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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 2025-06-30, 3,133,508 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
48
13F filers
48
New
7
Added
12
Reduced
13
Sold out
5
Shares held by filers
3,133,508

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC585,781$9.51M0.77%-10,13913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC343,650$5.58M<0.01%+117,28213F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.336,450$5.46M0.22%+35,15313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC289,607$4.7M0.04%+7,32013F-HRTimelineGroup
UBS Group AGin group UBS Group AG241,269$3.92M<0.01%-93,28713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP227,860$3.7M<0.01%+27,94313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY118,043$1.92M<0.01%-41,86413F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP96,135$1.56M<0.01%+1,03813F-HRTimelineGroup
Retirement Planning Group, LLC89,754$1.46M0.06%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/86,703$1.41M<0.01%-3,46813F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.86,051$1.4M0.88%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA80,553$1.31M<0.01%-31213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN60,036$975K<0.01%+2,86413F-HRTimelineGroup
LPL Financial LLC58,727$954K<0.01%+1,71213F-HRTimeline
Legacy Financial Strategies, LLC30,547$496K0.1%-1,74113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…26,549$431K0.01%+8,76513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC26,199$425K<0.01%-3,21713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC23,175$376K<0.01%-4,65213F-HRTimelineGroup
NewEdge Advisors, LLC22,630$368K<0.01%+6,00013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC22,538$366K<0.01%+9,76613F-HRTimelineGroup
Keudell/Morrison Wealth Management21,851$355K0.08%+11,20113F-HRTimeline
Formidable Asset Management, LLC21,100$351K0.06%013F-HRTimeline
Regal Investment Advisors LLC21,467$349K0.03%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …20,248$329K<0.01%013F-HRTimelineGroup
AHL INVESTMENT MANAGEMENT, INC.20,000$325K0.22%-88,17613F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management19,822$322K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC15,940$259K<0.01%013F-HRTimeline
Ackerman Capital Advisors, LLC15,664$254K0.06%-84213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC14,500$235K<0.01%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,327$233K<0.01%-7813F-HRTimelineGroup
Sonora Investment Management Group, LLC13,500$219K0.02%013F-HRTimeline
Creative Planningin group Creative Planning11,882$193K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…11,087$180K<0.01%new13F-HRTimeline
Catalina Capital Group, LLC10,287$167K0.11%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,122$164K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC10,000$161K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC6,800$110K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…5,686$92.3K<0.01%+2,84513F-HRTimeline
Mechanics Financial Corp5,000$81.2K0.03%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC4,518$73.4K<0.01%-21,66713F-HRTimelineGroup
PRIVATE TRUST CO NA3,000$48.7K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,002$32.5K<0.01%-1,90513F-HR/ATimelineGroup
Farther Finance Advisors, LLC1,000$16.2K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…612$10K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB603$9.79K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/230$3.73K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3$49<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.