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 96 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $191 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
57,866
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
53,384
shares
|
$996,679
0.0% of portfolio
|
Q2 2021
Added 28.38%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
50,197
shares
|
$937,177
0.0% of portfolio
|
Q4 2023
Reduced 5.97%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
49,079
shares
|
$916,304
0.07% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
47,679
shares
|
$890,166
0.0% of portfolio
|
Q4 2024
Added 17.11%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
46,821
shares
|
$874,148
0.01% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
45,452
shares
|
$848,588
0.0% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
44,800
shares
|
$836,416
0.07% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
39,565
shares
|
$738,678
0.58% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
38,792
shares
|
$724,246
0.0% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
33,154
shares
|
$618,985
0.0% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
32,142
shares
|
$600,091
0.0% of portfolio
|
Q4 2024
Reduced 12.3%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
30,832
shares
|
$575,633
0.01% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
27,381
shares
|
$511,203
0.02% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
23,168
shares
|
$432,546
0.02% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Feb 25, 2025 Q4 2024 |
22,217
shares
|
$414,791
0.2% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
22,214
shares
|
$414,735
0.18% of portfolio
|
Q4 2024
Reduced 28.91%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
21,412
shares
|
$399,762
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
16,421
shares
|
$306,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
14,286
shares
|
$266,719
0.27% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
14,013
shares
|
$261,622
0.0% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
13,700
shares
|
$255,779
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
13,324
shares
|
$248,759
0.2% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
12,500
shares
|
$233,375
0.01% of portfolio
|
Q2 2024
Added 857.85%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
12,141
shares
|
$226,672
0.02% of portfolio
|
Q4 2024
Added 0.12%
|