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 100 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 $219 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
70,458
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
62,309
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
53,384
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2021
Added 28.38%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
50,197
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2023
Reduced 5.97%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
49,079
shares
|
$1.02 Million
0.07% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
46,821
shares
|
$974,345
0.01% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
45,164
shares
|
$939,862
0.0% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
44,800
shares
|
$932,288
0.07% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
42,231
shares
|
$878,827
0.0% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
40,715
shares
|
$847,279
0.0% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
39,565
shares
|
$823,347
0.58% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
33,404
shares
|
$695,137
0.0% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
32,142
shares
|
$668,875
0.0% of portfolio
|
Q4 2024
Reduced 12.3%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
30,832
shares
|
$641,613
0.01% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
27,381
shares
|
$569,798
0.02% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
27,214
shares
|
$566,323
0.02% of portfolio
|
Q1 2025
Added 17.46%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
25,155
shares
|
$523,475
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Apr 30, 2025 Q1 2025 |
22,748
shares
|
$473,385
0.19% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
21,705
shares
|
$451,681
0.01% of portfolio
|
Q1 2025
Added 54.89%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
21,511
shares
|
$447,643
0.02% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
17,971
shares
|
$373,976
0.0% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Commons Capital, LLC
Needham, MA |
May 12, 2025 Q1 2025 |
14,878
shares
|
$309,611
0.26% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
13,700
shares
|
$285,097
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
13,579
shares
|
$282,578
0.0% of portfolio
|
Q1 2025
Added 87.79%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
13,490
shares
|
$280,726
0.18% of portfolio
|
Q1 2025
Added 1.25%
|