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Eaton Vance Enhanced Equity Income Fund (EOI) Institutional Ownership

Eaton Vance Enhanced Equity Income Fund logo
$21.23 -0.03 (-0.14%)
(As of 09:50 AM ET)
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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)
29
Total
Institutional Inflows
(last 12 months)
$26.69M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$13.72M
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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
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%
10/29/2024 Fort 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%
9/5/2024Sanctuary 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%
8/19/2024B. 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%
7/31/2024Commonwealth 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%
7/27/2024 Fort 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%
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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%
4/29/2024Commonwealth 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%
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%
4/11/2024 Fort 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%
2/15/2024 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%
2/9/2024 Cornerstone Advisors LLC176,760$2.93M0.1%+610.2%0.000%
2/8/2024 Financial Advocates Investment Management46,359$769K0.0%+2.6%0.000%
2/7/2024 Shaker Financial Services LLC97,484$1.62M0.7%N/A0.000%
2/2/2024 Truist Financial Corp177,054$2.94M0.0%+4.1%0.000%
2/2/2024 Atria 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%
1/24/2024Stratos 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%
11/15/2023 Brick & Kyle Associates33,653$533K0.3%+5.3%0.000%
11/15/2023 Advisors Asset Management Inc.80,545$1.28M0.0%-20.1%0.000%
11/13/2023 Invesco Ltd.410,999$6.51M0.0%+13.4%0.000%
11/13/2023 PNC Financial Services Group Inc.5,932$94K0.0%-62.8%0.000%
11/9/2023 Cornerstone Advisors LLC24,888$394K0.0%-59.5%0.000%
11/9/2023 UBS Group AG205,104$3.25M0.0%+1.7%0.000%
11/8/2023 D.A. Davidson & CO.53,244$844K0.0%+1.9%0.000%
11/8/2023 Atria Wealth Solutions Inc.44,934$712K0.0%+10.6%0.000%
11/8/2023 Bryn Mawr Capital Management LLC12,500$198K0.0%N/A0.000%
11/7/2023 Fort 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%
10/24/2023Stratos Wealth Advisors LLC11,200$178K0.0%N/A0.000%
10/24/2023Stratos Wealth Partners LTD.21,289$337K0.0%+25.3%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.394,494$6.25M0.0%+6.1%0.000%
10/24/2023Raymond James & Associates919,473$14.57M0.0%-7.0%0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.430,163$6.82M0.0%+2.1%0.000%
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10/23/2023Commonwealth Equity Services LLC77,939$1.24M0.0%+46.7%0.000%
10/18/2023 Roman Butler Fullerton & Co.179,840$2.79M1.3%+4.9%0.000%
10/17/2023 Flagship Harbor Advisors LLC13,273$210K0.0%-11.0%0.000%
8/11/2023 Cornerstone Advisors LLC61,527$1.02M0.0%N/A0.000%
8/11/2023 Guggenheim Capital LLC713,119$11.76M0.1%+1.6%0.000%
8/11/2023 D.A. Davidson & CO.52,231$861K0.0%+9.6%0.000%
8/10/2023Cetera Advisor Networks LLC26,128$431K0.0%+3.8%0.000%
8/9/2023 Center for Financial Planning Inc.5,128$85K0.0%N/A0.000%
8/7/2023 Shaker Financial Services LLC29,814$492K0.2%-19.5%0.000%
8/3/2023 Atria Wealth Solutions Inc.40,639$670K0.0%+95.7%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: 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), Strategic Financial Concepts LLC ($173.60K), and International Assets Investment Management LLC ($172.23K).

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

Institutional investors have bought a total of 2,881,392 shares in the last 24 months. This purchase volume represents approximately $49.10M in transactions.

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

Of the 30 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), Cornerstone Advisors LLC ($160.54K), Allworth Financial LP ($153.53K), 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 1,161,905 shares in the last 24 months. This volume of shares sold represents approximately $20.38M in transactions.


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This page (NYSE:EOI) was last updated on 11/20/2024 by MarketBeat.com Staff
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