Eaton Vance National Municipal Opportunities Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 521.16 K | $8.92 M | -1.08% | 3.34% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 410.82 K | $7.03 M | 7.10% | 2.63% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 385.60 K | $6.52 M | 15.54% | 2.47% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 350.45 K | $6.00 M | -4.19% | 2.24% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 228.66 K | $3.91 M | -0.03% | 1.46% |
| UBS GROUP AG | 05/05/2026 | 189.31 K | $3.24 M | 2.26% | 1.21% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 125.81 K | $2.15 M | 7.47% | 0.81% |
| MORGAN STANLEY | 05/15/2026 | 122.29 K | $2.09 M | 2.42% | 0.78% |
| LPL FINANCIAL LLC | 05/06/2026 | 120.31 K | $2.06 M | 32.58% | 0.77% |
| ROYAL BANK OF CANADA | 05/15/2026 | 105.93 K | $1.81 M | 17.96% | 0.68% |
| INVESCO LTD. | 05/12/2026 | 83.38 K | $1.43 M | 36.54% | 0.53% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 79.40 K | $1.36 M | -3.07% | 0.51% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 76.24 K | $1.31 M | -0.93% | 0.49% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 72.86 K | $1.32 M | -7.13% | 0.47% |
| WAKEFIELD ASSET MANAGEMENT LLLP | 05/12/2026 | 69.34 K | $1.19 M | 15.55% | 0.44% |
| FIERA CAPITAL CORP | 05/12/2026 | 58.90 K | $1.01 M | -46.36% | 0.38% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 56.19 K | $961.92 K | 0.12% | 0.36% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 04/22/2026 | 42.68 K | $721.77 K | 35.07% | 0.27% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 38.56 K | $660.05 K | -3.37% | 0.25% |
| ACKERMAN CAPITAL ADVISORS, LLC | 05/05/2026 | 34.48 K | $590.35 K | -5.18% | 0.22% |
| REGAL INVESTMENT ADVISORS LLC | 05/14/2026 | 30.70 K | $525.62 K | 16.20% | 0.20% |
| LEGACY FINANCIAL STRATEGIES, LLC | 05/01/2026 | 30.55 K | $522.97 K | 0.00% | 0.20% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 26.94 K | $461.24 K | 0.63% | 0.17% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 26.55 K | $454.52 K | 0.00% | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 26.53 K | $454.16 K | 0.00% | 0.17% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 25.78 K | $441.33 K | -7.26% | 0.17% |
| SUMMIT TRAIL ADVISORS, LLC | 05/12/2026 | 25.58 K | $437.96 K | 100.00% | 0.16% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 22.54 K | $385.85 K | 0.00% | 0.14% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 22.37 K | $382.89 K | 0.93% | 0.14% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 17.94 K | $307.06 K | 12.52% | 0.11% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 17.63 K | $301.83 K | -10.19% | 0.11% |
| 05/11/2026 | 11.84 K | $202.65 K | 0.00% | 0.08% | |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 11.50 K | $196.95 K | 14.52% | 0.07% |
| CREATIVE PLANNING | 05/12/2026 | 11.38 K | $194.86 K | 0.00% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 11.08 K | $190.00 K | 0.64% | 0.07% |
| CATALINA CAPITAL GROUP, LLC | 04/23/2026 | 10.32 K | $176.75 K | -0.23% | 0.07% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 10.00 K | $171.20 K | -31.51% | 0.06% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 7.67 K | $131.31 K | 0.00% | 0.05% |
| MECHANICS FINANCIAL CORP | 05/06/2026 | 5.00 K | $85.60 K | 0.00% | 0.03% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 4.83 K | $82.26 K | 383.00% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 3.25 K | $55.56 K | -33.92% | 0.02% |
| PRIVATE TRUST CO NA | 04/30/2026 | 3.00 K | $51.36 K | 0.00% | 0.02% |
| CENTER FOR FINANCIAL PLANNING, INC. | 05/04/2026 | 2.00 K | $34.24 K | 0.00% | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 05/07/2026 | 1.30 K | $22.26 K | 0.00% | 0.01% |
| ORG WEALTH PARTNERS, LLC | 04/28/2026 | 612 | $10.48 K | 0.00% | 0.00% |
| TRUST CO OF TOLEDO NA /OH/ | 04/15/2026 | 230 | $3.94 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 100 | $1.72 K | -95.01% | 0.00% |
| BRYN MAWR TRUST CO | 04/30/2026 | 0 | $0 | -100.00% | 0.00% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Eaton Vance National Municipal Opportunities Trust institutional Ownership - FAQ's
During the previous two years, 68 institutional investors and hedge funds held shares of Eaton Vance National Municipal Opportunities Trust. The most heavily invested institutionals were:
1607 Capital Partners, LLC: 521,162
RAYMOND JAMES FINANCIAL INC: 410,818
JONES FINANCIAL COMPANIES LLLP: 385,600
GUGGENHEIM CAPITAL LLC: 350,450
Hennion & Walsh Asset Management, Inc.: 228,655
UBS Group AG: 189,308
22.65% of Eaton Vance National Municipal Opportunities Trust stock is owned by institutional investors.
Institutional investors have bought a total of 3.94 M shares in the last 24 months. This purchase volume represents approximately $70.01 M in transactions.