Eaton Vance National MunicipEOT
13F holders, Q3 2024 (September 30)48holders +2
7new positions
5sold out
$17.92avg. 13F price*
At the end of Q3 2024, 48 institutions reported holding Eaton Vance National Municip (EOT) in their 13F filings, up 2 from Q2 2024. 7 opened new positions and 5 sold out. The largest holders were 1607 Capital Partners, LLC ($10.8M), Guggenheim Capital LLC ($5.8M) and Raymond James Financial Services Advisors, Inc. ($2.4M).
- Company
- Eaton Vance National Municip
- CUSIP
- 27829L105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $720K |
| Exits | 5 | $4.2M |
All 13F filers, Q2 2024 → Q3 2024: 335,802 shares bought and 375,271 shares sold, net −39,469 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| 1607 Capital Partners, LLC | 0.99% | Add +10.4% | 601,045 | $10.8M |
| Guggenheim Capital LLC | 0.04% | Add +13.5% | 323,180 | $5.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +64.5% | 134,512 | $2.4M |
| Morgan Stanley | 0.00% | Reduce -22.5% | 133,455 | $2.4M |
| Bank of America Corp. | 0.00% | Add +14.6% | 120,447 | $2.2M |
| UBS Group AG | 0.00% | Add +37.9% | 114,925 | $2.1M |
| Van Eck Associates Corp. | 0.00% | Reduce -3.6% | 110,435 | $1.9M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Reduce -23.3% | 99,780 | $1.8M |
| Ahl Investment Management, Inc. | 1.20% | Reduce -1.8% | 96,845 | $1.7M |
| Melfa Wealth Management, Inc. | 1.07% | Reduce -1.7% | 90,551 | $1.6M |
| Retirement Planning Group, LLC | 0.09% | No change | 89,754 | $1.6M |
| Raymond James & Associates | 0.00% | Reduce -2.3% | 85,717 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +162.4% | 75,074 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +313.7% | 65,940 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -3.8% | 62,656 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +3.7% | 50,638 | $909K |
| LPL Financial LLC | 0.00% | Reduce -1.1% | 45,149 | $810K |
| Ameriprise Financial Inc. | 0.00% | Reduce -25.7% | 35,977 | $646K |
| Bessemer Group Inc. | 0.00% | New | 34,000 | $610K |
| Legacy Financial Strategies, LLC | 0.09% | Add +0.1% | 23,286 | $418K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.2% | 20,318 | $365K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 20,248 | $363K |
| Landscape Capital Management, L.L.C. | 0.04% | Reduce -51.5% | 20,193 | $362K |
| Ancora Advisors LLC | 0.01% | No change | 14,500 | $260K |
| Prospera Financial Services Inc | 0.01% | Add +1.7% | 14,016 | $252K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 13,500 | $242K |
| Trustmark Bank Trust Department | 0.02% | No change | 12,600 | $226K |
| Ackerman Capital Advisors, LLC | 0.06% | Reduce -23.2% | 12,339 | $221K |
| Keudell/Morrison Wealth Management | 0.06% | Reduce -36.7% | 12,195 | $219K |
| Creative Planning | 0.00% | No change | 11,882 | $213K |
| Sanctuary Advisors, LLC | 0.00% | No change | 10,530 | $180K |
| Mutual Advisors, LLC | 0.01% | No change | 10,000 | $176K |
| Rothschild Investment LLC | 0.01% | No change | 6,800 | $122K |
| Private Trust Co. NA | 0.01% | No change | 5,000 | $90K |
| CIBC Private Wealth Group LLC | 0.00% | Add +30.9% | 3,136 | $56K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.0% | 2,722 | $49K |
| International Assets Investment Management, LLC | 0.00% | New | 2,407 | $43K |
| Larson Financial Group LLC | 0.00% | Add +233.3% | 2,000 | $36K |
| Osaic Holdings, Inc. | 0.00% | Add +0.1% | 1,999 | $36K |
| Pineridge Advisors LLC | 0.01% | Add +0.4% | 1,835 | $33K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 1,103 | $20K |
| GHP Investment Advisors, Inc. | 0.00% | New | 1,006 | $18K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -7.7% | 720 | $13K |
| Ascentis Wealth Management, LLC | 0.00% | — | 612 | $11K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 603 | $11K |
| Motco | 0.00% | New | 524 | $9K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 463 | $8K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -50.0% | 240 | $4K |
"% of holder's portfolio" is EOT's weight in each manager's 13F, not the share of Eaton Vance National Municip the manager owns.