Latest Institutional Transactions on Eaton Vance Enhanced Equity Income Fund (EOI)
This table provides information on the latest institutional transactions involving Eaton Vance Enhanced Equity Income Fund (EOI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.63K+ 6.31% |
$31.9K - $35.7K
|
27.4K
$544K
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
15+ 0.07% |
$294 - $330
|
22.2K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.1K+ 8.8% |
$787K - $882K
|
496K
$9.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.4KNew |
$322K - $361K
|
16.4K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27.7K+ 5.02% |
$544K - $610K
|
580K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
808K+ 2787.15% |
$15.8M - $17.7M
|
836K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.65K+ 1.34% |
$52K - $58.3K
|
201K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.9K+ 10.67% |
$489K - $548K
|
258K
$5.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.6K+ 11.98% |
$502K - $562K
|
239K
$4.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
530New |
$10.4K - $11.6K
|
530
$10.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
101K+ 15.34% |
$1.98M - $2.22M
|
759K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.67KNew |
$91.6K - $103K
|
4.67K
$92.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.97K+ 17.11% |
$137K - $153K
|
47.7K
$948K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-9.03K- 28.91% |
$177K - $199K
|
22.2K
$442K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8+ 0.4% |
$157 - $176
|
2.03K
$40.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-45K- 9.0% |
$883K - $990K
|
455K
$9.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
90New |
$1.77K - $1.98K
|
90
$1.79K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
185New |
$3.63K - $4.07K
|
185
$3.68K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.15K- 9.6% |
$22.5K - $25.2K
|
10.8K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.88K+ 6.77% |
$56.5K - $63.3K
|
45.5K
$904K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-86.5K- 17.01% |
$1.7M - $1.9M
|
422K
$8.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
393New |
$7.71K - $8.64K
|
393
$7.81K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.05K+ 3.54% |
$40.2K - $45.1K
|
59.9K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.03K+ 16.63% |
$20.2K - $22.7K
|
7.23K
$144K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.1K- 7.65% |
$21.6K - $24.2K
|
13.3K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.65K+ 165000.0% |
$32.4K - $36.3K
|
1.65K
$32.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23K+ 5.85% |
$451K - $505K
|
416K
$8.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.72K+ 2.21% |
$53.3K - $59.8K
|
126K
$2.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
250+ 0.76% |
$4.91K - $5.5K
|
33.2K
$659K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.94K+ 3.69% |
$57.8K - $64.7K
|
82.8K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
530New |
$10.4K - $11.6K
|
530
$10.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.02KNew |
$20K - $22.4K
|
1.02K
$20.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.71KNew |
$92.5K - $104K
|
4.71K
$93.7K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
155+ 0.4% |
$3.04K - $3.41K
|
38.8K
$771K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.99K- 4.91% |
$58.6K - $65.7K
|
57.9K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-994- 1.33% |
$19.5K - $21.8K
|
73.9K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.31MNew |
$25.6M - $28.7M
|
1.31M
$26M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
92+ 0.43% |
$1.81K - $2.02K
|
21.4K
$426K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
1.28K+ 1.34% |
$25.2K - $28.2K
|
97.3K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-48- 0.49% |
$942 - $1.06K
|
9.76K
$194K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.95K+ 2.82% |
$136K - $153K
|
254K
$5.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.51K- 12.3% |
$88.4K - $99.1K
|
32.1K
$639K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-515- 0.3% |
$10.1K - $11.3K
|
173K
$3.44M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6+ 0.01% |
$118 - $132
|
46.4K
$923K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-356- 2.48% |
$6.98K - $7.82K
|
14K
$279K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-600- 5.17% |
$11.8K - $13.2K
|
11K
$219K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.17KNew |
$23K - $25.7K
|
1.17K
$23.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-34.4K- 26.78% |
$676K - $757K
|
94.2K
$1.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
14+ 0.12% |
$275 - $308
|
12.1K
$241K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.66K+ 1.96% |
$71.8K - $80.4K
|
190K
$3.78M
|