Latest Institutional Transactions on Eaton Vance Enhanced Equity Income Fund (EOI)
This table provides information on the latest institutional transactions involving Eaton Vance Enhanced Equity Income Fund (EOI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
75.4KNew |
$1.56M - $1.63M
|
75.4K
$1.51M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-625- 0.64% |
$12.9K - $13.5K
|
97.8K
$1.96M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.16K- 48.45% |
$85.9K - $89.7K
|
4.43K
$88.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-150- 0.86% |
$3.1K - $3.23K
|
17.3K
$345K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.1K+ 6.72% |
$250K - $261K
|
193K
$3.85M
|
|
|
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 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.1K+ 5.54% |
$230K - $240K
|
212K
$4.25M
|
|
|
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
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13K- 1.56% |
$269K - $280K
|
820K
$16.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
165KNew |
$3.4M - $3.54M
|
165K
$3.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.58K+ 5.84% |
$94.6K - $98.7K
|
83K
$1.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.2K- 55.0% |
$272K - $284K
|
10.8K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
470New |
$9.7K - $10.1K
|
470
$9.41K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22+ 0.83% |
$454 - $474
|
2.66K
$53.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-199K- 15.43% |
$4.11M - $4.29M
|
1.09M
$21.8M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
366+ 6.99% |
$7.55K - $7.88K
|
5.6K
$112K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-34.8K- 9.78% |
$718K - $749K
|
321K
$6.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.3K+ 4.71% |
$459K - $479K
|
495K
$9.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
5.14K+ 2.77% |
$106K - $111K
|
191K
$3.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.74K- 1.76% |
$160K - $167K
|
432K
$8.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$230K - $240K
|
11.1K
$223K
|
|
|
Nov 12, 2025
Q3 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.66K+ 11.11% |
$34.3K - $35.8K
|
16.6K
$333K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.4K+ 4.81% |
$462K - $482K
|
488K
$9.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.98K- 2.94% |
$40.8K - $42.6K
|
65.2K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23+ 1.89% |
$475 - $495
|
1.24K
$24.8K
|
|
|
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
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
469+ 1.05% |
$9.68K - $10.1K
|
45.1K
$903K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
47+ 7.52% |
$970 - $1.01K
|
672
$13.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.58K- 0.7% |
$115K - $120K
|
797K
$16M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
161KNew |
$3.32M - $3.47M
|
161K
$3.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9+ 0.44% |
$186 - $194
|
2.06K
$41.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.15K- 67.39% |
$189K - $197K
|
4.43K
$88.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
139+ 1.14% |
$2.87K - $2.99K
|
12.3K
$246K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
369+ 3.79% |
$7.62K - $7.95K
|
10.1K
$202K
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
4.6K+ 4.66% |
$94.8K - $99K
|
103K
$2.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
9.87KNew |
$204K - $213K
|
9.87K
$198K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.25K- 4.03% |
$67.1K - $70K
|
77.4K
$1.55M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
200New |
$4.13K - $4.31K
|
200
$4K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.08K- 4.79% |
$42.8K - $44.7K
|
41.3K
$826K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.37K+ 3.7% |
$152K - $159K
|
206K
$4.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-154- 12.41% |
$3.18K - $3.32K
|
1.09K
$21.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
97+ 0.45% |
$2K - $2.09K
|
21.7K
$435K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.69K+ 13.93% |
$34.8K - $36.3K
|
13.8K
$276K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
6.63K+ 3.88% |
$137K - $143K
|
177K
$3.55M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
49+ 0.23% |
$1.01K - $1.06K
|
21.7K
$435K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
13New |
$268 - $280
|
13
$260
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.06KNew |
$83.8K - $87.5K
|
4.06K
$81.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-31.3K- 10.99% |
$646K - $674K
|
253K
$5.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17K- 20.25% |
$350K - $366K
|
66.8K
$1.34M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.09K- 2.43% |
$22.6K - $23.6K
|
43.9K
$879K
|
|