Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
103KNew |
$1.48M - $1.74M
|
103K
$2.14M
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
96.3K+ 17.26% |
$1.38M - $1.63M
|
654K
$13.6M
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
94.5K+ 14.06% |
$1.36M - $1.6M
|
767K
$15.9M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
69.5K+ 76.71% |
$999K - $1.17M
|
160K
$3.33M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
47.3K+ 9.82% |
$679K - $798K
|
529K
$11M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24.7K+ 157.31% |
$355K - $418K
|
40.4K
$841K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.7K+ 44.12% |
$297K - $349K
|
67.5K
$1.4M
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
17.9K+ 35.37% |
$257K - $302K
|
68.4K
$1.42M
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$256K - $301K
|
17.8K
$370K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
17.4K+ 8.85% |
$250K - $294K
|
214K
$4.45M
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
16.4K+ 10.71% |
$235K - $276K
|
169K
$3.52M
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
14.1KNew |
$203K - $238K
|
14.1K
$293K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.5KNew |
$194K - $228K
|
13.5K
$281K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.5K+ 4.47% |
$193K - $227K
|
315K
$6.55M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.5KNew |
$180K - $212K
|
12.5K
$260K
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
11KNew |
$158K - $186K
|
11K
$229K
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.8KNew |
$155K - $182K
|
10.8K
$224K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.2KNew |
$146K - $172K
|
10.2K
$212K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7KNew |
$101K - $118K
|
7K
$146K
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7KNew |
$101K - $118K
|
7K
$146K
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.95KNew |
$99.7K - $117K
|
6.95K
$144K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.68K+ 2.61% |
$95.9K - $113K
|
262K
$5.45M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.73K+ 19.24% |
$82.3K - $96.8K
|
35.5K
$738K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.98KNew |
$71.5K - $84.1K
|
4.98K
$104K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
4.8KNew |
$68.9K - $81.1K
|
4.8K
$99.8K
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.39K+ 2.84% |
$63K - $74.1K
|
159K
$3.31M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.88K+ 7.56% |
$41.4K - $48.6K
|
41K
$852K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.65K+ 7.49% |
$38K - $44.7K
|
38K
$790K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.31K+ 5.17% |
$33.2K - $39.1K
|
47K
$978K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
2.1KNew |
$30.2K - $35.5K
|
2.1K
$43.7K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.09K+ 1.83% |
$30K - $35.3K
|
116K
$2.42M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.02KNew |
$29K - $34.1K
|
2.02K
$42K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.62KNew |
$23.2K - $27.3K
|
1.62K
$33.6K
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.53K+ 12.84% |
$22K - $25.9K
|
13.5K
$280K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1KNew |
$14.4K - $16.9K
|
1K
$20.8K
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1K+ 3.46% |
$14.4K - $16.9K
|
29.9K
$621K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
999New |
$14.3K - $16.9K
|
999
$20.8K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
942New |
$13.5K - $15.9K
|
942
$19.6K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
500New |
$7.18K - $8.45K
|
500
$10.4K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
306New |
$4.39K - $5.17K
|
306
$6.36K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
200New |
$2.87K - $3.38K
|
200
$4.16K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
163+ 0.9% |
$2.34K - $2.75K
|
18.2K
$379K
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
75+ 0.64% |
$1.08K - $1.27K
|
11.8K
$246K
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
26+ 2.15% |
$373 - $439
|
1.24K
$25.7K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
25+ 2.5% |
$359 - $422
|
1.03K
$21.3K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-180- 0.99% |
$2.58K - $3.04K
|
18.1K
$376K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-202- 2.1% |
$2.9K - $3.41K
|
9.41K
$196K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-237- 2.64% |
$3.4K - $4K
|
8.75K
$182K
|