Eaton Vance Enhanced Equity Income Fund
EOI- Exchange
- NYSE
- SEC CIK
- 0001300391
In the last 90 days, Eaton Vance Enhanced Equity Income Fund insiders filed 1 open-market purchase and 0 sales; 91 institutions reported holding it in 13F filings for Q2 2026, worth $178.3M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Eaton Vance Enhanced Equity Income Fund as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 68
- −3 vs. Q1 2021
- Shares held
- 7.11M
- +97.9K (+1.4%) vs. Q1 2021
- Total value
- $131.9M
- +$14.0M (+11.8%) vs. Q1 2021
- New holders
- 7
- 27 more added
- Sold out
- 10
- 13 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EOI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 91 | $178.3M |
| Q1 2026 | 85 | $181.1M |
| Q4 2025 | 89 | $183.9M |
| Q3 2025 | 84 | $178.6M |
| Q2 2025 | 79 | $173.9M |
| Q1 2025 | 83 | $156.6M |
| Q4 2024 | 84 | $170.0M |
| Q3 2024 | 82 | $163.3M |
| Q2 2024 | 80 | $170.2M |
| Q1 2024 | 81 | $154.7M |
| Q4 2023 | 77 | $140.6M |
| Q3 2023 | 74 | $131.1M |
| Q2 2023 | 76 | $134.9M |
| Q1 2023 | 76 | $113.5M |
| Q4 2022 | 79 | $114.0M |
| Q3 2022 | 68 | $105.0M |
| Q2 2022 | 70 | $114.7M |
| Q1 2022 | 72 | $135.8M |
| Q4 2021 | 74 | $146.5M |
| Q3 2021 | 69 | $126.1M |
| Q2 2021 | 68 | $131.9M |
| Q1 2021 | 71 | $118.0M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Enhanced Equity Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 100 | $2.00K | 0.00% | +100 | New |
| Hoover Financial Advisors, Inc. | 440 | $8.00K | 0.00% | +440 | New |
| Capital Advisors, Ltd. LLC | 644 | $12.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 806 | $15.0K | 0.00% | +806 | New |
| Plante Moran Financial Advisors, LLC | 1,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,000 | $19.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,087 | $20.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,105 | $21.0K | 0.02% | +16+1.5% | Added |
| FourThought Financial, LLC | 1,400 | $25.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,500 | $28.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,000 | $37.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,175 | $40.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,250 | $42.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,470 | $45.0K | 0.01% | +2,150+671.9% | Added |
| Pinnacle Bancorp, Inc. | 3,000 | $56.0K | 0.03% | 00.0% | Unchanged |
| Pacitti Group Inc. | 3,407 | $63.0K | 0.04% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 4,200 | $78.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,376 | $100.0K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 5,600 | $104.0K | 0.02% | +5,600 | New |
| American Portfolios Advisors | 7,168 | $133.0K | 0.01% | +1,352+23.2% | Added |
| Citigroup Inc | 7,888 | $146.0K | 0.00% | +524+7.1% | Added |
| The PNC Financial Services Group, Inc. | 8,533 | $159.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8,818 | $164.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 9,073 | $168.0K | 0.00% | +137+1.5% | Added |
| CWM, LLC | 9,790 | $182.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 10,000 | $186.0K | 0.05% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,534 | $196.0K | 0.01% | +10,534 | New |
| Envestnet Asset Management Inc | 10,797 | $200.0K | 0.00% | +10,797 | New |
| Stockman Wealth Management, Inc. | 11,000 | $204.0K | 0.05% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 11,639 | $216.0K | 0.02% | 00.0% | Unchanged |
| Claro Advisors LLC | 12,100 | $225.0K | 0.10% | +12,100 | New |
| Financial Advocates Investment Management | 14,107 | $262.0K | 0.02% | −400−2.8% | Reduced |
| Cetera Advisor Networks LLC | 16,107 | $299.0K | 0.00% | +2,757+20.7% | Added |
| Capital Advisors Wealth Management, LLC | 16,299 | $303.0K | 0.11% | −8,380−34.0% | Reduced |
| Flagship Harbor Advisors, LLC | 16,843 | $313.0K | 0.03% | +1,522+9.9% | Added |
| National Asset Management, Inc. | 21,501 | $400.0K | 0.01% | +45+0.2% | Added |
| First Trust Advisors LP | 21,857 | $406.0K | 0.00% | +587+2.8% | Added |
| Asset Management Corp | 22,188 | $412.0K | 0.27% | −986−4.3% | Reduced |
| Brick & Kyle, Associates | 24,552 | $454.0K | 0.24% | +8,254+50.6% | Added |
| Relative Value Partners Group, LLC | 27,890 | $518.0K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 34,220 | $635.0K | 0.00% | −150−0.4% | Reduced |
| Stifel Financial Corp | 34,894 | $648.0K | 0.00% | +1,994+6.1% | Added |
| Advisor Group Holdings, Inc. | 35,174 | $652.0K | 0.00% | −70,989−66.9% | Reduced |
| Bank of Montreal | 35,217 | $653.0K | 0.00% | −2,909−7.6% | Reduced |
| Stratos Wealth Partners, LTD. | 35,562 | $660.0K | 0.02% | −34−0.1% | Reduced |
| HighTower Advisors, LLC | 35,690 | $662.0K | 0.00% | −155−0.4% | Reduced |
| D.A. Davidson & Co. | 44,079 | $818.0K | 0.01% | +2,331+5.6% | Added |
| Eaton Vance Management | 53,384 | $991.0K | 0.00% | +11,800+28.4% | Added |
| Steward Partners Investment Advisory, LLC | 66,662 | $1.24M | 0.02% | −69,102−50.9% | Reduced |
| Commonwealth Equity Services, LLC | 84,955 | $1.58M | 0.00% | −5,556−6.1% | Reduced |
| Ameritas Investment Company, LLC | 86,209 | $1.60M | 0.08% | +79,785+1,242.0% | Added |
| Shaker Financial Services, LLC | 119,251 | $2.21M | 0.82% | −36,334−23.4% | Reduced |
| Advisors Asset Management, Inc. | 140,416 | $2.61M | 0.04% | +47,663+51.4% | Added |
| Truist Financial Corp | 143,683 | $2.67M | 0.00% | +3,355+2.4% | Added |
| Roman Butler Fullerton & Co | 152,039 | $2.82M | 1.37% | +3,185+2.1% | Added |
| Royal Bank of Canada | 169,252 | $3.14M | 0.00% | +14,366+9.3% | Added |
| UBS Group AG | 169,771 | $3.15M | 0.00% | +7,295+4.5% | Added |
| LPL Financial LLC | 188,468 | $3.50M | 0.00% | −32,962−14.9% | Reduced |
| Wells Fargo & Company | 256,217 | $4.76M | 0.00% | +14,794+6.1% | Added |
| Cohen & Steers, Inc. | 260,015 | $4.83M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 354,644 | $6.58M | 0.01% | +1,392+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 392,663 | $7.29M | 0.03% | +12,375+3.3% | Added |
| Guggenheim Capital LLC | 420,978 | $7.81M | 0.05% | +10,078+2.5% | Added |
| Morgan Stanley | 534,632 | $9.92M | 0.00% | +54,581+11.4% | Added |
| Invesco Ltd. | 611,747 | $11.4M | 0.00% | +83,303+15.8% | Added |
| Ameriprise Financial Inc | 638,159 | $11.8M | 0.00% | +10,825+1.7% | Added |
| Bank of America Corp | 694,534 | $12.9M | 0.00% | −424−0.1% | Reduced |
| Raymond James & Associates | 977,223 | $18.1M | 0.02% | +101,228+11.6% | Added |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −123,973−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −21,121−100.0% | Sold out |
| Centric Wealth Management | 0 | $0 | 0.00% | −14,875−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −13,141−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −10,348−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −2,205−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −2,002−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −1,746−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,183−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −1,218−100.0% | Sold out |