Eaton Vance National MunicipEOT

13F holders, Q1 2024 (March 31)
44holders
$16.59avg. 13F price*

At the end of Q1 2024, 44 institutions reported holding Eaton Vance National Municip (EOT) in their 13F filings. The largest holders were 1607 Capital Partners, LLC ($8.2M), Guggenheim Capital LLC ($5.2M) and Hennion & Walsh Asset Management, Inc. ($3.9M).

Company
Eaton Vance National Municip
CUSIP
27829L105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 44Q1 2024Q2 2024: 46Q2 2024Q3 2024: 48Q3 2024Q4 2024: 48Q4 2024Q1 2025: 46Q1 2025Q2 2025: 47Q2 2025Q3 2025: 46Q3 2025Q4 2025: 52Q4 2025Q1 2026: 47Q1 2026Q2 2026: 52Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions5$474K
Exits3$344K

Ownership 44 holders

1607 Capital Partners, LLC 0.67% Reduce -10.7% 496,009 $8.2M
Guggenheim Capital LLC 0.04% Reduce -13.4% 311,734 $5.2M
Hennion & Walsh Asset Management, Inc. 0.21% Add +26.0% 234,173 $3.9M
Morgan Stanley 0.00% Reduce -1.5% 163,797 $2.7M
Karpus Management, Inc. 0.07% Reduce -7.8% 153,847 $2.6M
Bank of America Corp. 0.00% Add +0.3% 114,229 $1.9M
Van Eck Associates Corp. 0.00% Reduce -11.8% 98,791 $1.6M
Retirement Planning Group, LLC 0.11% No change 89,754 $1.5M
Melfa Wealth Management, Inc. 1.04% Add +0.1% 87,166 $1.4M
Raymond James & Associates 0.00% Add +17.8% 84,092 $1.4M
Raymond James Financial Services Advisors, Inc. 0.00% Add +16.4% 78,130 $1.3M
Ameriprise Financial Inc. 0.00% Reduce -73.0% 54,901 $911K
LPL Financial LLC 0.00% Reduce -2.6% 50,027 $830K
Landscape Capital Management, L.L.C. 0.07% Add +7.8% 47,824 $793K
Wolverine Asset Management LLC 0.07% Add +1377.5% 44,944 $746K
Royal Bank of Canada 0.00% Add +0.7% 42,720 $709K
Wells Fargo & Company 0.00% Add +39.8% 40,418 $671K
UBS Group AG 0.00% Reduce -6.5% 39,905 $662K
Moors & Cabot, Inc. 0.03% Add +25.0% 32,500 $539K
Palumbo Wealth Management LLC 0.20% No change 26,520 $440K
Prospera Financial Services Inc 0.01% Reduce -0.5% 26,315 $437K
Legacy Financial Strategies, LLC 0.10% Add +0.9% 23,261 $386K
Keudell/Morrison Wealth Management 0.11% Add +6.9% 21,810 $362K
Commonwealth Equity Services, LLC 0.00% Reduce -1.4% 19,852 $329K
HighTower Advisors, LLC 0.00% Reduce -7.0% 15,940 $264K
Ancora Advisors LLC 0.01% No change 14,500 $241K
Sonora Investment Management Group, LLC 0.02% No change 13,500 $224K
Trustmark Bank Trust Department 0.02% New 12,600 $209K
Creative Planning 0.00% No change 11,882 $197K
Nomura Holdings Inc. 0.00% New 10,804 $179K
Mutual Advisors, LLC 0.01% No change 10,000 $166K
Benjamin F. Edwards & Company, Inc. 0.00% No change 7,448 $124K
Rothschild Investment LLC 0.01% No change 6,800 $113K
Private Trust Co. NA 0.01% No change 5,000 $83K
Jones Financial Companies LLLP 0.00% New 4,432 $74K
TCTC Holdings, LLC 0.00% No change 3,904 $65K
Steward Partners Investment Advisory, LLC 0.00% Add +0.6% 2,562 $42K
Pineridge Advisors LLC 0.01% No change 1,828 $30K
Farther Finance Advisors, LLC 0.00% No change 780 $13K
ORG Partners LLC 0.02% New 612 $10K
Concourse Financial Group Securities, Inc. 0.00% No change 480 $8K
Key Financial Inc 0.00% No change 275 $5K
Osaic Holdings, Inc. 0.00% Reduce -6.7% 181 $3K
Tower Research Capital LLC (TRC) 0.00% New 123 $2K

"% of holder's portfolio" is EOT's weight in each manager's 13F, not the share of Eaton Vance National Municip the manager owns.