Rockefeller Capital Management
EOT

Rockefeller Capital Management’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Rockefeller Capital Management’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 		$55.6K Sell
3,245
-1,666
-34% -$29K ﹤0.01% 3221
2025
Q4 		$83.1K Buy
4,911
+36
+0.7% +$601 ﹤0.01% 2808
2025
Q3 		$81.1K Buy
+4,875
New +$79.7K ﹤0.01% 2673
2023
Q1 		– Sell
-4,295
Closed -$70K – 2536
2022
Q4 		$70K Sell
4,295
-1,983
-32% -$32.6K ﹤0.01% 2213
2022
Q3 		$103K Hold
6,278
– – ﹤0.01% 1974
2022
Q2 		$112K Sell
6,278
-1,023
-14% -$18.1K ﹤0.01% 1881
2022
Q1 		$139K Hold
7,301
– – ﹤0.01% 1839
2021
Q4 		$161K Hold
7,301
– – ﹤0.01% 1734
2021
Q3 		$172K Buy
7,301
+4,480
+159% +$103K ﹤0.01% 1624
2021
Q2 		$63K Hold
2,821
– – ﹤0.01% 1974
2021
Q1 		$63K Hold
2,821
– – ﹤0.01% 1790
2020
Q4 		$57K Buy
2,821
+12
+0.4% +$246 ﹤0.01% 1638
2020
Q3 		$56K Buy
2,809
+17
+0.6% +$345 ﹤0.01% 1469
2020
Q2 		$55K Buy
+2,792
New +$52.5K ﹤0.01% 1385
2019
Q2 		– Sell
-10
Closed – – 1745
2019
Q1 		$0 Buy
+10
New +$208 ﹤0.01% 1917

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockefeller Capital Management's EOT Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Eaton Vance National Municipal Opportunities Trust (EOT) stake by 34% in Q1 2026, selling an estimated $29K and leaving 3,245 shares worth $55.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3221.

Rockefeller Capital Management first reported a position in EOT in Q1 2019 and has held it in 15 quarters since. The position peaked at $172K in Q3 2021. 47 funds tracked by Wall St. Rank hold EOT as of Q1 2026.

  • Rockefeller Capital Management held 3,245 shares of Eaton Vance National Municipal Opportunities Trust worth $55.6K as of Q1 2026.
  • Rockefeller Capital Management sold 1,666 Eaton Vance National Municipal Opportunities Trust shares in Q1 2026, an estimated $29K.
  • Eaton Vance National Municipal Opportunities Trust made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3221 holding.
  • Rockefeller Capital Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q1 2019 and has held it in 15 quarters since.
  • Rockefeller Capital Management's Eaton Vance National Municipal Opportunities Trust position peaked at $172K in Q3 2021.
  • 47 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.