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.
Q4 2024 vs. Q3 2024
How the institutions holding Eaton Vance Enhanced Equity Income Fund changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 82 | 4 | 84 | +6 |
| Shares | 8.07M | 2.10M | 8.18M | +2.21M (+37.0%) |
| Value | $163.3M | $42.5M | $170.0M | +$49.2M (+40.7%) |
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held Eaton Vance Enhanced Equity Income Fund at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Inc | 1,307,077 | $27.1M | 0.01% |
| International Assets Investment Management, LLC | 42,800 | $888.1K | 0.07% |
| Wiley Bros.-Aintree Capital, LLC | 16,421 | $341.1K | 0.00% |
| Farther Finance Advisors, LLC | 4,713 | $97.9K | 0.00% |
| Elequin Capital LP | 4,669 | $97.0K | 0.01% |
| Principal Securities, Inc. | 1,170 | $24.3K | 0.00% |
| Curio Wealth, LLC | 1,019 | $21.2K | 0.01% |
| Financial Gravity Companies, Inc. | 530 | $11.0K | 0.00% |
| VSM Wealth Advisory, LLC | 530 | $11.0K | 0.00% |
| Transce3nd, LLC | 393 | $8.16K | 0.00% |
| Tower Research Capital LLC (TRC) | 185 | $3.84K | 0.00% |
| Investment Counsel Co of Nevada | 90 | $1.86K | 0.00% |
Sold out (6)
Institutions that held Eaton Vance Enhanced Equity Income Fund at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Cornerstone Advisors, LLC | 102,352 | $2.07M |
| Tradewinds, LLC. | 10,623 | $214.9K |
| Addison Advisors LLC | 3,248 | $65.7K |
| Strategic Investment Solutions, Inc. | 977 | $19.8K |
| Planned Solutions, Inc. | 461 | $9.33K |
| FMR LLC | 1 | $20 |
Not filed for Q4 2024 yet (4)
Institutions that held Eaton Vance Enhanced Equity Income Fund at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Fort Pitt Capital Group, LLC | 827,681 | $16.7M |
| Raymond James & Associates | 693,650 | $14.0M |
| Raymond James Financial Services Advisors, Inc. | 550,534 | $11.1M |
| Raymond James Trust N.A. | 30,832 | $623.7K |