Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
594KNew |
$10.6M - $11.5M
|
594K
$12.7M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
121K+ 12.37% |
$2.16M - $2.35M
|
1.1M
$23.4M
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
76.7K+ 18.22% |
$1.37M - $1.49M
|
498K
$10.6M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.1K+ 3.46% |
$395K - $429K
|
660K
$14.1M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.4K+ 3.67% |
$258K - $280K
|
407K
$8.67M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.1K+ 646.07% |
$252K - $273K
|
16.2K
$346K
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
11.6KNew |
$208K - $226K
|
11.6K
$248K
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$182K - $197K
|
10.2K
$216K
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
10.1KNew |
$180K - $195K
|
10.1K
$214K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.73K+ 10.1% |
$121K - $131K
|
73.4K
$1.56M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.71K+ 41.67% |
$120K - $130K
|
22.8K
$486K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.8K+ 14.01% |
$85.8K - $93.1K
|
39K
$831K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.01K+ 1.13% |
$71.9K - $78K
|
359K
$7.64M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.77K+ 26.26% |
$49.5K - $53.7K
|
13.3K
$283K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
2.63KNew |
$47K - $51K
|
2.63K
$55.9K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.38K+ 2.8% |
$42.5K - $46.1K
|
87.3K
$1.86M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.35K+ 48.84% |
$42.1K - $45.7K
|
7.17K
$153K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2K+ 23.45% |
$35.8K - $38.9K
|
10.5K
$224K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
1.58K+ 0.93% |
$28.2K - $30.6K
|
171K
$3.65M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
1.26K+ 0.88% |
$22.6K - $24.5K
|
145K
$3.09M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.18K+ 2.67% |
$21K - $22.8K
|
45.3K
$964K
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.1KNew |
$19.7K - $21.3K
|
1.1K
$23.4K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
900New |
$16.1K - $17.5K
|
900
$19.2K
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
793+ 3.63% |
$14.2K - $15.4K
|
22.7K
$483K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
718New |
$12.9K - $13.9K
|
718
$15.3K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
716+ 3.33% |
$12.8K - $13.9K
|
22.2K
$473K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
714+ 2.03% |
$12.8K - $13.9K
|
35.9K
$765K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
700New |
$12.5K - $13.6K
|
700
$14.9K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
500New |
$8.95K - $9.71K
|
500
$10.7K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
370+ 1.04% |
$6.62K - $7.19K
|
35.9K
$766K
|
|
Oct 13, 2021
Q3 2021
|
Asset Management Corp
|
BUY
|
- |
297+ 1.34% |
$5.32K - $5.77K
|
22.5K
$479K
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
160+ 1.32% |
$2.86K - $3.11K
|
12.3K
$261K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
150New |
$2.69K - $2.91K
|
150
$3.2K
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
140+ 1.54% |
$2.51K - $2.72K
|
9.21K
$196K
|
|
Nov 18, 2021
Q3 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
103+ 0.42% |
$1.84K - $2K
|
24.7K
$525K
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
85New |
$1.52K - $1.65K
|
85
$1.81K
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
19+ 1.72% |
$340 - $369
|
1.12K
$24K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-100Closed |
$1.79K - $1.94K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-144- 0.4% |
$2.58K - $2.8K
|
35.5K
$757K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-239- 1.47% |
$4.28K - $4.64K
|
16.1K
$342K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-806Closed |
$14.4K - $15.7K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-840- 0.33% |
$15K - $16.3K
|
255K
$5.44M
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1KClosed |
$17.9K - $19.4K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.5KClosed |
$26.8K - $29.1K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.69K- 68.42% |
$30.3K - $32.8K
|
780
$16.6K
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.71K- 12.86% |
$30.6K - $33.2K
|
11.6K
$247K
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3KClosed |
$53.7K - $58.3K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-3.87K- 2.54% |
$69.2K - $75.1K
|
148K
$3.16M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.6KClosed |
$100K - $109K
|
0
$0
|