Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
170K+ 790.11% |
$2.69M - $2.86M
|
191K
$3.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
48.6K+ 13.42% |
$769K - $820K
|
411K
$8.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.8K+ 46.73% |
$393K - $418K
|
77.9K
$1.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.7K+ 6.1% |
$359K - $382K
|
394K
$8.2M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
21.1KNew |
$333K - $355K
|
21.1K
$438K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
12.5KNew |
$198K - $211K
|
12.5K
$260K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.2KNew |
$177K - $189K
|
11.2K
$233K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.4KNew |
$165K - $176K
|
10.4K
$217K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.92K+ 1.65% |
$141K - $150K
|
551K
$11.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.68K+ 2.06% |
$137K - $146K
|
430K
$8.94M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8.43K+ 4.92% |
$133K - $142K
|
180K
$3.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
6.67K+ 4.08% |
$106K - $113K
|
170K
$3.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.88K+ 17.22% |
$93.1K - $99.2K
|
40.1K
$833K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.3K+ 10.57% |
$67.9K - $72.4K
|
44.9K
$934K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.29K+ 25.27% |
$67.9K - $72.4K
|
21.3K
$443K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.58K+ 6.83% |
$56.6K - $60.3K
|
56K
$1.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
3.46K+ 1.71% |
$54.7K - $58.3K
|
205K
$4.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.83K+ 3.25% |
$44.7K - $47.7K
|
89.8K
$1.87M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.5KNew |
$39.6K - $42.2K
|
2.5K
$52K
|
|
|
Nov 15, 2023
Q3 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
1.68K+ 5.26% |
$26.6K - $28.4K
|
33.7K
$700K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.5KNew |
$23.7K - $25.3K
|
1.5K
$31.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.2K+ 4.6% |
$19K - $20.2K
|
27.3K
$568K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.01K+ 1.94% |
$16K - $17.1K
|
53.2K
$1.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
600+ 34.56% |
$9.49K - $10.1K
|
2.34K
$48.6K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
372+ 1.33% |
$5.89K - $6.27K
|
28.4K
$590K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
348+ 8700.0% |
$5.51K - $5.87K
|
352
$7.32K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
319+ 0.88% |
$5.05K - $5.38K
|
36.5K
$759K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
300+ 30.03% |
$4.75K - $5.06K
|
1.3K
$27K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
152+ 0.49% |
$2.4K - $2.56K
|
30.9K
$642K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
20+ 2.02% |
$316 - $337
|
1.01K
$21K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
10+ 0.07% |
$158 - $169
|
13.5K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9+ 0.44% |
$142 - $152
|
2.05K
$42.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
9+ 0.7% |
$142 - $152
|
1.3K
$27K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-85Closed |
$1.34K - $1.43K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-158- 1.51% |
$2.5K - $2.66K
|
10.3K
$214K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-350- 0.77% |
$5.54K - $5.9K
|
45.2K
$940K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.4K- 20.32% |
$22.1K - $23.6K
|
5.49K
$114K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.64K- 11.0% |
$26K - $27.7K
|
13.3K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.68K- 0.52% |
$26.5K - $28.3K
|
320K
$6.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.53K- 3.03% |
$39.9K - $42.6K
|
80.9K
$1.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-2.87K- 0.31% |
$45.4K - $48.4K
|
929K
$19.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.24K- 5.9% |
$82.9K - $88.3K
|
83.5K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.52K- 1.01% |
$87.3K - $93.1K
|
539K
$11.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-8.39K- 2.08% |
$133K - $141K
|
395K
$8.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.77K- 3.91% |
$155K - $165K
|
240K
$5M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10K- 62.77% |
$158K - $169K
|
5.93K
$123K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-29.7K- 4.17% |
$470K - $501K
|
683K
$14.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-36.6K- 59.55% |
$580K - $618K
|
24.9K
$517K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-69.1K- 6.99% |
$1.09M - $1.17M
|
919K
$19.1M
|