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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.24K- 56.06% |
$60.6K - $68.7K
|
2.54K
$49.9K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
25.2KNew |
$471K - $534K
|
25.2K
$495K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7- 0.13% |
$131 - $149
|
5.27K
$104K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.55K+ 9.44% |
$29K - $32.9K
|
18K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.24K+ 1.42% |
$154K - $175K
|
589K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.9K+ 5.52% |
$785K - $890K
|
801K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.1K+ 5.45% |
$264K - $299K
|
273K
$5.36M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
100+ 0.93% |
$1.87K - $2.12K
|
10.9K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
99+ 0.46% |
$1.85K - $2.1K
|
21.5K
$423K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
166+ 1.25% |
$3.11K - $3.53K
|
13.5K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.65K- 99.94% |
$30.9K - $35K
|
1
$19.7
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.05K+ 17.46% |
$75.7K - $85.9K
|
27.2K
$535K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.52K- 5.27% |
$47.1K - $53.4K
|
45.2K
$888K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
250+ 0.75% |
$4.68K - $5.31K
|
33.4K
$657K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1KClosed |
$18.8K - $21.3K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.5KNew |
$216K - $245K
|
11.5K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-104K- 24.71% |
$1.95M - $2.22M
|
318K
$6.25M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-29.9K- 12.51% |
$560K - $635K
|
209K
$4.11M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-22K- 2.63% |
$411K - $467K
|
815K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.7K+ 11.95% |
$931K - $1.06M
|
466K
$9.16M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.4K- 4.6% |
$63.6K - $72.2K
|
70.5K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.97K+ 0.3% |
$74.3K - $84.3K
|
1.31M
$25.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.15K- 3.55% |
$134K - $152K
|
194K
$3.81M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
845+ 18.1% |
$15.8K - $17.9K
|
5.51K
$108K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8+ 0.39% |
$150 - $170
|
2.04K
$40.1K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.74K- 10.42% |
$88.7K - $101K
|
40.7K
$800K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.46KNew |
$140K - $158K
|
7.46K
$147K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
592+ 4.14% |
$11.1K - $12.6K
|
14.9K
$293K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.35K+ 87.79% |
$119K - $135K
|
13.6K
$267K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
123K+ 212.36% |
$2.3M - $2.61M
|
181K
$3.55M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.36K- 0.96% |
$81.7K - $92.7K
|
451K
$8.87M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.44K+ 8.87% |
$64.4K - $73K
|
42.2K
$830K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.65K+ 28.06% |
$30.9K - $35K
|
7.53K
$148K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.96K+ 8.4% |
$130K - $148K
|
89.7K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$1.87K - $2.12K
|
100
$1.97K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.69K+ 54.89% |
$144K - $163K
|
21.7K
$427K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
61.4K+ 276.56% |
$1.15M - $1.3M
|
83.6K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-1.02K- 99.9% |
$19.1K - $21.6K
|
1
$19.7
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
274New |
$5.13K - $5.82K
|
274
$5.39K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
9+ 0.07% |
$168 - $191
|
12.2K
$239K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.6K+ 18.7% |
$441K - $500K
|
150K
$2.94M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.43K+ 4.06% |
$45.5K - $51.6K
|
62.3K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$211K - $239K
|
11.3K
$221K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
13+ 2.45% |
$243 - $276
|
543
$10.7K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
56+ 0.57% |
$1.05K - $1.19K
|
9.82K
$193K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
530New |
$9.92K - $11.3K
|
530
$10.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.07K- 6.44% |
$114K - $129K
|
88.1K
$1.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
531+ 2.39% |
$9.94K - $11.3K
|
22.7K
$447K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
141+ 1.19% |
$2.64K - $2.99K
|
12K
$236K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
27.8K+ 10.96% |
$520K - $590K
|
281K
$5.53M
|