Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.31MNew |
$25.6M - $28.7M
|
1.31M
$27.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
189KNew |
$3.71M - $4.15M
|
189K
$3.92M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42.8KNew |
$840K - $941K
|
42.8K
$887K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.95K+ 2.82% |
$136K - $153K
|
254K
$5.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.71KNew |
$92.5K - $104K
|
4.71K
$97.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.66K+ 1.96% |
$71.8K - $80.4K
|
190K
$3.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.94K+ 3.69% |
$57.8K - $64.7K
|
82.8K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.72K+ 2.21% |
$53.3K - $59.8K
|
126K
$2.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.22K+ 2.83% |
$43.6K - $48.8K
|
80.7K
$1.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.4K+ 10.9% |
$27.5K - $30.9K
|
14.3K
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.31K+ 5.98% |
$25.6K - $28.7K
|
23.2K
$480K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
1.28K+ 1.34% |
$25.2K - $28.2K
|
97.3K
$2.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.25K+ 3.56% |
$24.4K - $27.4K
|
36.2K
$750K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.17KNew |
$23K - $25.7K
|
1.17K
$24.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.02KNew |
$20K - $22.4K
|
1.02K
$21.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
530New |
$10.4K - $11.6K
|
530
$11K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
250+ 0.76% |
$4.91K - $5.5K
|
33.2K
$687K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
155+ 0.4% |
$3.04K - $3.41K
|
38.8K
$804K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
132+ 1.12% |
$2.59K - $2.9K
|
11.9K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
92+ 0.43% |
$1.81K - $2.02K
|
21.4K
$444K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
14+ 0.12% |
$275 - $308
|
12.1K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6+ 0.01% |
$118 - $132
|
46.4K
$962K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-48- 0.49% |
$942 - $1.06K
|
9.76K
$202K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-210- 0.43% |
$4.12K - $4.62K
|
48.3K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-356- 2.48% |
$6.98K - $7.82K
|
14K
$290K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-421- 3.43% |
$8.26K - $9.25K
|
11.8K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-515- 0.3% |
$10.1K - $11.3K
|
173K
$3.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-600- 5.17% |
$11.8K - $13.2K
|
11K
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-994- 1.33% |
$19.5K - $21.8K
|
73.9K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-2.08K- 2.45% |
$40.8K - $45.7K
|
82.6K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.57K- 99.92% |
$50.5K - $56.6K
|
2
$41.4
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.99K- 4.91% |
$58.6K - $65.7K
|
57.9K
$1.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-3.75K- 78.95% |
$73.6K - $82.4K
|
1K
$20.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-4.51K- 12.3% |
$88.4K - $99.1K
|
32.1K
$666K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-34.4K- 26.78% |
$676K - $757K
|
94.2K
$1.95M
|