Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
123K+ 110.92% |
$2.18M - $2.48M
|
234K
$5.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
83.7K+ 20.09% |
$1.49M - $1.69M
|
500K
$10.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.3K+ 6.01% |
$698K - $795K
|
694K
$14.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
36.7KNew |
$651K - $741K
|
36.7K
$789K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.9K+ 4.76% |
$531K - $605K
|
658K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
29KNew |
$515K - $586K
|
29K
$624K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16K+ 2.99% |
$285K - $324K
|
553K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
14.4KNew |
$256K - $292K
|
14.4K
$311K
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
12.9KNew |
$229K - $261K
|
12.9K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.46K+ 9.86% |
$97K - $110K
|
60.9K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4.75KNew |
$84.4K - $96.1K
|
4.75K
$102K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.62K+ 1.91% |
$82K - $93.4K
|
247K
$5.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
4K+ 4.95% |
$71K - $80.9K
|
84.7K
$1.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.9K+ 2.13% |
$69.2K - $78.9K
|
187K
$4.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.28K+ 10.35% |
$58.2K - $66.3K
|
35K
$753K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.11K+ 100.71% |
$55.3K - $62.9K
|
6.2K
$134K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.09K+ 3.33% |
$54.9K - $62.6K
|
96K
$2.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.16K+ 4.66% |
$38.4K - $43.7K
|
48.5K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.92K+ 9.61% |
$34K - $38.8K
|
21.9K
$471K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.62K+ 1.33% |
$28.8K - $32.8K
|
123K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.4K+ 3.56% |
$24.9K - $28.3K
|
40.7K
$877K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.09K+ 1.92% |
$19.3K - $22K
|
57.8K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
977New |
$17.4K - $19.8K
|
977
$21K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
656+ 8.26% |
$11.7K - $13.3K
|
8.59K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
600+ 5.45% |
$10.7K - $12.1K
|
11.6K
$250K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
461New |
$8.19K - $9.33K
|
461
$9.93K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
396+ 0.23% |
$7.03K - $8.01K
|
174K
$3.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
319+ 0.07% |
$5.67K - $6.45K
|
456K
$9.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
268+ 0.07% |
$4.76K - $5.42K
|
393K
$8.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
157+ 0.21% |
$2.79K - $3.18K
|
74.9K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
151+ 1.28% |
$2.68K - $3.05K
|
11.9K
$257K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
140+ 1.21% |
$2.49K - $2.83K
|
11.7K
$253K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
98+ 0.46% |
$1.74K - $1.98K
|
21.3K
$459K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22+ 0.86% |
$391 - $445
|
2.58K
$55.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
18+ 0.18% |
$320 - $364
|
9.81K
$211K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
11+ 0.09% |
$195 - $223
|
12.1K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9+ 0.45% |
$160 - $182
|
2.02K
$43.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9+ 0.07% |
$160 - $182
|
12.3K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7+ 0.02% |
$124 - $142
|
46.4K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8- 0.01% |
$142 - $162
|
78.5K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-147- 2.71% |
$2.61K - $2.97K
|
5.28K
$114K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-306- 0.38% |
$5.43K - $6.19K
|
79.8K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-574- 1.71% |
$10.2K - $11.6K
|
32.9K
$709K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-709- 1.64% |
$12.6K - $14.3K
|
42.6K
$917K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1K- 50.0% |
$17.8K - $20.3K
|
1K
$21.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.15K- 7.42% |
$20.4K - $23.3K
|
14.4K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.63K- 0.82% |
$29K - $33K
|
199K
$4.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.85K- 32.6% |
$50.5K - $57.6K
|
5.88K
$127K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.04K- 1.44% |
$143K - $163K
|
551K
$11.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-8.99K- 1.07% |
$160K - $182K
|
828K
$17.8M
|