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
$27.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
808K+ 2787.15% |
$15.8M - $17.7M
|
836K
$17.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
189KNew |
$3.71M - $4.15M
|
189K
$3.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
101K+ 15.34% |
$1.98M - $2.22M
|
759K
$15.8M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42.8KNew |
$840K - $941K
|
42.8K
$891K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.1K+ 8.8% |
$787K - $882K
|
496K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27.7K+ 5.02% |
$544K - $610K
|
580K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.6K+ 11.98% |
$502K - $562K
|
239K
$4.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.9K+ 10.67% |
$489K - $548K
|
258K
$5.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23K+ 5.85% |
$451K - $505K
|
416K
$8.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.4KNew |
$322K - $361K
|
16.4K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.97K+ 17.11% |
$137K - $153K
|
47.7K
$992K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.95K+ 2.82% |
$136K - $153K
|
254K
$5.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.71KNew |
$92.5K - $104K
|
4.71K
$98.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.67KNew |
$91.6K - $103K
|
4.67K
$97.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.66K+ 1.96% |
$71.8K - $80.4K
|
190K
$3.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.94K+ 3.69% |
$57.8K - $64.7K
|
82.8K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.88K+ 6.77% |
$56.5K - $63.3K
|
45.5K
$946K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.72K+ 2.21% |
$53.3K - $59.8K
|
126K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.65K+ 1.34% |
$52K - $58.3K
|
201K
$4.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.22K+ 2.83% |
$43.6K - $48.8K
|
80.7K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.05K+ 3.54% |
$40.2K - $45.1K
|
59.9K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.65K+ 165000.0% |
$32.4K - $36.3K
|
1.65K
$34.4K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.63K+ 6.31% |
$31.9K - $35.7K
|
27.4K
$570K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.4K+ 10.9% |
$27.5K - $30.9K
|
14.3K
$297K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.31K+ 5.98% |
$25.6K - $28.7K
|
23.2K
$482K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
1.28K+ 1.34% |
$25.2K - $28.2K
|
97.3K
$2.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.25K+ 3.56% |
$24.4K - $27.4K
|
36.2K
$753K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.17KNew |
$23K - $25.7K
|
1.17K
$24.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.03K+ 16.63% |
$20.2K - $22.7K
|
7.23K
$150K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.02KNew |
$20K - $22.4K
|
1.02K
$21.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
530New |
$10.4K - $11.6K
|
530
$11K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
530New |
$10.4K - $11.6K
|
530
$11K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
393New |
$7.71K - $8.64K
|
393
$8.18K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
250+ 0.76% |
$4.91K - $5.5K
|
33.2K
$690K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
185New |
$3.63K - $4.07K
|
185
$3.85K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
155+ 0.4% |
$3.04K - $3.41K
|
38.8K
$807K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
132+ 1.12% |
$2.59K - $2.9K
|
11.9K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
92+ 0.43% |
$1.81K - $2.02K
|
21.4K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
90New |
$1.77K - $1.98K
|
90
$1.87K
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
15+ 0.07% |
$294 - $330
|
22.2K
$462K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
14+ 0.12% |
$275 - $308
|
12.1K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8+ 0.4% |
$157 - $176
|
2.03K
$42.2K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6+ 0.01% |
$118 - $132
|
46.4K
$966K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-48- 0.49% |
$942 - $1.06K
|
9.76K
$203K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-210- 0.43% |
$4.12K - $4.62K
|
48.3K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-356- 2.48% |
$6.98K - $7.82K
|
14K
$292K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-421- 3.43% |
$8.26K - $9.25K
|
11.8K
$246K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-515- 0.3% |
$10.1K - $11.3K
|
173K
$3.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-600- 5.17% |
$11.8K - $13.2K
|
11K
$229K
|