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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
656+ 8.26% |
$11.7K - $13.3K
|
8.59K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-116K- 35.19% |
$2.06M - $2.35M
|
213K
$4.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
600+ 5.45% |
$10.7K - $12.1K
|
11.6K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.63K- 0.82% |
$29K - $33K
|
199K
$4.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.4K+ 3.56% |
$24.9K - $28.3K
|
40.7K
$876K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
157+ 0.21% |
$2.79K - $3.18K
|
74.9K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.8K- 27.7% |
$263K - $300K
|
38.6K
$831K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-147- 2.71% |
$2.61K - $2.97K
|
5.28K
$114K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
123K+ 110.92% |
$2.18M - $2.48M
|
234K
$5.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-709- 1.64% |
$12.6K - $14.3K
|
42.6K
$916K
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-10.4K- 31.88% |
$185K - $210K
|
22.2K
$478K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16K+ 2.99% |
$285K - $324K
|
553K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.9K+ 4.76% |
$531K - $605K
|
658K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
29KNew |
$515K - $586K
|
29K
$623K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
396+ 0.23% |
$7.03K - $8.01K
|
174K
$3.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.07K- 54.24% |
$161K - $183K
|
7.65K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.09K+ 1.92% |
$19.3K - $22K
|
57.8K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7+ 0.02% |
$124 - $142
|
46.4K
$998K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
268+ 0.07% |
$4.76K - $5.42K
|
393K
$8.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.46K+ 9.86% |
$97K - $110K
|
60.9K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
151+ 1.28% |
$2.68K - $3.05K
|
11.9K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-108K- 17.48% |
$1.91M - $2.18M
|
509K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9+ 0.45% |
$160 - $182
|
2.02K
$43.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
83.7K+ 20.09% |
$1.49M - $1.69M
|
500K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
14.4KNew |
$256K - $292K
|
14.4K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-574- 1.71% |
$10.2K - $11.6K
|
32.9K
$708K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.85K- 32.6% |
$50.5K - $57.6K
|
5.88K
$127K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.15K- 7.42% |
$20.4K - $23.3K
|
14.4K
$309K
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-35.9K- 25.94% |
$637K - $725K
|
102K
$2.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.62K+ 1.33% |
$28.8K - $32.8K
|
123K
$2.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.11K+ 100.71% |
$55.3K - $62.9K
|
6.2K
$133K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
11+ 0.09% |
$195 - $223
|
12.1K
$261K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
98+ 0.46% |
$1.74K - $1.98K
|
21.3K
$459K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.28K+ 10.35% |
$58.2K - $66.3K
|
35K
$752K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-42.1K- 57.38% |
$747K - $851K
|
31.2K
$672K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.62K+ 1.91% |
$82K - $93.4K
|
247K
$5.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8- 0.01% |
$142 - $162
|
78.5K
$1.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-8.99K- 1.07% |
$160K - $182K
|
828K
$17.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.9K+ 2.13% |
$69.2K - $78.9K
|
187K
$4.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.09K+ 3.33% |
$54.9K - $62.6K
|
96K
$2.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
319+ 0.07% |
$5.67K - $6.45K
|
456K
$9.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.16K+ 4.66% |
$38.4K - $43.7K
|
48.5K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4.75KNew |
$84.4K - $96.1K
|
4.75K
$102K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
977New |
$17.4K - $19.8K
|
977
$21K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-136K- 51.46% |
$2.42M - $2.76M
|
129K
$2.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
12.9KNew |
$229K - $261K
|
12.9K
$277K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-306- 0.38% |
$5.43K - $6.19K
|
79.8K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.3K+ 6.01% |
$698K - $795K
|
694K
$14.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.04K- 1.44% |
$143K - $163K
|
551K
$11.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9+ 0.07% |
$160 - $182
|
12.3K
$264K
|