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Disclosery

EOT EATON VANCE NATL MUN OPPORT

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COM SHS (fund), issuer CIK 1454741

48 managers (48 13F filers) reported a position in EOT shares at 2024-12-31, 2,854,315 shares in all. 8 filers opened a position and 8 filers sold out during the quarter.

Managers
48
13F filers
48
New
8
Added
12
Reduced
11
Sold out
8
Shares held by filers
2,854,315

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
1607 Capital Partners, LLC580,520$9.56M0.77%-20,52513F-HRTimeline
UBS Group AGin group UBS Group AG353,036$5.81M<0.01%+238,11113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC251,542$4.14M0.03%-71,63813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC218,950$3.6M<0.01%13F-HR/ATimelineGroup
Hennion & Walsh Asset Management, Inc.187,078$3.08M0.14%+87,29813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY130,293$2.14M<0.01%-3,16213F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP129,789$2.14M<0.01%+54,71513F-HRTimelineGroup
AHL INVESTMENT MANAGEMENT, INC.98,213$1.62M1.13%+1,36813F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP94,884$1.56M<0.01%-15,55113F-HRTimelineGroup
Retirement Planning Group, LLC89,754$1.48M0.07%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/89,028$1.47M<0.01%-31,41913F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.86,051$1.42M0.95%-4,50013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA71,445$1.18M<0.01%+8,78913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN57,453$946K<0.01%+6,81513F-HRTimelineGroup
LPL Financial LLC46,456$765K<0.01%+1,30713F-HRTimeline
Legacy Financial Strategies, LLC33,990$566K0.12%+10,70413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC32,728$522K<0.01%-3,24913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC24,062$396K<0.01%+3,74413F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD23,448$386K<0.01%new13F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …20,248$333K<0.01%013F-HRTimelineGroup
Logan Stone Capital, LLC17,453$287K0.1%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,328$285K0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC15,940$262K<0.01%-50,00013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,306$252K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC14,500$239K0.01%013F-HRTimelineGroup
Ackerman Capital Advisors, LLC13,890$229K0.06%+1,55113F-HRTimeline
Sonora Investment Management Group, LLC13,500$222K0.02%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT12,600$207K0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,927$196K<0.01%new13F-HRTimelineGroup
Keudell/Morrison Wealth Management11,900$196K0.05%-29513F-HRTimeline
Creative Planningin group Creative Planning11,882$196K<0.01%013F-HRTimelineGroup
Prospera Financial Services Inc11,691$192K<0.01%-2,32513F-HRTimeline
Sanctuary Advisors, LLC10,530$176K<0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC10,606$175K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC10,000$167K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC6,800$112K0.01%013F-HRTimeline
Noble Wealth Management PBC6,000$98.8K0.07%13F-HRTimeline
PRIVATE TRUST CO NA5,000$82.3K0.01%013F-HRTimeline
Mechanics Financial Corp5,000$82.3K0.04%new13F-HRTimeline
Elequin Capital, LP3,032$49.9K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,687$44.2K<0.01%-3513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,000$32.9K<0.01%+113F-HR/ATimelineGroup
Larson Financial Group LLC2,000$32.9K<0.01%013F-HRTimeline
Pineridge Advisors LLC1,857$30.6K0.01%+2213F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…612$10.1K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB603$9.93K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC463$7.62K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…240$4.06K<0.01%013F-HRTimeline