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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
132+ 1.12% |
$2.59K - $2.9K
|
11.9K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-2.08K- 2.45% |
$40.8K - $45.7K
|
82.6K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.57K- 99.92% |
$50.5K - $56.6K
|
2
$42.3
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.25K+ 3.56% |
$24.4K - $27.4K
|
36.2K
$766K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.4K+ 10.9% |
$27.5K - $30.9K
|
14.3K
$302K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.31K+ 5.98% |
$25.6K - $28.7K
|
23.2K
$490K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.22K+ 2.83% |
$43.6K - $48.8K
|
80.7K
$1.71M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-3.75K- 78.95% |
$73.6K - $82.4K
|
1K
$21.2K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42.8KNew |
$840K - $941K
|
42.8K
$905K
|
|
| Q3 2024 | |||||||
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.47KNew |
$26.2K - $29.8K
|
1.47K
$31.2K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
596+ 2.37% |
$10.6K - $12.1K
|
25.8K
$545K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
656+ 8.26% |
$11.7K - $13.3K
|
8.59K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-10.4K- 31.88% |
$185K - $210K
|
22.2K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-147- 2.71% |
$2.61K - $2.97K
|
5.28K
$112K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.07K- 54.24% |
$161K - $183K
|
7.65K
$162K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.85K- 32.6% |
$50.5K - $57.6K
|
5.88K
$124K
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-35.9K- 25.94% |
$637K - $725K
|
102K
$2.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-8.99K- 1.07% |
$160K - $182K
|
828K
$17.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
977New |
$17.4K - $19.8K
|
977
$20.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.04K- 1.44% |
$143K - $163K
|
551K
$11.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.3K+ 6.01% |
$698K - $795K
|
694K
$14.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1K- 50.0% |
$17.8K - $20.3K
|
1K
$21.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
461New |
$8.19K - $9.33K
|
461
$9.75K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.41K- 9.9% |
$112K - $125K
|
58.3K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
10.6KNew |
$185K - $207K
|
10.6K
$225K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23+ 2.19% |
$401 - $448
|
1.07K
$22.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-25.4K- 60.98% |
$443K - $494K
|
16.2K
$343K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
11.2K+ 857.85% |
$195K - $218K
|
12.5K
$264K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
250+ 0.82% |
$4.36K - $4.87K
|
30.8K
$652K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
14+ 2.32% |
$244 - $273
|
618
$13.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
13.7KNew |
$239K - $267K
|
13.7K
$290K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.01KNew |
$16.2K - $19.1K
|
1.01K
$21.4K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.2KNew |
$437K - $514K
|
27.2K
$576K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.8KNew |
$269K - $316K
|
16.8K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39+ 0.12% |
$626 - $736
|
32.3K
$683K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.8KNew |
$190K - $223K
|
11.8K
$250K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
290New |
$4.65K - $5.48K
|
290
$6.13K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.41KNew |
$22.6K - $26.6K
|
1.41K
$29.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7KNew |
$112K - $132K
|
7K
$148K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
23.1KNew |
$332K - $382K
|
23.1K
$488K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-939- 8.09% |
$13.5K - $15.6K
|
10.7K
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.19K- 5.97% |
$45.9K - $52.8K
|
50.2K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
406New |
$5.84K - $6.73K
|
406
$8.59K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
202New |
$2.91K - $3.35K
|
202
$4.27K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.28K- 9.61% |
$18.4K - $21.2K
|
12K
$254K
|
|
| Q3 2023 | |||||||
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-85Closed |
$1.34K - $1.43K
|
0
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.5KNew |
$23.7K - $25.3K
|
1.5K
$31.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
170K+ 790.11% |
$2.69M - $2.86M
|
191K
$4.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
300+ 30.03% |
$4.75K - $5.06K
|
1.3K
$27.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
9+ 0.7% |
$142 - $152
|
1.3K
$27.5K
|
|