Purchases and Sales Made in Q2 2025 in Eaton Vance Enhanced Equity Income Fund (EOI)
This table provides information about the institutional ownership of Eaton Vance Enhanced Equity Income Fund (EOI) during Q2 2025. The information is specifically focused on institutions that hold shares of Eaton Vance Enhanced Equity Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
65.9K+ 57.57% |
$1.08M - $1.38M
|
180K
$3.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.7K+ 43.91% |
$1.08M - $1.37M
|
215K
$4.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
37.9K+ 11.92% |
$624K - $793K
|
356K
$7.12M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.5K+ 3.94% |
$519K - $660K
|
833K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.2K+ 8.15% |
$365K - $465K
|
295K
$5.9M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.2K+ 8.15% |
$365K - $465K
|
295K
$5.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.1K+ 25.85% |
$265K - $337K
|
78.4K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.1K+ 120.17% |
$215K - $274K
|
24K
$481K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
10.3K+ 11.64% |
$169K - $215K
|
98.4K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
9.36K+ 81.32% |
$154K - $196K
|
20.9K
$418K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.85K+ 1.47% |
$113K - $143K
|
473K
$9.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.75K+ 20.2% |
$111K - $141K
|
40.2K
$804K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.35K+ 2.76% |
$88K - $112K
|
199K
$3.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.25K+ 1.14% |
$86.4K - $110K
|
465K
$9.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.9K+ 9.58% |
$64.2K - $81.6K
|
44.6K
$893K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.41K+ 1.21% |
$56K - $71.3K
|
285K
$5.7M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.24K+ 127.6% |
$53.2K - $67.7K
|
5.77K
$116K
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
2.66K+ 3.27% |
$43.7K - $55.6K
|
83.9K
$1.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.93KNew |
$31.8K - $40.5K
|
1.93K
$38.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.55K+ 12.42% |
$25.5K - $32.5K
|
14.1K
$281K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 2.66% |
$18.5K - $23.5K
|
43.4K
$868K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$16.5K - $20.9K
|
1K
$20K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
973+ 2.15% |
$16K - $20.4K
|
46.1K
$924K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
857+ 7.62% |
$14.1K - $17.9K
|
12.1K
$242K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
676+ 0.4% |
$11.1K - $14.1K
|
171K
$3.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
650New |
$10.7K - $13.6K
|
650
$13K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
455+ 0.46% |
$7.48K - $9.52K
|
98.7K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
330+ 2.45% |
$5.43K - $6.9K
|
13.8K
$277K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
146+ 1.22% |
$2.4K - $3.05K
|
12.2K
$243K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
102+ 0.47% |
$1.68K - $2.13K
|
21.6K
$433K
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
98+ 0.66% |
$1.61K - $2.05K
|
15K
$300K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
82+ 15.1% |
$1.35K - $1.72K
|
625
$12.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
58+ 0.59% |
$954 - $1.21K
|
9.87K
$198K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
48+ 4.1% |
$790 - $1K
|
1.22K
$24.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
24New |
$395 - $502
|
24
$480
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
23+ 0.88% |
$378 - $481
|
2.64K
$52.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9+ 0.44% |
$148 - $188
|
2.05K
$41K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.24% |
$49.3 - $62.8
|
1.24K
$24.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34- 0.65% |
$559 - $711
|
5.24K
$105K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-65- 0.08% |
$1.07K - $1.36K
|
80.7K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-566- 3.15% |
$9.31K - $11.8K
|
17.4K
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-898- 63.82% |
$14.8K - $18.8K
|
509
$10.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.13K- 5.18% |
$18.5K - $23.5K
|
20.6K
$412K
|
|
|
Aug 18, 2025
Q2 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-1.18K- 5.18% |
$19.4K - $24.7K
|
21.6K
$432K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.3K- 2.9% |
$21.4K - $27.2K
|
43.5K
$871K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.82K- 3.89% |
$30K - $38.1K
|
45K
$901K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.11K- 17.84% |
$34.8K - $44.2K
|
9.73K
$195K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.5K- 4.98% |
$41.1K - $52.3K
|
47.7K
$955K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-2.6K- 47.08% |
$42.7K - $54.3K
|
2.92K
$58.4K
|
|