Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-104K- 24.71% |
$1.95M - $2.22M
|
318K
$6.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.1K- 7.27% |
$675K - $766K
|
460K
$9.57M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-29.9K- 12.51% |
$560K - $635K
|
209K
$4.35M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-22K- 2.63% |
$411K - $467K
|
815K
$17M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.15K- 3.55% |
$134K - $152K
|
194K
$4.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.07K- 6.44% |
$114K - $129K
|
88.1K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.74K- 10.42% |
$88.7K - $101K
|
40.7K
$847K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.36K- 0.96% |
$81.7K - $92.7K
|
451K
$9.38M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.4K- 4.6% |
$63.6K - $72.2K
|
70.5K
$1.47M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.24K- 56.06% |
$60.6K - $68.7K
|
2.54K
$52.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.99K- 1.73% |
$56K - $63.6K
|
170K
$3.54M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.52K- 5.27% |
$47.1K - $53.4K
|
45.2K
$940K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.65K- 99.94% |
$30.9K - $35K
|
1
$20.8
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-1.02K- 99.9% |
$19.1K - $21.6K
|
1
$20.8
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1KClosed |
$18.8K - $21.3K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7- 0.13% |
$131 - $149
|
5.27K
$110K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-73.8K- 40.81% |
$1.45M - $1.62M
|
107K
$2.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.51K- 12.3% |
$88.4K - $99.1K
|
32.1K
$669K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-3.75K- 78.95% |
$73.6K - $82.4K
|
1K
$20.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-600- 5.17% |
$11.8K - $13.2K
|
11K
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-421- 3.43% |
$8.26K - $9.25K
|
11.8K
$246K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-35.9K- 25.94% |
$637K - $725K
|
102K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.07K- 54.24% |
$161K - $183K
|
7.65K
$159K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-8.99K- 1.07% |
$160K - $182K
|
828K
$17.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.04K- 1.44% |
$143K - $163K
|
551K
$11.5M
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-25.4K- 60.98% |
$443K - $494K
|
16.2K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.41K- 9.9% |
$112K - $125K
|
58.3K
$1.21M
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.19K- 5.97% |
$45.9K - $52.8K
|
50.2K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.28K- 9.61% |
$18.4K - $21.2K
|
12K
$250K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-939- 8.09% |
$13.5K - $15.6K
|
10.7K
$222K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.4K- 20.32% |
$22.1K - $23.6K
|
5.49K
$114K
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-158- 1.51% |
$2.5K - $2.66K
|
10.3K
$214K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-85Closed |
$1.34K - $1.43K
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-315- 7.5% |
$4.74K - $5.19K
|
3.89K
$80.8K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-67.5K- 98.72% |
$993K - $1.13M
|
878
$18.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-21.2K- 65.97% |
$312K - $355K
|
10.9K
$228K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1K- 3.35% |
$14.7K - $16.7K
|
28.9K
$601K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.07K- 15.4% |
$44.1K - $51.9K
|
16.9K
$351K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-237- 2.64% |
$3.4K - $4K
|
8.75K
$182K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-8K- 91.76% |
$113K - $140K
|
718
$14.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-229- 46.54% |
$3.23K - $4K
|
263
$5.47K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-24.6KClosed |
$352K - $459K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9.37KClosed |
$134K - $175K
|
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 | |||||||
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-140KClosed |
$2.46M - $2.82M
|
0
$0
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-4.66KClosed |
$82K - $93.9K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.39KClosed |
$42K - $48.1K
|
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
|
|