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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.99K- 1.73% |
$56K - $63.6K
|
170K
$3.34M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
407+ 0.88% |
$7.62K - $8.64K
|
46.8K
$921K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
770+ 1.59% |
$14.4K - $16.4K
|
49.1K
$965K
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.36K+ 9.28% |
$62.9K - $71.3K
|
39.6K
$778K
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
913+ 0.94% |
$17.1K - $19.4K
|
98.2K
$1.93M
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
151+ 13.89% |
$2.83K - $3.21K
|
1.24K
$24.3K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2K+ 4.67% |
$37.4K - $42.5K
|
44.8K
$881K
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-1.42K- 1.72% |
$26.5K - $30.1K
|
81.2K
$1.6M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.1K- 7.27% |
$675K - $766K
|
460K
$9.04M
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.48K+ 1.83% |
$65.2K - $74K
|
194K
$3.81M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.38K+ 50.39% |
$44.5K - $50.4K
|
7.09K
$139K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.62K+ 130850.0% |
$49K - $55.6K
|
2.62K
$51.5K
|
|
Q4 2024 | |||||||
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.63K+ 6.31% |
$31.9K - $35.7K
|
27.4K
$538K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
530New |
$10.4K - $11.6K
|
530
$10.4K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
185New |
$3.63K - $4.07K
|
185
$3.64K
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
90New |
$1.77K - $1.98K
|
90
$1.77K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
393New |
$7.71K - $8.64K
|
393
$7.73K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-600- 5.17% |
$11.8K - $13.2K
|
11K
$216K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.51K- 12.3% |
$88.4K - $99.1K
|
32.1K
$632K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.17KNew |
$23K - $25.7K
|
1.17K
$23K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-421- 3.43% |
$8.26K - $9.25K
|
11.8K
$233K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
189KNew |
$3.71M - $4.15M
|
189K
$3.72M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.22K+ 2.83% |
$43.6K - $48.8K
|
80.7K
$1.59M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-3.75K- 78.95% |
$73.6K - $82.4K
|
1K
$19.7K
|
|
Q3 2024 | |||||||
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.47KNew |
$26.2K - $29.8K
|
1.47K
$29K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
656+ 8.26% |
$11.7K - $13.3K
|
8.59K
$169K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.07K- 54.24% |
$161K - $183K
|
7.65K
$150K
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-35.9K- 25.94% |
$637K - $725K
|
102K
$2.01M
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-8.99K- 1.07% |
$160K - $182K
|
828K
$16.3M
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
977New |
$17.4K - $19.8K
|
977
$19.2K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.3K+ 6.01% |
$698K - $795K
|
694K
$13.6M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.04K- 1.44% |
$143K - $163K
|
551K
$10.8M
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
461New |
$8.19K - $9.33K
|
461
$9.06K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
10.6KNew |
$185K - $207K
|
10.6K
$209K
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.41K- 9.9% |
$112K - $125K
|
58.3K
$1.15M
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-25.4K- 60.98% |
$443K - $494K
|
16.2K
$319K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23+ 2.19% |
$401 - $448
|
1.07K
$21.1K
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
11.2K+ 857.85% |
$195K - $218K
|
12.5K
$246K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
250+ 0.82% |
$4.36K - $4.87K
|
30.8K
$606K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
14+ 2.32% |
$244 - $273
|
618
$12.1K
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
13.7KNew |
$239K - $267K
|
13.7K
$269K
|
|
Q1 2024 | |||||||
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.01KNew |
$16.2K - $19.1K
|
1.01K
$19.9K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.2KNew |
$437K - $514K
|
27.2K
$535K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.8KNew |
$269K - $316K
|
16.8K
$329K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39+ 0.12% |
$626 - $736
|
32.3K
$635K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.8KNew |
$190K - $223K
|
11.8K
$232K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.41KNew |
$22.6K - $26.6K
|
1.41K
$27.7K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7KNew |
$112K - $132K
|
7K
$138K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
23.1KNew |
$332K - $382K
|
23.1K
$454K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.19K- 5.97% |
$45.9K - $52.8K
|
50.2K
$987K
|