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Eaton Vance Enhanced Equity Income Fund (EOI) Institutional Ownership

Eaton Vance Enhanced Equity Income Fund logo
$19.68 -0.43 (-2.14%)
As of 11:55 AM Eastern
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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)
38
Total
Institutional Inflows
(last 12 months)
$100.13M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$14.62M
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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
2/25/2025 B. 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%
2/17/2025 Bank of America Corp DE580,316$12.05M0.0%+5.0%0.000%
2/17/2025 Ameriprise Financial Inc.239,064$4.97M0.0%+12.0%0.000%
2/14/2025 Kovitz Investment Group Partners LLC836,494$17.37M0.1%+2,787.2%0.000%
2/14/2025 Stifel 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%
2/13/2025 Mariner LLC10,801$224K0.0%-9.6%0.000%
2/13/2025 Rockefeller Capital Management L.P.47,679$990K0.0%+17.1%0.000%
2/13/2025 Raymond 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%
2/13/2025 Wells 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%
2/6/2025 Raymond 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%
2/3/2025 Ieq Capital LLC11,000$228K0.0%-5.2%0.000%
1/31/2025 Truist Financial Corp173,026$3.59M0.0%-0.3%0.000%
1/31/2025 Sanctuary 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%
12/26/2024 JPMorgan Chase & Co.6,200$125K0.0%+100.7%0.000%
12/13/2024 B. Riley Wealth Advisors Inc.25,756$513K0.0%+2.4%0.000%
11/25/2024 Sanctuary Advisors LLC36,650$787K0.0%+34.1%0.000%
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11/18/2024 Sunbelt Securities Inc.8,594$174K0.0%+8.3%0.000%
11/15/2024 Kovitz Investment Group Partners LLC28,973$584K0.0%N/A0.000%
11/15/2024 Stifel 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%
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%
9/5/2024 Sanctuary Advisors LLC27,329$483K0.0%N/A0.000%
8/22/2024 Cetera Investment Advisers56,740$1.10M0.0%+12.9%0.000%
8/21/2024 Truist Financial Corp173,145$3.36M0.0%-2.4%0.000%
8/19/2024 B. Riley Wealth Advisors Inc.25,160$489K0.0%N/A0.000%
8/16/2024 Sunbelt Securities Inc.7,938$154K0.0%+239.5%0.000%
8/16/2024 Northwestern Mutual Wealth Management Co.33,478$650K0.0%+1.7%0.000%
8/13/2024 TPG Advisors LLC92,953$1.81M1.5%N/A0.000%
8/9/2024 Cornerstone Advisors LLC138,208$2.69M0.1%-38.9%0.000%
8/6/2024 Strategic Financial Concepts LLC173,604$34K0.0%N/A0.000%
8/3/2024 Shaker Financial Services LLC73,314$1.42M0.6%+91.1%0.000%
7/31/2024 Commonwealth Equity Services LLC80,152$1.56M0.0%-2.6%0.000%
7/31/2024 Concurrent Investment Advisors LLC242,015$4.70M0.2%+51.6%0.000%
7/30/2024 Bryn 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%
7/26/2024 Cambridge 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%
5/14/2024 Advisors Asset Management Inc.64,682$1.18M0.0%-2.1%0.000%
5/10/2024 Cornerstone Advisors LLC226,249$4.13M0.2%+28.0%0.000%
5/7/2024 Concurrent Investment Advisors LLC159,614$2.91M0.1%N/A0.000%
4/29/2024 Commonwealth Equity Services LLC82,250$1.50M0.0%+1.6%0.000%
4/25/2024 Cambridge 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%
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4/16/2024 Register Financial Advisors LLC7,000$128K0.1%N/A0.000%
4/15/2024 Sunbelt 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%
3/15/2024 B. Riley Wealth Advisors Inc.24,082$399K0.0%N/A0.000%
2/15/2024 Flow State Investments L.P.23,068$382K0.1%N/A0.000%
2/12/2024 Steward Partners Investment Advisory LLC76,367$1.27M0.0%-8.6%0.000%
2/9/2024 Cambridge 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%
2/9/2024 Corient Private Wealth LLC50,197$832K0.0%-6.0%0.000%
2/9/2024 D.A. Davidson & CO.48,386$802K0.0%-9.1%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, 72 institutional investors and hedge funds held shares of Eaton Vance Enhanced Equity Income Fund. The most heavily invested institutionals were Raymond James Financial Inc. ($27.15M), Kovitz Investment Group Partners LLC ($17.37M), Fort Pitt Capital Group LLC ($16.74M), Raymond James & Associates ($14.03M), Bank of America Corp DE ($12.05M), Raymond James Financial Services Advisors Inc. ($10.85M), and Invesco Ltd. ($9.46M).Learn more on EOI's institutional investors.

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

Of the 58 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: Raymond James Financial Inc. ($2.61M), Kovitz Investment Group Partners LLC ($836.49K), Strategic Financial Concepts LLC ($551.62K), Allworth Financial LP ($403.67K), Cornerstone Advisors LLC ($262.89K), Concurrent Investment Advisors LLC ($253.58K), and Raymond James Financial Services Advisors Inc. ($237.47K).

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

Institutional investors have bought a total of 6,473,232 shares in the last 24 months. This purchase volume represents approximately $125.96M in transactions.

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

Of the 33 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 ($334.23K), Allworth Financial LP ($187.98K), Cornerstone Advisors LLC ($160.54K), Guggenheim Capital LLC ($151.46K), Fort Pitt Capital Group LLC ($87.29K), Ameritas Advisory Services LLC ($79.07K), and Shaker Financial Services LLC ($58.33K).

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

Institutional investors have sold a total of 1,251,191 shares in the last 24 months. This volume of shares sold represents approximately $22.80M in transactions.


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This page (NYSE:EOI) was last updated on 3/4/2025 by MarketBeat.com Staff
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