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 91 institutions that hold shares in the stock, with a total of 8.34 Million shares, which have been reported (via 13F filing form) to have a value of $176 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
827,681
shares
|
$17.5 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
693,650
shares
|
$14.6 Million
0.01% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
658,474
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
552,570
shares
|
$11.7 Million
0.0% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
550,534
shares
|
$11.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
508,810
shares
|
$10.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 17.48%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
500,312
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2024
Added 20.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
455,890
shares
|
$9.62 Million
0.03% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
393,227
shares
|
$8.3 Million
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
253,582
shares
|
$5.35 Million
0.14% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
233,565
shares
|
$4.93 Million
0.0% of portfolio
|
Q3 2024
Added 110.92%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
213,491
shares
|
$4.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 35.19%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
198,538
shares
|
$4.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
190,268
shares
|
$4.01 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
|
$3.99 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
173,026
shares
|
$3.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
123,241
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
102,352
shares
|
$2.16 Million
0.08% of portfolio
|
Q3 2024
Reduced 25.94%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
96,046
shares
|
$2.03 Million
1.52% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
94,203
shares
|
$1.99 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.78%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 23, 2025 Q4 2024 |
82,620
shares
|
$1.74 Million
1.29% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
80,744
shares
|
$1.7 Million
0.06% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
79,846
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
74,852
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
60,853
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 9.86%
|