RJFSA
EOT

Raymond James Financial Services Advisors’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$2.41M Buy
134,512
+52,721
+64% +$913K ﹤0.01% 1635
2024
Q2 		$1.38M Buy
81,791
+3,661
+5% +$60.4K ﹤0.01% 1887
2024
Q1 		$1.3M Buy
78,130
+10,993
+16% +$184K ﹤0.01% 1910
2023
Q4 		$1.14M Buy
67,137
+1,994
+3% +$31.6K ﹤0.01% 1910
2023
Q3 		$1.06M Buy
65,143
+1,377
+2% +$23.2K ﹤0.01% 1862
2023
Q2 		$1.11M Sell
63,766
-11
-0% -$193 ﹤0.01% 1865
2023
Q1 		$1.13M Buy
63,777
+3,714
+6% +$64.9K ﹤0.01% 1832
2022
Q4 		$987K Sell
60,063
-15,383
-20% -$253K ﹤0.01% 1855
2022
Q3 		$1.24M Buy
75,446
+5,001
+7% +$89.6K ﹤0.01% 1694
2022
Q2 		$1.26M Buy
70,445
+10,686
+18% +$189K ﹤0.01% 1695
2022
Q1 		$1.14M Buy
59,759
+2,582
+5% +$52.2K ﹤0.01% 1863
2021
Q4 		$1.26M Sell
57,177
-989
-2% -$22.6K ﹤0.01% 1832
2021
Q3 		$1.38M Sell
58,166
-717
-1% -$16.5K ﹤0.01% 1729
2021
Q2 		$1.33M Buy
58,883
+5,460
+10% +$123K ﹤0.01% 1748
2021
Q1 		$1.2M Buy
53,423
+17,530
+49% +$375K ﹤0.01% 1718
2020
Q4 		$735K Buy
35,893
+2,145
+6% +$44K ﹤0.01% 1904
2020
Q3 		$676K Buy
33,748
+1,678
+5% +$34K ﹤0.01% 1789
2020
Q2 		$630K Sell
32,070
-1,266
-4% -$23.8K ﹤0.01% 1763
2020
Q1 		$650K Buy
33,336
+927
+3% +$19.9K ﹤0.01% 1411
2019
Q4 		$701K Sell
32,409
-2,772
-8% -$62.6K ﹤0.01% 1758
2019
Q3 		$794K Hold
35,181
– – ﹤0.01% 1612
2019
Q2 		$801K Sell
35,181
-206
-0.6% -$4.59K ﹤0.01% 1620
2019
Q1 		$747K Buy
35,387
+13,237
+60% +$275K ﹤0.01% 1633
2018
Q4 		$412K Sell
22,150
-5,500
-20% -$110K ﹤0.01% 1797
2018
Q3 		$594K Sell
27,650
-1,149
-4% -$24.7K ﹤0.01% 1790
2018
Q2 		$589K Sell
28,799
-8,398
-23% -$171K ﹤0.01% 1767
2018
Q1 		$769K Sell
37,197
-3,752
-9% -$80.5K ﹤0.01% 1475
2017
Q4 		$923K Sell
40,949
-13,493
-25% -$306K 0.01% 1353
2017
Q3 		$1.24M Buy
54,442
+10,746
+25% +$241K 0.01% 1170
2017
Q2 		$956K Buy
43,696
+6,328
+17% +$139K 0.01% 1305
2017
Q1 		$804K Buy
37,368
+1,620
+5% +$34.6K 0.01% 1303
2016
Q4 		$744K Buy
35,748
+5,916
+20% +$127K 0.01% 1282
2016
Q3 		$696K Buy
29,832
+4,410
+17% +$102K 0.01% 1307
2016
Q2 		$586K Sell
25,422
-921
-3% -$20.9K 0.01% 1341
2016
Q1 		$588K Sell
26,343
-3,321
-11% -$72.7K 0.01% 1182
2015
Q4 		$636K Sell
29,664
-187
-0.6% -$3.98K 0.01% 1103
2015
Q3 		$618K Buy
29,851
+13,919
+87% +$283K 0.01% 959
2015
Q2 		$321K Sell
15,932
-16,273
-51% -$341K 0.02% 540
2015
Q1 		$683K Buy
32,205
+6,580
+26% +$140K 0.03% 413
2014
Q4 		$538K Buy
25,625
+10,325
+67% +$210K 0.03% 450
2014
Q3 		$305K Buy
+15,300
New +$306K 0.02% 517

Other funds holding EOT

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AIM
AHL Investment Management Winter Park, Florida $146M AUM 12.44% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Raymond James Financial Services Advisors's EOT Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Eaton Vance National Municipal Opportunities Trust (EOT) stake by 64% in Q3 2024, buying an estimated $913K and bringing the position to 134,512 shares worth $2.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Raymond James Financial Services Advisors first reported a position in EOT in Q3 2014 and has held it in 41 quarters since. 48 funds tracked by Wall St. Rank hold EOT as of Q3 2024.

  • Raymond James Financial Services Advisors held 134,512 shares of Eaton Vance National Municipal Opportunities Trust worth $2.41M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 52,721 Eaton Vance National Municipal Opportunities Trust shares in Q3 2024, an estimated $913K.
  • Eaton Vance National Municipal Opportunities Trust made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1635 holding.
  • Raymond James Financial Services Advisors first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2014 and has held it in 41 quarters since.
  • 48 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.