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
Q2 		$57.2K Hold
3,245
– – ﹤0.01% 3300
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Rockefeller Capital Management's EOT Position: Q2 2026 in Review

Rockefeller Capital Management held its Eaton Vance National Municipal Opportunities Trust (EOT) position steady in Q2 2026 at 3,245 shares worth $57.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3300.

Rockefeller Capital Management first reported a position in EOT in Q1 2019 and has held it in 16 quarters since. The position peaked at $172K in Q3 2021. 52 funds tracked by Wall St. Rank hold EOT as of Q2 2026.

  • Rockefeller Capital Management held 3,245 shares of Eaton Vance National Municipal Opportunities Trust worth $57.2K as of Q2 2026.
  • Rockefeller Capital Management left its Eaton Vance National Municipal Opportunities Trust share count unchanged in Q2 2026.
  • Eaton Vance National Municipal Opportunities Trust made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3300 holding.
  • Rockefeller Capital Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q1 2019 and has held it in 16 quarters since.
  • Rockefeller Capital Management's Eaton Vance National Municipal Opportunities Trust position peaked at $172K in Q3 2021.
  • 52 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.