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Disclosery

EOT EATON VANCE NATL MUN OPPORT

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COM SHS (fund), issuer CIK 1454741

47 managers (47 13F filers) reported a position in EOT shares at 2025-03-31, 3,179,393 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
47
13F filers
47
New
7
Added
18
Reduced
9
Sold out
8
Shares held by filers
3,179,393

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC595,920$9.92M0.8%+15,40013F-HRTimeline
UBS Group AGin group UBS Group AG334,556$5.57M<0.01%-18,48013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.301,297$5.02M0.22%+114,21913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC282,287$4.7M0.04%+30,74513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC226,368$3.77M<0.01%+7,41813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP199,917$3.34M<0.01%+70,12813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY159,907$2.66M<0.01%+29,61413F-HRTimelineGroup
AHL INVESTMENT MANAGEMENT, INC.108,176$1.8M1.24%+9,96313F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP95,097$1.58M<0.01%+21313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/90,171$1.5M<0.01%+1,14313F-HRTimelineGroup
Retirement Planning Group, LLC89,754$1.49M0.07%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.86,051$1.43M0.97%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA80,865$1.35M<0.01%+9,42013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN57,172$952K<0.01%-28113F-HRTimelineGroup
LPL Financial LLC57,015$949K<0.01%+10,55913F-HRTimeline
Legacy Financial Strategies, LLC32,288$538K0.12%-1,70213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,416$490K<0.01%+5,35413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC27,827$463K<0.01%-4,90113F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC26,185$436K0.01%+15,57913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC25,857$436K<0.01%new13F-HRTimelineGroup
Formidable Asset Management, LLC21,100$351K0.06%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …20,248$337K<0.01%013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,784$296K0.01%+45613F-HRTimelineGroup
NewEdge Advisors, LLC16,630$277K<0.01%new13F-HRTimeline
Ackerman Capital Advisors, LLC16,506$275K0.07%+2,61613F-HRTimeline
HighTower Advisors, LLC15,940$265K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC14,500$241K0.01%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,405$240K<0.01%new13F-HRTimelineGroup
Sonora Investment Management Group, LLC13,500$225K0.02%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…13,370$223K0.02%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,772$213K<0.01%-2,53413F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP12,146$202K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning11,882$198K<0.01%013F-HRTimelineGroup
Keudell/Morrison Wealth Management10,650$177K0.04%-1,25013F-HRTimeline
Sanctuary Advisors, LLC10,530$175K<0.01%013F-HRTimeline
Prospera Financial Services Inc10,041$167K<0.01%-1,65013F-HRTimeline
Mutual Advisors, LLC10,000$164K<0.01%013F-HRTimeline
Noble Wealth Management PBC7,500$125K0.09%+1,50013F-HRTimeline
ROTHSCHILD INVESTMENT LLC6,800$113K0.01%013F-HRTimeline
Mechanics Financial Corp5,000$83.2K0.04%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,907$65.1K<0.01%+1,90713F-HRTimelineGroup
PRIVATE TRUST CO NA3,000$50K0.01%-2,00013F-HRTimeline
Steward Partners Investment Advisory, L…2,841$47.3K<0.01%+15413F-HRTimeline
Farther Finance Advisors, LLC1,000$16.8K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…612$10.3K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB603$10K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-24013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.