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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.21K- 18.87% |
$51.5K - $60.6K
|
13.8K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5K- 32.43% |
$80.3K - $94.4K
|
10.4K
$217K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.76K- 1.36% |
$125K - $147K
|
563K
$11.7M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-8.26K- 16.56% |
$133K - $156K
|
41.6K
$865K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-11.2K- 89.56% |
$180K - $211K
|
1.31K
$27.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-19K- 4.91% |
$304K - $358K
|
368K
$7.64M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20K- 52.88% |
$321K - $377K
|
17.8K
$370K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-34.2K- 4.96% |
$548K - $645K
|
655K
$13.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-36K- 3.95% |
$578K - $680K
|
876K
$18.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48.3K- 7.69% |
$776K - $912K
|
580K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-59.1K- 60.65% |
$949K - $1.12M
|
38.4K
$797K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-77.8K- 9.96% |
$1.25M - $1.47M
|
703K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-86.2K- 18.57% |
$1.38M - $1.63M
|
378K
$7.86M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-112K- 48.07% |
$1.8M - $2.12M
|
121K
$2.52M
|