Eaton Vance National MunicipEOT
13F holders, Q4 2024 (December 31)48holders
8new positions
8sold out
$16.46avg. 13F price*
At the end of Q4 2024, 48 institutions reported holding Eaton Vance National Municip (EOT) in their 13F filings, unchanged from Q3 2024. 8 opened new positions and 8 sold out. The largest holders were 1607 Capital Partners, LLC ($9.6M), UBS Group AG ($5.8M) and Guggenheim Capital LLC ($4.1M).
- Company
- Eaton Vance National Municip
- CUSIP
- 27829L105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.7M |
| Exits | 8 | $1.1M |
All 13F filers, Q3 2024 → Q4 2024: 518,525 shares bought and 265,788 shares sold, net +252,737 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| 1607 Capital Partners, LLC | 0.77% | Reduce -3.4% | 580,520 | $9.6M |
| UBS Group AG | 0.00% | Add +207.2% | 353,036 | $5.8M |
| Guggenheim Capital LLC | 0.03% | Reduce -22.2% | 251,542 | $4.1M |
| Raymond James Financial Inc. | 0.00% | — | 218,950 | $3.6M |
| Hennion & Walsh Asset Management, Inc. | 0.14% | Add +87.5% | 187,078 | $3.1M |
| Morgan Stanley | 0.00% | Reduce -2.4% | 130,293 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +72.9% | 129,789 | $2.1M |
| Ahl Investment Management, Inc. | 1.13% | Add +1.4% | 98,213 | $1.6M |
| Van Eck Associates Corp. | 0.00% | Reduce -14.1% | 94,884 | $1.6M |
| Retirement Planning Group, LLC | 0.07% | No change | 89,754 | $1.5M |
| Bank of America Corp. | 0.00% | Reduce -26.1% | 89,028 | $1.5M |
| Melfa Wealth Management, Inc. | 0.95% | Reduce -5.0% | 86,051 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +14.0% | 71,445 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +13.5% | 57,453 | $946K |
| LPL Financial LLC | 0.00% | Add +2.9% | 46,456 | $765K |
| Legacy Financial Strategies, LLC | 0.12% | Add +46.0% | 33,990 | $566K |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.0% | 32,728 | $522K |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.4% | 24,062 | $396K |
| Nomura Holdings Inc. | 0.00% | New | 23,448 | $386K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 20,248 | $333K |
| Logan Stone Capital, LLC | 0.10% | New | 17,453 | $287K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 17,328 | $285K |
| HighTower Advisors, LLC | 0.00% | Reduce -75.8% | 15,940 | $262K |
| Benjamin Edwards Inc. | 0.00% | New | 15,306 | $252K |
| Ancora Advisors LLC | 0.01% | No change | 14,500 | $239K |
| Ackerman Capital Advisors, LLC | 0.06% | Add +12.6% | 13,890 | $229K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 13,500 | $222K |
| Trustmark Bank Trust Department | 0.02% | No change | 12,600 | $207K |
| Susquehanna International Group, LLP | 0.00% | New | 11,927 | $196K |
| Keudell/Morrison Wealth Management | 0.05% | Reduce -2.4% | 11,900 | $196K |
| Creative Planning | 0.00% | No change | 11,882 | $196K |
| Prospera Financial Services Inc | 0.00% | Reduce -16.6% | 11,691 | $192K |
| Sanctuary Advisors, LLC | 0.00% | No change | 10,530 | $176K |
| Wolverine Asset Management LLC | 0.01% | New | 10,606 | $175K |
| Mutual Advisors, LLC | 0.00% | No change | 10,000 | $167K |
| Rothschild Investment LLC | 0.01% | No change | 6,800 | $112K |
| Noble Wealth Management PBC | 0.07% | — | 6,000 | $99K |
| Mechanics Financial Corp | 0.04% | New | 5,000 | $82K |
| Private Trust Co. NA | 0.01% | No change | 5,000 | $82K |
| Elequin Capital, LP | 0.01% | New | 3,032 | $50K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.3% | 2,687 | $44K |
| Osaic Holdings, Inc. | 0.00% | Add +0.1% | 2,000 | $33K |
| Larson Financial Group LLC | 0.00% | No change | 2,000 | $33K |
| Pineridge Advisors LLC | 0.01% | Add +1.2% | 1,857 | $31K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 612 | $10K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 603 | $10K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 463 | $8K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 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.