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 89 institutions that hold shares in the stock, with a total of 8.56 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fort Pitt Capital Group, LLC
|
Apr 11, 2024 Q1 2024 |
876,057
shares
|
$16.2 Million
0.51% of portfolio
|
Q1 2024
Reduced 3.95%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
702,574
shares
|
$13 Million
0.01% of portfolio
|
Q1 2024
Reduced 9.96%
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
655,049
shares
|
$12.1 Million
0.09% of portfolio
|
Q1 2024
Reduced 4.96%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
580,231
shares
|
$10.7 Million
0.0% of portfolio
|
Q1 2024
Added 6.42%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
562,937
shares
|
$10.4 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
557,351
shares
|
$10.3 Million
0.0% of portfolio
|
Q1 2024
Added 1.87%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
547,387
shares
|
$10.1 Million
0.0% of portfolio
|
Q1 2024
Added 5.96%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
452,017
shares
|
$8.34 Million
0.03% of portfolio
|
Q1 2024
Added 1.15%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
380,222
shares
|
$7.02 Million
0.0% of portfolio
|
Q1 2024
Added 24.49%
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
378,087
shares
|
$6.98 Million
0.0% of portfolio
|
Q1 2024
Reduced 18.57%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
367,542
shares
|
$6.78 Million
0.05% of portfolio
|
Q1 2024
Reduced 4.91%
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 10, 2024 Q1 2024 |
226,249
shares
|
$4.17 Million
0.17% of portfolio
|
Q1 2024
Added 28.0%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
211,558
shares
|
$3.9 Million
0.0% of portfolio
|
Q1 2024
Added 2.89%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
177,434
shares
|
$3.27 Million
0.0% of portfolio
|
Q1 2024
Added 0.21%
|
|
Roman Butler Fullerton & CO
|
Apr 29, 2024 Q1 2024 |
176,598
shares
|
$3.26 Million
1.17% of portfolio
|
Q1 2024
Added 0.17%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
159,614
shares
|
$2.94 Million
0.12% of portfolio
|
Q1 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
121,025
shares
|
$2.23 Million
0.0% of portfolio
|
Q1 2024
Reduced 48.07%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
105,616
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2024
Added 10.19%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
82,250
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2024
Added 1.57%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
80,783
shares
|
$1.49 Million
0.06% of portfolio
|
Q1 2024
Added 203.56%
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Apr 22, 2024 Q1 2024 |
75,653
shares
|
$1.4 Million
1.26% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
75,233
shares
|
$1.39 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.48%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
65,087
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2024
Added 32.34%
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 14, 2024 Q1 2024 |
64,682
shares
|
$1.19 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.13%
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
53,384
shares
|
$984,934
0.0% of portfolio
|
Q2 2021
Added 28.38%
|