EOI
Eaton Vance Enhanced Equity Income Fund
1W: -0.6%
1M: +0.4%
3M: +0.5%
YTD: -2.1%
1Y: -3.9%
3Y: +47.2%
5Y: +46.5%
$19.85
+0.08 (+0.40%)
Weekly Expected Move ±1.5%
$19
$20
$20
$20
$20
Institutional Ownership — EOI
98
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
178M
Total Invested
15
New Positions
25
Increased
33
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (110 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 1,678,256 | $33M | +170,612 | +11.3% | 7Q | SEC ↗ |
| 2 | MORGAN STANLEY | 616,112 | $12M | -199,486 | -24.5% | 60Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 575,518 | $11M | +6,212 | +1.1% | 15Q | SEC ↗ |
| 4 | Cambridge Investment Research Advisors | 534,160 | $11M | -9,149 | -1.7% | 57Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 532,902 | $11M | -12,345 | -2.3% | 86Q | SEC ↗ |
| 6 | Focus Partners Wealth | 490,844 | $10M | -981,721 | -66.7% | 3Q | SEC ↗ |
| 7 | Invesco Ltd. | 450,145 | $9M | +51,374 | +12.9% | 70Q | SEC ↗ |
| 8 | LPL Financial LLC | 374,206 | $7M | +18,995 | +5.3% | 61Q | SEC ↗ |
| 9 | Shaker Financial Services, LLC NEW | 309,881 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 10 | ROMAN BUTLER FULLERTON & CO | 218,581 | $4M | -2,284 | -1.0% | 15Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 218,542 | $4M | +1,730 | +0.8% | 16Q | SEC ↗ |
| 12 | TRUIST FINANCIAL CORP | 217,008 | $4M | +16,406 | +8.2% | 27Q | SEC ↗ |
| 13 | GUGGENHEIM CAPITAL LLC | 211,996 | $4M | -27,895 | -11.6% | 64Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 202,090 | $4M | +33,979 | +20.2% | 26Q | SEC ↗ |
| 15 | ELEVATION POINT WEALTH PARTNERS, LLC | 184,826 | $4M | -3,422 | -1.8% | 4Q | SEC ↗ |
| 16 | Vestmark Advisory Solutions, Inc. | 182,526 | $4M | -3,421 | -1.8% | 4Q | SEC ↗ |
| 17 | UBS Group AG | 181,878 | $4M | -6,877 | -3.6% | 47Q | SEC ↗ |
| 18 | WOLVERINE ASSET MANAGEMENT LLC | 155,693 | $3M | +135,190 | +659.4% | 4Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 147,242 | $3M | -189,191 | -56.2% | 67Q | SEC ↗ |
| 20 | Steward Partners Investment Advisory, | 140,937 | $3M | +6,146 | +4.6% | 29Q | SEC ↗ |
| 21 | TPG Advisors LLC | 96,020 | $2M | +3,967 | +4.3% | 9Q | SEC ↗ |
| 22 | OxenFree Capital LLC | 92,825 | $2M | +12,114 | +15.0% | 11Q | SEC ↗ |
| 23 | Allworth Financial LP | 88,002 | $2M | -2,156 | -2.4% | 13Q | SEC ↗ |
| 24 | PMG Family Office LLC | 84,502 | $2M | +2,845 | +3.5% | 4Q | SEC ↗ |
| 25 | Ameritas Advisory Services, LLC | 73,852 | $1M | +19,590 | +36.1% | 19Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 72,073 | $1M | -2,571 | -3.4% | 10Q | SEC ↗ |
| 27 | Lynx Investment Advisory NEW | 55,505 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 48,976 | $972K | +8,025 | +19.6% | 34Q | SEC ↗ |
| 29 | EP Wealth Advisors, LLC NEW | 48,327 | $959K | — | +0.0% | 1Q | SEC ↗ |
| 30 | COMMONWEALTH EQUITY SERVICES, LLC | 48,047 | $954K | -5,641 | -10.5% | 35Q | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 47,654 | $946K | -2,147 | -4.3% | 24Q | SEC ↗ |
| 32 | Corient Private Wealth LP | 46,697 | $927K | — | +0.0% | 14Q | SEC ↗ |
| 33 | HighTower Advisors, LLC | 44,685 | $887K | -2,924 | -6.1% | 48Q | SEC ↗ |
| 34 | STIFEL FINANCIAL CORP | 43,599 | $865K | -1,366 | -3.0% | 34Q | SEC ↗ |
| 35 | D.A. DAVIDSON & CO. | 41,672 | $827K | -192 | -0.5% | 64Q | SEC ↗ |
| 36 | GUERRA PAN ADVISORS, LLC | 39,312 | $780K | -253 | -0.6% | 19Q | SEC ↗ |
| 37 | READYSTATE ASSET MANAGEMENT LP NEW | 36,245 | $719K | — | +0.0% | 1Q | SEC ↗ |
| 38 | David J Yvars Group | 33,185 | $659K | +11,685 | +54.3% | 3Q | SEC ↗ |
| 39 | Farther Finance Advisors, LLC | 31,966 | $635K | -60,044 | -65.3% | 7Q | SEC ↗ |
| 40 | COMMONS CAPITAL, LLC | 27,766 | $551K | +3,254 | +13.3% | 8Q | SEC ↗ |
| 41 | Sanctuary Advisors, LLC | 23,257 | $462K | -2,021 | -8.0% | 9Q | SEC ↗ |
| 42 | WCG Wealth Advisors LLC | 20,874 | $414K | — | +0.0% | 6Q | SEC ↗ |
| 43 | Brick & Kyle, Associates | 20,269 | $402K | — | +0.0% | 23Q | SEC ↗ |
| 44 | RHODES INVESTMENT ADVISORS INC /ADV | 18,275 | $363K | +285 | +1.6% | 3Q | SEC ↗ |
| 45 | &PARTNERS | 18,155 | $360K | -300 | -1.6% | 7Q | SEC ↗ |
| 46 | XTX Topco Ltd NEW | 17,008 | $338K | — | +0.0% | 1Q | SEC ↗ |
| 47 | NorthRock Partners, LLC | 16,353 | $325K | -2,932 | -15.2% | 2Q | SEC ↗ |
| 48 | WEDBUSH SECURITIES INC | 15,703 | $312K | +4,695 | +42.7% | 4Q | SEC ↗ |
| 49 | Indivisible Partners | 12,777 | $254K | — | +0.0% | 3Q | SEC ↗ |
| 50 | Stratos Wealth Advisors, LLC | 12,755 | $253K | +159 | +1.3% | 12Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| Shaker Financial Services, LLC | 309,881 | $6M |
| Lynx Investment Advisory | 55,505 | $1M |
| EP Wealth Advisors, LLC | 48,327 | $959K |
| READYSTATE ASSET MANAGEMENT LP | 36,245 | $719K |
| XTX Topco Ltd | 17,008 | $338K |
| Mariner, LLC | 12,360 | $245K |
| J.W. COLE ADVISORS, INC. | 11,883 | $236K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 10,114 | $201K |
| HORIZON FINANCIAL SERVICES, LLC | 6,350 | $126K |
| IFG Advisory, LLC | 3,853 | $76K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,333 | $66K |
| Integrated Wealth Concepts LLC | 1,154 | $23K |
| Financial Gravity Asset Management, | 530 | $11K |
| Financial Gravity Companies, Inc. | 530 | $11K |
| Providence Capital Advisors, LLC | 116 | $2K |
| IFP Advisors, Inc | 90 | $2K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ashton Thomas Private Wealth, LLC | 21,813 | $433K |
| B. Riley Wealth Advisors, Inc. | 17,825 | $354K |
| Range Advisory, LLC | 16,276 | $323K |
| Logan Stone Capital, LLC | 14,650 | $291K |
| JANE STREET GROUP, LLC | 11,365 | $226K |
| World Investment Advisors | 10,634 | $211K |
| FLAGSHIP HARBOR ADVISORS, LLC | 6,782 | $135K |
| Kestra Advisory Services, LLC | 3,268 | $65K |
| Eagle Bay Advisors LLC | 1,500 | $30K |
| Western Wealth Management, LLC | 382 | $8K |
| Advisory Services Network, LLC | 275 | $5K |
| Quent Capital, LLC | 215 | $4K |
| Karpus Management, Inc. | 210 | $4K |
| EXCHANGE TRADED CONCEPTS, LLC | 38 | $1K |
| Lifetime Wealth Management P.C. | 15 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +170,612 | +11.3% | 1,678,256 |
| WOLVERINE ASSET MANAGEMENT LLC | +135,190 | +659.4% | 155,693 |
| Invesco Ltd. | +51,374 | +12.9% | 450,145 |
| OSAIC HOLDINGS, INC. | +33,979 | +20.2% | 202,090 |
| Ameritas Advisory Services, LLC | +19,590 | +36.1% | 73,852 |
| LPL Financial LLC | +18,995 | +5.3% | 374,206 |
| TRUIST FINANCIAL CORP | +16,406 | +8.2% | 217,008 |
| OxenFree Capital LLC | +12,114 | +15.0% | 92,825 |
| David J Yvars Group | +11,685 | +54.3% | 33,185 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +8,025 | +19.6% | 48,976 |
| BANK OF AMERICA CORP /DE | +6,212 | +1.1% | 575,518 |
| Steward Partners Investment Advisor | +6,146 | +4.6% | 140,937 |
| WEDBUSH SECURITIES INC | +4,695 | +42.7% | 15,703 |
| TPG Advisors LLC | +3,967 | +4.3% | 96,020 |
| COMMONS CAPITAL, LLC | +3,254 | +13.3% | 27,766 |
| PMG Family Office LLC | +2,845 | +3.5% | 84,502 |
| AMERIPRISE FINANCIAL INC | +1,730 | +0.8% | 218,542 |
| Axiom Investment Management LLC | +1,090 | +18.0% | 7,144 |
| JONES FINANCIAL COMPANIES LLLP | +1,039 | +2664.1% | 1,078 |
| JPMORGAN CHASE & CO | +851 | +22.2% | 4,679 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Focus Partners Wealth | -981,721 | -66.7% | 490,844 |
| MORGAN STANLEY | -199,486 | -24.5% | 616,112 |
| ROYAL BANK OF CANADA | -189,191 | -56.2% | 147,242 |
| Farther Finance Advisors, LLC | -60,044 | -65.3% | 31,966 |
| GUGGENHEIM CAPITAL LLC | -27,895 | -11.6% | 211,996 |
| WELLS FARGO & COMPANY/MN | -12,345 | -2.3% | 532,902 |
| Cambridge Investment Research Advis | -9,149 | -1.7% | 534,160 |
| UBS Group AG | -6,877 | -3.6% | 181,878 |
| COMMONWEALTH EQUITY SERVICES, LLC | -5,641 | -10.5% | 48,047 |
| ELEVATION POINT WEALTH PARTNERS, LL | -3,422 | -1.8% | 184,826 |
| Vestmark Advisory Solutions, Inc. | -3,421 | -1.8% | 182,526 |
| NorthRock Partners, LLC | -2,932 | -15.2% | 16,353 |
| HighTower Advisors, LLC | -2,924 | -6.1% | 44,685 |
| Cetera Investment Advisers | -2,571 | -3.4% | 72,073 |
| Bryn Mawr Trust Advisors, LLC | -2,519 | -16.8% | 12,500 |
| ROMAN BUTLER FULLERTON & CO | -2,284 | -1.0% | 218,581 |
| Allworth Financial LP | -2,156 | -2.4% | 88,002 |
| Rockefeller Capital Management L.P. | -2,147 | -4.3% | 47,654 |
| Sanctuary Advisors, LLC | -2,021 | -8.0% | 23,257 |
| Geneos Wealth Management Inc. | -2,000 | -26.4% | 5,572 |