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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
530New |
$10.4K - $11.6K
|
530
$11K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
393New |
$7.71K - $8.64K
|
393
$8.18K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
185New |
$3.63K - $4.07K
|
185
$3.85K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
90New |
$1.77K - $1.98K
|
90
$1.87K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.3K+ 6.01% |
$698K - $795K
|
694K
$14.4M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.47KNew |
$26.2K - $29.8K
|
1.47K
$30.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
977New |
$17.4K - $19.8K
|
977
$20.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
656+ 8.26% |
$11.7K - $13.3K
|
8.59K
$179K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
461New |
$8.19K - $9.33K
|
461
$9.59K
|
|
| Q2 2024 | |||||||
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
13.7KNew |
$239K - $267K
|
13.7K
$285K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
11.2K+ 857.85% |
$195K - $218K
|
12.5K
$260K
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
10.6KNew |
$185K - $207K
|
10.6K
$221K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
250+ 0.82% |
$4.36K - $4.87K
|
30.8K
$642K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23+ 2.19% |
$401 - $448
|
1.07K
$22.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
14+ 2.32% |
$244 - $273
|
618
$12.9K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.2KNew |
$437K - $514K
|
27.2K
$566K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.8KNew |
$269K - $316K
|
16.8K
$349K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.8KNew |
$190K - $223K
|
11.8K
$246K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7KNew |
$112K - $132K
|
7K
$146K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.41KNew |
$22.6K - $26.6K
|
1.41K
$29.3K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.01KNew |
$16.2K - $19.1K
|
1.01K
$21.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39+ 0.12% |
$626 - $736
|
32.3K
$672K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
23.1KNew |
$332K - $382K
|
23.1K
$480K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
202New |
$2.91K - $3.35K
|
202
$4.2K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
170K+ 790.11% |
$2.69M - $2.86M
|
191K
$3.98M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.5KNew |
$23.7K - $25.3K
|
1.5K
$31.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
300+ 30.03% |
$4.75K - $5.06K
|
1.3K
$27K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
9+ 0.7% |
$142 - $152
|
1.3K
$27.1K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5.13KNew |
$77.2K - $84.6K
|
5.13K
$107K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2KNew |
$30.1K - $33K
|
2K
$41.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.85KNew |
$27.9K - $30.5K
|
1.85K
$38.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.28K+ 12.14% |
$19.3K - $21.1K
|
11.8K
$246K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
116New |
$1.75K - $1.91K
|
116
$2.41K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
750New |
$11K - $12.5K
|
750
$15.6K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
591New |
$8.69K - $9.88K
|
591
$12.3K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
485New |
$7.13K - $8.1K
|
485
$10.1K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10New |
$147 - $167
|
10
$208
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$256K - $301K
|
17.8K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.5KNew |
$194K - $228K
|
13.5K
$281K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.5KNew |
$180K - $212K
|
12.5K
$261K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
11KNew |
$158K - $186K
|
11K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.2KNew |
$146K - $172K
|
10.2K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7KNew |
$101K - $118K
|
7K
$146K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
4.8KNew |
$68.9K - $81.1K
|
4.8K
$99.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
2.1KNew |
$30.2K - $35.5K
|
2.1K
$43.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.62KNew |
$23.2K - $27.3K
|
1.62K
$33.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1KNew |
$14.4K - $16.9K
|
1K
$20.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
500New |
$7.18K - $8.45K
|
500
$10.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
200New |
$2.87K - $3.38K
|
200
$4.16K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
25+ 2.5% |
$359 - $422
|
1.03K
$21.3K
|
|