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Eaton Vance Enhanced Equity Income Fund (EOI) Institutional Ownership

Eaton Vance Enhanced Equity Income Fund logo
$21.20 -0.21 (-0.98%)
Closing price 08/15/2025 03:58 PM Eastern
Extended Trading
$21.21 +0.01 (+0.05%)
As of 08/15/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Eaton Vance Enhanced Equity Income Fund (NYSE:EOI)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$91.39M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$12.92M
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EOI Institutional Buying and Selling by Quarter

Eaton Vance Enhanced Equity Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025Bank of America Corp DE575,065$12.03M0.0%-2.3%0.000%
8/15/2025Ameriprise Financial Inc.201,044$4.21M0.0%-3.9%0.000%
8/14/2025Raymond James Financial Inc.1,290,399$27.00M0.0%-1.6%0.000%
8/13/2025 Guggenheim Capital LLC355,825$7.44M0.1%+11.9%0.000%
8/13/2025 Invesco Ltd.439,492$9.19M0.0%-2.5%0.000%
8/13/2025 WCG Wealth Advisors LLC20,874$437K0.0%+81.3%0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.40,151$840K0.0%+20.2%0.000%
8/12/2025 J.W. Cole Advisors Inc.12,111$253K0.0%+7.6%0.000%
8/12/2025 Steward Partners Investment Advisory LLC67,142$1.41M0.0%-4.7%0.000%
8/12/2025 JPMorgan Chase & Co.3,828$80K0.0%-71.8%0.000%
8/8/2025 Rockefeller Capital Management L.P.46,137$965K0.0%+2.2%0.000%
8/8/2025 Cetera Investment Advisers78,413$1.64M0.0%+25.8%0.000%
8/8/2025 PNC Financial Services Group Inc.4,856$102K0.0%-35.5%0.000%
8/7/2025 Allworth Financial LP98,398$2.06M0.0%+11.6%0.000%
8/6/2025 Bryn Mawr Trust Advisors LLC14,053$294K0.0%+12.4%0.000%
8/5/2025 Shaker Financial Services LLC23,958$501K0.2%-71.4%0.000%
7/30/2025 Roman Butler Fullerton & Co.199,103$4.18M1.2%+2.8%0.000%
7/30/2025 D.A. Davidson & CO.44,999$941K0.0%-3.9%0.000%
7/29/2025 International Assets Investment Management LLC43,500$910K0.0%-2.9%0.000%
7/29/2025 Stratos Wealth Partners LTD.9,731$204K0.0%-17.8%0.000%
7/25/2025 Atria Wealth Solutions Inc.20,580$431K0.0%-5.2%0.000%
7/25/2025 Concurrent Investment Advisors LLC284,773$5.96M0.1%+1.2%0.000%
7/18/2025 Truist Financial Corp170,708$3.57M0.0%+0.4%0.000%
7/11/2025 OxenFree Capital LLC83,858$1.75M1.1%+3.3%0.000%
5/15/2025Royal Bank of Canada272,574$5.11M0.0%+5.5%0.000%
5/14/2025 WCG Wealth Advisors LLC11,512$216K0.0%N/A0.000%
5/14/2025Compound Planning Inc.27,214$511K0.0%+17.5%0.000%
5/13/2025 Elequin Capital LP5,514$103K0.0%+18.1%0.000%
5/13/2025Raymond James Financial Inc.1,311,047$24.60M0.0%+0.3%0.000%
5/13/2025Kovitz Investment Group Partners LLC814,530$15.28M0.1%-2.6%0.000%
5/13/2025 HighTower Advisors LLC42,231$792K0.0%+8.9%0.000%
5/12/2025 Invesco Ltd.450,925$8.46M0.0%-1.0%0.000%
5/12/2025 Wolverine Asset Management LLC7,456$140K0.0%N/A0.000%
5/9/2025 Atria Wealth Solutions Inc.21,705$407K0.0%+54.9%0.000%
5/9/2025 Shaker Financial Services LLC83,649$1.57M0.6%+276.6%0.000%
5/9/2025 PNC Financial Services Group Inc.7,531$141K0.0%+28.1%0.000%
5/7/2025 LPL Financial LLC149,519$2.81M0.0%+18.7%0.000%
5/6/2025 Cetera Investment Advisers62,309$1.17M0.0%+4.1%0.000%
4/30/2025 Allworth Financial LP88,138$1.61M0.0%-6.4%0.000%
4/29/2025 Concurrent Investment Advisors LLC281,366$5.28M0.1%+11.0%0.000%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

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4/28/2025 Guerra Pan Advisors LLC39,565$742K0.6%+9.3%0.000%
4/24/2025 TPG Advisors LLC98,242$1.84M1.5%+0.9%0.000%
4/23/2025 International Assets Investment Management LLC44,800$840K0.0%+4.7%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.459,951$8.63M0.0%-7.3%0.000%
4/22/2025 OxenFree Capital LLC81,202$1.52M1.2%-1.7%0.000%
4/21/2025 Roman Butler Fullerton & Co.193,751$3.45M1.3%+1.8%0.000%
4/14/2025 Farther Finance Advisors LLC7,088$133K0.0%+50.4%0.000%
4/9/2025 NBC Securities Inc.2,619$49K0.0%+130,850.0%0.000%
2/25/2025B. Riley Wealth Advisors Inc.27,381$569K0.0%+6.3%0.000%
2/18/2025 Elequin Capital LP4,669$97K0.0%N/A0.000%
2/17/2025 Cetera Investment Advisers59,878$1.24M0.0%+3.5%0.000%
2/17/2025Bank of America Corp DE580,316$12.05M0.0%+5.0%0.000%
2/17/2025Ameriprise Financial Inc.239,064$4.97M0.0%+12.0%0.000%
2/14/2025Kovitz Investment Group Partners LLC836,494$17.37M0.1%+2,787.2%0.000%
2/14/2025Stifel Financial Corp45,452$944K0.0%+6.8%0.000%
2/14/2025 Shaker Financial Services LLC22,214$461K0.2%-28.9%0.000%
2/13/2025 Guggenheim Capital LLC422,280$8.77M0.1%-17.0%0.000%
2/13/2025Mariner LLC10,801$224K0.0%-9.6%0.000%
2/13/2025 Rockefeller Capital Management L.P.47,679$990K0.0%+17.1%0.000%
2/13/2025Raymond James Financial Inc.1,307,077$27.15M0.0%N/A0.000%
2/13/2025 Invesco Ltd.455,289$9.46M0.0%-9.0%0.000%
2/13/2025Wells Fargo & Company MN416,217$8.65M0.0%+5.8%0.000%
2/12/2025 Huntington National Bank1,651$34K0.0%+165,000.0%0.000%
2/12/2025 Everstar Asset Management LLC13,324$277K0.2%-7.6%0.000%
2/12/2025 JPMorgan Chase & Co.7,231$150K0.0%+16.6%0.000%
2/11/2025 LPL Financial LLC125,960$2.62M0.0%+2.2%0.000%
2/10/2025 Commonwealth Equity Services LLC82,790$1.72M0.0%+3.7%0.000%
2/10/2025 Farther Finance Advisors LLC4,713$98K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.1,307,077$27.15M0.0%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC73,858$1.53M0.0%-1.3%0.000%
2/5/2025 TPG Advisors LLC97,329$2.02M1.6%+1.3%0.000%
2/3/2025 Concurrent Investment Advisors LLC253,582$5.27M0.1%+2.8%0.000%
2/3/2025Ieq Capital LLC11,000$228K0.0%-5.2%0.000%
1/31/2025 Truist Financial Corp173,026$3.59M0.0%-0.3%0.000%
1/31/2025Sanctuary Advisors LLC32,142$677K0.0%-12.3%0.000%
1/30/2025 Strategic Financial Concepts LLC189,007$3.93M0.1%N/A0.000%
1/30/2025 Allworth Financial LP94,203$2.00M0.0%-26.8%0.000%
1/30/2025 Roman Butler Fullerton & Co.190,268$4.01M1.1%+2.0%0.000%
1/28/2025 Strategic Financial Concepts LLC189,007$3.93M0.0%N/A0.000%
1/23/2025 OxenFree Capital LLC82,620$1.72M1.3%-2.5%0.000%
1/21/2025 Guerra Pan Advisors LLC36,206$752K0.5%+3.6%0.000%
1/17/2025 Commons Capital LLC14,286$297K0.3%+10.9%0.000%
1/17/2025Atomi Financial Group Inc.23,168$481K0.0%+6.0%0.000%
1/15/2025 Ameritas Advisory Services LLC80,744$1.68M0.1%+2.8%0.000%
1/8/2025 International Assets Investment Management LLC42,800$888K0.0%N/A0.000%
12/26/2024 JPMorgan Chase & Co.6,200$125K0.0%+100.7%0.000%
12/13/2024B. Riley Wealth Advisors Inc.25,756$513K0.0%+2.4%0.000%
11/25/2024Sanctuary Advisors LLC36,650$787K0.0%+34.1%0.000%
11/18/2024Sunbelt Securities Inc.8,594$174K0.0%+8.3%0.000%
11/15/2024Kovitz Investment Group Partners LLC28,973$584K0.0%N/A0.000%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
11/15/2024Stifel Financial Corp42,570$861K0.0%-1.6%0.000%
11/15/2024 HighTower Advisors LLC38,637$781K0.0%-27.7%0.000%
11/14/2024 Rockefeller Capital Management L.P.40,713$824K0.0%+3.6%0.000%
11/8/2024 Cornerstone Advisors LLC102,352$2.07M0.1%-25.9%0.000%
11/4/2024 Guerra Pan Advisors LLC34,961$707K0.6%+10.3%0.000%
10/31/2024 Shaker Financial Services LLC31,247$632K0.2%-57.4%0.000%
10/31/2024 Concurrent Investment Advisors LLC246,634$4.99M0.1%+1.9%0.000%
10/29/2024 Roman Butler Fullerton & Co.186,611$3.77M1.1%+2.1%0.000%
10/29/2024Fort Pitt Capital Group LLC827,681$16.74M0.5%-1.1%0.000%
10/28/2024 TPG Advisors LLC96,046$1.94M1.5%+3.3%0.000%
(Data available from 1/1/2016 forward)

EOI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EOI shares?

During the previous two years, 69 institutional investors and hedge funds held shares of Eaton Vance Enhanced Equity Income Fund. The most heavily invested institutionals were Raymond James Financial Inc. ($27.00M), Fort Pitt Capital Group LLC ($16.74M), Kovitz Investment Group Partners LLC ($15.28M), Raymond James & Associates ($14.03M), Bank of America Corp DE ($12.03M), Raymond James Financial Services Advisors Inc. ($10.85M), and Invesco Ltd. ($9.19M).Learn more on Eaton Vance Enhanced Equity Income Fund's institutional investors.

Which institutional investors have been buying Eaton Vance Enhanced Equity Income Fund's stock?

Of the 59 institutional investors that purchased Eaton Vance Enhanced Equity Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.62M), Kovitz Investment Group Partners LLC ($836.49K), Strategic Financial Concepts LLC ($551.62K), Concurrent Investment Advisors LLC ($284.77K), Cornerstone Advisors LLC ($201.36K), Raymond James Financial Services Advisors Inc. ($198.89K), and Shaker Financial Services LLC ($193.88K).

How much institutional buying is happening at Eaton Vance Enhanced Equity Income Fund?

Institutional investors have bought a total of 4,418,671 shares in the last 24 months. This purchase volume represents approximately $91.27M in transactions.

Which of Eaton Vance Enhanced Equity Income Fund's major shareholders have been selling company stock?

Of the 27 institutional investors that sold Eaton Vance Enhanced Equity Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allworth Financial LP ($176.88K), Shaker Financial Services LLC ($110.79K), Guggenheim Capital LLC ($86.53K), Invesco Ltd. ($60.82K), Cambridge Investment Research Advisors Inc. ($36.08K), Cornerstone Advisors LLC ($35.86K), and Kovitz Investment Group Partners LLC ($21.96K).

How much institutional selling is happening at Eaton Vance Enhanced Equity Income Fund?

Institutional investors have sold a total of 636,926 shares in the last 24 months. This volume of shares sold represents approximately $12.97M in transactions.


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This page (NYSE:EOI) was last updated on 8/16/2025 by MarketBeat.com Staff
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