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 | 02/17/2026 | 526.86 K | $8.91 M | -5.32% | 3.37% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 383.58 K | $6.49 M | -2.54% | 2.45% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 365.79 K | $6.19 M | 2.64% | 2.34% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 333.75 K | $5.64 M | 15.94% | 2.14% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 228.73 K | $3.87 M | -32.94% | 1.46% |
| UBS GROUP AG | 01/29/2026 | 185.12 K | $3.13 M | -4.20% | 1.18% |
| MORGAN STANLEY | 02/13/2026 | 119.40 K | $2.02 M | 3.32% | 0.76% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 117.06 K | $1.98 M | 14.00% | 0.75% |
| FIERA CAPITAL CORP | 02/11/2026 | 109.81 K | $1.86 M | 100.00% | 0.70% |
| LPL FINANCIAL LLC | 02/11/2026 | 90.74 K | $1.53 M | -5.43% | 0.58% |
| ROYAL BANK OF CANADA | 02/17/2026 | 89.80 K | $1.52 M | 0.81% | 0.57% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 81.92 K | $1.39 M | -4.80% | 0.52% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 78.45 K | $1.42 M | 100.00% | 0.50% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 76.95 K | $1.30 M | -11.31% | 0.49% |
| INVESCO LTD. | 02/19/2026 | 61.07 K | $1.03 M | 130.76% | 0.39% |
| WAKEFIELD ASSET MANAGEMENT LLLP | 02/05/2026 | 60.01 K | $1.01 M | 100.00% | 0.38% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 56.12 K | $948.97 K | 177.16% | 0.36% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 39.90 K | $674.70 K | -6.79% | 0.26% |
| ACKERMAN CAPITAL ADVISORS, LLC | 02/11/2026 | 36.37 K | $614.93 K | 14.64% | 0.23% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 01/16/2026 | 31.60 K | $525.82 K | 42.99% | 0.20% |
| LEGACY FINANCIAL STRATEGIES, LLC | 01/23/2026 | 30.55 K | $516.55 K | 0.00% | 0.20% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 27.80 K | $470.05 K | -17.17% | 0.18% |
| PENSIONMARK FINANCIAL GROUP, LLC | 03/13/2026 | 26.77 K | $452.73 K | 92.43% | 0.17% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 26.55 K | $448.94 K | 0.00% | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 26.53 K | $448.59 K | 0.00% | 0.17% |
| REGAL INVESTMENT ADVISORS LLC | 02/17/2026 | 26.42 K | $446.78 K | 3.95% | 0.17% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 22.54 K | $381.12 K | 0.00% | 0.14% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 22.16 K | $374.69 K | -1.16% | 0.14% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 19.63 K | $331.94 K | 5.37% | 0.13% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 15.94 K | $269.55 K | 0.00% | 0.10% |
| CITADEL ADVISORS LLC | 02/17/2026 | 15.42 K | $260.80 K | 100.00% | 0.10% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 14.60 K | $246.89 K | 46.00% | 0.09% |
| 02/11/2026 | 11.84 K | $200.16 K | 100.00% | 0.08% | |
| CREATIVE PLANNING | 02/17/2026 | 11.38 K | $192.47 K | -4.21% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 11.01 K | $186.00 K | -1.33% | 0.07% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 10.93 K | $184.74 K | 100.00% | 0.07% |
| CATALINA CAPITAL GROUP, LLC | 01/16/2026 | 10.35 K | $174.99 K | 0.59% | 0.07% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 10.05 K | $169.87 K | 24.04% | 0.06% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 7.67 K | $129.70 K | -47.10% | 0.05% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 7.30 K | $123.44 K | 0.00% | 0.05% |
| MECHANICS FINANCIAL CORP | 01/22/2026 | 5.00 K | $84.55 K | 0.00% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 4.91 K | $83.06 K | 0.74% | 0.03% |
| PRIVATE TRUST CO NA | 01/26/2026 | 3.00 K | $50.73 K | 0.00% | 0.02% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 2.43 K | $41.13 K | 100.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 2.01 K | $33.91 K | 0.10% | 0.01% |
| CENTER FOR FINANCIAL PLANNING, INC. | 02/05/2026 | 2.00 K | $33.82 K | -66.67% | 0.01% |
| ELYXIUM WEALTH, LLC | 02/05/2026 | 1.65 K | $27.81 K | 100.00% | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 02/10/2026 | 1.30 K | $21.98 K | 0.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 1.00 K | $16.91 K | 0.00% | 0.01% |
| ORG WEALTH PARTNERS, LLC | 01/14/2026 | 612 | $10.35 K | 0.00% | 0.00% |
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Eaton Vance National Municipal Opportunities Trust institutional Ownership - FAQ's
During the previous two years, 72 institutional investors and hedge funds held shares of Eaton Vance National Municipal Opportunities Trust. The most heavily invested institutionals were:
UBS Group AG: 189,308
MELFA WEALTH MANAGEMENT, LLC: 79,402
Allspring Global Investments Holdings, LLC: 56,187
Formidable Asset Management, LLC: 42,683
Ackerman Capital Advisors, LLC: 34,483
Legacy Financial Strategies, LLC: 30,547
22.10% of Eaton Vance National Municipal Opportunities Trust stock is owned by institutional investors.
Institutional investors have bought a total of 3.96 M shares in the last 24 months. This purchase volume represents approximately $70.44 M in transactions.