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 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.4K- 20.32% |
$22.1K - $23.6K
|
5.49K
$116K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
600+ 34.56% |
$9.49K - $10.1K
|
2.34K
$49.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-158- 1.51% |
$2.5K - $2.66K
|
10.3K
$217K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-11.4K- 93.2% |
$172K - $188K
|
833
$17.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2KNew |
$30.1K - $33K
|
2K
$42.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5.13KNew |
$77.2K - $84.6K
|
5.13K
$108K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-315- 7.5% |
$4.74K - $5.19K
|
3.89K
$82.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.28K+ 12.14% |
$19.3K - $21.1K
|
11.8K
$251K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.85KNew |
$27.9K - $30.5K
|
1.85K
$39.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
116New |
$1.75K - $1.91K
|
116
$2.45K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
591New |
$8.69K - $9.88K
|
591
$12.5K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1K- 3.35% |
$14.7K - $16.7K
|
28.9K
$611K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
750New |
$11K - $12.5K
|
750
$15.9K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10New |
$147 - $167
|
10
$212
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-67.5K- 98.72% |
$993K - $1.13M
|
878
$18.6K
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.37KNew |
$20.1K - $22.9K
|
1.37K
$29K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
485New |
$7.13K - $8.1K
|
485
$10.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-21.2K- 65.97% |
$312K - $355K
|
10.9K
$232K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.62KNew |
$23.2K - $27.3K
|
1.62K
$34.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7KNew |
$101K - $118K
|
7K
$148K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$256K - $301K
|
17.8K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.5KNew |
$194K - $228K
|
13.5K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
25+ 2.5% |
$359 - $422
|
1.03K
$21.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
200New |
$2.87K - $3.38K
|
200
$4.23K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.2KNew |
$146K - $172K
|
10.2K
$215K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.07K- 15.4% |
$44.1K - $51.9K
|
16.9K
$357K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1KNew |
$14.4K - $16.9K
|
1K
$21.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
11KNew |
$158K - $186K
|
11K
$233K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
4.8KNew |
$68.9K - $81.1K
|
4.8K
$102K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-237- 2.64% |
$3.4K - $4K
|
8.75K
$185K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.5KNew |
$180K - $212K
|
12.5K
$265K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
2.1KNew |
$30.2K - $35.5K
|
2.1K
$44.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
500New |
$7.18K - $8.45K
|
500
$10.6K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
14+ 1.0% |
$197 - $244
|
1.41K
$29.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
12+ 2.3% |
$169 - $209
|
534
$11.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
679New |
$9.57K - $11.8K
|
679
$14.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-229- 46.54% |
$3.23K - $4K
|
263
$5.56K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-8K- 91.76% |
$113K - $140K
|
718
$15.2K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
142New |
$2.03K - $2.65K
|
142
$3K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9.37KClosed |
$134K - $175K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
15KNew |
$215K - $280K
|
15K
$317K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
844+ 6.74% |
$12.1K - $15.7K
|
13.4K
$283K
|
|
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-24.6KClosed |
$352K - $459K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-900Closed |
$12.9K - $16.8K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-150Closed |
$2.15K - $2.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-4.66KClosed |
$82K - $93.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-140KClosed |
$2.46M - $2.82M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-611Closed |
$10.7K - $12.3K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.39KClosed |
$42K - $48.1K
|
0
$0
|
|