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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,038
shares
|
$42,410
0.0% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,934
shares
|
$40,246
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,852
shares
|
$38,540
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,500
shares
|
$31,214
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,474
shares
|
$30,673
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,414
shares
|
$29,425
0.0% of portfolio
|
Q3 2022
Added 1.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,407
shares
|
$29,279
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,300
shares
|
$27,053
0.05% of portfolio
|
Q3 2023
Added 0.7%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
1,238
shares
|
$25,762
0.0% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,170
shares
|
$24,347
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,074
shares
|
$22,349
0.0% of portfolio
|
Q2 2024
Added 2.19%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
750
shares
|
$15,607
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
718
shares
|
$14,941
0.0% of portfolio
|
Q3 2022
Reduced 91.76%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
700
shares
|
$14,567
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
618
shares
|
$12,860
0.0% of portfolio
|
Q2 2024
Added 2.32%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
543
shares
|
$11,299
0.0% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
530
shares
|
$11,029
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
530
shares
|
$11,029
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
500
shares
|
$10,405
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
274
shares
|
$5,701
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
202
shares
|
$4,203
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
100
shares
|
$2,081
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$20
0.0% of portfolio
|
Q1 2025
Reduced 99.94%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
1
shares
|
$20
0.01% of portfolio
|
Q1 2025
Reduced 99.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|