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 |
|---|---|---|---|---|---|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
12,500
shares
|
$245,750
0.01% of portfolio
|
Q2 2024
Added 857.85%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
12,150
shares
|
$238,869
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
12,010
shares
|
$236,116
0.01% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
11,844
shares
|
$232,853
0.0% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
11,512
shares
|
$226,325
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
11,254
shares
|
$221,253
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
11,000
shares
|
$216,260
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
11,000
shares
|
$216,260
0.0% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
10,947
shares
|
$215,218
0.11% of portfolio
|
Q1 2023
Reduced 65.97%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
10,901
shares
|
$214,313
0.0% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
9,816
shares
|
$192,982
0.0% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
8,594
shares
|
$168,958
0.02% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
7,650
shares
|
$150,399
0.0% of portfolio
|
Q3 2024
Reduced 54.24%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,531
shares
|
$148,059
0.0% of portfolio
|
Q1 2025
Added 28.06%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
7,456
shares
|
$146,584
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
7,088
shares
|
$139,350
0.0% of portfolio
|
Q1 2025
Added 50.39%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
7,000
shares
|
$137,620
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
5,514
shares
|
$108,405
0.02% of portfolio
|
Q1 2025
Added 18.1%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
5,489
shares
|
$107,913
0.0% of portfolio
|
Q3 2023
Reduced 20.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
5,270
shares
|
$103,608
0.0% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,816
shares
|
$94,682
0.0% of portfolio
|
Q1 2020
Added 20.76%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
4,800
shares
|
$94,368
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,885
shares
|
$76,379
0.0% of portfolio
|
Q2 2023
Reduced 7.5%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,619
shares
|
$51,489
0.0% of portfolio
|
Q1 2025
Added 130850.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,536
shares
|
$49,857
0.0% of portfolio
|
Q1 2025
Reduced 56.06%
|