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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 2022 vs. Q3 2022

How the institutions holding Eaton Vance Enhanced Equity Income Fund changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of EOI: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders68479+15
Shares7.44M60.3K7.63M+245.4K (+3.3%)
Value$105.0M$850.9K$114.0M+$9.80M (+9.4%)

4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (22)

Institutions that held Eaton Vance Enhanced Equity Income Fund at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to EOI in Q4 2022
InstitutionSharesValue% of portfolio
International Assets Investment Management, LLC102,740$1.59M0.16%
Alpine Global Management, LLC17,808$266.0K0.09%
Raymond James Trust N.A.14,111$211.0K0.01%
Lido Advisors, LLC13,512$201.7K0.00%
Kestra Advisory Services, LLC12,525$187.0K0.00%
Stockman Wealth Management, Inc.11,000$164.2K0.04%
Virtu Financial LLC10,789$161.0K0.02%
Money Concepts Capital Corp10,178$152.0K0.01%
Colonial Trust Co7,000$104.7K0.03%
Register Financial Advisors LLC7,000$104.5K0.07%
Elequin Capital LP6,946$103.7K0.03%
Hollencrest Capital Management4,800$71.7K0.01%
Affiance Financial, LLC2,100$31.4K0.01%
Colonial Trust Advisors2,020$30.2K0.00%
Grey Fox Wealth Advisors, LLC1,615$24.1K0.02%
Belpointe Asset Management LLC1,000$14.9K0.00%
Cary Street Partner Investment Advisory LLC999$14.9K0.00%
Benjamin F. Edwards & Company, Inc.942$14.0K0.00%
Romano Brothers and Company500$7.46K0.00%
Advisory Services Network, LLC306$4.57K0.00%
GWM Advisors LLC4,981$740.00%
FMR LLC1$150.00%

Sold out (7)

Institutions that held Eaton Vance Enhanced Equity Income Fund at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of EOI in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Shaker Financial Services, LLC179,198$2.53M
Claro Advisors LLC13,280$196.0K
Bullseye Investment Management, LLC12,750$180.0K
Landscape Capital Management, L.L.C.12,474$176.0K
West Bancorporation Inc2,143$30.0K
Tradition Wealth Management, LLC679$10.0K
Ellis Investment Partners, LLC534$7.00K

Not filed for Q4 2022 yet (4)

Institutions that held Eaton Vance Enhanced Equity Income Fund at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EOI in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management53,384$753.0K
American Portfolios Advisors4,816$67.9K
FourThought Financial, LLC1,414$20.0K
Strategic Asset Management, LLC700$10.0K