Eaton Vance National MunicipEOT
13F holders, Q1 2025 (March 31)46holders −2
7new positions
8sold out
$16.65avg. 13F price*
At the end of Q1 2025, 46 institutions reported holding Eaton Vance National Municip (EOT) in their 13F filings, down 2 from Q4 2024. 7 opened new positions and 8 sold out. The largest holders were 1607 Capital Partners, LLC ($9.9M), UBS Group AG ($5.6M) and Hennion & Walsh Asset Management, Inc. ($5.0M).
- Company
- Eaton Vance National Municip
- CUSIP
- 27829L105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.7M |
| Exits | 8 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 430,896 shares bought and 105,578 shares sold, net +325,318 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| 1607 Capital Partners, LLC | 0.80% | Add +2.6% | 595,920 | $9.9M |
| UBS Group AG | 0.00% | Reduce -5.2% | 334,556 | $5.6M |
| Hennion & Walsh Asset Management, Inc. | 0.22% | Add +61.0% | 301,297 | $5.0M |
| Guggenheim Capital LLC | 0.04% | Add +12.2% | 282,287 | $4.7M |
| Raymond James Financial Inc. | 0.00% | Add +3.4% | 226,368 | $3.8M |
| Jones Financial Companies LLLP | 0.00% | Add +54.0% | 199,917 | $3.3M |
| Morgan Stanley | 0.00% | Add +22.7% | 159,907 | $2.7M |
| Ahl Investment Management, Inc. | 1.24% | Add +10.1% | 108,176 | $1.8M |
| Van Eck Associates Corp. | 0.00% | Add +0.2% | 95,097 | $1.6M |
| Bank of America Corp. | 0.00% | Add +1.3% | 90,171 | $1.5M |
| Retirement Planning Group, LLC | 0.07% | No change | 89,754 | $1.5M |
| Melfa Wealth Management, Inc. | 0.97% | No change | 86,051 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +13.2% | 80,865 | $1.3M |
| Wells Fargo & Company | 0.00% | Reduce -0.5% | 57,172 | $952K |
| LPL Financial LLC | 0.00% | Add +22.7% | 57,015 | $949K |
| Legacy Financial Strategies, LLC | 0.12% | Reduce -5.0% | 32,288 | $538K |
| Commonwealth Equity Services, LLC | 0.00% | Add +22.3% | 29,416 | $490K |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.0% | 27,827 | $463K |
| Wolverine Asset Management LLC | 0.03% | Add +146.9% | 26,185 | $436K |
| Pathstone Holdings, LLC | 0.00% | New | 25,857 | $436K |
| Formidable Asset Management, LLC | 0.06% | New | 21,100 | $351K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 20,248 | $337K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.6% | 17,784 | $296K |
| NewEdge Advisors, LLC | 0.00% | New | 16,630 | $277K |
| Ackerman Capital Advisors, LLC | 0.07% | Add +18.8% | 16,506 | $275K |
| HighTower Advisors, LLC | 0.00% | No change | 15,940 | $265K |
| Ancora Advisors LLC | 0.01% | No change | 14,500 | $241K |
| Baird Financial Group, Inc. | 0.00% | New | 14,405 | $240K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 13,500 | $225K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 13,370 | $223K |
| Benjamin Edwards Inc. | 0.00% | Reduce -16.6% | 12,772 | $213K |
| Readystate Asset Management LP | 0.02% | New | 12,146 | $202K |
| Creative Planning | 0.00% | No change | 11,882 | $198K |
| Keudell/Morrison Wealth Management | 0.04% | Reduce -10.5% | 10,650 | $177K |
| Sanctuary Advisors, LLC | 0.00% | No change | 10,530 | $175K |
| Prospera Financial Services Inc | 0.00% | Reduce -14.1% | 10,041 | $167K |
| Mutual Advisors, LLC | 0.00% | No change | 10,000 | $164K |
| Noble Wealth Management PBC | 0.09% | Add +25.0% | 7,500 | $125K |
| Rothschild Investment LLC | 0.01% | No change | 6,800 | $113K |
| Mechanics Financial Corp | 0.04% | No change | 5,000 | $83K |
| Osaic Holdings, Inc. | 0.00% | Add +95.3% | 3,907 | $65K |
| Private Trust Co. NA | 0.01% | Reduce -40.0% | 3,000 | $50K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.7% | 2,841 | $47K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,000 | $17K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 612 | $10K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 603 | $10K |
"% of holder's portfolio" is EOT's weight in each manager's 13F, not the share of Eaton Vance National Municip the manager owns.