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, Q3 2022
Institutional positions in Eaton Vance Enhanced Equity Income Fund as of Sep 30, 2022. 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
- −2 vs. Q2 2022
- Shares held
- 7.44M
- −316.9K (−4.1%) vs. Q2 2022
- Total value
- $105.0M
- −$9.66M (−8.4%) vs. Q2 2022
- New holders
- 6
- 28 more added
- Sold out
- 8
- 18 more reduced
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Enhanced Equity Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 85 | $1.20K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 142 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 263 | $4.00K | 0.00% | −229−46.5% | Reduced |
| Atwood & Palmer Inc | 350 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 534 | $7.00K | 0.00% | +12+2.3% | Added |
| PSI Advisors, LLC | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 718 | $10.0K | 0.00% | −8,000−91.8% | Reduced |
| Strategic Asset Management, LLC | 700 | $10.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 679 | $10.0K | 0.00% | +679 | New |
| Barrett & Company, Inc. | 750 | $11.2K | 0.01% | +750 | New |
| Zullo Investment Group, Inc. | 1,000 | $14.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,087 | $15.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,212 | $17.0K | 0.06% | +34+2.9% | Added |
| FourThought Financial, LLC | 1,414 | $20.0K | 0.00% | +14+1.0% | Added |
| Geneos Wealth Management Inc. | 1,736 | $24.0K | 0.00% | +1,018+141.8% | Added |
| West Bancorporation Inc | 2,143 | $30.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,248 | $46.0K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 4,200 | $59.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,816 | $67.9K | 0.00% | −1,352−21.9% | Reduced |
| Huntington National Bank | 7,501 | $106.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9,613 | $136.0K | 0.02% | +9,613 | New |
| CWM, LLC | 9,790 | $138.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 8,989 | $142.0K | 0.00% | +8,989 | New |
| Journey Strategic Wealth LLC | 11,600 | $164.0K | 0.02% | +250+2.2% | Added |
| Commons Capital, LLC | 11,745 | $166.0K | 0.26% | +84+0.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,928 | $168.0K | 0.02% | +239+2.0% | Added |
| Landscape Capital Management, L.L.C. | 12,474 | $176.0K | 0.02% | +12,474 | New |
| Bullseye Investment Management, LLC | 12,750 | $180.0K | 0.20% | +12,750 | New |
| Claro Advisors LLC | 13,280 | $196.0K | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15,717 | $222.0K | 0.00% | −1,326−7.8% | Reduced |
| Flagship Harbor Advisors, LLC | 18,059 | $255.0K | 0.03% | +47+0.3% | Added |
| Stratos Wealth Partners, LTD. | 18,244 | $257.0K | 0.01% | −1,409−7.2% | Reduced |
| First Trust Advisors LP | 19,954 | $281.0K | 0.00% | −1,279−6.0% | Reduced |
| Guerra Pan Advisors, LLC | 23,239 | $342.0K | 0.50% | 00.0% | Unchanged |
| National Asset Management, Inc. | 24,957 | $352.0K | 0.01% | +2,045+8.9% | Added |
| Relative Value Partners Group, LLC | 28,890 | $407.0K | 0.03% | −1,000−3.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 29,354 | $414.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 29,786 | $420.0K | 0.00% | +314+1.1% | Added |
| Cetera Advisor Networks LLC | 30,077 | $424.0K | 0.01% | +2,612+9.5% | Added |
| Rockefeller Capital Management L.P. | 34,757 | $490.0K | 0.00% | +11,533+49.7% | Added |
| HighTower Advisors, LLC | 35,359 | $498.0K | 0.00% | −159−0.4% | Reduced |
| Asset Management Corp | 37,249 | $525.0K | 0.42% | +246+0.7% | Added |
| Brick & Kyle, Associates | 37,676 | $532.0K | 0.32% | +2,227+6.3% | Added |
| Financial Advocates Investment Management | 38,115 | $537.0K | 0.05% | +4,489+13.3% | Added |
| D.A. Davidson & Co. | 44,732 | $631.0K | 0.01% | +413+0.9% | Added |
| Advisor Group Holdings, Inc. | 46,847 | $661.0K | 0.00% | −323−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 50,534 | $712.0K | 0.03% | +23,200+84.9% | Added |
| Eaton Vance Management | 53,384 | $753.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 59,855 | $843.0K | 0.00% | −1,730−2.8% | Reduced |
| LPL Financial LLC | 86,543 | $1.22M | 0.00% | +1,851+2.2% | Added |
| Ameritas Advisory Services, LLC | 90,662 | $1.28M | 0.08% | −2,986−3.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 114,220 | $1.61M | 0.03% | +9,240+8.8% | Added |
| Advisors Asset Management, Inc. | 152,785 | $2.15M | 0.04% | +21,839+16.7% | Added |
| Truist Financial Corp | 156,608 | $2.21M | 0.00% | +110.0% | Added |
| Roman Butler Fullerton & Co | 154,647 | $2.22M | 1.41% | +13,971+9.9% | Added |
| Shaker Financial Services, LLC | 179,198 | $2.53M | 1.25% | +97,250+118.7% | Added |
| UBS Group AG | 196,463 | $2.77M | 0.00% | −4,845−2.4% | Reduced |
| Royal Bank of Canada | 255,405 | $3.60M | 0.00% | +51,934+25.5% | Added |
| Wells Fargo & Company | 301,602 | $4.25M | 0.00% | +19,625+7.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 340,628 | $4.80M | 0.01% | +502+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 421,176 | $5.94M | 0.03% | −12,254−2.8% | Reduced |
| Invesco Ltd. | 440,785 | $6.21M | 0.00% | −24,841−5.3% | Reduced |
| Bank of America Corp | 480,732 | $6.78M | 0.00% | −33,898−6.6% | Reduced |
| Ameriprise Financial Inc | 481,568 | $6.79M | 0.00% | −413,906−46.2% | Reduced |
| Fort Pitt Capital Group, LLC | 557,793 | $7.87M | 0.36% | +1570.0% | Added |
| Morgan Stanley | 576,255 | $8.13M | 0.00% | −30,503−5.0% | Reduced |
| Guggenheim Capital LLC | 672,550 | $9.48M | 0.09% | −14,759−2.1% | Reduced |
| Raymond James & Associates | 969,790 | $13.7M | 0.01% | +22,269+2.4% | Added |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −37,125−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −16,294−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −13,375−100.0% | Sold out |
| Meridian Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |