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Eaton Vance Enhanced Equity Income Fund (EOI) Institutional Ownership

Eaton Vance Enhanced Equity Income Fund logo
$20.98 +0.12 (+0.58%)
Closing price 07/25/2025 03:55 PM Eastern
Extended Trading
$20.98 0.00 (0.00%)
As of 07/25/2025 04:11 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)
43
Total
Institutional Inflows
(last 12 months)
$98.01M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$12.67M
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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
7/25/2025Atria Wealth Solutions Inc.20,580$431K0.0%-5.2%0.000%
7/25/2025Concurrent 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%
5/14/2025WCG Wealth Advisors LLC11,512$216K0.0%N/A0.000%
5/14/2025Compound Planning Inc.27,214$511K0.0%+17.5%0.000%
5/13/2025Elequin 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%
5/13/2025HighTower Advisors LLC42,231$792K0.0%+8.9%0.000%
5/12/2025Invesco Ltd.450,925$8.46M0.0%-1.0%0.000%
5/12/2025Wolverine Asset Management LLC7,456$140K0.0%N/A0.000%
5/9/2025Atria Wealth Solutions Inc.21,705$407K0.0%+54.9%0.000%
5/9/2025Shaker Financial Services LLC83,649$1.57M0.6%+276.6%0.000%
5/9/2025PNC Financial Services Group Inc.7,531$141K0.0%+28.1%0.000%
5/7/2025LPL Financial LLC149,519$2.81M0.0%+18.7%0.000%
5/6/2025Cetera Investment Advisers62,309$1.17M0.0%+4.1%0.000%
4/30/2025Allworth Financial LP88,138$1.61M0.0%-6.4%0.000%
4/29/2025Concurrent Investment Advisors LLC281,366$5.28M0.1%+11.0%0.000%
4/28/2025Guerra Pan Advisors LLC39,565$742K0.6%+9.3%0.000%
4/24/2025 TPG Advisors LLC98,242$1.84M1.5%+0.9%0.000%
4/23/2025International Assets Investment Management LLC44,800$840K0.0%+4.7%0.000%
4/22/2025Cambridge 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%
4/21/2025Roman 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%
2/18/2025Elequin Capital LP4,669$97K0.0%N/A0.000%
2/17/2025Cetera 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%
2/14/2025Shaker Financial Services LLC22,214$461K0.2%-28.9%0.000%
2/13/2025Guggenheim Capital LLC422,280$8.77M0.1%-17.0%0.000%
2/13/2025Mariner LLC10,801$224K0.0%-9.6%0.000%
2/13/2025Rockefeller 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%
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2/13/2025Invesco Ltd.455,289$9.46M0.0%-9.0%0.000%
2/13/2025Wells Fargo & Company MN416,217$8.65M0.0%+5.8%0.000%
2/12/2025Huntington National Bank1,651$34K0.0%+165,000.0%0.000%
2/12/2025Everstar Asset Management LLC13,324$277K0.2%-7.6%0.000%
2/12/2025JPMorgan Chase & Co.7,231$150K0.0%+16.6%0.000%
2/11/2025LPL Financial LLC125,960$2.62M0.0%+2.2%0.000%
2/10/2025Commonwealth 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%
2/6/2025Steward 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%
2/3/2025Concurrent 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%
1/30/2025Strategic Financial Concepts LLC189,007$3.93M0.1%N/A0.000%
1/30/2025Allworth Financial LP94,203$2.00M0.0%-26.8%0.000%
1/30/2025Roman Butler Fullerton & Co.190,268$4.01M1.1%+2.0%0.000%
1/28/2025Strategic Financial Concepts LLC189,007$3.93M0.0%N/A0.000%
1/23/2025 OxenFree Capital LLC82,620$1.72M1.3%-2.5%0.000%
1/21/2025Guerra Pan Advisors LLC36,206$752K0.5%+3.6%0.000%
1/17/2025Commons 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%
1/8/2025International 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%
11/4/2024Guerra 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%
10/29/2024Roman 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%
10/25/2024Financial Advocates Investment Management48,519$982K0.1%+4.7%0.000%
10/25/2024 Fortitude Family Office LLC4,750$96K0.0%N/A0.000%
10/23/2024Allworth 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%
10/8/2024Atomi 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%
8/21/2024 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%
Elon Musk: “This will transform civilization as we know it.” (Ad)

Robots are no longer science fiction — they’re the next trillion-dollar megatrend. According to Forbes, by 2025, robots will shift from novelty to necessity — disrupting nearly every industry in their path. But one overlooked sector could become the real winner… and one little-known company may be the best way to get ahead of the boom.

Click here to see the robot stock that could dominate this revolution
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%
8/13/2024 TPG Advisors LLC92,953$1.81M1.5%N/A0.000%
8/9/2024Cornerstone Advisors LLC138,208$2.69M0.1%-38.9%0.000%
8/6/2024Strategic 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%
7/30/2024International Assets Investment Management LLC41,500$806K0.0%N/A0.000%
(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, 71 institutional investors and hedge funds held shares of Eaton Vance Enhanced Equity Income Fund. The most heavily invested institutionals were Raymond James Financial Inc. ($24.60M), Fort Pitt Capital Group LLC ($16.74M), Kovitz Investment Group Partners LLC ($15.28M), Raymond James & Associates ($14.03M), Bank of America Corp DE ($12.05M), Raymond James Financial Services Advisors Inc. ($10.85M), and Guggenheim Capital LLC ($8.77M).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 61 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 ($262.89K), 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 4,772,336 shares in the last 24 months. This purchase volume represents approximately $98.01M in transactions.

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

Of the 20 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), Cornerstone Advisors LLC ($123.90K), Guggenheim Capital LLC ($86.53K), Shaker Financial Services LLC ($51.10K), Invesco Ltd. ($49.39K), Fort Pitt Capital Group LLC ($48.38K), and Cambridge Investment Research Advisors Inc. ($36.08K).

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

Institutional investors have sold a total of 631,848 shares in the last 24 months. This volume of shares sold represents approximately $12.67M in transactions.


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This page (NYSE:EOI) was last updated on 7/26/2025 by MarketBeat.com Staff
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