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, Q2 2023
Institutional positions in Eaton Vance Enhanced Equity Income Fund as of Jun 30, 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
- +1 vs. Q1 2023
- Shares held
- 8.18M
- +731.8K (+9.8%) vs. Q1 2023
- Total value
- $134.9M
- +$21.6M (+19.0%) vs. Q1 2023
- New holders
- 9
- 27 more added
- Sold out
- 8
- 15 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Enhanced Equity Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 988,572 | $16.3M | 0.01% | +50,029+5.3% | Added |
| Fort Pitt Capital Group, LLC | 932,099 | $15.4M | 0.57% | +96,303+11.5% | Added |
| Guggenheim Capital LLC | 713,119 | $11.8M | 0.09% | +10,948+1.6% | Added |
| Ameriprise Financial Inc | 544,064 | $8.94M | 0.00% | +24,694+4.8% | Added |
| Morgan Stanley | 541,655 | $8.93M | 0.00% | +2,122+0.4% | Added |
| Bank of America Corp | 491,792 | $8.11M | 0.00% | +9,827+2.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 421,480 | $6.95M | 0.03% | −3,408−0.8% | Reduced |
| Allworth Financial LP | 403,673 | $6.66M | 0.06% | +403,673 | New |
| Raymond James Financial Services Advisors, Inc. | 371,811 | $6.13M | 0.01% | +35,588+10.6% | Added |
| Invesco Ltd. | 362,359 | $5.98M | 0.00% | +25,050+7.4% | Added |
| Wells Fargo & Company | 321,605 | $5.30M | 0.00% | −1,602−0.5% | Reduced |
| Royal Bank of Canada | 250,073 | $4.12M | 0.00% | −18,563−6.9% | Reduced |
| UBS Group AG | 201,648 | $3.33M | 0.00% | −605−0.3% | Reduced |
| Roman Butler Fullerton & Co | 171,407 | $2.89M | 1.32% | +9,527+5.9% | Added |
| Truist Financial Corp | 163,405 | $2.69M | 0.00% | +1,804+1.1% | Added |
| Advisors Asset Management, Inc. | 100,776 | $1.66M | 0.03% | −2,828−2.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 88,748 | $1.46M | 0.02% | −14,513−14.1% | Reduced |
| LPL Financial LLC | 86,989 | $1.43M | 0.00% | +3,066+3.7% | Added |
| Ameritas Advisory Services, LLC | 83,392 | $1.37M | 0.18% | −4,754−5.4% | Reduced |
| Cornerstone Advisors, LLC | 61,527 | $1.01M | 0.05% | +61,527 | New |
| CI Private Wealth, LLC | 53,384 | $880.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 53,118 | $876.0K | 0.00% | +6,455+13.8% | Added |
| Advisor Group Holdings, Inc. | 52,427 | $864.6K | 0.00% | −1,863−3.4% | Reduced |
| D.A. Davidson & Co. | 52,231 | $861.3K | 0.01% | +4,573+9.6% | Added |
| Financial Advocates Investment Management | 45,545 | $751.0K | 0.06% | +2,200+5.1% | Added |
| Atria Wealth Solutions, Inc. | 40,639 | $670.1K | 0.01% | +19,868+95.7% | Added |
| Stifel Financial Corp | 36,169 | $596.5K | 0.00% | +1,617+4.7% | Added |
| Rockefeller Capital Management L.P. | 34,167 | $563.4K | 0.00% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 31,971 | $530.0K | 0.28% | +171+0.5% | Added |
| Raymond James Trust N.A. | 31,082 | $513.0K | 0.01% | +19,471+167.7% | Added |
| HighTower Advisors, LLC | 30,715 | $507.0K | 0.00% | −7,445−19.5% | Reduced |
| International Assets Investment Management, LLC | 27,990 | $499.3K | 0.07% | +27,990 | New |
| Northwestern Mutual Wealth Management Co | 30,081 | $496.0K | 0.00% | +727+2.5% | Added |
| Shaker Financial Services, LLC | 29,814 | $491.6K | 0.21% | −7,226−19.5% | Reduced |
| Relative Value Partners Group, LLC | 28,890 | $476.4K | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 27,210 | $448.7K | 0.01% | +2,826+11.6% | Added |
| Cetera Advisor Networks LLC | 26,128 | $430.9K | 0.00% | +951+3.8% | Added |
| Guerra Pan Advisors, LLC | 23,239 | $383.2K | 0.43% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 21,481 | $354.2K | 0.26% | +21,481 | New |
| Ashton Thomas Private Wealth, LLC | 21,066 | $347.4K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 16,995 | $280.3K | 0.01% | −877−4.9% | Reduced |
| The PNC Financial Services Group, Inc. | 15,933 | $262.7K | 0.00% | −25,673−61.7% | Reduced |
| Flagship Harbor Advisors, LLC | 14,914 | $245.9K | 0.02% | +11+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,534 | $223.2K | 0.02% | +32+0.2% | Added |
| Virtu Financial LLC | 11,845 | $195.0K | 0.01% | +1,282+12.1% | Added |
| Journey Strategic Wealth LLC | 11,600 | $191.3K | 0.01% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 11,000 | $181.4K | 0.04% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 10,431 | $172.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 9,790 | $161.0K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 7,000 | $115.4K | 0.08% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6,889 | $113.6K | 0.01% | −2,319−25.2% | Reduced |
| Colonial Trust Co | 7,000 | $113.4K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,452 | $89.9K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 5,128 | $84.6K | 0.02% | +5,128 | New |
| Hollencrest Capital Management | 4,800 | $79.2K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 3,885 | $64.1K | 0.01% | −315−7.5% | Reduced |
| Addison Advisors LLC | 3,248 | $53.6K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,038 | $33.6K | 0.00% | +9+0.4% | Added |
| Proequities, Inc. | 2,008 | $33.1K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,000 | $33.0K | 0.02% | +2,000 | New |
| Creative Financial Designs Inc | 1,852 | $30.5K | 0.00% | +1,852 | New |
| Sunbelt Securities, Inc. | 1,768 | $29.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,736 | $28.6K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,291 | $21.3K | 0.02% | +26+2.1% | Added |
| TSFG, LLC | 1,087 | $18.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 999 | $16.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 990 | $16.0K | 0.00% | +21+2.2% | Added |
| Elequin Capital LP | 833 | $13.7K | 0.01% | −11,418−93.2% | Reduced |
| Barrett & Company, Inc. | 750 | $12.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 718 | $11.8K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 500 | $8.24K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 116 | $1.91K | 0.00% | +116 | New |
| Glen Eagle Advisors, LLC | 85 | $1.40K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10 | $167 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4 | $66 | 0.00% | +4 | New |
| Huntington National Bank | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Commons Capital, LLC | 0 | $0 | 0.00% | −11,381−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,615−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,369−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −878−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −591−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| Asset Management Corp | – | – | – | – | Not filed |