Free Trial
→ Trump’s betrayal exposed (From Porter & Company) (Ad)tc pixel Free EOI Stock Alerts

Eaton Vance Enhanced Equity Income Fund (EOI) Institutional Ownership

Eaton Vance Enhanced Equity Income Fund logo
$21.41 -0.01 (-0.05%)
Closing price 09/5/2025 03:58 PM Eastern
Extended Trading
$21.40 0.00 (-0.02%)
As of 09/5/2025 07:46 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.
Compare

Institutional Ownership Changes (13F Filings) for Eaton Vance Enhanced Equity Income Fund (NYSE:EOI)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$90.65M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$12.91M
Get EOI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Eaton Vance Enhanced Equity Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

EOI Institutional Buying and Selling by Quarter

Eaton Vance Enhanced Equity Income Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 B. Riley Wealth Advisors Inc.21,659$453K0.0%N/A0.000%
8/18/2025 Brick & Kyle Associates21,569$451K0.2%-5.2%0.000%
8/18/2025 Geneos Wealth Management Inc.5,772$121K0.0%+127.6%0.000%
8/15/2025 Corient Private Wealth LLC47,697$998K0.0%-5.0%0.000%
8/15/2025 Bank of America Corp DE575,065$12.03M0.0%-2.3%0.000%
8/15/2025 Ameriprise Financial Inc.201,044$4.21M0.0%-3.9%0.000%
8/14/2025 Raymond 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%
5/15/2025 Royal Bank of Canada272,574$5.11M0.0%+5.5%0.000%
5/14/2025 WCG Wealth Advisors LLC11,512$216K0.0%N/A0.000%
5/14/2025 Compound Planning Inc.27,214$511K0.0%+17.5%0.000%
5/13/2025 Elequin Capital LP5,514$103K0.0%+18.1%0.000%
5/13/2025 Raymond James Financial Inc.1,311,047$24.60M0.0%+0.3%0.000%
5/13/2025 Kovitz 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%
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%
2/25/2025 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%
1/31/2025Sanctuary 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%
12/26/2024 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%
11/25/2024Sanctuary Advisors LLC36,650$787K0.0%+34.1%0.000%
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%
(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, 70 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 60 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 4,384,597 shares in the last 24 months. This purchase volume represents approximately $90.65M in transactions.

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

Of the 28 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 633,816 shares in the last 24 months. This volume of shares sold represents approximately $12.91M in transactions.


Related Companies

This page (NYSE:EOI) was last updated on 9/6/2025 by MarketBeat.com Staff
From Our Partners
Warren Buffett's Strangest AI Investment
Trump Schedules Controversial 'Market Reset' for September 30 Behind closed doors, the White House has orde...
Altimetry | Sponsoredtc pixel
Odd trade could help investors secure their wealth in 2025
The most profitable phrase you’ve never heard of... Have you heard of 310F? This simple string of code coul...
Eagle Publishing | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Did you spot this in the Oval Office last week?
When Tim Cook stood in the Oval Office last week, all eyes were on the "unique 24K gold gift" he presented to ...
InvestorPlace | Sponsoredtc pixel
The man running the U.S. dollar… is hoarding gold
When the U.S. Treasury Secretary’s largest personal investment is gold — that’s a signal. Now a veteran gol...
Golden Portfolio | Sponsoredtc pixel
How high will gold surge?
Weiss Gold Veteran Makes Shocking New Call Weiss expert Sean Brodrick went out on a limb last year and decl...
Weiss Ratings | Sponsoredtc pixel
How “Trump’s New Dollar” Could Impact Your Wealth
President Trump just signed a game-changing law… That could soon upgrade the U.S. dollar in your checking a...
Brownstone Research | Sponsoredtc pixel
A New Way to Double Your Retirement Income?
Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boo...
Investors Alley | Sponsoredtc pixel