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 8.15 Million shares, which have been reported (via 13F filing form) to have a value of $177 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,407
shares
|
$30,278
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,300
shares
|
$27,976
0.05% of portfolio
|
Q3 2023
Added 0.7%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
1,087
shares
|
$23,392
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,074
shares
|
$23,112
0.0% of portfolio
|
Q2 2024
Added 2.19%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,004
shares
|
$21,606
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
977
shares
|
$21,025
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
750
shares
|
$16,140
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
718
shares
|
$15,451
0.0% of portfolio
|
Q3 2022
Reduced 91.76%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
700
shares
|
$15,064
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
618
shares
|
$13,299
0.0% of portfolio
|
Q2 2024
Added 2.32%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
500
shares
|
$10,760
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
461
shares
|
$9,920
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
202
shares
|
$4,347
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$21
0.0% of portfolio
|
Q2 2024
Reduced 99.91%
|