Eaton Vance National Municipal Opportunities Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 422.88 K | $7.45 M | 2.94% | 2.71% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 422.77 K | $7.45 M | -18.88% | 2.71% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 394.76 K | $6.98 M | 2.38% | 2.53% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 277.27 K | $4.89 M | -20.88% | 1.77% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 249.18 K | $4.39 M | 8.98% | 1.59% |
| UBS GROUP AG | 08/13/2026 | 190.62 K | $3.36 M | 0.69% | 1.22% |
| LPL FINANCIAL LLC | 08/07/2026 | 133.47 K | $2.35 M | 10.94% | 0.85% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 130.73 K | $2.30 M | 3.91% | 0.84% |
| MORGAN STANLEY | 08/13/2026 | 129.44 K | $2.28 M | 5.85% | 0.83% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 108.46 K | $1.99 M | 48.86% | 0.69% |
| ROYAL BANK OF CANADA | 08/14/2026 | 98.91 K | $1.74 M | -6.62% | 0.63% |
| WAKEFIELD ASSET MANAGEMENT LLLP | 08/11/2026 | 95.85 K | $1.69 M | 38.22% | 0.61% |
| INVESCO LTD. | 08/14/2026 | 82.65 K | $1.46 M | -0.88% | 0.53% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 74.20 K | $1.31 M | -6.56% | 0.47% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 71.24 K | $1.26 M | -6.56% | 0.46% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 56.19 K | $990.02 K | 0.00% | 0.36% |
| FIERA CAPITAL CORP | 08/07/2026 | 56.14 K | $989.24 K | -4.69% | 0.36% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 41.22 K | $726.31 K | 59.90% | 0.26% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 07/17/2026 | 41.18 K | $705.05 K | -3.51% | 0.26% |
| ACKERMAN CAPITAL ADVISORS, LLC | 07/30/2026 | 29.51 K | $520.02 K | -14.41% | 0.19% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 29.00 K | $510.97 K | -24.78% | 0.19% |
| REGAL INVESTMENT ADVISORS LLC | 08/14/2026 | 28.53 K | $502.72 K | -7.07% | 0.18% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 27.87 K | $491.03 K | 24.61% | 0.18% |
| LEGACY FINANCIAL STRATEGIES, LLC | 07/21/2026 | 27.68 K | $487.79 K | -9.37% | 0.18% |
| PENSIONMARK FINANCIAL GROUP, LLC | 08/14/2026 | 26.94 K | $461.24 K | 0.00% | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 26.76 K | $471.48 K | 0.87% | 0.17% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 26.55 K | $467.79 K | 0.00% | 0.17% |
| SUMMIT TRAIL ADVISORS, LLC | 08/11/2026 | 24.26 K | $427.47 K | -5.17% | 0.16% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 22.54 K | $397.12 K | 0.00% | 0.14% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 20.63 K | $363.50 K | 17.02% | 0.13% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 19.03 K | $335.23 K | 65.38% | 0.12% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 17.94 K | $316.03 K | 0.00% | 0.11% |
| HRT FINANCIAL LP | 08/14/2026 | 13.53 K | $238.00 K | 100.00% | 0.09% |
| KEUDELL/MORRISON WEALTH MANAGEMENT | 07/15/2026 | 12.46 K | $219.53 K | 100.00% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 12.33 K | $217.28 K | 12,231.00% | 0.08% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 11.84 K | $208.57 K | 0.00% | 0.08% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 11.50 K | $202.70 K | 100.00% | 0.07% |
| CREATIVE PLANNING | 08/13/2026 | 11.38 K | $200.55 K | 0.00% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 11.09 K | $195.00 K | 0.08% | 0.07% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 10.00 K | $176.20 K | 0.00% | 0.06% |
| ANCORA ADVISORS, LLC | 08/14/2026 | 7.67 K | $135.15 K | 0.00% | 0.05% |
| MECHANICS FINANCIAL CORP | 08/05/2026 | 5.00 K | $88.10 K | 0.00% | 0.03% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 4.83 K | $85.11 K | 0.00% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 3.25 K | $57.18 K | 0.00% | 0.02% |
| PRIVATE TRUST CO NA | 07/28/2026 | 3.00 K | $52.86 K | 0.00% | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 2.65 K | $46.68 K | 100.00% | 0.02% |
| CENTER FOR FINANCIAL PLANNING, INC. | 07/21/2026 | 2.00 K | $35.24 K | 0.00% | 0.01% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 1.60 K | $28.19 K | 100.00% | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 1.30 K | $22.91 K | 0.00% | 0.01% |
| CLEAR STREET GROUP INC. | 08/12/2026 | 813 | $14.33 K | 100.00% | 0.01% |
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Eaton Vance National Municipal Opportunities Trust institutional Ownership - FAQ's
During the previous two years, 71 institutional investors and hedge funds held shares of Eaton Vance National Municipal Opportunities Trust. The most heavily invested institutionals were:
RAYMOND JAMES FINANCIAL INC: 422,877
1607 Capital Partners, LLC: 422,771
JONES FINANCIAL COMPANIES LLLP: 394,764
GUGGENHEIM CAPITAL LLC: 277,266
Hennion & Walsh Asset Management, Inc.: 249,178
UBS Group AG: 190,620
22.61% of Eaton Vance National Municipal Opportunities Trust stock is owned by institutional investors.
Institutional investors have bought a total of 3.95 M shares in the last 24 months. This purchase volume represents approximately $70.28 M in transactions.