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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,852
shares
|
$37,077
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,500
shares
|
$30,030
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,474
shares
|
$29,509
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,414
shares
|
$28,308
0.0% of portfolio
|
Q3 2022
Added 1.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,300
shares
|
$26,026
0.05% of portfolio
|
Q3 2023
Added 0.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,241
shares
|
$24,844
0.0% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
1,087
shares
|
$21,761
0.0% of portfolio
|
Q3 2025
Reduced 12.41%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,074
shares
|
$21,501
0.0% of portfolio
|
Q2 2024
Added 2.19%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$20,020
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
750
shares
|
$15,015
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
718
shares
|
$14,374
0.0% of portfolio
|
Q3 2022
Reduced 91.76%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
700
shares
|
$14,014
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
672
shares
|
$13,453
0.0% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
618
shares
|
$12,372
0.0% of portfolio
|
Q2 2024
Added 2.32%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
530
shares
|
$10,610
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
509
shares
|
$10,190
0.0% of portfolio
|
Q2 2025
Reduced 63.82%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
470
shares
|
$9,409
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
274
shares
|
$5,485
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
202
shares
|
$4,044
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
200
shares
|
$4,004
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
200
shares
|
$4,004
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
200
shares
|
$4,004
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
71
shares
|
$1,421
0.0% of portfolio
|
Q3 2025
Reduced 96.33%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
24
shares
|
$480
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
13
shares
|
$260
0.0% of portfolio
|
Q3 2025
New holding
|
|