Institutional Ownership Eaton Vance Enhanced Equity Income Fund (EOI)
This table provides information about the institutional ownership of Eaton Vance Enhanced Equity Income Fund (EOI). We have compiled data on the 99 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $207 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,311,047
shares
|
$25.8 Million
0.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
827,681
shares
|
$16.3 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
814,530
shares
|
$16 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
801,398
shares
|
$15.8 Million
0.0% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
693,650
shares
|
$13.6 Million
0.01% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
588,558
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
550,534
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
465,956
shares
|
$9.16 Million
0.0% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
459,951
shares
|
$9.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
450,925
shares
|
$8.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
317,914
shares
|
$6.25 Million
0.06% of portfolio
|
Q1 2025
Reduced 24.71%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
281,366
shares
|
$5.53 Million
0.13% of portfolio
|
Q1 2025
Added 10.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
272,574
shares
|
$5.36 Million
0.0% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
209,159
shares
|
$4.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
194,039
shares
|
$3.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
193,751
shares
|
$3.81 Million
1.39% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
180,753
shares
|
$3.55 Million
0.01% of portfolio
|
Q1 2025
Added 212.36%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
170,032
shares
|
$3.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
149,519
shares
|
$2.94 Million
0.0% of portfolio
|
Q1 2025
Added 18.7%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
98,242
shares
|
$1.93 Million
1.45% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
89,748
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Added 8.4%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
88,138
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
83,649
shares
|
$1.64 Million
0.63% of portfolio
|
Q1 2025
Added 276.56%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Apr 22, 2025 Q1 2025 |
81,202
shares
|
$1.6 Million
1.05% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
80,744
shares
|
$1.59 Million
0.06% of portfolio
|
Q4 2024
Added 2.83%
|