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Eaton Vance Enhanced Equity Income Fund (EOI) Institutional Ownership

Eaton Vance Enhanced Equity Income Fund logo
$19.90 -0.21 (-1.05%)
Closing price 03:58 PM Eastern
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$19.88 -0.02 (-0.12%)
As of 07:30 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)
52
Total
Institutional Inflows
(last 12 months)
$98.10M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$8.96M
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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
10/14/2026Shaker Financial Services LLC273,850$5.44M1.8%N/A0.000%
10/9/2026David J Yvars Group37,904$753K0.3%+14.2%0.000%
10/8/2026Farther Finance Advisors LLC39,902$793K0.0%+24.8%0.000%
10/7/2026OxenFree Capital LLC91,364$1.83M0.8%-1.6%0.000%
9/11/2026Bullseye Investment Management LLC1,300$26K0.0%N/A0.000%
9/9/2026NorthRock Partners LLC16,353$322K0.0%-15.2%0.000%
9/8/2026Allworth Financial LP88,002$1.73M0.0%-2.4%0.000%
8/26/2026HighTower Advisors LLC65,479$1.34M0.0%+37.5%0.000%
8/23/2026Readystate Asset Management LP36,245$713K0.0%N/A0.000%
8/23/2026Ameritas Advisory Services LLC73,852$1.45M0.0%+36.1%0.000%
8/20/2026Northwestern Mutual Wealth Management Co.57,356$1.15M0.0%+40.1%0.000%
8/20/2026Wedbush Securities Inc.15,703$309K0.0%+42.7%0.000%
8/17/2026Corient Private Wealth LP76,592$1.58M0.0%N/A0.000%
8/17/2026Bank of America Corp DE1,676,517$35.58M0.0%N/A0.000%
8/13/2026Sanctuary Advisors LLC42,290$877K0.0%N/A0.000%
8/13/2026Burk Holdings LLC10,274$226K0.1%N/A0.000%
8/12/2026Elevation Point Wealth Partners LLC184,826$3.63M0.1%N/A0.000%
8/12/2026Northwestern Mutual Wealth Management Co.57,356$1.15M0.0%N/A0.000%
8/12/2026Landscape Capital Management L.L.C.88,826$1.93M0.1%N/A0.000%
8/12/2026EP Wealth Advisors LLC48,327$950K0.0%N/A0.000%
8/12/2026Ieq Capital LLC11,000$216K0.0%N/A0.000%
8/12/2026Fund Advisors of America Inc FL103,085$2.27M2.1%N/A0.000%
8/11/2026Allworth Financial LP92,092$1.82M0.0%N/A0.000%
8/10/2026Empirical Asset Management LLC13,011$287K0.1%N/A0.000%
8/10/2026Chancellor Financial Group WB LP35,613$785K0.5%N/A0.000%
8/7/2026Perigon Wealth Management LLC12,381$273K0.0%N/A0.000%
8/7/2026Roman Butler Fullerton & Co.306,453$6.30M1.5%N/A0.000%
8/3/2026Bryn Mawr Trust Advisors LLC12,500$246K0.0%N/A0.000%
7/9/2026OxenFree Capital LLC92,825$1.83M0.8%+15.0%0.000%
7/7/2026David J Yvars Group33,185$652K0.3%+54.3%0.000%
5/26/2026Axiom Investment Management LLC6,054$114K0.1%N/A0.000%
5/19/2026Bank of America Corp DE569,306$10.69M0.0%-4.4%0.000%
5/18/2026Royal Bank of Canada336,433$6.32M0.0%+2.3%0.000%
5/13/2026Cetera Investment Advisers74,644$1.40M0.0%-13.2%0.000%
5/5/2026Sanctuary Advisors LLC25,278$475K0.0%-5.9%0.000%
5/1/2026Fifth Third Bancorp1,500$28K0.0%N/A0.000%
4/30/2026Roman Butler Fullerton & Co.220,865$4.34M1.2%+0.5%0.000%
4/27/2026Elevation Point Wealth Partners LLC188,248$3.54M0.1%-0.7%0.000%
4/22/2026TPG Advisors LLC92,053$1.73M1.1%-13.6%0.000%
4/17/2026PMG Family Office LLC81,657$1.53M1.7%+7.2%0.000%
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4/17/2026OxenFree Capital LLC80,711$1.61M0.8%+18.5%0.000%
3/13/2026World 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%
2/13/2026Kestra 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%
2/12/2026Elevation 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%
2/12/2026Wedbush Securities Inc.11,028$227K0.0%+11.7%0.000%
2/11/2026LPL Financial LLC259,117$5.33M0.0%+5.9%0.000%
2/11/2026J.W. Cole Advisors Inc.13,006$267K0.0%-5.7%0.000%
2/6/2026HighTower 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%
2/4/2026World Investment Advisors10,634$219K0.0%N/A0.000%
2/4/2026Bryn Mawr Trust Advisors LLC15,019$309K0.0%+6.9%0.000%
2/3/2026Indivisible Partners16,177$333K0.0%N/A0.000%
2/2/2026Wolverine Asset Management LLC81,237$1.67M0.0%+1,900.9%0.000%
2/2/2026Truist Financial Corp189,573$3.90M0.0%+6.9%0.000%
1/29/2026D.A. Davidson & CO.41,672$857K0.0%-5.1%0.000%
1/29/2026Sanctuary Advisors LLC26,871$552K0.0%-11.2%0.000%
1/28/2026Geneos Wealth Management Inc.7,572$156K0.0%+31.2%0.000%
1/28/2026PMG Family Office LLC76,143$1.57M1.8%+0.9%0.000%
1/26/2026Shaker Financial Services LLC18,473$380K0.1%-26.0%0.000%
1/26/2026Roman Butler Fullerton & Co.219,694$4.55M1.2%+6.4%0.000%
1/23/2026Farther Finance Advisors LLC6,275$129K0.0%-22.4%0.000%
1/23/2026Eagle Bay Advisors LLC1,500$31K0.0%N/A0.000%
1/21/2026TPG Advisors LLC106,522$2.19M1.4%+3.1%0.000%
1/21/2026Flagship Harbor Advisors LLC6,782$139K0.0%N/A0.000%
1/15/2026OxenFree Capital LLC68,099$1.40M0.7%+4.5%0.000%
1/12/2026David J Yvars Group21,128$434K0.2%N/A0.000%
1/5/2026Commons Capital LLC17,751$365K0.2%+6.7%0.000%
1/1/2026JPMorgan Chase & Co.4,428$93K0.0%+15.7%0.000%
12/22/2025PMG 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%
11/17/2025Elevation 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%
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11/13/2025UBS Group AG190,755$4.01M0.0%+2.8%0.000%
11/12/2025Commons 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%
11/6/2025Wedbush Securities Inc.9,871$207K0.0%N/A0.000%
11/6/2025TPG Advisors LLC103,292$2.17M1.4%+4.7%0.000%
11/6/2025Roman Butler Fullerton & Co.206,476$4.28M1.2%+3.7%0.000%
11/5/2025J.W. Cole Advisors Inc.13,798$290K0.0%+13.9%0.000%


EOI Institutional Ownership - Frequently Asked Questions

During the previous two years, 86 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 75 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 4,899,506 shares in the last 24 months. This purchase volume represents approximately $98.10M 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), TPG Advisors LLC ($14.47K), and Cetera Investment Advisers ($11.40K).

Institutional investors have sold a total of 436,354 shares in the last 24 months. This volume of shares sold represents approximately $8.96M in transactions.


Related Companies

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 10/14/2026. New 13F filings are added each quarter as they're published.
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