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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
165KNew |
$3.4M - $3.54M
|
165K
$3.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
161KNew |
$3.32M - $3.47M
|
161K
$3.22M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
75.4KNew |
$1.56M - $1.63M
|
75.4K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.6K+ 13.74% |
$610K - $637K
|
245K
$4.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.4K+ 4.81% |
$462K - $482K
|
488K
$9.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.3K+ 4.71% |
$459K - $479K
|
495K
$9.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.2K+ 2.64% |
$313K - $327K
|
590K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.1K+ 6.72% |
$250K - $261K
|
193K
$3.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$230K - $240K
|
11.1K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.1K+ 5.54% |
$230K - $240K
|
212K
$4.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
9.87KNew |
$204K - $213K
|
9.87K
$198K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.37K+ 3.7% |
$152K - $159K
|
206K
$4.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
6.63K+ 3.88% |
$137K - $143K
|
177K
$3.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
5.14K+ 2.77% |
$106K - $111K
|
191K
$3.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
4.6K+ 4.66% |
$94.8K - $99K
|
103K
$2.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.58K+ 5.84% |
$94.6K - $98.7K
|
83K
$1.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.06KNew |
$83.8K - $87.5K
|
4.06K
$81.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.05K+ 8.78% |
$83.7K - $87.3K
|
50.2K
$1M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.69K+ 13.93% |
$34.8K - $36.3K
|
13.8K
$276K
|
|
|
Nov 12, 2025
Q3 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.66K+ 11.11% |
$34.3K - $35.8K
|
16.6K
$333K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
1.01K+ 4.2% |
$20.8K - $21.7K
|
25K
$500K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1K+ 14.11% |
$20.6K - $21.5K
|
8.09K
$162K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
470New |
$9.7K - $10.1K
|
470
$9.41K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
469+ 1.05% |
$9.68K - $10.1K
|
45.1K
$903K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
369+ 3.79% |
$7.62K - $7.95K
|
10.1K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
366+ 6.99% |
$7.55K - $7.88K
|
5.6K
$112K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
200New |
$4.13K - $4.31K
|
200
$4K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
200New |
$4.13K - $4.31K
|
200
$4K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
200New |
$4.13K - $4.31K
|
200
$4K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
139+ 1.14% |
$2.87K - $2.99K
|
12.3K
$246K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
97+ 0.45% |
$2K - $2.09K
|
21.7K
$435K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
55+ 0.56% |
$1.14K - $1.18K
|
9.93K
$199K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
49+ 0.23% |
$1.01K - $1.06K
|
21.7K
$435K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
47+ 7.52% |
$970 - $1.01K
|
672
$13.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23+ 1.89% |
$475 - $495
|
1.24K
$24.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22+ 0.83% |
$454 - $474
|
2.66K
$53.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
13New |
$268 - $280
|
13
$260
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9+ 0.44% |
$186 - $194
|
2.06K
$41.2K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.2K+ 8.15% |
$365K - $465K
|
295K
$5.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
9.36K+ 81.32% |
$154K - $196K
|
20.9K
$418K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.75K+ 20.2% |
$111K - $141K
|
40.2K
$804K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.24K+ 127.6% |
$53.2K - $67.7K
|
5.77K
$116K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.55K+ 12.42% |
$25.5K - $32.5K
|
14.1K
$281K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$16.5K - $20.9K
|
1K
$20K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
650New |
$10.7K - $13.6K
|
650
$13K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
330+ 2.45% |
$5.43K - $6.9K
|
13.8K
$277K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
24New |
$395 - $502
|
24
$480
|
|
|
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
$504K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.05K+ 17.46% |
$75.7K - $85.9K
|
27.2K
$545K
|
|