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S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China

Eaton Vance Enhanced Equity Income Fund (EOI) Institutional Ownership

$17.87
-0.03 (-0.17%)
(As of 04/18/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$29.60M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$11.28M
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EOI Institutional Buying and Selling by Quarter

Eaton Vance Enhanced Equity Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2024Register Financial Advisors LLC7,000$128K0.1%N/A0.000%
4/15/2024Sunbelt Securities Inc.2,338$43K0.0%+32.2%0.000%
4/11/2024 Fort Pitt Capital Group LLC876,057$15.97M0.5%-4.0%0.000%
3/15/2024B. Riley Wealth Advisors Inc.24,082$399K0.0%N/A0.000%
2/15/2024Flow State Investments L.P.23,068$382K0.1%N/A0.000%
2/14/2024Royal Bank of Canada233,063$3.86M0.0%-3.0%0.000%
2/13/2024Cetera Advisor Networks LLC32,238$535K0.0%+18.0%0.000%
2/13/2024CIBC Private Wealth Group LLC13,943$231K0.0%N/A0.000%
2/12/2024Stifel Financial Corp37,988$630K0.0%+4.1%0.000%
2/12/2024Steward Partners Investment Advisory LLC76,367$1.27M0.0%-8.6%0.000%
2/9/2024Cambridge Investment Research Advisors Inc.446,859$7.41M0.0%+3.9%0.000%
2/9/2024Journey Strategic Wealth LLC10,661$177K0.0%-8.1%0.000%
2/9/2024Corient Private Wealth LLC50,197$832K0.0%-6.0%0.000%
2/9/2024D.A. Davidson & CO.48,386$802K0.0%-9.1%0.000%
2/9/2024Cornerstone Advisors LLC176,760$2.93M0.1%+610.2%0.000%
2/8/2024Financial Advocates Investment Management46,359$769K0.0%+2.6%0.000%
2/7/2024Shaker Financial Services LLC97,484$1.62M0.7%N/A0.000%
2/2/2024Truist Financial Corp177,054$2.94M0.0%+4.1%0.000%
2/2/2024Atria Wealth Solutions Inc.37,805$627K0.0%-15.9%0.000%
1/31/2024Roman Butler Fullerton & Co.176,296$3.00M1.2%-2.0%0.000%
1/30/2024Guerra Pan Advisors LLC30,801$511K0.5%+32.5%0.000%
1/29/2024OxenFree Capital LLC76,577$1.27M1.3%N/A0.000%
1/24/2024Stratos Wealth Partners LTD.17,013$282K0.0%-20.1%0.000%
1/24/2024Allworth Financial LP386,509$6.41M0.0%-2.2%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.570,700$9.46M0.0%+44.7%0.000%
1/16/2024Raymond James & Associates780,334$12.94M0.0%-15.1%0.000%
11/15/2023Brick & Kyle Associates33,653$533K0.3%+5.3%0.000%
11/15/2023Royal Bank of Canada240,301$3.81M0.0%-3.9%0.000%
11/15/2023Ameriprise Financial Inc.538,543$8.51M0.0%-1.0%0.000%
11/15/2023Advisors Asset Management Inc.80,545$1.28M0.0%-20.1%0.000%
11/13/2023Mariner LLC10,420$165K0.0%N/A0.000%
11/13/2023LPL Financial LLC89,817$1.42M0.0%+3.3%0.000%
11/13/2023Invesco Ltd.410,999$6.51M0.0%+13.4%0.000%
11/13/2023PNC Financial Services Group Inc.5,932$94K0.0%-62.8%0.000%
11/9/2023Cornerstone Advisors LLC24,888$394K0.0%-59.5%0.000%
11/9/2023UBS Group AG205,104$3.25M0.0%+1.7%0.000%
11/8/2023D.A. Davidson & CO.53,244$844K0.0%+1.9%0.000%
11/8/2023Atria Wealth Solutions Inc.44,934$712K0.0%+10.6%0.000%
11/8/2023Bryn Mawr Capital Management LLC12,500$198K0.0%N/A0.000%
11/7/2023 Fort Pitt Capital Group LLC929,231$14.73M0.6%-0.3%0.000%
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11/4/2023 NBC Securities Inc.2,500$39K0.0%N/A0.000%
11/3/2023Larson Financial Group LLC5,489$87K0.0%-20.3%0.000%
10/31/2023Allworth Financial LP395,287$6.27M0.1%-2.1%0.000%
10/24/2023Stratos Wealth Advisors LLC11,200$178K0.0%N/A0.000%
10/24/2023Stratos Wealth Partners LTD.21,289$337K0.0%+25.3%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.394,494$6.25M0.0%+6.1%0.000%
10/24/2023Raymond James & Associates919,473$14.57M0.0%-7.0%0.000%
10/24/2023Cambridge Investment Research Advisors Inc.430,163$6.82M0.0%+2.1%0.000%
10/23/2023Commonwealth Equity Services LLC77,939$1.24M0.0%+46.7%0.000%
10/18/2023Roman Butler Fullerton & Co.179,840$2.79M1.3%+4.9%0.000%
10/17/2023Flagship Harbor Advisors LLC13,273$210K0.0%-11.0%0.000%
8/21/2023Osaic Holdings Inc.52,427$865K0.0%-3.4%0.000%
8/15/2023Wells Fargo & Company MN321,605$5.30M0.0%-0.5%0.000%
8/15/2023Raymond James Trust N.A.31,082$513K0.0%+167.7%0.000%
8/15/2023Royal Bank of Canada250,073$4.12M0.0%-6.9%0.000%
8/15/2023Stifel Financial Corp36,169$596K0.0%+4.7%0.000%
8/11/2023Cornerstone Advisors LLC61,527$1.02M0.0%N/A0.000%
8/11/2023Guggenheim Capital LLC713,119$11.76M0.1%+1.6%0.000%
8/11/2023D.A. Davidson & CO.52,231$861K0.0%+9.6%0.000%
8/11/2023PNC Financial Services Group Inc.15,933$263K0.0%-61.7%0.000%
8/10/2023Osaic Holdings Inc.52,427$865K0.0%-3.4%0.000%
8/10/2023Commonwealth Equity Services LLC53,118$876K0.0%+13.8%0.000%
8/10/2023Cetera Advisor Networks LLC26,128$431K0.0%+3.8%0.000%
8/9/2023Center for Financial Planning Inc.5,128$85K0.0%N/A0.000%
8/7/2023Shaker Financial Services LLC29,814$492K0.2%-19.5%0.000%
8/3/2023Atria Wealth Solutions Inc.40,639$670K0.0%+95.7%0.000%
8/3/2023Larson Financial Group LLC6,889$114K0.0%-25.2%0.000%
8/1/2023Truist Financial Corp163,405$2.70M0.0%+1.1%0.000%
7/31/2023LPL Financial LLC86,989$1.43M0.0%+3.7%0.000%
7/28/2023 Fort Pitt Capital Group LLC932,099$15.37M0.6%+11.5%0.000%
7/27/2023Virtu Financial LLC11,845$195K0.0%+12.1%0.000%
7/27/2023B. Riley Wealth Advisors Inc.27,210$449K0.0%+11.6%0.000%
7/26/2023Creative Financial Designs Inc. ADV1,852$31K0.0%N/A0.000%
7/25/2023Raymond James Financial Services Advisors Inc.371,811$6.13M0.0%+10.6%0.000%
7/25/2023Raymond James & Associates988,572$16.30M0.0%+5.3%0.000%
7/25/2023Ameritas Advisory Services LLC83,392$1.37M0.2%-5.4%0.000%
7/25/2023Roman Butler Fullerton & Co.171,407$2.89M1.3%+5.9%0.000%
7/20/2023 International Assets Investment Management LLC27,990$499K0.1%N/A0.000%
7/18/2023Allworth Financial LP403,673$6.66M0.1%N/A0.000%
7/18/2023Stratos Wealth Partners LTD.16,995$280K0.0%-4.9%0.000%
7/13/2023Cambridge Investment Research Advisors Inc.421,480$6.95M0.0%-0.8%0.000%
6/28/2023Relative Value Partners Group LLC28,890$440K0.0%-3.3%0.000%
6/14/2023Atria Wealth Solutions Inc.20,771$316K0.0%N/A0.000%
5/22/2023Ameriprise Financial Inc.519,370$7.90M0.0%-1.8%0.000%
5/17/2023Sunbelt Securities Inc.1,768$27K0.0%N/A0.000%
5/16/2023 Fort Pitt Capital Group LLC835,796$12.72M0.5%+27.8%0.000%
5/16/2023Steward Partners Investment Advisory LLC103,261$1.57M0.0%-11.2%0.000%
5/15/2023Relative Value Partners Group LLC28,890$440K0.0%-3.3%0.000%
5/12/2023Stifel Financial Corp34,552$526K0.0%-2.7%0.000%
5/12/2023Advisors Asset Management Inc.103,604$1.58M0.0%-38.7%0.000%
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5/12/2023Bank of America Corp DE481,965$7.34M0.0%+1.2%0.000%
5/12/2023UBS Group AG202,253$3.08M0.0%-5.4%0.000%
5/11/2023Cambridge Investment Research Advisors Inc.424,888$6.47M0.0%+1.7%0.000%
5/11/2023Financial Advocates Investment Management43,345$660K0.0%+5.7%0.000%
5/11/2023Elequin Securities LLC12,251$186K0.1%+76.4%0.000%
5/11/2023Commonwealth Equity Services LLC46,663$710K0.0%-12.9%0.000%
5/11/2023Guggenheim Capital LLC702,171$10.69M0.1%-8.5%0.000%
5/10/2023LPL Financial LLC83,923$1.28M0.0%+3.3%0.000%
5/8/2023Shaker Financial Services LLC37,040$564K0.2%N/A0.000%
5/5/2023Truist Financial Corp161,601$2.46M0.0%+6.5%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, 72 institutional investors and hedge funds held shares of Eaton Vance Enhanced Equity Income Fund. The most heavily invested institutionals were Fort Pitt Capital Group LLC ($15.97M), Raymond James & Associates ($12.94M), Guggenheim Capital LLC ($11.76M), Raymond James Financial Services Advisors Inc. ($9.46M), Ameriprise Financial Inc. ($8.51M), Morgan Stanley ($8.00M), and Cambridge Investment Research Advisors Inc. ($7.41M).Learn more on EOI's institutional investors.

Which institutional investors have been buying Eaton Vance Enhanced Equity Income Fund stock?

Of the 64 institutional investors that purchased Eaton Vance Enhanced Equity Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fort Pitt Capital Group LLC ($931.94K), Allworth Financial LP ($403.67K), Shaker Financial Services LLC ($313.72K), Raymond James Financial Services Advisors Inc. ($237.47K), Cornerstone Advisors LLC ($213.40K), International Assets Investment Management LLC ($130.73K), and Raymond James & Associates ($104.79K).

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

Institutional investors have bought a total of 3,540,202 shares in the last 24 months. This purchase volume represents approximately $57.46M in transactions.

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

Of the 38 institutional investors that sold Eaton Vance Enhanced Equity Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($283.80K), Advisors Asset Management Inc. ($120.79K), Invesco Ltd. ($104.74K), Ameritas Advisory Services LLC ($79.81K), Guggenheim Capital LLC ($79.69K), Cambridge Investment Research Advisors Inc. ($66.50K), and Bank of America Corp DE ($50.67K).

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

Institutional investors have sold a total of 1,252,443 shares in the last 24 months. This volume of shares sold represents approximately $20.29M in transactions.


This page (NYSE:EOI) was last updated on 4/18/2024 by MarketBeat.com Staff

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