q1 		$575K Sell
27,233
-6,018
-18% -$125K ﹤0.01% 2109
2018
Q4 		$618K Sell
33,251
-2,833
-8% -$56.5K ﹤0.01% 1881
2018
Q3 		$776K Sell
36,084
-4,653
-11% -$100K ﹤0.01% 1876
2018
Q2 		$833K Buy
40,737
+1,358
+3% +$27.7K ﹤0.01% 1750
2018
Q1 		$814K Buy
39,379
+3,365
+9% +$72.2K ﹤0.01% 1762
2017
Q4 		$811K Buy
36,014
+3,447
+11% +$78.1K ﹤0.01% 1687
2017
Q3 		$739K Buy
32,567
+253
+0.8% +$5.68K ﹤0.01% 1647
2017
Q2 		$707K Sell
32,314
-22,679
-41% -$497K ﹤0.01% 1618
2017
Q1 		$1.19M Buy
54,993
+4,991
+10% +$107K 0.01% 1146
2016
Q4 		$1.04M Buy
50,002
+1,316
+3% +$28.3K 0.01% 1189
2016
Q3 		$1.12M Buy
48,686
+34
+0.1% +$783 0.01% 1115
2016
Q2 		$1.13M Sell
48,652
-47,888
-50% -$1.09M 0.01% 1092
2016
Q1 		$2.18M Buy
96,540
+6,062
+7% +$133K 0.01% 1151
2015
Q4 		$1.95M Buy
90,478
+45,971
+103% +$977K 0.01% 1185
2015
Q3 		$925K Buy
44,507
+3,066
+7% +$62.3K 0.01% 1292
2015
Q2 		$843K Buy
41,441
+9,259
+29% +$194K ﹤0.01% 1496
2015
Q1 		$685K Buy
32,182
+4,318
+15% +$91.6K ﹤0.01% 1630
2014
Q4 		$585K Buy
27,864
+1,925
+7% +$39.2K ﹤0.01% 1670
2014
Q3 		$519K Buy
25,939
+1,269
+5% +$25.4K ﹤0.01% 1756
2014
Q2 		$493K Buy
24,670
+843
+4% +$16.8K ﹤0.01% 1811
2014
Q1 		$462K Buy
23,827
+768
+3% +$14.7K ﹤0.01% 1795
2013
Q4 		$426K Buy
23,059
+220
+1% +$4.06K ﹤0.01% 1842
2013
Q3 		$423K Buy
22,839
+5,512
+32% +$102K ﹤0.01% 1764
2013
Q2 		$342K Buy
+17,327
New +$369K ﹤0.01% 1817

Other funds holding EOT

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial's EOT Position: Q1 2026 in Review

LPL Financial increased its Eaton Vance National Municipal Opportunities Trust (EOT) stake by 33% in Q1 2026, buying an estimated $515K and bringing the position to 120,308 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #3487.

LPL Financial first reported a position in EOT in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.18M in Q1 2016. 47 funds tracked by Wall St. Rank hold EOT as of Q1 2026.

  • LPL Financial held 120,308 shares of Eaton Vance National Municipal Opportunities Trust worth $2.06M as of Q1 2026.
  • LPL Financial bought 29,567 Eaton Vance National Municipal Opportunities Trust shares in Q1 2026, an estimated $515K.
  • Eaton Vance National Municipal Opportunities Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3487 holding.
  • LPL Financial first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Eaton Vance National Municipal Opportunities Trust position peaked at $2.18M in Q1 2016.
  • 47 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.