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, Q1 2023
Institutional positions in Eaton Vance Enhanced Equity Income Fund as of Mar 31, 2023. 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
- 76
- −3 vs. Q4 2022
- Shares held
- 7.45M
- −171.7K (−2.3%) vs. Q4 2022
- Total value
- $113.5M
- −$489.3K (−0.4%) vs. Q4 2022
- New holders
- 11
- 22 more added
- Sold out
- 14
- 21 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Enhanced Equity Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 938,543 | $14.3M | 0.01% | +32,490+3.6% | Added |
| Fort Pitt Capital Group, LLC | 835,796 | $12.7M | 0.49% | +181,751+27.8% | Added |
| Guggenheim Capital LLC | 702,171 | $10.7M | 0.09% | −64,927−8.5% | Reduced |
| Morgan Stanley | 539,533 | $8.21M | 0.00% | +3,513+0.7% | Added |
| Ameriprise Financial Inc | 519,370 | $7.90M | 0.00% | −9,469−1.8% | Reduced |
| Bank of America Corp | 481,965 | $7.34M | 0.00% | +5,636+1.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 424,888 | $6.47M | 0.03% | +7,211+1.7% | Added |
| Invesco Ltd. | 337,309 | $5.13M | 0.00% | −51,134−13.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 336,223 | $5.12M | 0.01% | +2,992+0.9% | Added |
| Wells Fargo & Company | 323,207 | $4.92M | 0.00% | +8,138+2.6% | Added |
| Royal Bank of Canada | 268,636 | $4.09M | 0.00% | +6,556+2.5% | Added |
| UBS Group AG | 202,253 | $3.08M | 0.00% | −11,605−5.4% | Reduced |
| Roman Butler Fullerton & Co | 161,880 | $2.48M | 1.23% | +2,844+1.8% | Added |
| Truist Financial Corp | 161,601 | $2.46M | 0.00% | +9,820+6.5% | Added |
| Advisors Asset Management, Inc. | 103,604 | $1.58M | 0.03% | −65,541−38.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 103,261 | $1.57M | 0.03% | −13,050−11.2% | Reduced |
| Ameritas Advisory Services, LLC | 88,146 | $1.34M | 0.07% | −72,065−45.0% | Reduced |
| LPL Financial LLC | 83,923 | $1.28M | 0.00% | +2,670+3.3% | Added |
| Advisor Group Holdings, Inc. | 54,290 | $826.7K | 0.00% | −13,227−19.6% | Reduced |
| CI Private Wealth, LLC | 53,384 | $812.5K | 0.00% | +53,384 | New |
| D.A. Davidson & Co. | 47,658 | $725.4K | 0.01% | +613+1.3% | Added |
| Commonwealth Equity Services, LLC | 46,663 | $710.0K | 0.00% | −6,881−12.9% | Reduced |
| Financial Advocates Investment Management | 43,345 | $659.7K | 0.05% | +2,350+5.7% | Added |
| The PNC Financial Services Group, Inc. | 41,606 | $633.2K | 0.00% | +1,165+2.9% | Added |
| HighTower Advisors, LLC | 38,160 | $580.0K | 0.00% | +153+0.4% | Added |
| Shaker Financial Services, LLC | 37,040 | $563.7K | 0.25% | +37,040 | New |
| Stifel Financial Corp | 34,552 | $525.9K | 0.00% | −965−2.7% | Reduced |
| Rockefeller Capital Management L.P. | 34,167 | $520.0K | 0.00% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 31,800 | $484.0K | 0.28% | −504−1.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 29,354 | $446.8K | 0.00% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 28,890 | $439.7K | 0.03% | −1,000−3.3% | Reduced |
| Cetera Advisor Networks LLC | 25,177 | $383.2K | 0.00% | −1,720−6.4% | Reduced |
| National Asset Management, Inc. | 24,384 | $371.1K | 0.01% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 23,239 | $353.7K | 0.44% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 21,066 | $320.6K | 0.03% | +21,066 | New |
| Atria Wealth Solutions, Inc. | 20,771 | $316.1K | 0.00% | +20,771 | New |
| Stratos Wealth Partners, LTD. | 17,872 | $272.0K | 0.01% | −192−1.1% | Reduced |
| Flagship Harbor Advisors, LLC | 14,903 | $226.8K | 0.02% | −3,319−18.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 13,502 | $205.5K | 0.02% | +43+0.3% | Added |
| Elequin Capital LP | 12,251 | $186.5K | 0.13% | +5,305+76.4% | Added |
| Raymond James Trust N.A. | 11,611 | $177.0K | 0.01% | −2,500−17.7% | Reduced |
| Journey Strategic Wealth LLC | 11,600 | $176.6K | 0.02% | 00.0% | Unchanged |
| Commons Capital, LLC | 11,381 | $173.2K | 0.28% | −439−3.7% | Reduced |
| Stockman Wealth Management, Inc. | 11,000 | $167.4K | 0.04% | 00.0% | Unchanged |
| Asset Management Corp | 10,947 | $166.6K | 0.13% | −21,217−66.0% | Reduced |
| Virtu Financial LLC | 10,563 | $161.0K | 0.02% | −226−2.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 10,431 | $158.8K | 0.04% | +10,431 | New |
| CWM, LLC | 9,790 | $149.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9,208 | $140.2K | 0.02% | −203−2.2% | Reduced |
| Register Financial Advisors LLC | 7,000 | $106.5K | 0.08% | 00.0% | Unchanged |
| Colonial Trust Co | 7,000 | $105.9K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,452 | $83.0K | 0.00% | +471+9.5% | Added |
| Hollencrest Capital Management | 4,800 | $73.1K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 4,200 | $63.9K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,248 | $49.4K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,029 | $30.9K | 0.00% | +9+0.4% | Added |
| Proequities, Inc. | 2,008 | $30.6K | 0.00% | +2,008 | New |
| Sunbelt Securities, Inc. | 1,768 | $26.8K | 0.00% | +1,768 | New |
| Geneos Wealth Management Inc. | 1,736 | $26.4K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 1,615 | $24.6K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,369 | $20.8K | 0.00% | +1,369 | New |
| Johnson Midwest Financial, LLC | 1,265 | $19.3K | 0.03% | +27+2.2% | Added |
| TSFG, LLC | 1,087 | $17.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,000 | $15.2K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 999 | $15.2K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 969 | $15.0K | 0.00% | +27+2.9% | Added |
| Ameritas Investment Partners, Inc. | 878 | $13.4K | 0.00% | −67,528−98.7% | Reduced |
| Barrett & Company, Inc. | 750 | $11.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 718 | $10.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 591 | $8.99K | 0.00% | +591 | New |
| PSI Advisors, LLC | 500 | $7.61K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 485 | $7.38K | 0.00% | +485 | New |
| Advisory Services Network, LLC | 406 | $6.18K | 0.00% | +100+32.7% | Added |
| Glen Eagle Advisors, LLC | 85 | $1.29K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10 | $154 | 0.00% | +10 | New |
| Huntington National Bank | 1 | $15 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −102,740−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −17,808−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −16,882−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −13,512−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −12,525−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −10,178−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −8,752−100.0% | Sold out |
| Affiance Financial, LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −263−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |