Filing Research | EATON VANCE NATL MUN OPPORT Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Hennion & Walsh Asset Management, Inc.	Shares	249.2KSH	$4.4M
2	MELFA WEALTH MANAGEMENT, INC.	Shares	74.2KSH	$1.3M
3	Formidable Asset Management, LLC	Shares	41.2KSH	$705.1K
4	Legacy Financial Strategies, LLC	Shares	27.7KSH	$487.8K
5	BENJAMIN EDWARDS INC	Shares	22.5KSH	$397.1K
6	Keudell/Morrison Wealth Management	Shares	12.5KSH	$219.5K
7	Farther Finance Advisors, LLC	Shares	4.8KSH	$85.1K
8	Center for Financial Planning, Inc.	Shares	2.0KSH	$35.2K
9	Beaird Harris Wealth Management, LLC	Shares	556SH	$9.8K
10	TRUST CO OF TOLEDO NA /OH/	Shares	230SH	$4.1K

Manager changes2026-06-30 vs 2026-03-31

10 / 10 loaded

#		Instrument
1	Hennion & Walsh Asset Management, Inc. added	Shares	+20.5K	+$475.9K	$4.4M
2	Keudell/Morrison Wealth Management new	Shares	+12.5K	+$219.5K	$219.5K
3	BENJAMIN EDWARDS INC unchanged	Shares	0	+$11.3K	$397.1K
4	Beaird Harris Wealth Management, LLC new	Shares	+556	+$9.8K	$9.8K
5	Farther Finance Advisors, LLC unchanged	Shares	0	+$2.9K	$85.1K
6	Center for Financial Planning, Inc. unchanged	Shares	0	+$1.0K	$35.2K
7	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$115	$4.1K
8	Formidable Asset Management, LLC trimmed	Shares	-1.5K	-$16.7K	$705.1K
9	Legacy Financial Strategies, LLC trimmed	Shares	-2.9K	-$35.2K	$487.8K
10	MELFA WEALTH MANAGEMENT, INC. trimmed	Shares	-5.2K	-$52.0K	$1.3M

Filing Research | EATON VANCE NATL MUN OPPORT Institutional Holdings