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Get Institutions for : 
Eaton Vance Enhanced Equity Income Fund (EOI)  
$18.98 0.09 (0.48%) as of 4:30 Wed 6/12


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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
$16.51  
Last Quarter's Ending Price : 
$18.23  
Last Quarter's Average Price
$17.54  
Change from last quarter's     
avg. price to the last closing  : 
1.44 (8.21%)  




 
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: 
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 period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   CI Private Wealth LLC 1330 - 2024-03-31 50,197 $915,000 0
   Financial Advocates Investment Management 340 - 2024-03-31 46,359 $845,000 0
   Relative Value Partners Group LLC 193 - 2024-03-31 28,890 $491,000 0
   JOURNEY STRATEGIC WEALTH LLC 292 - 2024-03-31 10,661 $194,000 0
   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
   Colonial Trust Co / SC 352 - 2024-03-31 7,000 $128,000 0
   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
   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
   Geneos Wealth Management Inc. 1115 - 2024-03-31 2,336 $43,000 0
   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
   TSFG LLC 372 - 2024-03-31 1,087 $20,000 0
   BARRETT & COMPANY INC. 400 - 2024-03-31 750 $14,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 814 - 2024-03-31 718 $13,000 0
   PSI Advisors LLC 501 - 2024-03-31 500 $9,000 0
   Impact Partnership Wealth LLC 574 - 2024-03-31 116 $2,000 0
   Farther Finance Advisors LLC 3382 - 2024-03-31 4 $0 0

  23 Records found
  1    
  Page 1 of 1
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