EOT

Eaton Vance National Municipal Opportunities Trust
EOT

Overview Fund Activity

43 hedge funds and large institutions have $47.7M invested in Eaton Vance National Municipal Opportunities Trust in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
13
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.63M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$1.52M
3
1CP
3
1607 Capital Partners
Virginia
$9.4M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.15M
5
LCM
5
Landscape Capital Management
New Jersey
$751K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$2.82M
2
Ameriprise
2
Ameriprise
Minnesota
$3.44M
3
Bank of America
3
Bank of America
North Carolina
$1.93M
4
GC
4
Guggenheim Capital
Illinois
$6.09M
5
MC
5
Moors & Cabot
Massachusetts
$440K
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$231K 13,623 -13,372 -50%
SIMG
27
Sonora Investment Management Group
Arizona
$228K 13,500 +13,500 New
Creative Planning
28
Creative Planning
Kansas
$201K 11,882 – –
MA
29
Mutual Advisors
Nebraska
$169K 10,000 – –
BFEC
30
Benjamin F. Edwards & Company
Missouri
$126K 7,448 – –
RIL
31
Rothschild Investment LLC
Illinois
$115K 6,800 +6,800 New
EC
32
Elequin Capital
New York
$106K 6,268 +6,268 New
PTC
33
Private Trust Company
Ohio
$84.6K 5,000 – –
TH
34
TCTC Holdings
Texas
$66.1K 3,904 – –
WAM
35
Wolverine Asset Management
Illinois
$51.5K 3,042 +3,042 New
SPIA
36
Steward Partners Investment Advisory
New York
$43.1K 2,548 +80 +3%
HNB
37
Huntington National Bank
Ohio
– – – –
PA
38
Pineridge Advisors
Missouri
$30.9K 1,828 +1,828 New
FFA
39
Farther Finance Advisors
California
$13.2K 780 -1,546 -66%
BWM
40
Baystate Wealth Management
Massachusetts
$8.52K 503 +503 New
CFGS
41
Concourse Financial Group Securities
Alabama
$8.12K 480 – –
CFD
42
Creative Financial Designs
Indiana
$7.61K 450 +450 New
KFI
43
Key Financial Inc
Pennsylvania
$4.65K 275 – –
Osaic Holdings
44
Osaic Holdings
Arizona
$3.28K 194 -13 -6%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
– – -12,866 Closed
UCFA
46
United Capital Financial Advisors
Texas
– – -11,283 Closed
FAM
47
Flaharty Asset Management
Florida
– – -6,800 Closed
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
– – -411 Closed
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