Institutional Ownership Eaton Vance Enhanced Equity Income Fund (EOI)
This table provides information about the institutional ownership of Eaton Vance Enhanced Equity Income Fund (EOI). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $207 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,307,077
shares
|
$26 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
836,494
shares
|
$16.6 Million
0.06% of portfolio
|
Q4 2024
Added 2787.15%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
827,681
shares
|
$16.5 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
759,482
shares
|
$15.1 Million
0.0% of portfolio
|
Q4 2024
Added 15.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
693,650
shares
|
$13.8 Million
0.01% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
580,316
shares
|
$11.5 Million
0.0% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
550,534
shares
|
$10.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
496,026
shares
|
$9.86 Million
0.03% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
455,289
shares
|
$9.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
422,280
shares
|
$8.39 Million
0.07% of portfolio
|
Q4 2024
Reduced 17.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
416,217
shares
|
$8.27 Million
0.0% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
258,483
shares
|
$5.14 Million
0.0% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
253,582
shares
|
$5.04 Million
0.14% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
239,064
shares
|
$4.75 Million
0.0% of portfolio
|
Q4 2024
Added 11.98%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
201,189
shares
|
$4 Million
0.0% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
190,268
shares
|
$3.78 Million
1.16% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
189,007
shares
|
$3.76 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
173,026
shares
|
$3.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
125,960
shares
|
$2.5 Million
0.0% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
97,329
shares
|
$1.93 Million
1.58% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
94,203
shares
|
$1.87 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.78%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
82,790
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 23, 2025 Q4 2024 |
82,620
shares
|
$1.64 Million
1.29% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
80,744
shares
|
$1.61 Million
0.06% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
73,858
shares
|
$1.47 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.33%
|