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Eaton Vance Enhanced Equity Income Fund (EOI) Institutional Ownership

Eaton Vance Enhanced Equity Income Fund logo
$21.07 0.00 (0.00%)
Closing price 01/31/2025 03:59 PM Eastern
Extended Trading
$21.10 +0.03 (+0.14%)
As of 01/31/2025 06:30 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)
31
Total
Institutional Inflows
(last 12 months)
$31.58M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$12.00M
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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
1/31/2025Truist 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%
1/17/2025 Atomi 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%
12/26/2024JPMorgan 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%
11/15/2024Stifel Financial Corp42,570$861K0.0%-1.6%0.000%
11/15/2024HighTower Advisors LLC38,637$781K0.0%-27.7%0.000%
11/14/2024Rockefeller Capital Management L.P.40,713$824K0.0%+3.6%0.000%
11/8/2024Cornerstone Advisors LLC102,352$2.07M0.1%-25.9%0.000%
11/4/2024 Guerra Pan Advisors LLC34,961$707K0.6%+10.3%0.000%
10/31/2024Shaker Financial Services LLC31,247$632K0.2%-57.4%0.000%
10/31/2024Concurrent 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%
10/28/2024TPG Advisors LLC96,046$1.94M1.5%+3.3%0.000%
10/25/2024 Financial Advocates Investment Management48,519$982K0.1%+4.7%0.000%
10/25/2024 Fortitude Family Office LLC4,750$96K0.0%N/A0.000%
10/23/2024 Allworth Financial LP128,650$2.60M0.0%-51.5%0.000%
10/18/2024Raymond James & Associates693,650$14.03M0.0%+6.0%0.000%
10/10/2024 OxenFree Capital LLC84,697$1.71M1.3%+5.0%0.000%
10/8/2024 Atomi Financial Group Inc.21,861$442K0.0%+9.6%0.000%
9/5/2024Sanctuary Advisors LLC27,329$483K0.0%N/A0.000%
8/22/2024Cetera Investment Advisers56,740$1.10M0.0%+12.9%0.000%
8/21/2024Truist Financial Corp173,145$3.36M0.0%-2.4%0.000%
8/19/2024B. Riley Wealth Advisors Inc.25,160$489K0.0%N/A0.000%
8/16/2024Sunbelt Securities Inc.7,938$154K0.0%+239.5%0.000%
8/16/2024Northwestern Mutual Wealth Management Co.33,478$650K0.0%+1.7%0.000%
8/13/2024TPG Advisors LLC92,953$1.81M1.5%N/A0.000%
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8/9/2024Cornerstone Advisors LLC138,208$2.69M0.1%-38.9%0.000%
8/6/2024 Strategic Financial Concepts LLC173,604$34K0.0%N/A0.000%
8/3/2024Shaker Financial Services LLC73,314$1.42M0.6%+91.1%0.000%
7/31/2024Commonwealth Equity Services LLC80,152$1.56M0.0%-2.6%0.000%
7/31/2024Concurrent Investment Advisors LLC242,015$4.70M0.2%+51.6%0.000%
7/30/2024Bryn Mawr Capital Management LLC12,500$240K0.0%+857.9%0.000%
7/30/2024 International Assets Investment Management LLC41,500$806K0.0%N/A0.000%
7/29/2024 Ameritas Advisory Services LLC78,531$1.53M0.1%-2.8%0.000%
7/27/2024Fort Pitt Capital Group LLC836,669$16.26M0.5%-4.5%0.000%
7/26/2024 Atomi Financial Group Inc.19,944$388K0.0%N/A0.000%
7/26/2024Cambridge Investment Research Advisors Inc.455,571$8.85M0.0%+0.8%0.000%
7/20/2024Raymond James Financial Services Advisors Inc.558,573$10.85M0.0%-0.8%0.000%
7/19/2024Raymond James & Associates654,347$12.71M0.0%-6.9%0.000%
7/18/2024 OxenFree Capital LLC80,700$1.57M1.4%+6.7%0.000%
7/16/2024 Roman Butler Fullerton & Co.182,712$3.67M1.2%+3.5%0.000%
7/11/2024 Warther Private Wealth LLC13,700$266K0.1%N/A0.000%
5/24/2024Cetera Advisors LLC16,758$305K0.0%N/A0.000%
5/14/2024Advisors Asset Management Inc.64,682$1.18M0.0%-2.1%0.000%
5/10/2024Cornerstone Advisors LLC226,249$4.13M0.2%+28.0%0.000%
5/7/2024Concurrent Investment Advisors LLC159,614$2.91M0.1%N/A0.000%
4/29/2024Commonwealth Equity Services LLC82,250$1.50M0.0%+1.6%0.000%
4/25/2024Cambridge Investment Research Advisors Inc.452,017$8.24M0.0%+1.2%0.000%
4/23/2024 OxenFree Capital LLC75,653$1.38M1.3%-1.2%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.562,937$10.26M0.0%-1.4%0.000%
4/22/2024Raymond James & Associates702,574$12.81M0.0%-10.0%0.000%
4/16/2024 Register Financial Advisors LLC7,000$128K0.1%N/A0.000%
4/15/2024Sunbelt Securities Inc.2,338$43K0.0%+32.2%0.000%
4/11/2024Fort Pitt Capital Group LLC876,057$15.97M0.5%-4.0%0.000%
3/15/2024B. Riley Wealth Advisors Inc.24,082$399K0.0%N/A0.000%
2/15/2024Flow State Investments L.P.23,068$382K0.1%N/A0.000%
2/12/2024Steward Partners Investment Advisory LLC76,367$1.27M0.0%-8.6%0.000%
2/9/2024Cambridge Investment Research Advisors Inc.446,859$7.41M0.0%+3.9%0.000%
2/9/2024 Journey Strategic Wealth LLC10,661$177K0.0%-8.1%0.000%
2/9/2024Corient Private Wealth LLC50,197$832K0.0%-6.0%0.000%
2/9/2024D.A. Davidson & CO.48,386$802K0.0%-9.1%0.000%
2/9/2024Cornerstone Advisors LLC176,760$2.93M0.1%+610.2%0.000%
2/8/2024 Financial Advocates Investment Management46,359$769K0.0%+2.6%0.000%
2/7/2024Shaker Financial Services LLC97,484$1.62M0.7%N/A0.000%
2/2/2024Truist Financial Corp177,054$2.94M0.0%+4.1%0.000%
2/2/2024Atria Wealth Solutions Inc.37,805$627K0.0%-15.9%0.000%
1/31/2024 Roman Butler Fullerton & Co.176,296$3.00M1.2%-2.0%0.000%
1/30/2024 Guerra Pan Advisors LLC30,801$511K0.5%+32.5%0.000%
1/29/2024 OxenFree Capital LLC76,577$1.27M1.3%N/A0.000%
1/24/2024 Stratos Wealth Partners LTD.17,013$282K0.0%-20.1%0.000%
1/24/2024 Allworth Financial LP386,509$6.41M0.0%-2.2%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.570,700$9.46M0.0%+44.7%0.000%
1/16/2024Raymond James & Associates780,334$12.94M0.0%-15.1%0.000%
11/15/2023Brick & Kyle Associates33,653$533K0.3%+5.3%0.000%
11/15/2023Advisors Asset Management Inc.80,545$1.28M0.0%-20.1%0.000%
11/13/2023Invesco Ltd.410,999$6.51M0.0%+13.4%0.000%
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11/13/2023PNC Financial Services Group Inc.5,932$94K0.0%-62.8%0.000%
11/9/2023Cornerstone Advisors LLC24,888$394K0.0%-59.5%0.000%
11/9/2023UBS Group AG205,104$3.25M0.0%+1.7%0.000%
11/8/2023D.A. Davidson & CO.53,244$844K0.0%+1.9%0.000%
11/8/2023Atria Wealth Solutions Inc.44,934$712K0.0%+10.6%0.000%
11/8/2023Bryn Mawr Capital Management LLC12,500$198K0.0%N/A0.000%
11/7/2023Fort Pitt Capital Group LLC929,231$14.73M0.6%-0.3%0.000%
11/4/2023 NBC Securities Inc.2,500$39K0.0%N/A0.000%
11/3/2023Larson Financial Group LLC5,489$87K0.0%-20.3%0.000%
10/31/2023 Allworth Financial LP395,287$6.27M0.1%-2.1%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, 65 institutional investors and hedge funds held shares of Eaton Vance Enhanced Equity Income Fund. The most heavily invested institutionals were Fort Pitt Capital Group LLC ($16.74M), Raymond James & Associates ($14.03M), Guggenheim Capital LLC ($11.76M), Raymond James Financial Services Advisors Inc. ($10.85M), Cambridge Investment Research Advisors Inc. ($8.85M), Invesco Ltd. ($6.51M), and Concurrent Investment Advisors LLC ($4.99M).Learn more on EOI's institutional investors.

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

Of the 56 institutional investors that purchased Eaton Vance Enhanced Equity Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Financial Concepts LLC ($551.62K), Allworth Financial LP ($403.67K), Cornerstone Advisors LLC ($262.89K), Concurrent Investment Advisors LLC ($246.63K), Raymond James Financial Services Advisors Inc. ($237.47K), Fort Pitt Capital Group LLC ($192.56K), and Shaker Financial Services LLC ($169.48K).

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

Institutional investors have bought a total of 3,203,314 shares in the last 24 months. This purchase volume represents approximately $56.49M in transactions.

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

Of the 31 institutional investors that sold Eaton Vance Enhanced Equity Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($397.96K), Allworth Financial LP ($187.98K), Cornerstone Advisors LLC ($160.54K), Fort Pitt Capital Group LLC ($87.29K), Ameritas Advisory Services LLC ($79.07K), Guggenheim Capital LLC ($64.93K), and Shaker Financial Services LLC ($49.29K).

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

Institutional investors have sold a total of 1,198,367 shares in the last 24 months. This volume of shares sold represents approximately $21.17M in transactions.


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This page (NYSE:EOI) was last updated on 2/1/2025 by MarketBeat.com Staff
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