Steward Partners Investment Advisory, LLC
Position in EOT — Eaton Vance National Municipal Opportunities Trust
CIK 1723397
STAMFORD, CT
Position in EOT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$196,948
+$27,088 QoQ
Shares Held
11,504
+14.5% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EOT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $273,989,351 across 295 Asset Management names. EOT ranks #152 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
22,180 | $21,330,727 | |
| 2 | GDV |
Gabelli Dividend & Income Trust
|
358,691 | $9,659,548 | |
| 3 | BX |
Blackstone Inc.
|
82,329 | $9,467,011 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
230,444 | $8,166,935 | |
| 5 | ARCC |
Ares Capital Corp
|
430,105 | $7,750,492 | |
| 6 | BST |
BlackRock Science & Technology Trust
|
207,702 | $7,549,967 | |
| 7 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
111,030 | $5,864,604 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
423,531 | $5,789,668 |
All Filings in EOT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $196,948 | 11,504 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $169,860 | 10,045 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $134,750 | 8,098 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $92,340 | 5,686 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $47,302 | 2,841 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $44,228 | 2,687 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $48,859 | 2,722 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $43,261 | 2,569 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $42,503 | 2,562 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $43,112 | 2,548 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $40,030 | 2,468 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $43,018 | 2,478 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $44,068 | 2,494 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,866 | 1,270 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $24,642 | 1,498 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $31,218 | 1,745 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $33,108 | 1,738 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $38,181 | 1,730 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $30,545 | 1,291 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $22,855 | 1,014 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $20,475 | 910 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $5,993 | 305 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $5,947 | 305 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||