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Get Institutions for : 
Eaton Vance Enhanced Equity Income Fund (EOI)  
$18.20 0.38 (2.05%) as of 4:30 Wed 5/8


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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  : 
2.55 (16.29%)  




 
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 267 - 2023-12-31 689,218 $11,427,000 5,829
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 786 - 2024-03-31 562,937 $10,262,000 -7,763
   MORGAN STANLEY 3395 - 2023-12-31 545,230 $9,040,000 -5,341
   AMERIPRISE FINANCIAL INC 1832 - 2023-12-31 547,139 $8,855,000 8,596
   BANK OF AMERICA CORP /DE/ 2506 - 2023-12-31 516,612 $8,565,000 7,481
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 521 - 2024-03-31 452,017 $8,240,000 5,158
   INVESCO LTD 1933 - 2023-12-31 464,295 $7,698,000 53,296
   HANSON MCCLAIN, INC. 156 - 2024-03-31 367,542 $6,700,000 -18,967
   WELLS FARGO & CO/MN 1913 - 2023-12-31 305,413 $5,064,000 -14,516
   ROYAL BANK OF CANADA 2077 - 2023-12-31 233,063 $3,864,000 -7,238
   UBS Group AG 2327 - 2023-12-31 205,623 $3,409,000 519
   ROMAN BUTLER FULLERTON & CO 20 - 2024-03-31 176,598 $3,154,000 302
   BB&T CORP 1063 - 2023-12-31 177,054 $2,936,000 6,976
   Cornerstone Advisors LLC 170 - 2023-12-31 176,760 $2,931,000 151,872
   SHAKER FINANCIAL SERVICES, LLC 59 - 2023-12-31 97,484 $1,616,000 97,484
   LPL FINANCIAL CORP 2597 - 2023-12-31 95,848 $1,589,000 6,031
   COMMONWEALTH EQUITY SERVICES LLC. 1945 - 2024-03-31 82,250 $1,499,000 1,268
   OxenFree Capital LLC 17 - 2024-03-31 75,653 $1,379,000 -924
   Steward Partners Investment Advisory LLC 651 - 2023-12-31 76,367 $1,266,000 -7,142
   FIXED INCOME SECURITIES INC 701 - 2023-12-31 66,087 $1,096,000 -14,458
   Financial Advocates Investment Management - 2024-03-31 46,359 $845,000 0
   CI Private Wealth LLC 1352 - 2023-12-31 50,197 $832,000 -3,187
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 271 *New 2023-12-31 49,869 $827,000 49,869
   Advisor Group Holdings Inc. 2709 - 2023-12-31 49,183 $815,000 -6,823
   DAVIDSON D A & CO 777 - 2023-12-31 48,386 $802,000 -4,858
   Rockefeller Capital Management L.P. 1281 - 2023-12-31 38,450 $638,000 -1,600
   STIFEL FINANCIAL CORP 2428 - 2023-12-31 37,988 $630,000 1,500
   Atria Wealth Solutions Inc. 1080 - 2023-12-31 37,805 $627,000 -7,129
   Brick & Kyle Associates 49 - 2023-12-31 33,787 $560,000 134
   RAYMOND JAMES TRUST CO 670 - 2024-03-31 30,582 $558,000 -800
   FINANCIAL NETWORK 1817 - 2023-12-31 32,238 $535,000 4,909
   GUERRA PAN ADVISORS LLC 58 - 2023-12-31 30,801 $511,000 7,562
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1193 - 2023-12-31 30,081 $499,000 0
   HIGHTOWER ADVISORS, LLC 2271 - 2023-12-31 30,030 $497,000 -837
   Relative Value Partners Group LLC 201 - 2023-12-31 28,890 $479,000 0
   Ameritas Advisory Services LLC 438 - 2023-12-31 26,612 $474,000 -54,255
   NATIONAL ASSET MANAGEMENT, INC. 923 - 2023-12-31 24,082 $399,000 24,082
   Flow State Investments L.P. 68 *New 2023-12-31 23,068 $382,000 23,068
   MARINER WEALTH ADVISORS, LLC 2478 - 2023-12-31 15,420 $256,000 5,000
   Stratos Wealth Partners LTD. 1153 - 2024-03-31 13,803 $252,000 -3,210
   Atlantic Trust Group LLC 1017 *New 2023-12-31 13,943 $231,000 13,943
   WSFS CAPITAL MANAGEMENT LLC - 2024-03-31 1,305 $228,000 -11,195
   Sheaff Brock Investment Advisors LLC 390 - 2023-12-31 13,578 $225,000 34
   Stratos Wealth Advisors LLC 621 - 2024-03-31 11,454 $209,000 120
   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
   JOURNEY STRATEGIC WEALTH LLC 211 - 2023-12-31 10,661 $177,000 -939
   ASSET MANAGEMENT CORP /IL/ /ADV 126 - 2023-03-31 10,947 $167,000 -21,217
   Register Financial Advisors LLC 223 - 2024-03-31 7,000 $128,000 7,000
   Colonial Trust Co / SC 361 - 2023-12-31 7,000 $115,000 0
   Larson Financial Group LLC - 2024-03-31 5,489 $100,000 0
   PNC FINANCIAL SERVICES GROUP INC 2608 - 2023-12-31 5,955 $99,000 23
   Goss Wealth Management LLC 1970 - 2023-12-31 5,424 $90,000 -28
   HOLLENCREST SECURITIES LLC - 2024-03-31 4,800 $88,000 0
   Column Capital Advisors LLC 290 - 2023-09-30 3,885 $62,000 0
   Addison Advisors LLC 340 - 2023-12-31 3,248 $54,000 0
   NBC SECURITIES INC. 1160 - 2024-03-31 2,532 $46,000 19
   Geneos Wealth Management Inc. - 2024-03-31 2,336 $43,000 0
   Sunbelt Securities Inc. 895 - 2024-03-31 2,338 $43,000 570
   PROEQUITIES INC. - 2024-03-31 2,008 $37,000 0
   COLONIAL ASSET MANAGEMENT, INC. 361 - 2023-12-31 2,056 $34,000 9
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 1,852 $34,000 0
   Eagle Bay Advisors LLC 337 - 2023-12-31 2,000 $33,000 0
   COMERICA BANK 2897 - 2023-12-31 1,500 $25,000 0
   Smartleaf Asset Management LLC *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 - 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
   BARRETT & COMPANY INC. 400 - 2024-03-31 750 $14,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. - 2024-03-31 718 $13,000 0
   PSI Advisors LLC 501 - 2024-03-31 500 $9,000 0
   ADVISORY SERVICES NETWORK, LLC 2962 *New 2023-12-31 406 $7,000 406
   BAYSTATE WEALTH MANAGEMENT LLC 979 *New 2023-12-31 202 $3,000 202
   Impact Partnership Wealth LLC 698 - 2023-12-31 116 $2,000 0
   Planned Solutions Inc. 304 *Closed 2024-03-31 0 $0 -461
   FLAGSHIP HARBOR ADVISORS LLC 683 *Closed 2024-03-31 0 $0 -11,997
   Bullseye Investment Management LLC 49 *Closed 2023-12-31 0 $0 -191,205
   Farther Finance Advisors LLC 3562 - 2023-12-31 4 $0 -348
  81 Records found
  1    
  Page 1 of 1
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