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, Q4 2022
Institutional positions in Eaton Vance Enhanced Equity Income Fund as of Dec 31, 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
- 79
- +15 vs. Q3 2022
- Shares held
- 7.63M
- +245.4K (+3.3%) vs. Q3 2022
- Total value
- $114.0M
- +$9.80M (+9.4%) vs. Q3 2022
- New holders
- 22
- 23 more added
- Sold out
- 7
- 19 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Enhanced Equity Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $15 | 0.00% | −7,500−100.0% | Reduced |
| FMR LLC | 1 | $15 | 0.00% | +1 | New |
| GWM Advisors LLC | 4,981 | $74 | 0.00% | +4,981 | New |
| Glen Eagle Advisors, LLC | 85 | $1.27K | 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% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 306 | $4.57K | 0.00% | +306 | New |
| Atwood & Palmer Inc | 350 | $5.23K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 500 | $7.46K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 500 | $7.46K | 0.00% | +500 | New |
| North Star Investment Management Corp. | 718 | $10.7K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 750 | $11.2K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 942 | $14.0K | 0.00% | +942 | New |
| Cary Street Partner Investment Advisory LLC | 999 | $14.9K | 0.00% | +999 | New |
| Belpointe Asset Management LLC | 1,000 | $14.9K | 0.00% | +1,000 | New |
| Zullo Investment Group, Inc. | 1,025 | $15.3K | 0.01% | +25+2.5% | Added |
| TSFG, LLC | 1,087 | $16.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,238 | $18.0K | 0.07% | +26+2.1% | Added |
| Grey Fox Wealth Advisors, LLC | 1,615 | $24.1K | 0.02% | +1,615 | New |
| Geneos Wealth Management Inc. | 1,736 | $25.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,020 | $30.2K | 0.00% | +2,020 | New |
| Affiance Financial, LLC | 2,100 | $31.4K | 0.01% | +2,100 | New |
| Addison Advisors LLC | 3,248 | $48.5K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 4,200 | $62.7K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4,800 | $71.7K | 0.01% | +4,800 | New |
| Elequin Capital LP | 6,946 | $103.7K | 0.03% | +6,946 | New |
| Register Financial Advisors LLC | 7,000 | $104.5K | 0.07% | +7,000 | New |
| Colonial Trust Co | 7,000 | $104.7K | 0.03% | +7,000 | New |
| Bank of Montreal | 8,752 | $132.2K | 0.00% | −237−2.6% | Reduced |
| Larson Financial Group LLC | 9,411 | $140.5K | 0.02% | −202−2.1% | Reduced |
| CWM, LLC | 9,790 | $146.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 10,178 | $152.0K | 0.01% | +10,178 | New |
| Virtu Financial LLC | 10,789 | $161.0K | 0.02% | +10,789 | New |
| Stockman Wealth Management, Inc. | 11,000 | $164.2K | 0.04% | +11,000 | New |
| Journey Strategic Wealth LLC | 11,600 | $173.2K | 0.02% | 00.0% | Unchanged |
| Commons Capital, LLC | 11,820 | $176.5K | 0.29% | +75+0.6% | Added |
| Kestra Advisory Services, LLC | 12,525 | $187.0K | 0.00% | +12,525 | New |
| Sheaff Brock Investment Advisors, LLC | 13,459 | $200.9K | 0.02% | +1,531+12.8% | Added |
| Lido Advisors, LLC | 13,512 | $201.7K | 0.00% | +13,512 | New |
| Raymond James Trust N.A. | 14,111 | $211.0K | 0.01% | +14,111 | New |
| First Trust Advisors LP | 16,882 | $252.0K | 0.00% | −3,072−15.4% | Reduced |
| Alpine Global Management, LLC | 17,808 | $266.0K | 0.09% | +17,808 | New |
| Stratos Wealth Partners, LTD. | 18,064 | $269.7K | 0.01% | −180−1.0% | Reduced |
| Flagship Harbor Advisors, LLC | 18,222 | $272.1K | 0.03% | +163+0.9% | Added |
| Guerra Pan Advisors, LLC | 23,239 | $347.0K | 0.47% | 00.0% | Unchanged |
| National Asset Management, Inc. | 24,384 | $364.1K | 0.01% | −573−2.3% | Reduced |
| Cetera Advisor Networks LLC | 26,897 | $401.6K | 0.00% | −3,180−10.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 29,354 | $438.3K | 0.00% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 29,890 | $446.3K | 0.03% | +1,000+3.5% | Added |
| Asset Management Corp | 32,164 | $480.2K | 0.40% | −5,085−13.7% | Reduced |
| Brick & Kyle, Associates | 32,304 | $482.0K | 0.28% | −5,372−14.3% | Reduced |
| Rockefeller Capital Management L.P. | 34,167 | $510.0K | 0.00% | −590−1.7% | Reduced |
| Stifel Financial Corp | 35,517 | $530.3K | 0.00% | +5,731+19.2% | Added |
| HighTower Advisors, LLC | 38,007 | $568.0K | 0.00% | +2,648+7.5% | Added |
| The PNC Financial Services Group, Inc. | 40,441 | $603.8K | 0.00% | +24,724+157.3% | Added |
| Financial Advocates Investment Management | 40,995 | $612.1K | 0.05% | +2,880+7.6% | Added |
| D.A. Davidson & Co. | 47,045 | $702.4K | 0.01% | +2,313+5.2% | Added |
| Commonwealth Equity Services, LLC | 53,544 | $799.0K | 0.00% | −6,311−10.5% | Reduced |
| Advisor Group Holdings, Inc. | 67,517 | $1.01M | 0.00% | +20,670+44.1% | Added |
| Ameritas Investment Partners, Inc. | 68,406 | $1.02M | 0.04% | +17,872+35.4% | Added |
| LPL Financial LLC | 81,253 | $1.21M | 0.00% | −5,290−6.1% | Reduced |
| International Assets Investment Management, LLC | 102,740 | $1.59M | 0.16% | +102,740 | New |
| Steward Partners Investment Advisory, LLC | 116,311 | $1.74M | 0.03% | +2,091+1.8% | Added |
| Truist Financial Corp | 151,781 | $2.27M | 0.00% | −4,827−3.1% | Reduced |
| Ameritas Advisory Services, LLC | 160,211 | $2.39M | 0.11% | +69,549+76.7% | Added |
| Roman Butler Fullerton & Co | 159,036 | $2.48M | 1.28% | +4,389+2.8% | Added |
| Advisors Asset Management, Inc. | 169,145 | $2.53M | 0.05% | +16,360+10.7% | Added |
| UBS Group AG | 213,858 | $3.19M | 0.00% | +17,395+8.9% | Added |
| Royal Bank of Canada | 262,080 | $3.91M | 0.00% | +6,675+2.6% | Added |
| Wells Fargo & Company | 315,069 | $4.70M | 0.00% | +13,467+4.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 333,231 | $4.98M | 0.01% | −7,397−2.2% | Reduced |
| Invesco Ltd. | 388,443 | $5.80M | 0.00% | −52,342−11.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 417,677 | $6.24M | 0.03% | −3,499−0.8% | Reduced |
| Bank of America Corp | 476,329 | $7.11M | 0.00% | −4,403−0.9% | Reduced |
| Ameriprise Financial Inc | 528,839 | $7.89M | 0.00% | +47,271+9.8% | Added |
| Morgan Stanley | 536,020 | $8.00M | 0.00% | −40,235−7.0% | Reduced |
| Fort Pitt Capital Group, LLC | 654,045 | $9.76M | 0.40% | +96,252+17.3% | Added |
| Guggenheim Capital LLC | 767,098 | $11.5M | 0.10% | +94,548+14.1% | Added |
| Raymond James & Associates | 906,053 | $13.5M | 0.01% | −63,737−6.6% | Reduced |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −179,198−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −13,280−100.0% | Sold out |
| Bullseye Investment Management, LLC | 0 | $0 | 0.00% | −12,750−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −12,474−100.0% | Sold out |
| West Bancorporation Inc | 0 | $0 | 0.00% | −2,143−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −679−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −534−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| Strategic Asset Management, LLC | – | – | – | – | Not filed |