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 2023
Institutional positions in Eaton Vance Enhanced Equity Income Fund as of Dec 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
- 77
- +5 vs. Q3 2023
- Shares held
- 8.49M
- +214.7K (+2.6%) vs. Q3 2023
- Total value
- $140.6M
- +$9.58M (+7.3%) vs. Q3 2023
- New holders
- 9
- 25 more added
- Sold out
- 4
- 21 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Enhanced Equity Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fort Pitt Capital Group, LLC | 912,099 | $15.1M | 0.50% | −17,132−1.8% | Reduced |
| Raymond James & Associates | 780,334 | $12.9M | 0.01% | −139,139−15.1% | Reduced |
| Guggenheim Capital LLC | 689,218 | $11.4M | 0.09% | +5,829+0.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 570,700 | $9.46M | 0.02% | +176,206+44.7% | Added |
| Morgan Stanley | 545,230 | $9.04M | 0.00% | −5,341−1.0% | Reduced |
| Ameriprise Financial Inc | 547,139 | $8.85M | 0.00% | +8,596+1.6% | Added |
| Bank of America Corp | 516,612 | $8.57M | 0.00% | +7,481+1.5% | Added |
| Invesco Ltd. | 464,295 | $7.70M | 0.00% | +53,296+13.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 446,859 | $7.41M | 0.03% | +16,696+3.9% | Added |
| Allworth Financial LP | 386,509 | $6.41M | 0.05% | −8,778−2.2% | Reduced |
| Wells Fargo & Company | 305,413 | $5.06M | 0.00% | −14,516−4.5% | Reduced |
| Royal Bank of Canada | 233,063 | $3.86M | 0.00% | −7,238−3.0% | Reduced |
| UBS Group AG | 205,623 | $3.41M | 0.00% | +519+0.3% | Added |
| Roman Butler Fullerton & Co | 176,296 | $3.00M | 1.17% | −3,544−2.0% | Reduced |
| Truist Financial Corp | 177,054 | $2.94M | 0.00% | +6,976+4.1% | Added |
| Cornerstone Advisors, LLC | 176,760 | $2.93M | 0.13% | +151,872+610.2% | Added |
| Shaker Financial Services, LLC | 97,484 | $1.62M | 0.66% | +97,484 | New |
| LPL Financial LLC | 95,848 | $1.59M | 0.00% | +6,031+6.7% | Added |
| Commonwealth Equity Services, LLC | 80,982 | $1.34M | 0.00% | +3,043+3.9% | Added |
| OxenFree Capital LLC | 76,577 | $1.27M | 1.31% | +76,577 | New |
| Steward Partners Investment Advisory, LLC | 76,367 | $1.27M | 0.02% | −7,142−8.6% | Reduced |
| Advisors Asset Management, Inc. | 66,087 | $1.10M | 0.02% | −14,458−18.0% | Reduced |
| CI Private Wealth, LLC | 50,197 | $832.3K | 0.00% | −3,187−6.0% | Reduced |
| Landscape Capital Management, L.L.C. | 49,869 | $826.8K | 0.07% | +49,869 | New |
| Advisor Group Holdings, Inc. | 49,183 | $815.4K | 0.00% | −6,823−12.2% | Reduced |
| D.A. Davidson & Co. | 48,386 | $802.2K | 0.01% | −4,858−9.1% | Reduced |
| Financial Advocates Investment Management | 46,359 | $768.6K | 0.05% | +1,164+2.6% | Added |
| Rockefeller Capital Management L.P. | 38,450 | $637.5K | 0.00% | −1,600−4.0% | Reduced |
| Stifel Financial Corp | 37,988 | $629.8K | 0.00% | +1,500+4.1% | Added |
| Atria Wealth Solutions, Inc. | 37,805 | $626.8K | 0.01% | −7,129−15.9% | Reduced |
| Brick & Kyle, Associates | 33,787 | $560.0K | 0.28% | +134+0.4% | Added |
| Cetera Advisor Networks LLC | 32,238 | $534.5K | 0.00% | +4,909+18.0% | Added |
| Raymond James Trust N.A. | 31,382 | $520.3K | 0.01% | +300+1.0% | Added |
| Guerra Pan Advisors, LLC | 30,801 | $510.7K | 0.49% | +7,562+32.5% | Added |
| Northwestern Mutual Wealth Management Co | 30,081 | $498.7K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 30,030 | $497.0K | 0.00% | −837−2.7% | Reduced |
| Relative Value Partners Group, LLC | 28,890 | $479.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 26,612 | $473.8K | 0.03% | −54,255−67.1% | Reduced |
| National Asset Management, Inc. | 24,082 | $399.3K | 0.01% | +24,082 | New |
| Flow State Investments, L.P. | 23,068 | $382.5K | 0.13% | +23,068 | New |
| Ashton Thomas Private Wealth, LLC | 21,066 | $349.3K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 17,013 | $282.1K | 0.01% | −4,276−20.1% | Reduced |
| Mariner, LLC | 15,420 | $255.7K | 0.00% | +5,000+48.0% | Added |
| CIBC Private Wealth Group, LLC | 13,943 | $231.2K | 0.00% | +13,943 | New |
| Sheaff Brock Investment Advisors, LLC | 13,578 | $225.1K | 0.02% | +34+0.3% | Added |
| WSFS Capital Management, LLC | 12,500 | $207.3K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 11,997 | $198.9K | 0.01% | −1,276−9.6% | Reduced |
| Stratos Wealth Advisors, LLC | 11,334 | $187.9K | 0.01% | +134+1.2% | Added |
| Stockman Wealth Management, Inc. | 11,000 | $182.4K | 0.04% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 10,661 | $176.8K | 0.01% | −939−8.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 10,273 | $170.3K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 9,790 | $162.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 7,000 | $115.2K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,955 | $98.7K | 0.00% | +23+0.4% | Added |
| Larson Financial Group LLC | 5,489 | $91.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,424 | $89.9K | 0.00% | −28−0.5% | Reduced |
| Hollencrest Capital Management | 4,800 | $79.6K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,248 | $53.9K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,513 | $41.0K | 0.00% | +13+0.5% | Added |
| Geneos Wealth Management Inc. | 2,336 | $38.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,056 | $34.1K | 0.00% | +9+0.4% | Added |
| Proequities, Inc. | 2,008 | $33.3K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,000 | $33.2K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 1,949 | $32.3K | 0.00% | +1,948+194,800.0% | Added |
| Creative Financial Designs Inc | 1,852 | $30.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,768 | $29.3K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,500 | $24.9K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,087 | $18.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,031 | $17.0K | 0.00% | +21+2.1% | Added |
| Barrett & Company, Inc. | 750 | $12.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 718 | $11.9K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 500 | $8.29K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 461 | $7.64K | 0.00% | +461 | New |
| Advisory Services Network, LLC | 406 | $6.73K | 0.00% | +406 | New |
| Baystate Wealth Management LLC | 202 | $3.36K | 0.00% | +202 | New |
| Impact Partnership Wealth, LLC | 116 | $1.92K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4 | $66 | 0.00% | −348−98.9% | Reduced |
| Bullseye Investment Management, LLC | 0 | $0 | 0.00% | −191,205−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −28,362−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,299−100.0% | Sold out |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| Johnson Midwest Financial, LLC | – | – | – | – | Not filed |