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 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.65K- 99.94% |
$30.9K - $35K
|
1
$20.8
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.52K- 5.27% |
$47.1K - $53.4K
|
45.2K
$940K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.99K- 1.73% |
$56K - $63.6K
|
170K
$3.54M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.24K- 56.06% |
$60.6K - $68.7K
|
2.54K
$52.8K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.4K- 4.6% |
$63.6K - $72.2K
|
70.5K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.36K- 0.96% |
$81.7K - $92.7K
|
451K
$9.38M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.74K- 10.42% |
$88.7K - $101K
|
40.7K
$847K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.07K- 6.44% |
$114K - $129K
|
88.1K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.15K- 3.55% |
$134K - $152K
|
194K
$4.04M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-22K- 2.63% |
$411K - $467K
|
815K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-29.9K- 12.51% |
$560K - $635K
|
209K
$4.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.1K- 7.27% |
$675K - $766K
|
460K
$9.57M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-104K- 24.71% |
$1.95M - $2.22M
|
318K
$6.62M
|