EATON VANCE NATL MUN OPPORT (EOT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
52
Reporting holders
$61.9M
Reported value
0.0%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $7.5M | 422,877 | 0.00% | 7q | +2.9%+$212.5K |
| 1607 Capital Partners, LLC | $7.4M | 422,771 | 0.65% | 18q | -18.9%-$1.7M |
| JONES FINANCIAL COMPANIES LLLP | $7.0M | 394,764 | 0.00% | 10q | +2.4%+$161.9K |
| GUGGENHEIM CAPITAL LLC | $4.9M | 277,266 | 0.03% | 31q | -20.9%-$1.3M |
| Hennion & Walsh Asset Management, Inc. | $4.4M | 249,178 | 0.13% | 16q | +9.0%+$361.6K |
| UBS Group AG | $3.4M | 190,620 | 0.00% | 31q | +0.7%+$23.1K |
| LPL Financial LLC | $2.4M | 133,465 | 0.00% | 31q | +10.9%+$231.8K |
| VAN ECK ASSOCIATES CORP | $2.3M | 130,733 | 0.00% | 31q | +3.9%+$86.7K |
| MORGAN STANLEY | $2.3M | 129,438 | 0.00% | 35q | +5.8%+$126.0K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $2.0M | 108,458 | 0.88% | 3q | +48.9%+$652.1K |
| ROYAL BANK OF CANADA | $1.7M | 98,914 | 0.00% | 31q | -6.6%-$123.6K |
| Wakefield Asset Management LLLP | $1.7M | 95,845 | 0.38% | 3q | +38.2%+$467.0K |
| Invesco Ltd. | $1.5M | 82,647 | 0.00% | 4q | -0.9%-$13.0K |
| MELFA WEALTH MANAGEMENT, INC. | $1.3M | 74,197 | 0.70% | 15q | -6.6%-$91.7K |
| BANK OF AMERICA CORP /DE/ | $1.3M | 71,238 | 0.00% | 31q | -6.6%-$88.1K |
| Allspring Global Investments Holdings, LLC | $990.0K | 56,187 | 0.00% | 9q | HELD |
| Fiera Capital Corp | $989.2K | 56,143 | 0.00% | 3q | -4.7%-$48.6K |
| AMERIPRISE FINANCIAL INC | $726.3K | 41,220 | 0.00% | 31q | -20.0%-$182.1K |
| Formidable Asset Management, LLC | $705.1K | 41,183 | 0.11% | 6q | -3.5%-$25.7K |
| Ackerman Capital Advisors, LLC | $520.0K | 29,513 | 0.10% | 9q | -14.4%-$87.6K |
| WELLS FARGO & COMPANY/MN | $511.0K | 29,000 | 0.00% | 31q | -62.4%-$847.7K |
| Regal Investment Advisors LLC | $502.7K | 28,531 | 0.03% | 5q | -7.1%-$38.3K |
| Baird Financial Group, Inc. | $491.0K | 27,868 | 0.00% | 6q | +24.6%+$97.0K |
| Legacy Financial Strategies, LLC | $487.8K | 27,684 | 0.08% | 12q | -9.4%-$50.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $471.5K | 26,758 | 0.00% | 16q | +0.9%+$4.1K |
| Concurrent Investment Advisors, LLC | $467.8K | 26,549 | 0.00% | 7q | HELD |
| World Investment Advisors | $461.2K | 26,941 | 0.01% | 4q | HELD |
| Summit Trail Advisors, LLC | $427.5K | 24,260 | 0.01% | 2q | -5.2%-$23.3K |
| BENJAMIN EDWARDS INC | $397.1K | 22,538 | 0.00% | 7q | HELD |
| NewEdge Advisors, LLC | $363.5K | 20,630 | 0.00% | 6q | +17.0%+$52.9K |
| Steward Partners Investment Advisory, LLC | $335.2K | 19,025 | 0.00% | 22q | +65.4%+$132.5K |
| HighTower Advisors, LLC | $316.0K | 17,936 | 0.00% | 31q | HELD |
| Keudell/Morrison Wealth Management | $219.5K | 12,459 | 0.04% | new | NEW |
| OSAIC HOLDINGS, INC. | $217.3K | 12,331 | 0.00% | 26q | +12231.0%+$215.5K |
| Closed-End Fund Advisors, Inc. | $208.6K | 11,837 | 0.20% | 3q | HELD |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $202.7K | 11,504 | 0.01% | new | NEW |
| Creative Planning | $200.6K | 11,382 | 0.00% | 14q | HELD |
| Mutual Advisors, LLC | $176.2K | 10,000 | 0.00% | 31q | HELD |
| Ancora Advisors LLC | $135.1K | 7,670 | 0.00% | 31q | HELD |
| Mechanics Financial Corp | $88.1K | 5,000 | 0.03% | 7q | HELD |
| Farther Finance Advisors, LLC | $85.1K | 4,830 | 0.00% | 6q | HELD |
| Rockefeller Capital Management L.P. | $57.2K | 3,245 | 0.00% | 4q | HELD |
| PRIVATE TRUST CO NA | $52.9K | 3,000 | 0.00% | 17q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $46.7K | 2,649 | 0.00% | new | NEW |
| Center for Financial Planning, Inc. | $35.2K | 2,000 | 0.00% | 4q | HELD |
| Integrated Wealth Concepts LLC | $28.2K | 1,600 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $22.9K | 1,300 | 0.00% | 11q | HELD |
| Ascentis Wealth Management, LLC | $21.6K | 11,395 | 0.00% | 8q | +1761.9%+$20.4K |
| Clear Street Group Inc. | $14.3K | 813 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $10.6K | 600 | 0.00% | new | NEW |
| Beaird Harris Wealth Management, LLC | $9.8K | 556 | 0.00% | new | NEW |
| TRUST CO OF TOLEDO NA /OH/ | $4.1K | 230 | 0.00% | 5q | HELD |
| Cambridge Investment Research Advisors, Inc. | $390 | 22,178 | 0.00% | 5q | +100.2% |
| HRT FINANCIAL LP | $238 | 13,534 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 52 | $61.9M | 3,518,778 | 7 | 15 | 14 | 0.0% |
| Q1 2026 | 44 | $59.0M | 3,449,390 | 1 | 17 | 10 | 0.0% |
| Q4 2025 | 50 | $56.3M | 3,325,118 | 7 | 15 | 13 | 0.0% |
| Q3 2025 | 43 | $51.0M | 3,063,813 | 5 | 12 | 8 | 0.0% |
| Q2 2025 | 45 | $50.1M | 3,083,140 | 6 | 12 | 11 | 0.0% |
| Q1 2025 | 45 | $50.9M | 3,057,380 | 7 | 16 | 7 | 0.0% |
| Q4 2024 | 47 | $45.1M | 2,737,869 | 8 | 10 | 10 | 0.0% |
| Q3 2024 | 45 | $43.6M | 2,432,197 | 5 | 12 | 13 | 0.0% |
| Q2 2024 | 44 | $42.2M | 2,503,566 | 5 | 10 | 9 | 0.0% |
| Q1 2024 | 42 | $45.0M | 2,710,373 | 5 | 12 | 9 | 0.0% |
| Q4 2023 | 41 | $45.4M | 2,681,208 | 8 | 9 | 12 | 0.0% |
| Q3 2023 | 34 | $39.1M | 2,407,991 | 3 | 9 | 13 | 0.0% |
| Q2 2023 | 31 | $39.5M | 2,277,696 | 1 | 7 | 12 | 0.0% |
| Q1 2023 | 30 | $40.4M | 2,286,559 | 2 | 7 | 10 | 0.0% |
| Q4 2022 | 32 | $38.4M | 2,306,607 | 7 | 6 | 13 | 0.0% |
| Q3 2022 | 33 | $33.2M | 2,020,310 | 3 | 10 | 9 | 0.0% |
| Q2 2022 | 39 | $35.1M | 1,963,061 | 8 | 12 | 5 | 0.0% |
| Q1 2022 | 35 | $31.0M | 1,625,743 | 3 | 14 | 4 | 0.0% |
| Q4 2021 | 37 | $33.4M | 1,514,794 | 3 | 10 | 9 | 0.0% |
| Q3 2021 | 35 | $36.6M | 1,546,740 | 3 | 14 | 10 | 0.0% |
| Q2 2021 | 36 | $33.5M | 1,486,098 | 4 | 8 | 11 | 0.0% |
| Q1 2021 | 34 | $35.3M | 1,566,617 | 8 | 10 | 6 | 0.0% |
| Q4 2020 | 34 | $30.9M | 1,510,436 | 5 | 9 | 7 | 0.0% |
| Q3 2020 | 29 | $29.0M | 1,449,379 | 1 | 6 | 6 | 0.0% |
| Q2 2020 | 36 | $30.8M | 1,567,348 | 10 | 6 | 8 | 0.0% |
| Q1 2020 | 29 | $27.1M | 1,388,284 | 2 | 7 | 9 | 0.0% |
| Q4 2019 | 29 | $28.4M | 1,313,430 | 2 | 9 | 6 | 0.0% |
| Q3 2019 | 31 | $29.6M | 1,310,998 | 1 | 5 | 10 | 0.0% |
| Q2 2019 | 34 | $33.8M | 1,484,796 | 5 | 9 | 7 | 0.0% |
| Q1 2019 | 33 | $31.9M | 1,511,635 | 2 | 8 | 11 | 0.0% |
| Q4 2018 | 43 | $31.9M | 1,717,951 | 0 | 2 | 0 | 0.0% |