Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
165KNew |
$3.4M - $3.54M
|
165K
$3.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
161KNew |
$3.32M - $3.47M
|
161K
$3.22M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
75.4KNew |
$1.56M - $1.63M
|
75.4K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.6K+ 13.74% |
$610K - $637K
|
245K
$4.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.4K+ 4.81% |
$462K - $482K
|
488K
$9.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.3K+ 4.71% |
$459K - $479K
|
495K
$9.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.8K+ 6.36% |
$387K - $404K
|
314K
$6.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.2K+ 2.64% |
$313K - $327K
|
590K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.1K+ 6.72% |
$250K - $261K
|
193K
$3.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$230K - $240K
|
11.1K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.1K+ 5.54% |
$230K - $240K
|
212K
$4.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
9.87KNew |
$204K - $213K
|
9.87K
$198K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.37K+ 3.7% |
$152K - $159K
|
206K
$4.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
6.63K+ 3.88% |
$137K - $143K
|
177K
$3.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
5.14K+ 2.77% |
$106K - $111K
|
191K
$3.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
4.6K+ 4.66% |
$94.8K - $99K
|
103K
$2.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.58K+ 5.84% |
$94.6K - $98.7K
|
83K
$1.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.06KNew |
$83.8K - $87.5K
|
4.06K
$81.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.05K+ 8.78% |
$83.7K - $87.3K
|
50.2K
$1M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.69K+ 13.93% |
$34.8K - $36.3K
|
13.8K
$276K
|
|
|
Nov 12, 2025
Q3 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.66K+ 11.11% |
$34.3K - $35.8K
|
16.6K
$333K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
1.01K+ 4.2% |
$20.8K - $21.7K
|
25K
$500K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1K+ 14.11% |
$20.6K - $21.5K
|
8.09K
$162K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
470New |
$9.7K - $10.1K
|
470
$9.41K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
469+ 1.05% |
$9.68K - $10.1K
|
45.1K
$903K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
369+ 3.79% |
$7.62K - $7.95K
|
10.1K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
366+ 6.99% |
$7.55K - $7.88K
|
5.6K
$112K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
260+ 0.82% |
$5.37K - $5.6K
|
31.9K
$639K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
200New |
$4.13K - $4.31K
|
200
$4K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
200New |
$4.13K - $4.31K
|
200
$4K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
200New |
$4.13K - $4.31K
|
200
$4K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
139+ 1.14% |
$2.87K - $2.99K
|
12.3K
$246K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
97+ 0.45% |
$2K - $2.09K
|
21.7K
$435K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
55+ 0.56% |
$1.14K - $1.18K
|
9.93K
$199K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
49+ 0.23% |
$1.01K - $1.06K
|
21.7K
$435K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
47+ 7.52% |
$970 - $1.01K
|
672
$13.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23+ 1.89% |
$475 - $495
|
1.24K
$24.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22+ 0.83% |
$454 - $474
|
2.66K
$53.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
13New |
$268 - $280
|
13
$260
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9+ 0.44% |
$186 - $194
|
2.06K
$41.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-150- 0.86% |
$3.1K - $3.23K
|
17.3K
$345K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-154- 12.41% |
$3.18K - $3.32K
|
1.09K
$21.8K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-625- 0.64% |
$12.9K - $13.5K
|
97.8K
$1.96M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.09K- 2.43% |
$22.6K - $23.6K
|
43.9K
$879K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.86K- 96.33% |
$38.5K - $40.1K
|
71
$1.42K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.98K- 2.94% |
$40.8K - $42.6K
|
65.2K
$1.3M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.08K- 4.79% |
$42.8K - $44.7K
|
41.3K
$826K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.25K- 4.03% |
$67.1K - $70K
|
77.4K
$1.55M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.16K- 48.45% |
$85.9K - $89.7K
|
4.43K
$88.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.58K- 0.7% |
$115K - $120K
|
797K
$16M
|
|