Purchases and Sales Made in Q1 2024 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 2024. 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 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
160KNew |
$2.56M - $3.01M
|
160K
$3.32M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
74.8K+ 24.49% |
$1.2M - $1.41M
|
380K
$7.9M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
54.2K+ 203.56% |
$869K - $1.02M
|
80.8K
$1.68M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.3KNew |
$807K - $949K
|
50.3K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
49.5K+ 28.0% |
$794K - $934K
|
226K
$4.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35K+ 6.42% |
$562K - $661K
|
580K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35K+ 6.42% |
$562K - $661K
|
580K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.8K+ 5.96% |
$494K - $581K
|
547K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.2KNew |
$437K - $514K
|
27.2K
$566K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.8KNew |
$269K - $316K
|
16.8K
$348K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.9K+ 32.34% |
$255K - $300K
|
65.1K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.8KNew |
$190K - $223K
|
11.8K
$246K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
11KNew |
$177K - $208K
|
11K
$229K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.3K+ 9.29% |
$165K - $194K
|
121K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.2K+ 1.87% |
$164K - $193K
|
557K
$11.6M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.77K+ 10.19% |
$157K - $184K
|
106K
$2.2M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.15K+ 23.8% |
$115K - $135K
|
37.2K
$773K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7KNew |
$112K - $132K
|
7K
$146K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
5.94K+ 2.89% |
$95.3K - $112K
|
212K
$4.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.16K+ 1.15% |
$82.8K - $97.4K
|
452K
$9.4M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.82K+ 9.38% |
$45.3K - $53.3K
|
32.9K
$684K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.41KNew |
$22.6K - $26.6K
|
1.41K
$29.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.27K+ 1.57% |
$20.4K - $23.9K
|
82.3K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.12K+ 8.05% |
$18K - $21.2K
|
15.1K
$313K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.09K+ 2.83% |
$17.5K - $20.6K
|
39.5K
$822K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.01KNew |
$16.2K - $19.1K
|
1.01K
$21K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
609New |
$9.77K - $11.5K
|
609
$12.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
570+ 32.24% |
$9.15K - $10.8K
|
2.34K
$48.6K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
380+ 0.21% |
$6.1K - $7.17K
|
177K
$3.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
302+ 0.17% |
$4.85K - $5.7K
|
177K
$3.67M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
290New |
$4.65K - $5.48K
|
290
$6.03K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
234New |
$3.76K - $4.42K
|
234
$4.86K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
120+ 1.06% |
$1.93K - $2.27K
|
11.5K
$238K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
55+ 0.26% |
$883 - $1.04K
|
21.1K
$439K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
45+ 0.33% |
$722 - $850
|
13.6K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39+ 0.12% |
$626 - $736
|
32.3K
$671K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
20+ 1.94% |
$321 - $378
|
1.05K
$21.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
19+ 0.76% |
$305 - $359
|
2.53K
$52.6K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-5- 0.82% |
$80.3 - $94.4
|
604
$12.6K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-52- 2.53% |
$835 - $982
|
2K
$41.7K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-238- 0.63% |
$3.82K - $4.49K
|
37.8K
$785K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-800- 2.55% |
$12.8K - $15.1K
|
30.6K
$636K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-812- 41.66% |
$13K - $15.3K
|
1.14K
$23.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-924- 1.21% |
$14.8K - $17.4K
|
75.7K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.1K- 18.46% |
$17.6K - $20.7K
|
4.86K
$101K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.13K- 1.48% |
$18.2K - $21.4K
|
75.2K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-1.34K- 3.96% |
$21.5K - $25.3K
|
32.4K
$675K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.41K- 2.13% |
$22.6K - $26.5K
|
64.7K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.67K- 5.43% |
$26.8K - $31.6K
|
29.1K
$606K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.99K- 4.12% |
$32K - $37.6K
|
46.4K
$965K
|