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Eaton Vance Enhanced Equity Income Fund (EOI) Institutional Ownership

Eaton Vance Enhanced Equity Income Fund logo
$19.98 +0.01 (+0.05%)
As of 03:54 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)
51
Total
Institutional Inflows
(last 12 months)
$92.41M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$9.28M
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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
8/26/2026 HighTower Advisors LLC65,479$1.34M0.0%+37.5%0.000%
8/23/2026 Readystate Asset Management LP36,245$713K0.0%N/A0.000%
8/23/2026 Ameritas Advisory Services LLC73,852$1.45M0.0%+36.1%0.000%
8/20/2026 Northwestern Mutual Wealth Management Co.57,356$1.15M0.0%+40.1%0.000%
8/20/2026 Wedbush Securities Inc.15,703$309K0.0%+42.7%0.000%
8/17/2026 Corient Private Wealth LP76,592$1.58M0.0%N/A0.000%
8/17/2026 Bank of America Corp DE1,676,517$35.58M0.0%N/A0.000%
8/13/2026 Sanctuary Advisors LLC42,290$877K0.0%N/A0.000%
8/13/2026 Burk Holdings LLC10,274$226K0.1%N/A0.000%
8/12/2026 Elevation Point Wealth Partners LLC184,826$3.63M0.1%N/A0.000%
8/12/2026 Northwestern Mutual Wealth Management Co.57,356$1.15M0.0%N/A0.000%
8/12/2026 Landscape Capital Management L.L.C.88,826$1.93M0.1%N/A0.000%
8/12/2026 EP Wealth Advisors LLC48,327$950K0.0%N/A0.000%
8/12/2026 Ieq Capital LLC11,000$216K0.0%N/A0.000%
8/12/2026 Fund Advisors of America Inc FL103,085$2.27M2.1%N/A0.000%
8/11/2026 Allworth Financial LP92,092$1.82M0.0%N/A0.000%
8/10/2026 Empirical Asset Management LLC13,011$287K0.1%N/A0.000%
8/10/2026 Chancellor Financial Group WB LP35,613$785K0.5%N/A0.000%
8/7/2026 Perigon Wealth Management LLC12,381$273K0.0%N/A0.000%
8/7/2026 Roman Butler Fullerton & Co.306,453$6.30M1.5%N/A0.000%
8/3/2026 Bryn Mawr Trust Advisors LLC12,500$246K0.0%N/A0.000%
7/9/2026 OxenFree Capital LLC92,825$1.83M0.8%+15.0%0.000%
7/7/2026 David J Yvars Group33,185$652K0.3%+54.3%0.000%
5/26/2026 Axiom Investment Management LLC6,054$114K0.1%N/A0.000%
5/19/2026 Bank of America Corp DE569,306$10.69M0.0%-4.4%0.000%
5/18/2026 Royal Bank of Canada336,433$6.32M0.0%+2.3%0.000%
5/13/2026 Cetera Investment Advisers74,644$1.40M0.0%-13.2%0.000%
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%
2/19/2026 TMB Capital Partners LLC10,853$223K0.1%N/A0.000%
2/19/2026 Invesco Ltd.459,475$9.45M0.0%+6.4%0.000%
2/18/2026 Readystate Asset Management LP100,290$2.06M0.1%N/A0.000%
2/17/2026 Guggenheim Capital LLC242,400$4.98M0.0%-24.5%0.000%
2/17/2026 Cetera Investment Advisers86,043$1.77M0.0%+3.7%0.000%
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2/17/2026 Osaic Holdings Inc.200,999$4.13M0.0%+4.4%0.000%
2/17/2026 &PARTNERS20,235$416K0.0%+17.3%0.000%
2/17/2026 Royal Bank of Canada328,825$6.76M0.0%+4.9%0.000%
2/16/2026 Focus Partners Wealth779,999$16.04M0.0%N/A0.000%
2/16/2026 Landscape 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%
2/13/2026 Brick & Kyle Associates21,069$433K0.2%-2.3%0.000%
2/13/2026 Wells 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%
2/12/2026 Steward 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%
2/5/2026 Allworth Financial LP94,604$1.95M0.0%-3.2%0.000%
2/4/2026 Ameritas 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%
1/26/2026 Shaker 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%
1/1/2026 JPMorgan Chase & Co.4,428$93K0.0%+15.7%0.000%
12/22/2025 PMG Family Office LLC75,443$1.58M1.8%N/A0.000%
12/2/2025 Allworth 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%
11/17/2025 Bank of America Corp DE590,245$12.40M0.0%+2.6%0.000%
11/17/2025 Ameriprise Financial Inc.212,178$4.45M0.0%+5.5%0.000%
11/14/2025 Raymond James Financial Inc.1,091,308$22.92M0.0%-15.4%0.000%
11/13/2025 Invesco 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%
11/10/2025 Kovitz Investment Group Partners LLC797,177$16.74M0.1%-0.7%0.000%
11/10/2025 Vestmark Advisory Solutions Inc.160,942$3.38M0.1%N/A0.000%
11/7/2025 JPMorgan Chase & Co.4,428$93K0.0%+15.7%0.000%
11/6/2025 Ameritas Advisory Services LLC77,429$1.63M0.1%-4.0%0.000%
11/6/2025 Wedbush Securities Inc.9,871$207K0.0%N/A0.000%
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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%
10/22/2025 Shaker 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%


EOI Institutional Ownership - Frequently Asked Questions

During the previous two years, 84 institutional investors and hedge funds held shares of Eaton Vance Enhanced Equity Income Fund. The most heavily invested institutionals were Bank of America Corp DE ($35.58M), 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), and Wells Fargo & Company MN ($10.57M).Learn more on Eaton Vance Enhanced Equity Income Fund's institutional investors.

Of the 74 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), Bank of America Corp DE ($1.72M), Kovitz Investment Group Partners LLC ($836.49K), Focus Partners Wealth ($780.00K), Strategic Financial Concepts LLC ($378.01K), Elevation Point Wealth Partners LLC ($374.43K), and Roman Butler Fullerton & Co. ($344.61K).

Institutional investors have bought a total of 4,612,701 shares in the last 24 months. This purchase volume represents approximately $92.41M in transactions.

Of the 22 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. ($199.09K), Guggenheim Capital LLC ($78.64K), Concurrent Investment Advisors LLC ($31.29K), Bank of America Corp DE ($26.45K), Ameritas Advisory Services LLC ($22.91K), OxenFree Capital LLC ($18.69K), and TPG Advisors LLC ($14.47K).

Institutional investors have sold a total of 450,992 shares in the last 24 months. This volume of shares sold represents approximately $9.28M in transactions.


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Institutional ownership data for NYSE:EOI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.
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