Purchases and Sales Made in Q1 2023 in Eaton Vance Enhanced Equity Income Fund (EOI)
This table provides information about the institutional ownership of Eaton Vance Enhanced Equity Income Fund (EOI) during Q1 2023. The information is specifically focused on institutions that hold shares of Eaton Vance Enhanced Equity Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
182K+ 27.79% |
$2.67M - $3.04M
|
836K
$17.4M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
53.4KNew |
$785K - $892K
|
53.4K
$1.11M
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
37KNew |
$544K - $619K
|
37K
$770K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32.5K+ 3.59% |
$478K - $543K
|
939K
$19.5M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.8KNew |
$305K - $347K
|
20.8K
$432K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$153K - $174K
|
10.4K
$217K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
9.82K+ 6.47% |
$144K - $164K
|
162K
$3.36M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.14K+ 2.58% |
$120K - $136K
|
323K
$6.72M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.21K+ 1.73% |
$106K - $120K
|
425K
$8.83M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.56K+ 2.5% |
$96.4K - $110K
|
269K
$5.58M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.64K+ 1.18% |
$82.8K - $94.2K
|
482K
$10M
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.31K+ 76.37% |
$78K - $88.6K
|
12.3K
$255K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.51K+ 0.66% |
$51.6K - $58.7K
|
540K
$11.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.99K+ 0.9% |
$44K - $50K
|
336K
$6.99M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.84K+ 1.79% |
$41.8K - $47.5K
|
162K
$3.37M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.67K+ 3.29% |
$39.2K - $44.6K
|
83.9K
$1.74M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.35K+ 5.73% |
$34.5K - $39.3K
|
43.3K
$901K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.01KNew |
$29.5K - $33.6K
|
2.01K
$41.7K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.77KNew |
$26K - $29.5K
|
1.77K
$36.8K
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.37KNew |
$20.1K - $22.9K
|
1.37K
$28.5K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.17K+ 2.88% |
$17.1K - $19.5K
|
41.6K
$865K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
750New |
$11K - $12.5K
|
750
$15.6K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
613+ 1.3% |
$9.01K - $10.2K
|
47.7K
$991K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
591New |
$8.69K - $9.88K
|
591
$12.3K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
485New |
$7.13K - $8.1K
|
485
$10.1K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
471+ 9.46% |
$6.92K - $7.87K
|
5.45K
$113K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
153+ 0.4% |
$2.25K - $2.56K
|
38.2K
$793K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100+ 32.68% |
$1.47K - $1.67K
|
406
$8.44K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
43+ 0.32% |
$632 - $719
|
13.5K
$281K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
27+ 2.87% |
$397 - $451
|
969
$20.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
27+ 2.18% |
$397 - $451
|
1.27K
$26.3K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10New |
$147 - $167
|
10
$208
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9+ 0.45% |
$132 - $150
|
2.03K
$42.2K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-55- 0.26% |
$809 - $919
|
21.1K
$438K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-192- 1.06% |
$2.82K - $3.21K
|
17.9K
$372K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-203- 2.16% |
$2.98K - $3.39K
|
9.21K
$191K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-226- 2.09% |
$3.32K - $3.78K
|
10.6K
$220K
|
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-439- 3.71% |
$6.45K - $7.34K
|
11.4K
$237K
|
|
|
May 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-504- 1.56% |
$7.41K - $8.42K
|
31.8K
$661K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-965- 2.72% |
$14.2K - $16.1K
|
34.6K
$718K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1K- 3.35% |
$14.7K - $16.7K
|
28.9K
$601K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.72K- 6.39% |
$25.3K - $28.7K
|
25.2K
$523K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.5K- 17.72% |
$36.8K - $41.8K
|
11.6K
$241K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.32K- 18.21% |
$48.8K - $55.5K
|
14.9K
$310K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.88K- 12.85% |
$101K - $115K
|
46.7K
$970K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.47K- 1.79% |
$139K - $158K
|
519K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-11.6K- 5.43% |
$171K - $194K
|
202K
$4.2M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13.1K- 11.22% |
$192K - $218K
|
103K
$2.15M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.2K- 19.59% |
$194K - $221K
|
54.3K
$1.13M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.9K- 48.89% |
$292K - $332K
|
20.8K
$432K
|