Skip to content

EOT EATON VANCE NATL MUN OPPORT

Follow

COM SHS (fund), issuer CIK 1454741

52 managers (52 13F filers) reported a position in EOT shares at 2025-12-31, 3,453,196 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
52
13F filers
52
New
7
Added
17
Reduced
14
Sold out
2
Shares held by filers
3,453,196

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC526,862$8.91M0.61%-29,58313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC383,578$6.49M<0.01%-9,99913F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC365,794$6.19M0.05%+9,40213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP333,747$5.64M<0.01%+45,88413F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.228,730$3.87M0.13%-112,35813F-HRTimeline
UBS Group AGin group UBS Group AG185,117$3.13M<0.01%-8,12013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY119,398$2.02M<0.01%+3,83813F-HR/ATimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP117,063$1.98M<0.01%+14,37613F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp109,814$1.86M0.01%new13F-HRTimelineGroup
LPL Financial LLC90,741$1.53M<0.01%-5,20613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA89,803$1.52M<0.01%+72513F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC78,454$1.42M0.6%new13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.81,920$1.39M0.8%-4,13113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/76,951$1.3M<0.01%-9,81413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.61,069$1.03M<0.01%+34,60513F-HRTimelineGroup
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…60,012$1.01M0.28%new13F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …56,119$949K<0.01%+35,87113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN39,900$675K<0.01%-2,90513F-HRTimelineGroup
Ackerman Capital Advisors, LLC36,365$615K0.12%+4,64313F-HRTimeline
Formidable Asset Management, LLC31,600$526K0.08%+9,50013F-HRTimeline
Legacy Financial Strategies, LLC30,547$517K0.09%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC27,797$470K<0.01%-5,76313F-HRTimelineGroup
World Investment Advisors26,773$453K0.01%+12,86013F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…26,549$449K0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC26,528$449K<0.01%013F-HRTimeline
Regal Investment Advisors LLC26,421$447K0.03%+1,00313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC22,538$381K<0.01%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.22,158$375K<0.01%-26113F-HRTimelineGroup
NewEdge Advisors, LLC19,630$332K<0.01%+1,00013F-HRTimeline
HighTower Advisors, LLC15,940$270K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,423$261K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC14,600$247K0.01%+4,60013F-HRTimeline
Closed-End Fund Advisors, Inc.11,837$200K0.12%13F-HRTimeline
Creative Planningin group Creative Planning11,382$192K<0.01%-50013F-HRTimelineGroup
Cambridge Investment Research Advisors,…11,010$186K<0.01%-14813F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management10,925$185K<0.01%new13F-HRTimelineGroup
Catalina Capital Group, LLC10,348$175K0.11%+6113F-HRTimeline
Steward Partners Investment Advisory, L…10,045$170K<0.01%+1,94713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,670$130K<0.01%-6,83013F-HRTimelineGroup
Noble Wealth Management PBC7,300$123K0.06%013F-HRTimeline
Mechanics Financial Corp5,000$84.5K0.03%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,911$83.1K<0.01%+3613F-HR/ATimelineGroup
PRIVATE TRUST CO NA3,000$50.7K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,432$41.1K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,005$33.9K<0.01%+213F-HRTimelineGroup
Center for Financial Planning, Inc.2,000$33.8K<0.01%-4,00013F-HRTimeline
Elyxium Wealth, LLC1,645$27.8K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,300$22K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,000$16.9K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…612$10.3K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB603$10.2K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/230$3.89K<0.01%013F-HRTimeline