Purchases and Sales Made in Q1 2025 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 2025. 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 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
123K+ 212.36% |
$2.3M - $2.61M
|
181K
$3.76M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
61.4K+ 276.56% |
$1.15M - $1.3M
|
83.6K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.7K+ 11.95% |
$931K - $1.06M
|
466K
$9.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.9K+ 5.52% |
$785K - $890K
|
801K
$16.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
27.8K+ 10.96% |
$520K - $590K
|
281K
$5.86M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
25.2KNew |
$471K - $534K
|
25.2K
$523K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.6K+ 18.7% |
$441K - $500K
|
150K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.1K+ 5.45% |
$264K - $299K
|
273K
$5.67M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.5KNew |
$216K - $245K
|
11.5K
$240K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$211K - $239K
|
11.3K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.24K+ 1.42% |
$154K - $175K
|
589K
$12.2M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.69K+ 54.89% |
$144K - $163K
|
21.7K
$452K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.46KNew |
$140K - $158K
|
7.46K
$155K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.96K+ 8.4% |
$130K - $148K
|
89.7K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.35K+ 87.79% |
$119K - $135K
|
13.6K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.05K+ 17.46% |
$75.7K - $85.9K
|
27.2K
$566K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.97K+ 0.3% |
$74.3K - $84.3K
|
1.31M
$27.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.48K+ 1.83% |
$65.2K - $74K
|
194K
$4.03M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.44K+ 8.87% |
$64.4K - $73K
|
42.2K
$879K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.44K+ 147.09% |
$64.3K - $73K
|
5.77K
$120K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.36K+ 9.28% |
$62.9K - $71.3K
|
39.6K
$823K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.62K+ 130850.0% |
$49K - $55.6K
|
2.62K
$54.5K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.43K+ 4.06% |
$45.5K - $51.6K
|
62.3K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.38K+ 50.39% |
$44.5K - $50.4K
|
7.09K
$148K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2K+ 4.67% |
$37.4K - $42.5K
|
44.8K
$932K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.65K+ 28.06% |
$30.9K - $35K
|
7.53K
$157K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.55K+ 9.44% |
$29K - $32.9K
|
18K
$374K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
913+ 0.94% |
$17.1K - $19.4K
|
98.2K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
845+ 18.1% |
$15.8K - $17.9K
|
5.51K
$115K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
770+ 1.59% |
$14.4K - $16.4K
|
49.1K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
592+ 4.14% |
$11.1K - $12.6K
|
14.9K
$310K
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
531+ 2.39% |
$9.94K - $11.3K
|
22.7K
$473K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
530New |
$9.92K - $11.3K
|
530
$11K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
407+ 0.88% |
$7.62K - $8.64K
|
46.8K
$974K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
274New |
$5.13K - $5.82K
|
274
$5.7K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
250+ 0.75% |
$4.68K - $5.31K
|
33.4K
$695K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
166+ 1.25% |
$3.11K - $3.53K
|
13.5K
$281K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
151+ 13.89% |
$2.83K - $3.21K
|
1.24K
$25.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
141+ 1.19% |
$2.64K - $2.99K
|
12K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
100+ 0.93% |
$1.87K - $2.12K
|
10.9K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$1.87K - $2.12K
|
100
$2.08K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
99+ 0.46% |
$1.85K - $2.1K
|
21.5K
$448K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
56+ 0.57% |
$1.05K - $1.19K
|
9.82K
$204K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
13+ 2.45% |
$243 - $276
|
543
$11.3K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
9+ 0.07% |
$168 - $191
|
12.2K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8+ 0.39% |
$150 - $170
|
2.04K
$42.4K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7- 0.13% |
$131 - $149
|
5.27K
$110K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1KClosed |
$18.8K - $21.3K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-1.02K- 99.9% |
$19.1K - $21.6K
|
1
$20.8
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-1.42K- 1.72% |
$26.5K - $30.1K
|
81.2K
$1.69M
|