Eaton Vance National Municipal Opportunities Trust - COM SHS (EOT)

CUSIP: 27829L105

Q4 2016 13F Holders as of 31 Dec 2016

Type / Class
Equity / COM SHS
Total 13F shares
1,999,999
Share change
-30,305
Total reported value
$41,595,000
Price per share
$20.79
Number of holders
35
Value change
-$929,332
Number of buys
19
Number of sells
15

Quarterly Holders Quick Answers

What is CUSIP 27829L105?
CUSIP 27829L105 identifies EOT - Eaton Vance National Municipal Opportunities Trust - COM SHS in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of EOT - Eaton Vance National Municipal Opportunities Trust - COM SHS (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
BANK OF AMERICA CORP /DE/
13F
Company
class O/S missing
648,905
$15,133,000 30 Sep 2016
13F
Invesco Ltd.
13F
Company
class O/S missing
313,180
$7,303,000 30 Sep 2016
13F
WELLS FARGO & COMPANY/MN
13F
Company
class O/S missing
204,832
$4,776,000 30 Sep 2016
13F
MORGAN STANLEY
13F
Company
class O/S missing
182,782
$4,262,000 30 Sep 2016
13F
FIRST FOUNDATION ADVISORS
13F
Company
class O/S missing
72,283
$1,686,000 30 Sep 2016
13F
UNITED CAPITAL FINANCIAL ADVISORS, LLC
13F
Company
class O/S missing
67,133
$1,566,000 30 Sep 2016
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
class O/S missing
66,860
$1,559,000 30 Sep 2016
13F
ANCORA PRIVATE WEALTH ADVISORS, LLC
13F
Company
class O/S missing
60,850
$1,419,000 30 Sep 2016
13F
Capital Investment Advisors, LLC
13F
Company
class O/S missing
57,260
$1,335,000 30 Sep 2016
13F
ROYAL BANK OF CANADA
13F
Company
class O/S missing
50,249
$1,172,000 30 Sep 2016
13F
UBS Group AG
13F
Company
class O/S missing
48,935
$1,141,000 30 Sep 2016
13F
LPL Financial LLC
13F
Company
class O/S missing
48,686
$1,116,000 30 Sep 2016
13F
VAN ECK ASSOCIATES CORP
13F
Company
class O/S missing
42,381
$988,000 30 Sep 2016
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
class O/S missing
30,589
$713,000 30 Sep 2016
13F
ROBINSON CAPITAL MANAGEMENT, LLC
13F
Company
class O/S missing
30,000
$700,000 30 Sep 2016
13F
Raymond James Financial Services Advisors, Inc.
13F
Company
class O/S missing
29,832
$696,000 30 Sep 2016
13F
HighTower Advisors, LLC
13F
Company
class O/S missing
28,188
$656,000 30 Sep 2016
13F
CITIGROUP INC
13F
Company
class O/S missing
14,909
$348,000 30 Sep 2016
13F
Segment Wealth Management, LLC
13F
Company
class O/S missing
13,644
$318,000 30 Sep 2016
13F
STIFEL FINANCIAL CORP
13F
Company
class O/S missing
12,777
$297,000 30 Sep 2016
13F
J.P. Morgan Private Wealth Advisors LLC
13F
Company
class O/S missing
12,700
$296,000 30 Sep 2016
13F
COLDSTREAM CAPITAL MANAGEMENT INC
13F
Company
class O/S missing
10,998
$256,000 30 Sep 2016
13F
Advisor Group, Inc.
13F
Company
class O/S missing
10,300
$240,000 30 Sep 2016
13F
Concert Wealth Management Inc.
13F
Company
class O/S missing
9,633
$223,000 30 Sep 2016
13F
LVW Advisors, LLC
13F
Company
class O/S missing
9,310
$217,000 30 Sep 2016
13F
Creative Planning
13F
Company
class O/S missing
3,802
$89,000 30 Sep 2016
13F
PATHSTONE FAMILY OFFICE, LLC
13F
Company
class O/S missing
2,776
$65,000 30 Sep 2016
13F
MSI Financial Services Inc
13F
Company
class O/S missing
2,352
$55,000 30 Sep 2016
13F
Jackson, Grant Investment Advisers, Inc.
13F
Company
class O/S missing
2,053
$48,000 30 Sep 2016
13F
FineMark National Bank & Trust
13F
Company
class O/S missing
1,735
$40,000 30 Sep 2016
13F
NEXT Financial Group, Inc
13F
Company
class O/S missing
800
$19,000 30 Sep 2016
13F
LADENBURG THALMANN FINANCIAL SERVICES INC.
13F
Company
class O/S missing
306
$7,000 30 Sep 2016
13F
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F
Company
class O/S missing
114
$3,000 30 Sep 2016
13F

Institutional Holders of Eaton Vance National Municipal Opportunities Trust - COM SHS (EOT) as of Q4 2016

As of 31 Dec 2016, Eaton Vance National Municipal Opportunities Trust - COM SHS (EOT) was held by 35 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,999,999 shares. The largest 10 holders included BANK OF AMERICA CORP /DE/, Invesco Ltd., WELLS FARGO & COMPANY/MN, MORGAN STANLEY, FIRST FOUNDATION ADVISORS, UNITED CAPITAL FINANCIAL ADVISERS, LLC, Ancora Advisors, LLC, Capital Investment Advisors, LLC, LPL Financial LLC, and ROYAL BANK OF CANADA. This page lists 35 institutional shareholders reporting positions in this security for the Q4 2016 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2016 vs Q3 2016 Across Filers

Q3 2016 holders
33
Q4 2016 holders
35
Holder diff
2
Investor Q3 2016 Shares Q4 2016 Shares Share Diff Share Chg % Q3 2016 Value $ Q4 2016 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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