EOT

Eaton Vance National Municipal Opportunities Trust
EOT

Overview Fund Activity

33 hedge funds and large institutions have $44.2M invested in Eaton Vance National Municipal Opportunities Trust in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 9 closing their positions.

Holders
33
Holders Change
-6
Holders Change %
-15.38%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$5.27M
2
Ameriprise
2
Ameriprise
Minnesota
$4.04M
3
Creative Planning
3
Creative Planning
Kansas
$201K
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$132K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.13M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$5.79M
2
1CP
2
1607 Capital Partners
Virginia
$8.3M
3
PFO
3
Pathstone Family Office
New Jersey
$0
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
UBS Group
5
UBS Group
Switzerland
$719K
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$8.3M 469,642 -33,869 -7%
KIM
2
Karpus Investment Management
New York
$5.79M 327,705 -99,663 -23%
GC
3
Guggenheim Capital
Illinois
$5.27M 298,061 +81,071 +37%
Ameriprise
4
Ameriprise
Minnesota
$4.04M 229,300 +57,445 +33%
Morgan Stanley
5
Morgan Stanley
New York
$3.09M 174,592 -1,748 -1%
Bank of America
6
Bank of America
North Carolina
$2.78M 157,573 -10,867 -6%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$2.5M 141,668 -2,334 -2%
MWM
8
Melfa Wealth Management
Massachusetts
$1.69M 95,786 +139 +0.1%
RJA
9
Raymond James & Associates
Florida
$1.66M 93,826 -144 -0.2%
VanEck Associates
10
VanEck Associates
New York
$1.22M 69,235 +1,638 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.13M 63,777 +3,714 +6%
LPL Financial
12
LPL Financial
California
$930K 52,617 -1,510 -3%
UBS Group
13
UBS Group
Switzerland
$719K 40,664 -11,633 -22%
Wells Fargo
14
Wells Fargo
California
$687K 38,883 -5,998 -13%
KMWM
15
Keudell/Morrison Wealth Management
Oregon
$656K 37,153 +3 +0%
MC
16
Moors & Cabot
Massachusetts
$592K 33,500 +2,000 +6%
Invesco
17
Invesco
Georgia
$546K 30,899 +1,116 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$504K 28,513 -2,200 -7%
PFS
19
Prospera Financial Services
Texas
$434K 24,528 +1,343 +6%
HighTower Advisors
20
HighTower Advisors
Illinois
$364K 20,554 – –
AA
21
Ancora Advisors
Ohio
$327K 18,500 -1,000 -5%
UCFA
22
United Capital Financial Advisors
Texas
$217K 12,282 – –
Creative Planning
23
Creative Planning
Kansas
$201K 11,382 +11,382 New
MA
24
Mutual Advisors
Nebraska
$177K 10,000 – –
BFEC
25
Benjamin F. Edwards & Company
Missouri
$132K 7,448 +7,448 New
1
2