Latest Institutional Purchases of Eaton Vance Enhanced Equity Income Fund (EOI)
This list provides information on the latest institutional transactions involving Eaton Vance Enhanced Equity Income Fund (EOI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39+ 0.12% |
$626 - $736
|
32.3K
$665K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
23.1KNew |
$332K - $382K
|
23.1K
$475K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
406New |
$5.84K - $6.73K
|
406
$8.37K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
202New |
$2.91K - $3.35K
|
202
$4.16K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
170K+ 790.11% |
$2.69M - $2.86M
|
191K
$3.94M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.5KNew |
$23.7K - $25.3K
|
1.5K
$30.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
600+ 34.56% |
$9.49K - $10.1K
|
2.34K
$48.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
300+ 30.03% |
$4.75K - $5.06K
|
1.3K
$26.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
9+ 0.7% |
$142 - $152
|
1.3K
$26.8K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5.13KNew |
$77.2K - $84.6K
|
5.13K
$106K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2KNew |
$30.1K - $33K
|
2K
$41.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.85KNew |
$27.9K - $30.5K
|
1.85K
$38.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.28K+ 12.14% |
$19.3K - $21.1K
|
11.8K
$244K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
116New |
$1.75K - $1.91K
|
116
$2.39K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.37KNew |
$20.1K - $22.9K
|
1.37K
$28.2K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
750New |
$11K - $12.5K
|
750
$15.5K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
591New |
$8.69K - $9.88K
|
591
$12.2K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
485New |
$7.13K - $8.1K
|
485
$10K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10New |
$147 - $167
|
10
$206
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$256K - $301K
|
17.8K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.5KNew |
$194K - $228K
|
13.5K
$278K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.5KNew |
$180K - $212K
|
12.5K
$258K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
11KNew |
$158K - $186K
|
11K
$227K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.2KNew |
$146K - $172K
|
10.2K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7KNew |
$101K - $118K
|
7K
$144K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
4.8KNew |
$68.9K - $81.1K
|
4.8K
$98.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
2.1KNew |
$30.2K - $35.5K
|
2.1K
$43.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.62KNew |
$23.2K - $27.3K
|
1.62K
$33.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1KNew |
$14.4K - $16.9K
|
1K
$20.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
500New |
$7.18K - $8.45K
|
500
$10.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
200New |
$2.87K - $3.38K
|
200
$4.12K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
25+ 2.5% |
$359 - $422
|
1.03K
$21.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
679New |
$9.57K - $11.8K
|
679
$14K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
14+ 1.0% |
$197 - $244
|
1.41K
$29.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
12+ 2.3% |
$169 - $209
|
534
$11K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
15KNew |
$215K - $280K
|
15K
$309K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
844+ 6.74% |
$12.1K - $15.7K
|
13.4K
$276K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
142New |
$2.03K - $2.65K
|
142
$2.93K
|
|
| Q4 2021 | |||||||
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
3.25KNew |
$58K - $65.7K
|
3.25K
$66.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.02K+ 8.32% |
$18.2K - $20.6K
|
13.3K
$274K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1KNew |
$17.9K - $20.2K
|
1K
$20.6K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
543+ 33.94% |
$9.69K - $11K
|
2.14K
$44.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
350New |
$6.25K - $7.08K
|
350
$7.21K
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
700New |
$12.5K - $13.6K
|
700
$14.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
500New |
$8.95K - $9.71K
|
500
$10.3K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
11.8K+ 28.38% |
$200K - $219K
|
53.4K
$1.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
15New |
$254 - $278
|
15
$309
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
32.5KNew |
$515K - $551K
|
32.5K
$671K
|
|
| Q4 2020 | |||||||
|
May 07, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$138K - $162K
|
10K
$206K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2KNew |
$27.6K - $32.5K
|
2K
$41.2K
|
|