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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 4 | $66 | 0.00% | −348−98.9% | Reduced |
| Impact Partnership Wealth, LLC | 116 | $1.92K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 202 | $3.36K | 0.00% | +202 | New |
| Advisory Services Network, LLC | 406 | $6.73K | 0.00% | +406 | New |
| Planned Solutions, Inc. | 461 | $7.64K | 0.00% | +461 | New |
| PSI Advisors, LLC | 500 | $8.29K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 718 | $11.9K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 750 | $12.4K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,031 | $17.0K | 0.00% | +21+2.1% | Added |
| TSFG, LLC | 1,087 | $18.0K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 1,500 | $24.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,768 | $29.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,852 | $30.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,949 | $32.3K | 0.00% | +1,948+194,800.0% | Added |
| Eagle Bay Advisors LLC | 2,000 | $33.2K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 2,008 | $33.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,056 | $34.1K | 0.00% | +9+0.4% | Added |
| Geneos Wealth Management Inc. | 2,336 | $38.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,513 | $41.0K | 0.00% | +13+0.5% | Added |
| Addison Advisors LLC | 3,248 | $53.9K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4,800 | $79.6K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,424 | $89.9K | 0.00% | −28−0.5% | Reduced |
| Larson Financial Group LLC | 5,489 | $91.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,955 | $98.7K | 0.00% | +23+0.4% | Added |
| Colonial Trust Co | 7,000 | $115.2K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 9,790 | $162.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 10,273 | $170.3K | 0.04% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 10,661 | $176.8K | 0.01% | −939−8.1% | Reduced |
| Stockman Wealth Management, Inc. | 11,000 | $182.4K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 11,334 | $187.9K | 0.01% | +134+1.2% | Added |
| Flagship Harbor Advisors, LLC | 11,997 | $198.9K | 0.01% | −1,276−9.6% | Reduced |
| WSFS Capital Management, LLC | 12,500 | $207.3K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 13,578 | $225.1K | 0.02% | +34+0.3% | Added |
| CIBC Private Wealth Group, LLC | 13,943 | $231.2K | 0.00% | +13,943 | New |
| Mariner, LLC | 15,420 | $255.7K | 0.00% | +5,000+48.0% | Added |
| Stratos Wealth Partners, LTD. | 17,013 | $282.1K | 0.01% | −4,276−20.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 21,066 | $349.3K | 0.02% | 00.0% | Unchanged |
| Flow State Investments, L.P. | 23,068 | $382.5K | 0.13% | +23,068 | New |
| National Asset Management, Inc. | 24,082 | $399.3K | 0.01% | +24,082 | New |
| Ameritas Advisory Services, LLC | 26,612 | $473.8K | 0.03% | −54,255−67.1% | Reduced |
| Relative Value Partners Group, LLC | 28,890 | $479.0K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 30,030 | $497.0K | 0.00% | −837−2.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 30,081 | $498.7K | 0.00% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 30,801 | $510.7K | 0.49% | +7,562+32.5% | Added |
| Raymond James Trust N.A. | 31,382 | $520.3K | 0.01% | +300+1.0% | Added |
| Cetera Advisor Networks LLC | 32,238 | $534.5K | 0.00% | +4,909+18.0% | Added |
| Brick & Kyle, Associates | 33,787 | $560.0K | 0.28% | +134+0.4% | Added |
| Atria Wealth Solutions, Inc. | 37,805 | $626.8K | 0.01% | −7,129−15.9% | Reduced |
| Stifel Financial Corp | 37,988 | $629.8K | 0.00% | +1,500+4.1% | Added |
| Rockefeller Capital Management L.P. | 38,450 | $637.5K | 0.00% | −1,600−4.0% | Reduced |
| Financial Advocates Investment Management | 46,359 | $768.6K | 0.05% | +1,164+2.6% | Added |
| D.A. Davidson & Co. | 48,386 | $802.2K | 0.01% | −4,858−9.1% | Reduced |
| Advisor Group Holdings, Inc. | 49,183 | $815.4K | 0.00% | −6,823−12.2% | Reduced |
| Landscape Capital Management, L.L.C. | 49,869 | $826.8K | 0.07% | +49,869 | New |
| CI Private Wealth, LLC | 50,197 | $832.3K | 0.00% | −3,187−6.0% | Reduced |
| Advisors Asset Management, Inc. | 66,087 | $1.10M | 0.02% | −14,458−18.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 76,367 | $1.27M | 0.02% | −7,142−8.6% | Reduced |
| OxenFree Capital LLC | 76,577 | $1.27M | 1.31% | +76,577 | New |
| Commonwealth Equity Services, LLC | 80,982 | $1.34M | 0.00% | +3,043+3.9% | Added |
| LPL Financial LLC | 95,848 | $1.59M | 0.00% | +6,031+6.7% | Added |
| Shaker Financial Services, LLC | 97,484 | $1.62M | 0.66% | +97,484 | New |
| Cornerstone Advisors, LLC | 176,760 | $2.93M | 0.13% | +151,872+610.2% | Added |
| Truist Financial Corp | 177,054 | $2.94M | 0.00% | +6,976+4.1% | Added |
| Roman Butler Fullerton & Co | 176,296 | $3.00M | 1.17% | −3,544−2.0% | Reduced |
| UBS Group AG | 205,623 | $3.41M | 0.00% | +519+0.3% | Added |
| Royal Bank of Canada | 233,063 | $3.86M | 0.00% | −7,238−3.0% | Reduced |
| Wells Fargo & Company | 305,413 | $5.06M | 0.00% | −14,516−4.5% | Reduced |
| Allworth Financial LP | 386,509 | $6.41M | 0.05% | −8,778−2.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 446,859 | $7.41M | 0.03% | +16,696+3.9% | Added |
| Invesco Ltd. | 464,295 | $7.70M | 0.00% | +53,296+13.0% | Added |
| Bank of America Corp | 516,612 | $8.57M | 0.00% | +7,481+1.5% | Added |
| Ameriprise Financial Inc | 547,139 | $8.85M | 0.00% | +8,596+1.6% | Added |
| Morgan Stanley | 545,230 | $9.04M | 0.00% | −5,341−1.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 570,700 | $9.46M | 0.02% | +176,206+44.7% | Added |
| Guggenheim Capital LLC | 689,218 | $11.4M | 0.09% | +5,829+0.9% | Added |
| Raymond James & Associates | 780,334 | $12.9M | 0.01% | −139,139−15.1% | Reduced |
| Fort Pitt Capital Group, LLC | 912,099 | $15.1M | 0.50% | −17,132−1.8% | 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 |