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Get Institutions for : 
Eaton Vance Enhanced Equity Income Fund (EOI)  
$18.45 0.18 (0.99%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 74    2
Total shares held : 
 8,433,357  
% of shares held : 
 21.53%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 114,019  
% of shares held change : 
   0.29%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $15.69  
Last Quarter's Ending Price : 
 $16.58  
Last Quarter's Average Price : 
 $15.65  
Change from last quarter's     
avg. price to the last closing  : 
2.80 (17.89%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 87,949
 1.04%
 
Increased Positions :
26
 556,780
 6.6%
 
Unchanged Positions :
21
 203,283
 2.41%
 
Decreased Positions :
21
-302,844
-3.59%
 
Closed Positions :
4
-227,866
-2.7%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FORT PITT CAPITAL GROUP LLC 40 - 2024-03-31 876,057 $15,971,000 -36,042
   RAYMOND JAMES & ASSOCIATES 1021 - 2024-03-31 702,574 $12,808,000 -77,760
   GUGGENHEIM CAPITAL LLC 259 - 2024-03-31 655,049 $11,942,000 -34,169
   MORGAN STANLEY 3263 - 2024-03-31 580,231 $10,578,000 35,001
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 786 - 2024-03-31 562,937 $10,262,000 -7,763
   AMERIPRISE FINANCIAL INC 1727 - 2024-03-31 557,351 $10,159,000 10,212
   BANK OF AMERICA CORP /DE/ 2465 - 2024-03-31 547,387 $9,979,000 30,775
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 521 - 2024-03-31 452,017 $8,240,000 5,158
   WELLS FARGO & CO/MN 1774 - 2024-03-31 380,222 $6,931,000 74,809
   INVESCO LTD 1992 - 2024-03-31 378,087 $6,893,000 -86,208
   HANSON MCCLAIN, INC. 156 - 2024-03-31 367,542 $6,700,000 -18,967
   Cornerstone Advisors LLC 145 - 2024-03-31 226,249 $4,125,000 49,489
   UBS Group AG 2408 - 2024-03-31 211,558 $3,857,000 5,935
   BB&T CORP 1059 - 2024-03-31 177,434 $3,235,000 380
   ROMAN BUTLER FULLERTON & CO 20 - 2024-03-31 176,598 $3,154,000 302
   Concurrent Investment Advisors LLC 182 *New 2024-03-31 159,614 $2,910,000 159,614
   ROYAL BANK OF CANADA 2443 - 2024-03-31 121,025 $2,205,000 -112,038
   LPL FINANCIAL CORP 2527 - 2024-03-31 105,616 $1,925,000 9,768
   COMMONWEALTH EQUITY SERVICES LLC. 1945 - 2024-03-31 82,250 $1,499,000 1,268
   Ameritas Advisory Services LLC 296 - 2024-03-31 80,783 $1,451,000 54,171
   OxenFree Capital LLC 17 - 2024-03-31 75,653 $1,379,000 -924
   Steward Partners Investment Advisory LLC 695 - 2024-03-31 75,233 $1,371,000 -1,134
   Advisor Group Holdings Inc. 2174 - 2024-03-31 65,087 $1,186,000 15,904
   FIXED INCOME SECURITIES INC 699 - 2024-03-31 64,682 $1,179,000 -1,405
   Cetera Investment Advisers 2132 *New 2024-03-31 50,260 $916,000 50,260
   CI Private Wealth LLC 1330 - 2024-03-31 50,197 $915,000 0
   DAVIDSON D A & CO 789 - 2024-03-31 46,394 $846,000 -1,992
   Financial Advocates Investment Management 340 - 2024-03-31 46,359 $845,000 0
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 363 - 2024-03-31 41,612 $759,000 -8,257
   Rockefeller Capital Management L.P. 1358 - 2024-03-31 39,539 $721,000 1,089
   SHAKER FINANCIAL SERVICES, LLC 93 - 2024-03-31 38,357 $699,000 -59,127
   STIFEL FINANCIAL CORP 2413 - 2024-03-31 37,750 $688,000 -238
   HIGHTOWER ADVISORS, LLC 2026 - 2024-03-31 37,176 $680,000 7,146
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1173 - 2024-03-31 32,904 $600,000 2,823
   Brick & Kyle Associates 50 - 2024-03-31 32,449 $595,000 -1,338
   FINANCIAL NETWORK 1813 - 2024-03-31 32,277 $588,000 39
   RAYMOND JAMES TRUST CO 670 - 2024-03-31 30,582 $558,000 -800
   GUERRA PAN ADVISORS LLC 54 - 2024-03-31 29,129 $531,000 -1,672
   JANE STREET GROUP LLC 3856 *New 2024-03-31 27,215 $496,000 27,215
   Relative Value Partners Group LLC 193 - 2024-03-31 28,890 $491,000 0
   Atria Wealth Solutions Inc. 1495 - 2024-03-31 17,814 $325,000 -19,991
   MULTIFINANCIAL SECURITIES CORP 1923 *New 2024-03-31 16,758 $305,000 16,758
   Atlantic Trust Group LLC 1001 - 2024-03-31 15,065 $275,000 1,122
   Stratos Wealth Partners LTD. 1153 - 2024-03-31 13,803 $252,000 -3,210
   Sheaff Brock Investment Advisors LLC 388 - 2024-03-31 13,623 $248,000 45
   WSFS CAPITAL MANAGEMENT LLC 370 - 2024-03-31 1,305 $228,000 -11,195
   HRT FINANCIAL LLC 1620 *New 2024-03-31 11,818 $215,000 11,818
   Stratos Wealth Advisors LLC 621 - 2024-03-31 11,454 $209,000 120
   IEQ CAPITAL LLC 883 *New 2024-03-31 11,000 $201,000 11,000
   JOURNEY STRATEGIC WEALTH LLC 292 - 2024-03-31 10,661 $194,000 0
   MARINER WEALTH ADVISORS, LLC 2783 - 2024-03-31 10,420 $190,000 -5,000
   Capital Advisors Wealth Management LLC 153 - 2024-03-31 10,273 $187,000 0
   CWM LLC 1551 - 2024-03-31 9,790 $178,000 0
   ASSET MANAGEMENT CORP /IL/ /ADV 126 - 2023-03-31 10,947 $167,000 -21,217
   Colonial Trust Co / SC 352 - 2024-03-31 7,000 $128,000 0
   Register Financial Advisors LLC 223 - 2024-03-31 7,000 $128,000 7,000
   Larson Financial Group LLC 540 - 2024-03-31 5,489 $100,000 0
   Goss Wealth Management LLC 2053 - 2024-03-31 5,424 $99,000 0
   PNC FINANCIAL SERVICES GROUP INC 2668 - 2024-03-31 4,856 $89,000 -1,099
   HOLLENCREST SECURITIES LLC 386 - 2024-03-31 4,800 $88,000 0
   Column Capital Advisors LLC 290 - 2023-09-30 3,885 $62,000 0
   Addison Advisors LLC 336 - 2024-03-31 3,248 $59,000 0
   NBC SECURITIES INC. 1160 - 2024-03-31 2,532 $46,000 19
   Geneos Wealth Management Inc. 1115 - 2024-03-31 2,336 $43,000 0
   Sunbelt Securities Inc. 895 - 2024-03-31 2,338 $43,000 570
   COLONIAL ASSET MANAGEMENT, INC. 363 - 2024-03-31 2,004 $37,000 -52
   PROEQUITIES INC. 1302 - 2024-03-31 2,008 $37,000 0
   Eagle Bay Advisors LLC 344 - 2024-03-31 2,000 $36,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 829 - 2024-03-31 1,852 $34,000 0
   COMERICA BANK 2935 - 2024-03-31 1,500 $27,000 0
   Smartleaf Asset Management LLC 705 *New 2024-03-31 1,407 $23,000 1,407
   Johnson Midwest Financial LLC 137 - 2023-09-30 1,300 $21,000 9
   HUNTINGTON NATIONAL BANK 1072 - 2024-03-31 1,137 $21,000 -812
   TSFG LLC 372 - 2024-03-31 1,087 $20,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1537 - 2024-03-31 1,051 $19,000 20
   Beacon Capital Management LLC 469 *New 2024-03-31 1,012 $18,000 1,012
   BARRETT & COMPANY INC. 400 - 2024-03-31 750 $14,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 814 - 2024-03-31 718 $13,000 0
   LRI Investments LLC 494 - 2024-03-31 604 $11,000 0
   PSI Advisors LLC 501 - 2024-03-31 500 $9,000 0
   US BANCORP 3462 *New 2024-03-31 290 $5,000 290
   TOWER RESEARCH CAPITAL LLC 4820 *New 2024-03-31 234 $4,000 234
   BAYSTATE WEALTH MANAGEMENT LLC 979 *New 2023-12-31 202 $3,000 202
   Impact Partnership Wealth LLC 574 - 2024-03-31 116 $2,000 0
   Planned Solutions Inc. 304 *Closed 2024-03-31 0 $0 -461
   NATIONAL ASSET MANAGEMENT, INC. 1463 *Closed 2024-03-31 0 $0 -24,082
   FLAGSHIP HARBOR ADVISORS LLC 683 *Closed 2024-03-31 0 $0 -11,997
   Flow State Investments L.P. 187 *Closed 2024-03-31 0 $0 -23,068
   ADVISORY SERVICES NETWORK, LLC 3854 *Closed 2024-03-31 0 $0 -406
   Farther Finance Advisors LLC 3382 - 2024-03-31 4 $0 0
  90 Records found
  1    
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