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 |
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$28,005
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,474
shares
|
$27,519
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,414
shares
|
$26,399
0.0% of portfolio
|
Q3 2022
Added 1.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,407
shares
|
$26,268
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,300
shares
|
$24,271
0.05% of portfolio
|
Q3 2023
Added 0.7%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
1,238
shares
|
$23,113
0.0% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,170
shares
|
$21,843
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,074
shares
|
$20,051
0.0% of portfolio
|
Q2 2024
Added 2.19%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
1,019
shares
|
$19,024
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,004
shares
|
$18,744
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
750
shares
|
$14,002
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
718
shares
|
$13,405
0.0% of portfolio
|
Q3 2022
Reduced 91.76%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
700
shares
|
$13,069
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
618
shares
|
$11,538
0.0% of portfolio
|
Q2 2024
Added 2.32%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
530
shares
|
$9,895
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
530
shares
|
$9,895
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
500
shares
|
$9,335
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
393
shares
|
$7,337
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
202
shares
|
$3,771
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
185
shares
|
$3,453
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
90
shares
|
$1,680
0.0% of portfolio
|
Q4 2024
New holding
|