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 2023
Institutional positions in Eaton Vance Enhanced Equity Income Fund as of Sep 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
- 74
- −2 vs. Q2 2023
- Shares held
- 8.28M
- +104.2K (+1.3%) vs. Q2 2023
- Total value
- $131.1M
- −$3.73M (−2.8%) vs. Q2 2023
- New holders
- 5
- 28 more added
- Sold out
- 7
- 16 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Enhanced Equity Income Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fort Pitt Capital Group, LLC | 929,231 | $14.7M | 0.55% | −2,868−0.3% | Reduced |
| Raymond James & Associates | 919,473 | $14.6M | 0.01% | −69,099−7.0% | Reduced |
| Guggenheim Capital LLC | 683,389 | $10.8M | 0.09% | −29,730−4.2% | Reduced |
| Morgan Stanley | 550,571 | $8.73M | 0.00% | +8,916+1.6% | Added |
| Ameriprise Financial Inc | 538,543 | $8.51M | 0.00% | −5,521−1.0% | Reduced |
| Bank of America Corp | 509,131 | $8.07M | 0.00% | +17,339+3.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 430,163 | $6.82M | 0.03% | +8,683+2.1% | Added |
| Invesco Ltd. | 410,999 | $6.51M | 0.00% | +48,640+13.4% | Added |
| Allworth Financial LP | 395,287 | $6.27M | 0.05% | −8,386−2.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 394,494 | $6.25M | 0.01% | +22,683+6.1% | Added |
| Wells Fargo & Company | 319,929 | $5.07M | 0.00% | −1,676−0.5% | Reduced |
| Royal Bank of Canada | 240,301 | $3.81M | 0.00% | −9,772−3.9% | Reduced |
| UBS Group AG | 205,104 | $3.25M | 0.00% | +3,456+1.7% | Added |
| Bullseye Investment Management, LLC | 191,205 | $3.03M | 2.46% | +169,724+790.1% | Added |
| Roman Butler Fullerton & Co | 179,840 | $2.79M | 1.32% | +8,433+4.9% | Added |
| Truist Financial Corp | 170,078 | $2.70M | 0.00% | +6,673+4.1% | Added |
| LPL Financial LLC | 89,817 | $1.42M | 0.00% | +2,828+3.3% | Added |
| Steward Partners Investment Advisory, LLC | 83,509 | $1.32M | 0.02% | −5,239−5.9% | Reduced |
| Advisors Asset Management, Inc. | 80,545 | $1.28M | 0.03% | −20,231−20.1% | Reduced |
| Ameritas Advisory Services, LLC | 80,867 | $1.24M | 0.06% | −2,525−3.0% | Reduced |
| Commonwealth Equity Services, LLC | 77,939 | $1.24M | 0.00% | +24,821+46.7% | Added |
| Advisor Group Holdings, Inc. | 56,006 | $887.7K | 0.00% | +3,579+6.8% | Added |
| CI Private Wealth, LLC | 53,384 | $846.1K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 53,244 | $843.9K | 0.01% | +1,013+1.9% | Added |
| Financial Advocates Investment Management | 45,195 | $716.3K | 0.05% | −350−0.8% | Reduced |
| Atria Wealth Solutions, Inc. | 44,934 | $712.2K | 0.01% | +4,295+10.6% | Added |
| Rockefeller Capital Management L.P. | 40,050 | $634.8K | 0.00% | +5,883+17.2% | Added |
| Stifel Financial Corp | 36,488 | $578.3K | 0.00% | +319+0.9% | Added |
| Brick & Kyle, Associates | 33,653 | $533.0K | 0.28% | +1,682+5.3% | Added |
| Raymond James Trust N.A. | 31,082 | $492.6K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 30,867 | $490.0K | 0.00% | +152+0.5% | Added |
| International Assets Investment Management, LLC | 28,362 | $480.4K | 0.07% | +372+1.3% | Added |
| Northwestern Mutual Wealth Management Co | 30,081 | $476.8K | 0.00% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 28,890 | $457.9K | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 27,329 | $433.2K | 0.00% | +1,201+4.6% | Added |
| Cornerstone Advisors, LLC | 24,888 | $394.5K | 0.02% | −36,639−59.5% | Reduced |
| Guerra Pan Advisors, LLC | 23,239 | $368.3K | 0.43% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 21,289 | $337.4K | 0.01% | +4,294+25.3% | Added |
| Ashton Thomas Private Wealth, LLC | 21,066 | $333.9K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 13,544 | $214.7K | 0.02% | +10+0.1% | Added |
| Flagship Harbor Advisors, LLC | 13,273 | $210.4K | 0.02% | −1,641−11.0% | Reduced |
| WSFS Capital Management, LLC | 12,500 | $198.1K | 0.01% | +12,500 | New |
| Journey Strategic Wealth LLC | 11,600 | $183.9K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 11,200 | $177.5K | 0.01% | +11,200 | New |
| Stockman Wealth Management, Inc. | 11,000 | $174.3K | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 10,420 | $165.2K | 0.00% | +10,420 | New |
| Capital Advisors Wealth Management, LLC | 10,273 | $162.8K | 0.04% | −158−1.5% | Reduced |
| CWM, LLC | 9,790 | $155.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 7,000 | $114.4K | 0.03% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 7,000 | $111.0K | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,932 | $94.0K | 0.00% | −10,001−62.8% | Reduced |
| Larson Financial Group LLC | 5,489 | $87.0K | 0.01% | −1,400−20.3% | Reduced |
| GWM Advisors LLC | 5,452 | $86.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4,800 | $76.1K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 3,885 | $61.6K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,248 | $51.5K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,500 | $39.0K | 0.00% | +2,500 | New |
| Geneos Wealth Management Inc. | 2,336 | $37.0K | 0.00% | +600+34.6% | Added |
| Colonial Trust Advisors | 2,047 | $32.4K | 0.00% | +9+0.4% | Added |
| Proequities, Inc. | 2,008 | $31.8K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,000 | $31.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,852 | $29.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,768 | $28.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,500 | $23.8K | 0.00% | +1,500 | New |
| Johnson Midwest Financial, LLC | 1,300 | $20.6K | 0.05% | +9+0.7% | Added |
| Cary Street Partner Investment Advisory LLC | 1,299 | $20.6K | 0.00% | +300+30.0% | Added |
| TSFG, LLC | 1,087 | $17.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,010 | $16.0K | 0.00% | +20+2.0% | Added |
| Barrett & Company, Inc. | 750 | $11.9K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 718 | $11.4K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 500 | $7.92K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 352 | $5.58K | 0.00% | +348+8,700.0% | Added |
| Impact Partnership Wealth, LLC | 116 | $1.84K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −29,814−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −27,210−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,845−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −5,128−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −833−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |