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Eaton Vance Enhanced Equity Income Fund (EOI) Institutional Ownership

Eaton Vance Enhanced Equity Income Fund logo
$20.15 +0.04 (+0.20%)
Closing price 07/15/2026 03:59 PM Eastern
Extended Trading
$20.14 -0.01 (-0.05%)
As of 07/15/2026 04:43 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 Massive. Learn more.
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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)
45
Total
Institutional Inflows
(last 12 months)
$38.45M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$12.19M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/26/2026Axiom 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%
4/17/2026 OxenFree 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%
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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%
1/15/2026 OxenFree Capital LLC68,099$1.40M0.7%+4.5%0.000%
1/12/2026 David J Yvars Group21,128$434K0.2%N/A0.000%
1/5/2026Commons 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%
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%
11/3/2025Truist Financial Corp177,340$3.72M0.0%+3.9%0.000%
10/28/2025Wolverine Asset Management LLC4,060$85K0.0%N/A0.000%
10/27/2025Concurrent Investment Advisors LLC253,486$5.32M0.1%-11.0%0.000%
10/22/2025Shaker Financial Services LLC24,965$524K0.2%+4.2%0.000%
10/22/2025D.A. Davidson & CO.43,905$922K0.0%-2.4%0.000%
10/14/2025Farther 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%
8/18/2025Geneos 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%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
8/13/2025Northwestern Mutual Wealth Management Co.40,151$840K0.0%+20.2%0.000%
8/12/2025J.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%
8/6/2025Bryn Mawr Trust Advisors LLC14,053$294K0.0%+12.4%0.000%
8/5/2025Shaker Financial Services LLC23,958$501K0.2%-71.4%0.000%


EOI Institutional Ownership - Frequently Asked Questions

During the previous two years, 79 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), Raymond James Financial Services Advisors Inc. ($10.85M), and Bank of America Corp DE ($10.69M).Learn more on Eaton Vance Enhanced Equity Income Fund's institutional investors.

Of the 68 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), Elevation Point Wealth Partners LLC ($189.60K), Vestmark Advisory Solutions Inc. ($160.94K), and Concurrent Investment Advisors LLC ($125.16K).

Institutional investors have bought a total of 1,864,850 shares in the last 24 months. This purchase volume represents approximately $38.45M in transactions.

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: Raymond James Financial Inc. ($219.74K), Guggenheim Capital LLC ($78.64K), Shaker Financial Services LLC ($66.18K), Bank of America Corp DE ($39.94K), Concurrent Investment Advisors LLC ($31.29K), Ameritas Advisory Services LLC ($22.91K), and Invesco Ltd. ($19.17K).

Institutional investors have sold a total of 590,153 shares in the last 24 months. This volume of shares sold represents approximately $12.19M in transactions.


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This page (NYSE:EOI) was last updated on 7/16/2026 by MarketBeat.com Staff.
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