Latest Institutional Transactions on Eaton Vance Enhanced Equity Income Fund (EOI)

EOI Quotes by TradingView

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
Jan 17, 2023 Q4 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
500
New
$7.18K - $8.45K
500 $10K
Q3 2022
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
14
+ 1.0%
$197 - $244
1.41K $28.3K
Nov 14, 2022 Q3 2022
Tradition Wealth Management, LLC

BUY
 -
679
New
$9.57K - $11.8K
679 $13.6K
Nov 14, 2022 Q3 2022
Ellis Investment Partners, LLC

BUY
 -
12
+ 2.3%
$169 - $209
534 $10.7K
Nov 09, 2022 Q3 2022
Capital Advisors, Ltd. LLC

SELL
 -
-229
- 46.54%
$3.23K - $4K
263 $5.27K
Nov 02, 2022 Q3 2022
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-8K
- 91.76%
$113K - $140K
718 $14.4K
Q2 2022
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
142
New
$2.03K - $2.65K
142 $2.84K
Aug 15, 2022 Q2 2022
First Manhattan CO

New York, NY
SELL
 -
-9.37K
Closed
$134K - $175K
0 $0
Aug 12, 2022 Q2 2022
Fiduciary Trust CO

Boston, MA
BUY
 -
15K
New
$215K - $280K
15K $300K
Aug 08, 2022 Q2 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
844
+ 6.74%
$12.1K - $15.7K
13.4K $268K
Jul 15, 2022 Q2 2022
Ota Financial Group L.P.

SELL
 -
-24.6K
Closed
$352K - $459K
0 $0
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-150
Closed
$2.15K - $2.8K
0 $0
Q1 2022
Nov 14, 2022 Q1 2022
Brewin Dolphin LTD

London, X0
SELL
 -
-4.66K
Closed
$82K - $93.9K
0 $0
May 16, 2022 Q1 2022
Cohen & Steers, Inc.

New York, NY
SELL
 -
-140K
Closed
$2.46M - $2.82M
0 $0
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-611
Closed
$10.7K - $12.3K
0 $0
May 06, 2022 Q1 2022
Plante Moran Financial Advisors, LLC

SELL
 -
0
Closed
$0 - $0
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-2.39K
Closed
$42K - $48.1K
0 $0
Q4 2021
Feb 14, 2022 Q4 2021
Claro Advisors LLC

Boston, MA
BUY
 -
1.02K
+ 8.32%
$18.2K - $20.6K
13.3K $266K
Feb 14, 2022 Q4 2021
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1K
New
$17.9K - $20.2K
1K $20K
Feb 10, 2022 Q4 2021
Citigroup Inc

SELL
 -
-2.63K
Closed
$46.9K - $53.1K
0 $0
Feb 08, 2022 Q4 2021
West Bancorporation Inc

BUY
 -
543
+ 33.94%
$9.69K - $11K
2.14K $42.9K
Feb 08, 2022 Q4 2021
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-3.41K
Closed
$60.8K - $69K
0 $0
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-780
Closed
$13.9K - $15.8K
0 $0
Feb 02, 2022 Q4 2021
Wesbanco Bank Inc

SELL
 -
-10.1K
Closed
$180K - $204K
0 $0
Jan 31, 2022 Q4 2021
Addison Advisors LLC

BUY
 -
3.25K
New
$58K - $65.7K
3.25K $65K
Jan 24, 2022 Q4 2021
Atwood & Palmer Inc

BUY
 -
350
New
$6.25K - $7.08K
350 $7.01K
Q3 2021
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-5.6K
Closed
$100K - $109K
0 $0
Nov 12, 2021 Q3 2021
Psi Advisors, LLC

BUY
 -
500
New
$8.95K - $9.71K
500 $10K
Nov 04, 2021 Q3 2021
Strategic Asset Management, LLC

BUY
 -
700
New
$12.5K - $13.6K
700 $14K
Oct 29, 2021 Q3 2021
Tci Wealth Advisors, Inc.

SELL
 -
-100
Closed
$1.79K - $1.94K
0 $0
Oct 27, 2021 Q3 2021
Baldwin Brothers LLC

SELL
 -
-1.5K
Closed
$26.8K - $29.1K
0 $0
Oct 12, 2021 Q3 2021
Pinnacle Bancorp, Inc.

SELL
 -
-3K
Closed
$53.7K - $58.3K
0 $0
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

SELL
 -
-10.8K
Closed
$193K - $210K
0 $0
Q2 2021
Aug 16, 2021 Q2 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-1.22K
Closed
$20.7K - $22.6K
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-2K
Closed
$34K - $37.2K
0 $0
Aug 16, 2021 Q2 2021
Eaton Vance Management

Boston, MA
BUY
 -
11.8K
+ 28.38%
$200K - $219K
53.4K $1.07M
Aug 13, 2021 Q2 2021
Karpus Management, Inc.

Pittsford, NY
SELL
 -
-124K
Closed
$2.1M - $2.3M
0 $0
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
15
New
$254 - $278
15 $300
Aug 09, 2021 Q2 2021
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-13.1K
Closed
$223K - $244K
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-1.18K
Closed
$20.1K - $22K
0 $0
Jul 21, 2021 Q2 2021
Centric Wealth Management

SELL
 -
-14.9K
Closed
$252K - $276K
0 $0
Q1 2021
May 17, 2021 Q1 2021
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-18.7K
- 47.01%
$296K - $317K
21.1K $423K
May 17, 2021 Q1 2021
Birchcreek Wealth Management, LLC

Miami Township, OH
SELL
 -
-2.2K
Closed
$34.8K - $37.2K
0 $0
May 14, 2021 Q1 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-1K
Closed
$15.8K - $16.9K
0 $0
May 14, 2021 Q1 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-650
Closed
$10.3K - $11K
0 $0
May 13, 2021 Q1 2021
Axiom Investment Management LLC

New York, NY
BUY
 -
32.5K
New
$515K - $551K
32.5K $652K
May 05, 2021 Q1 2021
Magnus Financial Group LLC

New York, NY
SELL
 -
-11K
Closed
$174K - $186K
0 $0
Apr 22, 2021 Q1 2021
Destiny Wealth Partners, LLC

SELL
 -
-150
Closed
$2.37K - $2.54K
0 $0
Apr 09, 2021 Q1 2021
Stolper CO

SELL
 -
-36.6K
Closed
$578K - $619K
0 $0

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