Eaton Vance National MunicipEOT
13F holders, Q2 2024 (June 30)46holders +2
5new positions
4sold out
$16.84avg. 13F price*
At the end of Q2 2024, 46 institutions reported holding Eaton Vance National Municip (EOT) in their 13F filings, up 2 from Q1 2024. 5 opened new positions and 4 sold out. The largest holders were 1607 Capital Partners, LLC ($9.2M), Guggenheim Capital LLC ($4.8M) and Morgan Stanley ($2.9M).
- Company
- Eaton Vance National Municip
- CUSIP
- 27829L105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.3M |
| Exits | 4 | $611K |
All 13F filers, Q1 2024 → Q2 2024: 335,724 shares bought and 209,462 shares sold, net +126,262 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| 1607 Capital Partners, LLC | 0.82% | Add +9.8% | 544,510 | $9.2M |
| Guggenheim Capital LLC | 0.03% | Reduce -8.7% | 284,716 | $4.8M |
| Morgan Stanley | 0.00% | Add +5.1% | 172,177 | $2.9M |
| Karpus Management, Inc. | 0.07% | Reduce -0.2% | 153,558 | $2.6M |
| Hennion & Walsh Asset Management, Inc. | 0.11% | Reduce -44.5% | 130,062 | $2.2M |
| Van Eck Associates Corp. | 0.00% | Add +16.0% | 114,568 | $1.9M |
| Bank of America Corp. | 0.00% | Reduce -8.0% | 105,132 | $1.8M |
| Ahl Investment Management, Inc. | 1.22% | New | 98,628 | $1.7M |
| Melfa Wealth Management, Inc. | 1.08% | Add +5.7% | 92,120 | $1.6M |
| Retirement Planning Group, LLC | 0.10% | No change | 89,754 | $1.5M |
| Raymond James & Associates | 0.00% | Add +4.3% | 87,715 | $1.5M |
| UBS Group AG | 0.00% | Add +108.8% | 83,340 | $1.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +4.7% | 81,791 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +52.5% | 65,150 | $1.1M |
| Wolverine Asset Management LLC | 0.09% | Add +27.6% | 57,329 | $965K |
| Wells Fargo & Company | 0.00% | Add +20.8% | 48,820 | $822K |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.8% | 48,438 | $816K |
| LPL Financial LLC | 0.00% | Reduce -8.7% | 45,658 | $769K |
| Landscape Capital Management, L.L.C. | 0.06% | Reduce -13.0% | 41,591 | $700K |
| Jones Financial Companies LLLP | 0.00% | Add +545.4% | 28,606 | $482K |
| Palumbo Wealth Management LLC | 0.19% | No change | 26,520 | $447K |
| Legacy Financial Strategies, LLC | 0.09% | Add +0.1% | 23,273 | $391K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 20,248 | $341K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.1% | 20,080 | $338K |
| Keudell/Morrison Wealth Management | 0.09% | Reduce -11.7% | 19,266 | $324K |
| Ackerman Capital Advisors, LLC | 0.07% | New | 16,067 | $271K |
| HighTower Advisors, LLC | 0.00% | No change | 15,940 | $268K |
| Ancora Advisors LLC | 0.01% | No change | 14,500 | $244K |
| Prospera Financial Services Inc | 0.01% | Reduce -47.6% | 13,779 | $232K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 13,500 | $224K |
| Trustmark Bank Trust Department | 0.02% | No change | 12,600 | $212K |
| Creative Planning | 0.00% | No change | 11,882 | $200K |
| Nomura Holdings Inc. | 0.00% | No change | 10,804 | $182K |
| Sanctuary Advisors, LLC | 0.00% | — | 10,530 | $171K |
| Mutual Advisors, LLC | 0.01% | No change | 10,000 | $171K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 7,448 | $125K |
| Rothschild Investment LLC | 0.01% | No change | 6,800 | $115K |
| Private Trust Co. NA | 0.01% | No change | 5,000 | $84K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.3% | 2,569 | $43K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,395 | $40K |
| Osaic Holdings, Inc. | 0.00% | Add +1003.9% | 1,998 | $34K |
| Pineridge Advisors LLC | 0.01% | No change | 1,828 | $31K |
| Farther Finance Advisors, LLC | 0.00% | No change | 780 | $13K |
| ORG Partners LLC | 0.00% | No change | 612 | $10K |
| Larson Financial Group LLC | 0.00% | New | 600 | $10K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 480 | $8K |
"% of holder's portfolio" is EOT's weight in each manager's 13F, not the share of Eaton Vance National Municip the manager owns.