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 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1KNew |
$17.9K - $20.2K
|
1K
$19.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.02K+ 8.32% |
$18.2K - $20.6K
|
13.3K
$264K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.63KClosed |
$46.9K - $53.1K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-3.41KClosed |
$60.8K - $69K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
543+ 33.94% |
$9.69K - $11K
|
2.14K
$42.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-780Closed |
$13.9K - $15.8K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-10.1KClosed |
$180K - $204K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
3.25KNew |
$58K - $65.7K
|
3.25K
$64.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
350New |
$6.25K - $7.08K
|
350
$6.96K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.6KClosed |
$100K - $109K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
500New |
$8.95K - $9.71K
|
500
$9.94K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
700New |
$12.5K - $13.6K
|
700
$13.9K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-100Closed |
$1.79K - $1.94K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.5KClosed |
$26.8K - $29.1K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1KClosed |
$17.9K - $19.4K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3KClosed |
$53.7K - $58.3K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.8KClosed |
$193K - $210K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2KClosed |
$34K - $37.2K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.22KClosed |
$20.7K - $22.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
11.8K+ 28.38% |
$200K - $219K
|
53.4K
$1.06M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
15New |
$254 - $278
|
15
$298
|
|
|
Aug 13, 2021
Q2 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-124KClosed |
$2.1M - $2.3M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-13.1KClosed |
$223K - $244K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.18KClosed |
$20.1K - $22K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Centric Wealth Management
|
SELL
|
- |
-14.9KClosed |
$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
$420K
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.2KClosed |
$34.8K - $37.2K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-650Closed |
$10.3K - $11K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1KClosed |
$15.8K - $16.9K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
32.5KNew |
$515K - $551K
|
32.5K
$647K
|
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-11KClosed |
$174K - $186K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-150Closed |
$2.37K - $2.54K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Stolper CO
|
SELL
|
- |
-36.6KClosed |
$578K - $619K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 07, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$138K - $162K
|
10K
$199K
|
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-450Closed |
$6.21K - $7.3K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-24.5KClosed |
$339K - $398K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-882Closed |
$12.2K - $14.3K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.4KClosed |
$143K - $168K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2KNew |
$27.6K - $32.5K
|
2K
$39.8K
|
|
|
Jan 28, 2021
Q4 2020
|
Community Bank, N.A.
|
SELL
|
- |
-2.9KClosed |
$40K - $47.1K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.49KClosed |
$20.6K - $24.2K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.7KClosed |
$244K - $287K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-119Closed |
$1.69K - $1.88K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.5KClosed |
$21.3K - $23.6K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-400Closed |
$5.68K - $6.3K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.4KClosed |
$62.5K - $69.3K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-500Closed |
$7.1K - $7.88K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 18, 2020
Q2 2020
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.03KClosed |
$11.6K - $15.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.6KClosed |
$131K - $171K
|
0
$0
|
|