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Eaton Vance Enhanced Equity Income Fund (EOI) Institutional Ownership

Eaton Vance Enhanced Equity Income Fund logo
$19.90 -0.12 (-0.57%)
Closing price 03:59 PM Eastern
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$19.90 +0.00 (+0.03%)
As of 04:10 PM 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)
50
Total
Institutional Inflows
(last 12 months)
$39.95M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$11.97M
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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
5/5/2026 Sanctuary Advisors LLC25,278$475K0.0%-5.9%0.000%
5/1/2026 Fifth Third Bancorp1,500$28K0.0%N/A0.000%
4/30/2026 Roman Butler Fullerton & Co.220,865$4.34M1.2%+0.5%0.000%
4/27/2026 Elevation Point Wealth Partners LLC188,248$3.54M0.1%-0.7%0.000%
4/22/2026 TPG Advisors LLC92,053$1.73M1.1%-13.6%0.000%
4/17/2026 PMG Family Office LLC81,657$1.53M1.7%+7.2%0.000%
4/17/2026 OxenFree Capital LLC80,711$1.61M0.8%+18.5%0.000%
3/13/2026 World Investment Advisors10,634$219K0.0%N/A0.000%
2/19/2026TMB Capital Partners LLC10,853$223K0.1%N/A0.000%
2/19/2026Invesco Ltd.459,475$9.45M0.0%+6.4%0.000%
2/18/2026Readystate Asset Management LP100,290$2.06M0.1%N/A0.000%
2/17/2026Guggenheim Capital LLC242,400$4.98M0.0%-24.5%0.000%
2/17/2026Cetera Investment Advisers86,043$1.77M0.0%+3.7%0.000%
2/17/2026Osaic Holdings Inc.200,999$4.13M0.0%+4.4%0.000%
2/17/2026&PARTNERS20,235$416K0.0%+17.3%0.000%
2/17/2026Royal Bank of Canada328,825$6.76M0.0%+4.9%0.000%
2/16/2026Focus Partners Wealth779,999$16.04M0.0%N/A0.000%
2/16/2026Landscape Capital Management L.L.C.25,418$523K0.0%N/A0.000%
2/13/2026 Kestra Advisory Services LLC3,268$67K0.0%N/A0.000%
2/13/2026Brick & Kyle Associates21,069$433K0.2%-2.3%0.000%
2/13/2026Wells Fargo & Company MN513,967$10.57M0.0%+3.8%0.000%
2/12/2026 Elevation Point Wealth Partners LLC189,600$3.90M0.2%+15.2%0.000%
2/12/2026Steward Partners Investment Advisory LLC60,992$1.25M0.0%-6.4%0.000%
2/12/2026 Wedbush Securities Inc.11,028$227K0.0%+11.7%0.000%
2/11/2026 LPL Financial LLC259,117$5.33M0.0%+5.9%0.000%
2/11/2026 J.W. Cole Advisors Inc.13,006$267K0.0%-5.7%0.000%
2/6/2026 HighTower Advisors LLC40,430$831K0.0%-2.1%0.000%
2/5/2026Allworth Financial LP94,604$1.95M0.0%-3.2%0.000%
2/4/2026Ameritas Advisory Services LLC57,773$1.19M0.0%-25.4%0.000%
2/4/2026 World Investment Advisors10,634$219K0.0%N/A0.000%
2/4/2026 Bryn Mawr Trust Advisors LLC15,019$309K0.0%+6.9%0.000%
2/3/2026 Indivisible Partners16,177$333K0.0%N/A0.000%
2/2/2026 Wolverine Asset Management LLC81,237$1.67M0.0%+1,900.9%0.000%
2/2/2026 Truist Financial Corp189,573$3.90M0.0%+6.9%0.000%
1/29/2026 D.A. Davidson & CO.41,672$857K0.0%-5.1%0.000%
1/29/2026 Sanctuary Advisors LLC26,871$552K0.0%-11.2%0.000%
1/28/2026 Geneos Wealth Management Inc.7,572$156K0.0%+31.2%0.000%
1/28/2026 PMG Family Office LLC76,143$1.57M1.8%+0.9%0.000%
1/26/2026Shaker Financial Services LLC18,473$380K0.1%-26.0%0.000%
1/26/2026 Roman Butler Fullerton & Co.219,694$4.55M1.2%+6.4%0.000%
1/23/2026 Farther Finance Advisors LLC6,275$129K0.0%-22.4%0.000%
1/23/2026 Eagle Bay Advisors LLC1,500$31K0.0%N/A0.000%
1/21/2026 TPG Advisors LLC106,522$2.19M1.4%+3.1%0.000%
1/21/2026 Flagship Harbor Advisors LLC6,782$139K0.0%N/A0.000%
1/15/2026 OxenFree Capital LLC68,099$1.40M0.7%+4.5%0.000%
1/12/2026 David J Yvars Group21,128$434K0.2%N/A0.000%
1/5/2026 Commons Capital LLC17,751$365K0.2%+6.7%0.000%
1/1/2026JPMorgan Chase & Co.4,428$93K0.0%+15.7%0.000%
12/22/2025 PMG Family Office LLC75,443$1.58M1.8%N/A0.000%
12/2/2025Allworth Financial LP97,773$2.05M0.0%-0.6%0.000%
11/19/2025Sunbelt Securities Inc.4,430$93K0.0%-48.5%0.000%
11/17/2025 Elevation Point Wealth Partners LLC164,532$3.46M0.2%N/A0.000%
11/17/2025Bank of America Corp DE590,245$12.40M0.0%+2.6%0.000%
11/17/2025Ameriprise Financial Inc.212,178$4.45M0.0%+5.5%0.000%
11/14/2025Raymond James Financial Inc.1,091,308$22.92M0.0%-15.4%0.000%
11/13/2025Invesco Ltd.431,756$9.07M0.0%-1.8%0.000%
11/13/2025 UBS Group AG190,755$4.01M0.0%+2.8%0.000%
11/12/2025 Commons Capital LLC16,640$349K0.2%+11.1%0.000%
11/10/2025Kovitz Investment Group Partners LLC797,177$16.74M0.1%-0.7%0.000%
11/10/2025Vestmark Advisory Solutions Inc.160,942$3.38M0.1%N/A0.000%
11/7/2025JPMorgan Chase & Co.4,428$93K0.0%+15.7%0.000%
11/6/2025Ameritas Advisory Services LLC77,429$1.63M0.1%-4.0%0.000%
11/6/2025 Wedbush Securities Inc.9,871$207K0.0%N/A0.000%
11/6/2025 TPG Advisors LLC103,292$2.17M1.4%+4.7%0.000%
11/6/2025 Roman Butler Fullerton & Co.206,476$4.28M1.2%+3.7%0.000%
11/5/2025 J.W. Cole Advisors Inc.13,798$290K0.0%+13.9%0.000%
11/3/2025 Truist Financial Corp177,340$3.72M0.0%+3.9%0.000%
10/28/2025 Wolverine Asset Management LLC4,060$85K0.0%N/A0.000%
10/27/2025 Concurrent Investment Advisors LLC253,486$5.32M0.1%-11.0%0.000%
10/22/2025Shaker Financial Services LLC24,965$524K0.2%+4.2%0.000%
10/22/2025 D.A. Davidson & CO.43,905$922K0.0%-2.4%0.000%
10/14/2025 Farther Finance Advisors LLC8,088$170K0.0%+14.1%0.000%
10/9/2025 OxenFree Capital LLC65,171$1.37M0.8%-22.3%0.000%
9/26/2025Corient Private Wealth LLC47,697$998K0.0%-5.0%0.000%
8/19/2025 B. Riley Wealth Advisors Inc.21,659$453K0.0%N/A0.000%
8/18/2025Brick & Kyle Associates21,569$451K0.2%-5.2%0.000%
8/18/2025 Geneos Wealth Management Inc.5,772$121K0.0%+127.6%0.000%
8/15/2025Corient Private Wealth LLC47,697$998K0.0%-5.0%0.000%
8/15/2025Bank of America Corp DE575,065$12.03M0.0%-2.3%0.000%
8/15/2025Ameriprise Financial Inc.201,044$4.21M0.0%-3.9%0.000%
8/14/2025Raymond James Financial Inc.1,290,399$27.00M0.0%-1.6%0.000%
8/13/2025Guggenheim Capital LLC355,825$7.44M0.1%+11.9%0.000%
8/13/2025Invesco Ltd.439,492$9.19M0.0%-2.5%0.000%
8/13/2025WCG Wealth Advisors LLC20,874$437K0.0%+81.3%0.000%
8/13/2025Northwestern 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%
8/12/2025Steward Partners Investment Advisory LLC67,142$1.41M0.0%-4.7%0.000%
8/12/2025JPMorgan Chase & Co.3,828$80K0.0%-71.8%0.000%
8/8/2025Rockefeller Capital Management L.P.46,137$965K0.0%+2.2%0.000%
8/8/2025Cetera Investment Advisers78,413$1.64M0.0%+25.8%0.000%
8/8/2025PNC Financial Services Group Inc.4,856$102K0.0%-35.5%0.000%
8/7/2025Allworth 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%
8/5/2025Shaker 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%
7/25/2025Atria 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%


EOI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EOI shares?

During the previous two years, 81 institutional investors and hedge funds held shares of Eaton Vance Enhanced Equity Income Fund. The most heavily invested institutionals were Raymond James Financial Inc. ($22.92M), Fort Pitt Capital Group LLC ($16.74M), Kovitz Investment Group Partners LLC ($16.74M), Focus Partners Wealth ($16.04M), Raymond James & Associates ($14.03M), Bank of America Corp DE ($12.40M), and Raymond James Financial Services Advisors Inc. ($10.85M).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 70 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), Focus Partners Wealth ($780.00K), Strategic Financial Concepts LLC ($551.62K), Concurrent Investment Advisors LLC ($284.77K), Elevation Point Wealth Partners LLC ($189.60K), and Vestmark Advisory Solutions Inc. ($160.94K).

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

Institutional investors have bought a total of 1,946,181 shares in the last 24 months. This purchase volume represents approximately $39.95M in transactions.

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

Of the 27 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: Raymond James Financial Inc. ($219.74K), Guggenheim Capital LLC ($78.64K), Shaker Financial Services LLC ($66.18K), Concurrent Investment Advisors LLC ($31.29K), Kovitz Investment Group Partners LLC ($27.54K), Invesco Ltd. ($23.53K), and Ameritas Advisory Services LLC ($22.91K).

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

Institutional investors have sold a total of 578,633 shares in the last 24 months. This volume of shares sold represents approximately $11.97M in transactions.


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This page (NYSE:EOI) was last updated on 5/7/2026 by MarketBeat.com Staff.
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