Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
96.7KNew |
$1.73M - $1.96M
|
96.7K
$2.01M
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
87.4K+ 17.56% |
$1.56M - $1.77M
|
585K
$12.2M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
47K+ 7.91% |
$839K - $951K
|
641K
$13.3M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
46.9K+ 4.27% |
$837K - $949K
|
1.14M
$23.8M
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
35K+ 26.7% |
$624K - $708K
|
166K
$3.45M
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
26.1K+ 5.09% |
$466K - $529K
|
539K
$11.2M
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
23.2KNew |
$415K - $470K
|
23.2K
$483K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.8K+ 8.15% |
$372K - $421K
|
276K
$5.74M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
18.4K+ 10.73% |
$328K - $372K
|
190K
$3.94M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.8K+ 21.52% |
$282K - $320K
|
89.2K
$1.85M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.7K+ 3.61% |
$262K - $298K
|
422K
$8.77M
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11KNew |
$196K - $222K
|
11K
$228K
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
10.9KNew |
$195K - $221K
|
10.9K
$228K
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.8KNew |
$194K - $220K
|
10.8K
$226K
|
|
Feb 15, 2022
Q4 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
8.92K+ 36.17% |
$159K - $181K
|
33.6K
$698K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.5KNew |
$134K - $152K
|
7.5K
$156K
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.79K+ 0.73% |
$85.5K - $96.9K
|
665K
$13.8M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.71K+ 17.38% |
$84.1K - $95.4K
|
31.8K
$662K
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
4.66KNew |
$83.2K - $94.3K
|
4.66K
$96.9K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.08K+ 1.14% |
$72.8K - $82.6K
|
363K
$7.54M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.95K+ 27.98% |
$70.5K - $79.9K
|
18.1K
$375K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.32K+ 12.51% |
$59.3K - $67.2K
|
29.9K
$621K
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
3.25KNew |
$58K - $65.7K
|
3.25K
$67.5K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.48K+ 2.83% |
$44.2K - $50.1K
|
89.8K
$1.87M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.4K+ 1.68% |
$42.8K - $48.6K
|
146K
$3.03M
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.39KNew |
$42.6K - $48.3K
|
2.39K
$49.6K
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.73K+ 17.41% |
$30.8K - $35K
|
11.7K
$242K
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.39K+ 8.23% |
$24.7K - $28.1K
|
18.2K
$379K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.35K+ 28.07% |
$24.1K - $27.4K
|
6.17K
$128K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.24K+ 0.77% |
$22.1K - $25.1K
|
162K
$3.38M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.06K+ 4.63% |
$18.8K - $21.4K
|
23.9K
$496K
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.02K+ 8.32% |
$18.2K - $20.6K
|
13.3K
$276K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1KNew |
$17.9K - $20.2K
|
1K
$20.8K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1KNew |
$17.9K - $20.2K
|
1K
$20.8K
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
965+ 0.65% |
$17.2K - $19.5K
|
149K
$3.1M
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
704New |
$12.6K - $14.2K
|
704
$14.6K
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
611New |
$10.9K - $12.4K
|
611
$12.7K
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
543+ 33.94% |
$9.69K - $11K
|
2.14K
$44.6K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
502New |
$8.96K - $10.2K
|
502
$10.4K
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
350New |
$6.25K - $7.08K
|
350
$7.28K
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
345+ 1.52% |
$6.16K - $6.98K
|
23K
$478K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
300New |
$5.36K - $6.07K
|
300
$6.24K
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
BUY
|
- |
296+ 1.32% |
$5.28K - $5.99K
|
22.8K
$474K
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
160+ 1.74% |
$2.86K - $3.24K
|
9.37K
$195K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
110+ 0.31% |
$1.96K - $2.23K
|
35.7K
$741K
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
67+ 0.58% |
$1.2K - $1.36K
|
11.7K
$242K
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
18+ 1.6% |
$321 - $364
|
1.14K
$23.7K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.03% |
$89.3 - $101
|
16.2K
$337K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-165- 0.36% |
$2.95K - $3.34K
|
45.1K
$937K
|