EATON VANCE NATL MUN OPPORT shareholder history

Current and past EATON VANCE NATL MUN OPPORT shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
VAN ECK ASSOCIATES CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 39390.00%0.00%0.01%Q1 2014Q3 202339
Raymond James Financial Services Advisors, Inc. 37370.00%0.01%0.03%Q3 2014Q3 202337
UNITED CAPITAL FINANCIAL ADVISORS, LLC 37370.00%0.01%0.02%Q3 2014Q3 202337
HighTower Advisors, LLC 37370.00%0.00%0.01%Q3 2014Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
GUGGENHEIM CAPITAL LLC 25100.00%0.01%0.05%Q2 2013Q3 202335
HUNTINGTON NATIONAL BANK 2730.00%0.00%0.00%Q2 2011Q3 202330
Invesco Ltd. 2050.00%0.00%0.01%Q2 2013Q3 202330
PATHSTONE FAMILY OFFICE, LLC 1310.00%0.09%0.35%Q3 2013Q4 202229
AMERIPRISE FINANCIAL INC 2720.00%0.00%0.00%Q2 2013Q3 202329
CITIGROUP INC 2260.00%0.00%0.00%Q2 2013Q3 202028
Ancora Advisors LLC 28280.01%0.03%0.10%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
Mutual Advisors, LLC 24240.01%0.02%0.08%Q4 2017Q3 202324
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Capital Investment Advisors, LLC 21210.05%0.18%0.32%Q4 2013Q4 201821
FIRST FOUNDATION ADVISORS 20200.02%0.07%0.12%Q4 2014Q3 201920
Creative Planning 830.00%0.00%0.00%Q2 2013Q3 202319
HBK Sorce Advisory LLC 18180.01%0.02%0.03%Q4 2017Q1 202218
Advisors Asset Management, Inc. 1080.00%0.02%0.06%Q3 2013Q1 201918
Steward Partners Investment Advisory, LLC 1150.00%0.00%0.00%Q2 2019Q3 202316
COLDSTREAM CAPITAL MANAGEMENT INC 16160.03%0.09%0.16%Q3 2013Q2 201716
Segment Wealth Management, LLC 15150.10%0.12%0.16%Q2 2013Q4 201615
FineMark National Bank & Trust 15150.00%0.01%0.01%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
ENVESTNET ASSET MANAGEMENT INC 1040.00%0.00%0.01%Q2 2014Q2 201914
Karpus Management, Inc. 810.01%0.18%0.34%Q3 2013Q3 202313
VSR Financial Services, Inc. 13130.04%0.07%0.10%Q2 2013Q2 201613
NEXT Financial Group, Inc 1020.00%0.00%0.01%Q2 2014Q2 201712
1607 Capital Partners, LLC 710.02%0.31%0.58%Q4 2018Q3 202312
Prospera Financial Services Inc 12120.01%0.02%0.03%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Baird Financial Group, Inc. 1020.00%0.00%0.01%Q3 2017Q4 202212
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.01%0.03%Q2 2013Q2 202212
Commonwealth Equity Services, Inc 12120.00%0.00%0.01%Q3 2013Q2 201612
Rockefeller Capital Management L.P. 1110.00%0.00%0.00%Q1 2019Q4 202212
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 510.03%0.15%0.46%Q4 2013Q2 202211
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 610.00%0.00%0.00%Q3 2015Q4 202111
Leelyn Smith, LLC 11110.00%0.00%0.01%Q2 2020Q4 202211
MSI Financial Services Inc 510.00%0.02%0.04%Q2 2013Q4 201611
COHEN & STEERS, INC. 11110.00%0.00%0.01%Q3 2013Q1 201611
EVOKE WEALTH, LLC 10100.01%0.02%0.03%Q3 2019Q4 202110
Moors & Cabot, Inc. 10100.02%0.03%0.04%Q2 2021Q3 202310
PARAMETRIC PORTFOLIO ASSOCIATES LLC 10100.00%0.00%0.01%Q3 2013Q4 201510
FIRST TRUST ADVISORS LP 10100.00%0.00%0.00%Q4 2016Q1 201910
NewEdge Advisors, LLC 10100.01%0.01%0.02%Q3 2018Q4 202010
Mascoma Wealth Management LLC 990.02%0.09%0.20%Q2 2017Q2 20199
OneDigital Investment Advisors LLC 990.00%0.03%0.08%Q2 2017Q2 20199
STIFEL FINANCIAL CORP 990.00%0.00%0.00%Q3 2016Q3 20189
DOLIVER ADVISORS, LP 710.15%0.27%0.40%Q1 2013Q4 20189
Jackson, Grant Investment Advisers, Inc. 990.03%0.04%0.04%Q4 2015Q4 20179
D.A. DAVIDSON & CO. 990.00%0.00%0.00%Q2 2013Q2 20159
Key FInancial Inc 990.00%0.00%0.00%Q3 2021Q3 20239
COMMONWEALTH EQUITY SERVICES, LLC 530.00%0.00%0.00%Q2 2021Q3 20238
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q2 2013Q1 20228
J.P. Morgan Private Wealth Advisors LLC 530.00%0.00%0.00%Q4 2015Q1 20188
BENJAMIN F. EDWARDS & COMPANY, INC. 310.00%0.01%0.03%Q4 2016Q3 20238
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 880.06%0.19%0.33%Q1 2014Q4 20158
LVW Advisors, LLC 610.07%0.14%0.19%Q4 2014Q3 20167
Cambridge Investment Research Advisors, Inc. 520.00%0.00%0.01%Q1 2015Q3 20237
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 770.35%0.53%0.60%Q4 2013Q2 20157
WHITEBOX ADVISORS LLC 770.05%0.08%0.12%Q3 2013Q1 20157
MANUFACTURERS LIFE INSURANCE COMPANY, THE 660.00%0.00%0.00%Q1 2016Q2 20176
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
Keudell/Morrison Wealth Management 660.08%0.15%0.20%Q2 2022Q3 20236
ACCESS FINANCIAL SERVICES, INC. 660.51%0.63%0.72%Q1 2021Q2 20226
BANK OF MONTREAL /CAN/ 510.00%0.00%0.00%Q1 2015Q1 20186
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Quad-Cities Investment Group, LLC 660.01%0.02%0.04%Q2 2018Q3 20196
1776 Wealth LLC 310.12%0.13%0.14%Q4 2019Q3 20215
American Portfolios Advisors 550.00%0.00%0.01%Q1 2021Q1 20225
Hennion & Walsh Asset Management, Inc. 550.11%0.14%0.15%Q3 2022Q3 20235
CIBC Private Wealth Group, LLC 550.00%0.00%0.00%Q1 2019Q1 20205
Operose Advisors LLC 550.04%0.06%0.09%Q4 2021Q4 20225
ANCORA FAMILY WEALTH ADVISORS, LLC 550.47%0.52%0.55%Q3 2015Q3 20165
DEUTSCHE BANK AG\ 550.00%0.00%0.00%Q2 2014Q2 20155
Kestra Advisory Services, LLC 550.02%0.02%0.03%Q3 2020Q3 20215
Dalton Investments LLC 550.06%0.09%0.11%Q4 2013Q4 20145
Janney Montgomery Scott LLC 550.00%0.00%0.00%Q1 2021Q1 20225
AMERICAN NATIONAL BANK 550.01%0.01%0.01%Q2 2022Q2 20235
AQR Capital Management 320.00%0.00%0.00%Q3 2013Q4 20145
FIFTH THIRD BANCORP 310.00%0.00%0.00%Q2 2013Q2 20184
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Perigon Wealth Management, LLC 310.00%0.02%0.02%Q3 2017Q4 20204
MELFA WEALTH MANAGEMENT, INC. 441.53%1.61%1.69%Q4 2022Q3 20234
Capital Investment Advisory Services, LLC 440.00%0.01%0.01%Q4 2018Q3 20194
TFS CAPITAL LLC 310.01%0.02%0.04%Q2 2013Q2 20144
Newbridge Financial Services Group, Inc. 440.01%0.01%0.01%Q3 2020Q2 20214
US BANCORP \DE\ 210.00%0.00%0.00%Q4 2013Q4 20224
CORNERSTONE ADVISORS INC 440.05%0.11%0.16%Q2 2013Q1 20144
PNC FINANCIAL SERVICES GROUP, INC. 210.00%0.00%0.00%Q1 2014Q1 20184
TCTC Holdings, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Rehmann Capital Advisory Group 440.00%0.00%0.00%Q1 2018Q4 20184
HHM Wealth Advisors, LLC 440.01%0.01%0.01%Q3 2021Q2 20224
OPPENHEIMER & CO INC 330.01%0.01%0.01%Q1 2015Q3 20153
RMB Capital Management, LLC 110.01%0.01%0.02%Q2 2016Q4 20183
Thomas J. Herzfeld Advisors, Inc. 330.00%0.00%0.00%Q1 2014Q3 20143
ROBINSON CAPITAL MANAGEMENT, LLC 210.02%0.35%0.70%Q2 2016Q1 20183
Premia Global Advisors, LLC 330.03%0.03%0.04%Q4 2017Q2 20183
JONES FINANCIAL COMPANIES LLLP 330.00%0.00%0.00%Q1 2021Q3 20213
Citizens National Bank Trust Department 330.01%0.01%0.01%Q4 2021Q2 20223
SG Americas Securities, LLC 210.00%0.00%0.00%Q4 2016Q2 20183
Citadel Advisors 210.00%0.00%0.00%Q3 2017Q4 20223
Pine River Capital Management L.P. 330.00%0.00%0.00%Q2 2013Q4 20133
FinTrust Capital Advisors, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
GEODE CAPITAL MANAGEMENT, LLC 210.00%0.00%0.00%Q3 2013Q4 20183
BLAIR WILLIAM & CO/IL 220.00%0.00%0.00%Q1 2016Q2 20162
MACKAY SHIELDS LLC 220.21%0.22%0.23%Q1 2016Q2 20162
Partnervest Advisory Services LLC 110.11%0.11%0.12%Q1 2019Q3 20192
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Ackerman Capital Advisors, LLC 110.17%0.18%0.19%Q2 2020Q4 20202
Virtu KCG Holdings LLC 110.00%0.00%0.00%Q4 2013Q4 20142
Farther Finance Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
WealthBridge Capital Management, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
EPG Wealth Management LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Tradewinds Capital Management, LLC 220.01%0.01%0.01%Q4 2015Q1 20162
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Snowden Capital Advisors LLC 220.00%0.00%0.00%Q2 2019Q3 20192
MUFG Americas Holdings Corp 220.00%0.00%0.00%Q4 2014Q1 20152
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2016Q2 20172
Fortitude Advisory Group L.L.C. 220.02%0.02%0.03%Q4 2021Q1 20222
Ground Swell Capital, LLC 220.01%0.01%0.01%Q2 2014Q3 20142
WealthShield Partners, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Advisory Services Network, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Capital Analysts, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Flaharty Asset Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Hightower 6M Holding, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Ausdal Financial Partners, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
Blume Capital Management, Inc. 110.02%0.02%0.02%Q3 2017Q3 20171
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
BESSEMER GROUP INC 110.00%0.00%0.00%Q2 2022Q2 20221
Bramshill Investments, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Dynamic Advisor Solutions LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Wellspring Financial Advisors, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
PT ASSET MANAGEMENT, LLC 110.66%0.66%0.66%Q4 2014Q4 20141
Watson Rebecca 110.01%0.01%0.01%Q2 2020Q2 20201
Joel Isaacson & Co., LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Legacy Financial Strategies, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2023Q3 20231
MGO ONE SEVEN LLC 110.00%0.00%0.00%Q4 2018Q4 20181
AQR Arbitrage LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2014Q1 20141
Monument Capital Management 110.01%0.01%0.01%Q3 2018Q3 20181
FMR LLC 110.00%0.00%0.00%Q4 2020Q4 20201
COHEN & STEERS CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2015Q1 20151
Sonora Investment Management, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Delos Wealth Advisors, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
AdvisorNet Financial, Inc 110.02%0.02%0.02%Q4 2017Q4 20171
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q3 20171
O'Brien Wealth Partners LLC 110.02%0.02%0.02%Q1 2018Q1 20181
First Personal Financial Services 110.01%0.01%0.01%Q4 2022Q4 20221
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Concert Wealth Management Inc. 110.03%0.03%0.03%Q3 2016Q3 20161
HARBOUR INVESTMENTS, INC. 110.00%0.00%0.00%Q2 2021Q2 20211
Procyon Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Walleye Trading LLC 110.00%0.00%0.00%Q2 2020Q2 20201
DRW Securities, LLC 110.03%0.03%0.03%Q3 2013Q3 20131
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 110.04%0.04%0.04%Q4 2013Q4 20131
Walleye Capital LLC 110.12%0.12%0.12%Q2 2020Q2 20201
Weiss Asset Management LP 110.02%0.02%0.02%Q4 2018Q4 20181
TIAA CREF TRUST CO FSB/MO 110.00%0.00%0.00%Q3 2014Q3 20141
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Laurion Capital Management LP 110.01%0.01%0.01%Q4 2015Q4 20151
External links

This page lists all the filers that currently own EATON VANCE NATL MUN OPPORT or have owned EATON VANCE NATL MUN OPPORT in the past.