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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.7K+ 43.91% |
$1.08M - $1.37M
|
215K
$4.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
37.9K+ 11.92% |
$624K - $793K
|
356K
$7.58M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.5K+ 3.94% |
$519K - $660K
|
833K
$17.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.2K+ 8.15% |
$365K - $465K
|
295K
$6.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.1K+ 25.85% |
$265K - $337K
|
78.4K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.1K+ 120.17% |
$215K - $274K
|
24K
$511K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
10.3K+ 11.64% |
$169K - $215K
|
98.4K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
9.36K+ 81.32% |
$154K - $196K
|
20.9K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.85K+ 1.47% |
$113K - $143K
|
473K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.75K+ 20.2% |
$111K - $141K
|
40.2K
$856K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.35K+ 2.76% |
$88K - $112K
|
199K
$4.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.25K+ 1.14% |
$86.4K - $110K
|
465K
$9.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.9K+ 9.58% |
$64.2K - $81.6K
|
44.6K
$951K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.41K+ 1.21% |
$56K - $71.3K
|
285K
$6.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
2.66K+ 3.27% |
$43.7K - $55.6K
|
83.9K
$1.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.93KNew |
$31.8K - $40.5K
|
1.93K
$41.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.55K+ 12.42% |
$25.5K - $32.5K
|
14.1K
$299K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 2.66% |
$18.5K - $23.5K
|
43.4K
$924K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
973+ 2.15% |
$16K - $20.4K
|
46.1K
$983K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
857+ 7.62% |
$14.1K - $17.9K
|
12.1K
$258K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
676+ 0.4% |
$11.1K - $14.1K
|
171K
$3.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
650New |
$10.7K - $13.6K
|
650
$13.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
455+ 0.46% |
$7.48K - $9.52K
|
98.7K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
330+ 2.45% |
$5.43K - $6.9K
|
13.8K
$295K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
146+ 1.22% |
$2.4K - $3.05K
|
12.2K
$259K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
102+ 0.47% |
$1.68K - $2.13K
|
21.6K
$461K
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
98+ 0.66% |
$1.61K - $2.05K
|
15K
$319K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
82+ 15.1% |
$1.35K - $1.72K
|
625
$13.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
58+ 0.59% |
$954 - $1.21K
|
9.87K
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
48+ 4.1% |
$790 - $1K
|
1.22K
$26K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
24New |
$395 - $502
|
24
$511
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
23+ 0.88% |
$378 - $481
|
2.64K
$56.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9+ 0.44% |
$148 - $188
|
2.05K
$43.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.24% |
$49.3 - $62.8
|
1.24K
$26.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
25.2KNew |
$471K - $534K
|
25.2K
$536K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.46KNew |
$140K - $158K
|
7.46K
$159K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.35K+ 87.79% |
$119K - $135K
|
13.6K
$289K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.05K+ 17.46% |
$75.7K - $85.9K
|
27.2K
$580K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.36K+ 9.28% |
$62.9K - $71.3K
|
39.6K
$843K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.38K+ 50.39% |
$44.5K - $50.4K
|
7.09K
$151K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
770+ 1.59% |
$14.4K - $16.4K
|
49.1K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
531+ 2.39% |
$9.94K - $11.3K
|
22.7K
$485K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
530New |
$9.92K - $11.3K
|
530
$11.3K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
274New |
$5.13K - $5.82K
|
274
$5.84K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$1.87K - $2.12K
|
100
$2.13K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
9+ 0.07% |
$168 - $191
|
12.2K
$259K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
189KNew |
$3.71M - $4.15M
|
189K
$4.03M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.63K+ 6.31% |
$31.9K - $35.7K
|
27.4K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
530New |
$10.4K - $11.6K
|
530
$11.3K
|
|