Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
404KNew |
$6.08M - $6.66M
|
404K
$8.39M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
96.3K+ 11.52% |
$1.45M - $1.59M
|
932K
$19.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
61.5KNew |
$927K - $1.01M
|
61.5K
$1.28M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50K+ 5.33% |
$753K - $825K
|
989K
$20.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40.6KNew |
$612K - $670K
|
40.6K
$845K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.6K+ 10.58% |
$536K - $587K
|
372K
$7.73M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
28KNew |
$422K - $462K
|
28K
$582K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
25.1K+ 7.43% |
$377K - $413K
|
362K
$7.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.7K+ 4.75% |
$372K - $407K
|
544K
$11.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
21.5KNew |
$324K - $354K
|
21.5K
$447K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
19.5K+ 167.69% |
$293K - $321K
|
31.1K
$646K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.9K+ 1.56% |
$165K - $181K
|
713K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.83K+ 2.04% |
$148K - $162K
|
492K
$10.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9.53K+ 5.89% |
$143K - $157K
|
171K
$3.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.46K+ 13.83% |
$97.2K - $106K
|
53.1K
$1.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5.13KNew |
$77.2K - $84.6K
|
5.13K
$107K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.57K+ 9.6% |
$68.9K - $75.4K
|
52.2K
$1.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.07K+ 3.65% |
$46.2K - $50.6K
|
87K
$1.81M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.83K+ 11.59% |
$42.6K - $46.6K
|
27.2K
$566K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.2K+ 5.08% |
$33.1K - $36.3K
|
45.5K
$947K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.12K+ 0.39% |
$32K - $35K
|
542K
$11.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2KNew |
$30.1K - $33K
|
2K
$41.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.85KNew |
$27.9K - $30.5K
|
1.85K
$38.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
1.8K+ 1.12% |
$27.2K - $29.7K
|
163K
$3.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.62K+ 4.68% |
$24.4K - $26.7K
|
36.2K
$752K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.28K+ 12.14% |
$19.3K - $21.1K
|
11.8K
$246K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
951+ 3.78% |
$14.3K - $15.7K
|
26.1K
$543K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
727+ 2.48% |
$10.9K - $12K
|
30.1K
$625K
|
|
|
Aug 15, 2023
Q2 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
171+ 0.54% |
$2.58K - $2.82K
|
32K
$665K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
116New |
$1.75K - $1.91K
|
116
$2.41K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
32+ 0.24% |
$482 - $528
|
13.5K
$281K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
26+ 2.06% |
$392 - $429
|
1.29K
$26.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21+ 2.17% |
$316 - $346
|
990
$20.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11+ 0.07% |
$166 - $181
|
14.9K
$310K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9+ 0.44% |
$136 - $148
|
2.04K
$42.4K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4New |
$60.2 - $66
|
4
$83.2
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-315- 7.5% |
$4.74K - $5.19K
|
3.89K
$80.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-605- 0.3% |
$9.11K - $9.98K
|
202K
$4.19M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-877- 4.91% |
$13.2K - $14.5K
|
17K
$353K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.6K- 0.5% |
$24.1K - $26.4K
|
322K
$6.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.86K- 3.43% |
$28.1K - $30.7K
|
52.4K
$1.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2.32K- 25.18% |
$34.9K - $38.2K
|
6.89K
$143K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.83K- 2.73% |
$42.6K - $46.6K
|
101K
$2.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.41K- 0.8% |
$51.3K - $56.2K
|
421K
$8.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.75K- 5.39% |
$71.6K - $78.4K
|
83.4K
$1.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-7.23K- 19.51% |
$109K - $119K
|
29.8K
$620K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.45K- 19.51% |
$112K - $123K
|
30.7K
$639K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-11.4K- 93.2% |
$172K - $188K
|
833
$17.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.5K- 14.05% |
$219K - $239K
|
88.7K
$1.85M
|