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 98 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 $210 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
12,141
shares
|
$244,883
0.02% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
11,869
shares
|
$239,397
0.01% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
11,844
shares
|
$238,893
0.0% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
11,000
shares
|
$221,870
0.0% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
11,000
shares
|
$221,870
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
10,947
shares
|
$220,800
0.11% of portfolio
|
Q1 2023
Reduced 65.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,801
shares
|
$217,856
0.0% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
9,760
shares
|
$196,859
0.0% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
8,594
shares
|
$173,340
0.02% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
7,650
shares
|
$154,300
0.0% of portfolio
|
Q3 2024
Reduced 54.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
7,231
shares
|
$145,849
0.0% of portfolio
|
Q4 2024
Added 16.63%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
7,000
shares
|
$141,190
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
5,881
shares
|
$118,619
0.0% of portfolio
|
Q3 2024
Reduced 32.6%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
5,489
shares
|
$110,713
0.01% of portfolio
|
Q3 2023
Reduced 20.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
5,277
shares
|
$106,437
0.0% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,816
shares
|
$97,138
0.0% of portfolio
|
Q1 2020
Added 20.76%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
4,800
shares
|
$96,816
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,713
shares
|
$95,061
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,669
shares
|
$94,173
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,885
shares
|
$78,360
0.0% of portfolio
|
Q2 2023
Reduced 7.5%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,336
shares
|
$47,117
0.0% of portfolio
|
Q3 2023
Added 34.56%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
2,030
shares
|
$40,945
0.0% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
2,000
shares
|
$40,340
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,852
shares
|
$37,354
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,651
shares
|
$33,300
0.0% of portfolio
|
Q4 2024
Added 165000.0%
|