Purchases and Sales Made in Q3 2022 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 2022. 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 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
97.3K+ 118.67% |
$1.37M - $1.7M
|
179K
$3.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51.9K+ 25.52% |
$732K - $906K
|
255K
$5.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
23.2K+ 84.88% |
$327K - $405K
|
50.5K
$1.05M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.3K+ 2.35% |
$314K - $389K
|
970K
$20.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
21.8K+ 16.68% |
$308K - $381K
|
153K
$3.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.6K+ 6.96% |
$277K - $342K
|
302K
$6.27M
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
14K+ 9.93% |
$197K - $244K
|
155K
$3.22M
|
|
|
Oct 12, 2022
Q3 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
12.8KNew |
$180K - $222K
|
12.8K
$265K
|
|
|
Nov 02, 2022
Q3 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.5KNew |
$176K - $218K
|
12.5K
$259K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.5K+ 49.66% |
$163K - $201K
|
34.8K
$723K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
9.61KNew |
$136K - $168K
|
9.61K
$200K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.24K+ 8.8% |
$130K - $161K
|
114K
$2.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.99KNew |
$127K - $157K
|
8.99K
$187K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.82KNew |
$67.9K - $84K
|
4.82K
$100K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.49K+ 13.35% |
$63.3K - $78.3K
|
38.1K
$792K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.61K+ 9.51% |
$36.8K - $45.6K
|
30.1K
$625K
|
|
|
Nov 16, 2022
Q3 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
2.23K+ 6.28% |
$31.4K - $38.9K
|
37.7K
$783K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.05K+ 8.93% |
$28.8K - $35.7K
|
25K
$519K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.85K+ 2.19% |
$26.1K - $32.3K
|
86.5K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.02K+ 141.78% |
$14.4K - $17.8K
|
1.74K
$36.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
679New |
$9.57K - $11.8K
|
679
$14.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
502+ 0.15% |
$7.08K - $8.76K
|
341K
$7.08M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
413+ 0.93% |
$5.82K - $7.21K
|
44.7K
$930K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
314+ 1.07% |
$4.43K - $5.48K
|
29.8K
$619K
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
250+ 2.2% |
$3.53K - $4.36K
|
11.6K
$241K
|
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
BUY
|
- |
246+ 0.66% |
$3.47K - $4.29K
|
37.2K
$774K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
239+ 2.04% |
$3.37K - $4.17K
|
11.9K
$248K
|
|
|
Nov 08, 2022
Q3 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
157+ 0.03% |
$2.21K - $2.74K
|
558K
$11.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
84+ 0.72% |
$1.18K - $1.47K
|
11.7K
$244K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
47+ 0.26% |
$663 - $820
|
18.1K
$375K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
34+ 2.89% |
$479 - $593
|
1.21K
$25.2K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
14+ 1.0% |
$197 - $244
|
1.41K
$29.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
12+ 2.3% |
$169 - $209
|
534
$11.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
11+ 0.01% |
$155 - $192
|
157K
$3.26M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-159- 0.45% |
$2.24K - $2.77K
|
35.4K
$735K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-229- 46.54% |
$3.23K - $4K
|
263
$5.47K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-323- 0.68% |
$4.55K - $5.64K
|
46.8K
$974K
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1K- 3.35% |
$14.1K - $17.5K
|
28.9K
$601K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.28K- 6.02% |
$18K - $22.3K
|
20K
$415K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.33K- 7.78% |
$18.7K - $23.1K
|
15.7K
$327K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.41K- 7.17% |
$19.9K - $24.6K
|
18.2K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.73K- 2.81% |
$24.4K - $30.2K
|
59.9K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.99K- 3.19% |
$42.1K - $52.1K
|
90.7K
$1.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-4.85K- 2.41% |
$68.3K - $84.5K
|
196K
$4.08M
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-8K- 91.76% |
$113K - $140K
|
718
$14.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.3K- 2.83% |
$173K - $214K
|
421K
$8.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-14.8K- 2.15% |
$208K - $258K
|
673K
$14M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-24.8K- 5.33% |
$350K - $433K
|
441K
$9.16M
|