Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
174KNew |
$3.03M - $3.38M
|
174K
$3.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
93KNew |
$1.62M - $1.81M
|
93K
$1.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
82.4K+ 51.63% |
$1.44M - $1.6M
|
242K
$5.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.3K+ 8.33% |
$843K - $941K
|
629K
$13M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.3K+ 8.33% |
$843K - $941K
|
629K
$13M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
41.5KNew |
$724K - $808K
|
41.5K
$860K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
38.5K+ 10.19% |
$672K - $750K
|
417K
$8.63M
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
35K+ 91.14% |
$610K - $681K
|
73.3K
$1.52M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
25.2KNew |
$439K - $490K
|
25.2K
$521K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
19.9KNew |
$348K - $388K
|
19.9K
$413K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.3K+ 43.75% |
$284K - $317K
|
53.4K
$1.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16K+ 15.15% |
$279K - $312K
|
122K
$2.52M
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
13.7KNew |
$239K - $267K
|
13.7K
$284K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.7K+ 3.35% |
$222K - $248K
|
393K
$8.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
11.2K+ 857.85% |
$195K - $218K
|
12.5K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
10.6KNew |
$185K - $207K
|
10.6K
$220K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.48K+ 12.89% |
$113K - $126K
|
56.7K
$1.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6.11K+ 3.46% |
$107K - $119K
|
183K
$3.79M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.6K+ 239.52% |
$97.7K - $109K
|
7.94K
$164K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.53K+ 14.65% |
$96.4K - $108K
|
43.3K
$897K
|
|
|
Jul 18, 2024
Q2 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
5.05K+ 6.67% |
$88K - $98.3K
|
80.7K
$1.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.87K+ 79.7% |
$67.5K - $75.3K
|
8.73K
$181K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.55K+ 0.79% |
$62K - $69.2K
|
456K
$9.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.09KNew |
$53.9K - $60.1K
|
3.09K
$64K
|
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.55K+ 8.76% |
$44.5K - $49.7K
|
31.7K
$656K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.65K+ 10.96% |
$28.8K - $32.1K
|
16.7K
$346K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.38K+ 13.21% |
$24K - $26.8K
|
11.8K
$244K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
574+ 1.74% |
$10K - $11.2K
|
33.5K
$694K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
250+ 0.82% |
$4.36K - $4.87K
|
30.8K
$639K
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
143+ 0.44% |
$2.49K - $2.78K
|
32.6K
$675K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
143+ 1.25% |
$2.49K - $2.78K
|
11.6K
$240K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
101+ 0.48% |
$1.76K - $1.97K
|
21.2K
$440K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23+ 2.19% |
$401 - $448
|
1.07K
$22.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22+ 0.87% |
$384 - $428
|
2.55K
$52.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
14+ 2.32% |
$244 - $273
|
618
$12.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9+ 0.45% |
$157 - $175
|
2.01K
$41.7K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7+ 0.02% |
$122 - $136
|
46.4K
$961K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-227- 0.57% |
$3.96K - $4.42K
|
39.3K
$815K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-538- 0.72% |
$9.38K - $10.5K
|
74.7K
$1.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.14K- 99.91% |
$19.8K - $22.1K
|
1
$20.7
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.51K- 11.06% |
$26.3K - $29.3K
|
12.1K
$251K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.55K- 11.21% |
$27K - $30.1K
|
12.3K
$254K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.1K- 2.55% |
$36.6K - $40.8K
|
80.2K
$1.66M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.25K- 2.79% |
$39.3K - $43.8K
|
78.5K
$1.63M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.29K- 12.88% |
$40K - $44.7K
|
15.5K
$322K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.11K- 50.18% |
$54.3K - $60.6K
|
3.09K
$64K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.29K- 2.42% |
$74.8K - $83.5K
|
173K
$3.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.36K- 0.78% |
$76.1K - $85K
|
559K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.41K- 9.9% |
$112K - $125K
|
58.3K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.7K- 14.9% |
$169K - $189K
|
55.4K
$1.15M
|