Latest Institutional Purchases of Eaton Vance Enhanced Equity Income Fund (EOI)
This list provides information on the latest institutional transactions involving Eaton Vance Enhanced Equity Income Fund (EOI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
189KNew |
$3.71M - $4.15M
|
189K
$3.98M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42.8KNew |
$840K - $941K
|
42.8K
$902K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.66K+ 1.96% |
$71.8K - $80.4K
|
190K
$4.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.22K+ 2.83% |
$43.6K - $48.8K
|
80.7K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.4K+ 10.9% |
$27.5K - $30.9K
|
14.3K
$301K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.31K+ 5.98% |
$25.6K - $28.7K
|
23.2K
$488K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.25K+ 3.56% |
$24.4K - $27.4K
|
36.2K
$763K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.17KNew |
$23K - $25.7K
|
1.17K
$24.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
132+ 1.12% |
$2.59K - $2.9K
|
11.9K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
14+ 0.12% |
$275 - $308
|
12.1K
$256K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
123K+ 110.92% |
$2.18M - $2.48M
|
234K
$4.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
83.7K+ 20.09% |
$1.49M - $1.69M
|
500K
$10.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.3K+ 6.01% |
$698K - $795K
|
694K
$14.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
36.7KNew |
$651K - $741K
|
36.7K
$772K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.9K+ 4.76% |
$531K - $605K
|
658K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
29KNew |
$515K - $586K
|
29K
$610K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16K+ 2.99% |
$285K - $324K
|
553K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
14.4KNew |
$256K - $292K
|
14.4K
$304K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.46K+ 9.86% |
$97K - $110K
|
60.9K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.62K+ 1.91% |
$82K - $93.4K
|
247K
$5.2M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.11K+ 100.71% |
$55.3K - $62.9K
|
6.2K
$131K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.09K+ 3.33% |
$54.9K - $62.6K
|
96K
$2.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.62K+ 1.33% |
$28.8K - $32.8K
|
123K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.4K+ 3.56% |
$24.9K - $28.3K
|
40.7K
$858K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.09K+ 1.92% |
$19.3K - $22K
|
57.8K
$1.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
977New |
$17.4K - $19.8K
|
977
$20.6K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
656+ 8.26% |
$11.7K - $13.3K
|
8.59K
$181K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
600+ 5.45% |
$10.7K - $12.1K
|
11.6K
$244K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
596+ 2.37% |
$10.6K - $12.1K
|
25.8K
$543K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
461New |
$8.19K - $9.33K
|
461
$9.71K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
396+ 0.23% |
$7.03K - $8.01K
|
174K
$3.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
319+ 0.07% |
$5.67K - $6.45K
|
456K
$9.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
268+ 0.07% |
$4.76K - $5.42K
|
393K
$8.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
157+ 0.21% |
$2.79K - $3.18K
|
74.9K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
151+ 1.28% |
$2.68K - $3.05K
|
11.9K
$252K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
98+ 0.46% |
$1.74K - $1.98K
|
21.3K
$449K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
18+ 0.18% |
$320 - $364
|
9.81K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9+ 0.45% |
$160 - $182
|
2.02K
$42.6K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7+ 0.02% |
$124 - $142
|
46.4K
$978K
|
|
| Q2 2024 | |||||||
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
13.7KNew |
$239K - $267K
|
13.7K
$289K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
11.2K+ 857.85% |
$195K - $218K
|
12.5K
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
10.6KNew |
$185K - $207K
|
10.6K
$224K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
250+ 0.82% |
$4.36K - $4.87K
|
30.8K
$650K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23+ 2.19% |
$401 - $448
|
1.07K
$22.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
14+ 2.32% |
$244 - $273
|
618
$13K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.2KNew |
$437K - $514K
|
27.2K
$573K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.8KNew |
$269K - $316K
|
16.8K
$353K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.8KNew |
$190K - $223K
|
11.8K
$249K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7KNew |
$112K - $132K
|
7K
$147K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.41KNew |
$22.6K - $26.6K
|
1.41K
$29.6K
|
|