Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
176K+ 44.67% |
$2.54M - $2.92M
|
571K
$11.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
152K+ 610.22% |
$2.19M - $2.52M
|
177K
$3.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
97.5KNew |
$1.4M - $1.62M
|
97.5K
$2.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
76.6KNew |
$1.1M - $1.27M
|
76.6K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
53.3K+ 12.97% |
$767K - $884K
|
464K
$9.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
49.9KNew |
$718K - $827K
|
49.9K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.8K+ 5.05% |
$357K - $412K
|
517K
$10.7M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
24.1KNew |
$347K - $399K
|
24.1K
$501K
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
23.1KNew |
$332K - $382K
|
23.1K
$480K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.7K+ 3.88% |
$240K - $277K
|
447K
$9.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
13.9KNew |
$201K - $231K
|
13.9K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.6K+ 1.6% |
$124K - $143K
|
547K
$11.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
7.56K+ 32.54% |
$109K - $125K
|
30.8K
$640K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
6.98K+ 4.1% |
$100K - $116K
|
177K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.03K+ 6.71% |
$86.8K - $100K
|
95.8K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.83K+ 0.85% |
$83.9K - $96.6K
|
689K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5K+ 47.98% |
$72K - $82.9K
|
15.4K
$321K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.91K+ 17.96% |
$70.6K - $81.4K
|
32.2K
$670K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.04K+ 3.9% |
$43.8K - $50.5K
|
81K
$1.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.95K+ 194800.0% |
$28K - $32.3K
|
1.95K
$40.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.5K+ 4.11% |
$21.6K - $24.9K
|
38K
$790K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.16K+ 2.58% |
$16.7K - $19.3K
|
46.4K
$964K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
519+ 0.25% |
$7.47K - $8.61K
|
206K
$4.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
461New |
$6.63K - $7.64K
|
461
$9.58K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
406New |
$5.84K - $6.73K
|
406
$8.44K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
300+ 0.97% |
$4.32K - $4.97K
|
31.4K
$652K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
202New |
$2.91K - $3.35K
|
202
$4.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
134+ 1.2% |
$1.93K - $2.22K
|
11.3K
$236K
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
134+ 0.4% |
$1.93K - $2.22K
|
33.8K
$702K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
34+ 0.25% |
$489 - $564
|
13.6K
$282K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23+ 0.39% |
$331 - $381
|
5.96K
$124K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21+ 2.08% |
$302 - $348
|
1.03K
$21.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 0.52% |
$187 - $216
|
2.51K
$52.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9+ 0.44% |
$130 - $149
|
2.06K
$42.7K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-28- 0.51% |
$403 - $464
|
5.42K
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-348- 98.86% |
$5.01K - $5.77K
|
4
$83.2
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-837- 2.71% |
$12K - $13.9K
|
30K
$624K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-939- 8.09% |
$13.5K - $15.6K
|
10.7K
$222K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.28K- 9.61% |
$18.4K - $21.2K
|
12K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.6K- 4.0% |
$23K - $26.5K
|
38.5K
$799K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.19K- 5.97% |
$45.9K - $52.8K
|
50.2K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-3.54K- 1.97% |
$51K - $58.8K
|
176K
$3.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.28K- 20.09% |
$61.5K - $70.9K
|
17K
$354K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.86K- 9.12% |
$69.9K - $80.5K
|
48.4K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.34K- 0.97% |
$76.9K - $88.6K
|
545K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.82K- 12.18% |
$98.2K - $113K
|
49.2K
$1.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.13K- 15.87% |
$103K - $118K
|
37.8K
$786K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.14K- 8.55% |
$103K - $118K
|
76.4K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.24K- 3.01% |
$104K - $120K
|
233K
$4.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-8.78K- 2.22% |
$126K - $146K
|
387K
$8.04M
|