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 102 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $215 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
75,443
shares
|
$1.51 Million
1.77% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
66,847
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.25%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 09, 2025 Q3 2025 |
65,171
shares
|
$1.3 Million
0.75% of portfolio
|
Q3 2025
Reduced 22.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
65,165
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
53,384
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2021
Added 28.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
50,190
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
47,697
shares
|
$954,893
0.0% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
45,084
shares
|
$902,581
0.0% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
43,905
shares
|
$878,978
0.01% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
43,500
shares
|
$870,870
0.07% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
41,277
shares
|
$826,365
0.0% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
40,151
shares
|
$803,823
0.0% of portfolio
|
Q2 2025
Added 20.2%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 12, 2025 Q3 2025 |
39,565
shares
|
$792,091
0.5% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
32,142
shares
|
$643,482
0.0% of portfolio
|
Q4 2024
Reduced 12.3%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
30,832
shares
|
$617,256
0.01% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
24,965
shares
|
$499,799
0.19% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
21,710
shares
|
$434,634
0.01% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
21,708
shares
|
$434,594
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2025 Q3 2025 |
21,569
shares
|
$431,811
0.18% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
20,874
shares
|
$417,897
0.03% of portfolio
|
Q2 2025
Added 81.32%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
20,580
shares
|
$412,011
0.01% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
17,255
shares
|
$345,445
0.0% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Commons Capital, LLC
Needham, MA |
Nov 12, 2025 Q3 2025 |
16,640
shares
|
$333,132
0.24% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
14,053
shares
|
$281,341
0.01% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
13,798
shares
|
$276,235
0.01% of portfolio
|
Q3 2025
Added 13.93%
|
|