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.
Q4 2021 vs. Q3 2021
How the institutions holding Eaton Vance Enhanced Equity Income Fund changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 69 | 1 | 74 | +6 |
| Shares | 7.03M | 92.7K | 7.27M | +325.8K (+4.7%) |
| Value | $126.1M | $1.66M | $146.5M | +$22.1M (+17.7%) |
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (18)
Institutions that held Eaton Vance Enhanced Equity Income Fund at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Ameritas Advisory Services, LLC | 96,721 | $1.95M | 0.07% |
| Guerra Pan Advisors, LLC | 23,239 | $468.0K | 0.46% |
| Journey Strategic Wealth LLC | 10,975 | $221.0K | 0.02% |
| Commons Capital, LLC | 10,943 | $221.0K | 0.22% |
| Virtu Financial LLC | 10,848 | $219.0K | 0.02% |
| CWM, LLC | 9,790 | $197.0K | 0.00% |
| Huntington National Bank | 7,501 | $151.0K | 0.00% |
| Brewin Dolphin Ltd | 4,660 | $94.0K | 0.00% |
| Addison Advisors LLC | 3,248 | $65.0K | 0.04% |
| Confluence Wealth Services, Inc. | 2,388 | $48.0K | 0.02% |
| West Bancorporation Inc | 2,143 | $43.0K | 0.03% |
| Clearstead Advisors, LLC | 1,000 | $20.0K | 0.00% |
| Zullo Investment Group, Inc. | 1,000 | $20.0K | 0.01% |
| Ameritas Investment Partners, Inc. | 704 | $14.0K | 0.00% |
| Retirement Planning Co of New England, Inc. | 611 | $12.0K | 0.01% |
| Ellis Investment Partners, LLC | 502 | $10.0K | 0.00% |
| Atwood & Palmer Inc | 350 | $7.00K | 0.00% |
| Tower Research Capital LLC (TRC) | 300 | $6.00K | 0.00% |
Sold out (12)
Institutions that held Eaton Vance Enhanced Equity Income Fund at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Shaker Financial Services, LLC | 31,849 | $570.0K |
| Capital Advisors Wealth Management, LLC | 16,060 | $287.0K |
| Jane Street Group, LLC | 10,157 | $182.0K |
| Wesbanco Bank Inc | 10,063 | $180.0K |
| Harbour Investments, Inc. | 5,376 | $96.0K |
| Pacitti Group Inc. | 3,407 | $61.0K |
| Citigroup Inc | 2,625 | $47.0K |
| Wolverine Asset Management LLC | 1,099 | $19.0K |
| Plante Moran Financial Advisors, LLC | 1,000 | $18.0K |
| Herold Advisors, Inc. | 900 | $16.0K |
| Arkadios Wealth Advisors | 780 | $13.0K |
| FMR LLC | 1 | $0 |
Not filed for Q4 2021 yet (1)
Institutions that held Eaton Vance Enhanced Equity Income Fund at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Ameritas Investment Company, LLC | 92,667 | $1.66M |