Eaton Vance Enhanced Eq IncmEOI
13F holders, Q1 2024 (March 31)81holders
$18.24avg. 13F price*
At the end of Q1 2024, 81 institutions reported holding Eaton Vance Enhanced Eq Incm (EOI) in their 13F filings. The largest holders were Fort Pitt Capital Group, LLC ($16.0M), Raymond James & Associates ($12.8M) and Guggenheim Capital LLC ($11.9M).
- Company
- Eaton Vance Enhanced Eq Incm
- CUSIP
- 278274105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $4.9M |
| Exits | 5 | $995K |
Ownership 81 holders
| Fort Pitt Capital Group, LLC | 0.49% | Reduce -4.0% | 876,057 | $16.0M |
| Raymond James & Associates | 0.01% | Reduce -10.0% | 702,574 | $12.8M |
| Guggenheim Capital LLC | 0.08% | Reduce -5.0% | 655,049 | $11.9M |
| Morgan Stanley | 0.00% | Add +6.4% | 580,231 | $10.6M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -1.4% | 562,937 | $10.3M |
| Ameriprise Financial Inc. | 0.00% | Add +1.9% | 557,351 | $10.2M |
| Bank of America Corp. | 0.00% | Add +6.0% | 547,387 | $10.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +1.1% | 452,017 | $8.2M |
| Wells Fargo & Company | 0.00% | Add +24.5% | 380,222 | $6.9M |
| Invesco Ltd. | 0.00% | Reduce -18.6% | 378,087 | $6.9M |
| Allworth Financial LP | 0.05% | Reduce -4.9% | 367,542 | $6.7M |
| Cornerstone Advisors, LLC | 0.17% | Add +28.0% | 226,249 | $4.1M |
| UBS Group AG | 0.00% | Add +2.9% | 211,558 | $3.9M |
| Truist Financial Corp. | 0.00% | Add +0.2% | 177,434 | $3.2M |
| Roman Butler Fullerton & Co. | 1.19% | Add +0.2% | 176,598 | $3.2M |
| Concurrent Investment Advisors, LLC | 0.12% | New | 159,614 | $2.9M |
| Royal Bank of Canada | 0.00% | Reduce -48.1% | 121,025 | $2.2M |
| LPL Financial LLC | 0.00% | Add +10.2% | 105,616 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.6% | 82,250 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +203.6% | 80,783 | $1.5M |
| OxenFree Capital LLC | 1.26% | Reduce -1.2% | 75,653 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.5% | 75,233 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +32.3% | 65,087 | $1.2M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -2.1% | 64,682 | $1.2M |
| Cetera Investment Advisers | 0.00% | New | 50,260 | $916K |
| Corient Private Wealth LP | 0.00% | No change | 50,197 | $915K |
| D.A. Davidson & Co. | 0.01% | Reduce -4.1% | 46,394 | $846K |
| Financial Advocates Investment Management | 0.05% | No change | 46,359 | $845K |
| Landscape Capital Management, L.L.C. | 0.07% | Reduce -16.6% | 41,612 | $759K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.8% | 39,539 | $721K |
| Shaker Financial Services, LLC | 0.27% | Reduce -60.6% | 38,357 | $699K |
| Stifel Financial Corp. | 0.00% | Reduce -0.6% | 37,750 | $688K |
| HighTower Advisors, LLC | 0.00% | Add +23.8% | 37,176 | $680K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.4% | 32,904 | $600K |
| Brick & Kyle, Associates | 0.27% | Reduce -4.0% | 32,449 | $595K |
| Raymond James Trust N.A. | 0.01% | Reduce -2.5% | 30,582 | $558K |
| Guerra Pan Advisors, LLC | 0.49% | Reduce -5.4% | 29,129 | $531K |
| Jane Street Group, LLC | 0.00% | New | 27,215 | $496K |
| Relative Value Partners Group, LLC | 0.03% | No change | 28,890 | $491K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +0.3% | 21,121 | $385K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -52.9% | 17,814 | $325K |
| CIBC Private Wealth Group LLC | 0.00% | Add +8.1% | 15,065 | $275K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -18.9% | 13,803 | $252K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.3% | 13,623 | $248K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -89.6% | 1,305 | $228K |
| HRT Financial LP | 0.00% | New | 11,818 | $215K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +1.1% | 11,454 | $209K |
| Stockman Wealth Management, Inc. | 0.04% | No change | 11,000 | $201K |
| Ieq Capital, LLC | 0.00% | New | 11,000 | $201K |
| Journey Strategic Wealth LLC | 0.01% | No change | 10,661 | $194K |
| Mariner, LLC | 0.00% | Reduce -32.4% | 10,420 | $190K |
| Capital Advisors Wealth Management, LLC | 0.04% | No change | 10,273 | $187K |
| Cwm, LLC | 0.00% | No change | 9,790 | $178K |
| Colonial Trust Co / SC | 0.02% | No change | 7,000 | $128K |
| Register Financial Advisors LLC | 0.07% | New | 7,000 | $128K |
| Larson Financial Group LLC | 0.01% | No change | 5,489 | $100K |
| NewEdge Advisors, LLC | 0.00% | No change | 5,424 | $99K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -18.5% | 4,856 | $89K |
| Hollencrest Capital Management | 0.00% | No change | 4,800 | $88K |
| Addison Advisors LLC | 0.02% | No change | 3,248 | $59K |
| Lanark Financial, Inc. | 0.00% | Add +0.8% | 2,532 | $46K |
| Sunbelt Securities, Inc. | 0.00% | Add +32.2% | 2,338 | $43K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,336 | $43K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 2,008 | $37K |
| Colonial Trust Advisors | 0.00% | Reduce -2.5% | 2,004 | $37K |
| Eagle Bay Advisors LLC | 0.02% | No change | 2,000 | $36K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,852 | $34K |
| Comerica Bank | 0.00% | No change | 1,500 | $27K |
| Smartleaf Asset Management LLC | 0.01% | New | 1,407 | $26K |
| Huntington National Bank | 0.00% | Reduce -41.7% | 1,137 | $21K |
| Tsfg, LLC | 0.01% | No change | 1,087 | $20K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +1.9% | 1,051 | $19K |
| Beacon Capital Management, LLC | 0.00% | New | 1,012 | $18K |
| Barrett & Company, Inc. | 0.01% | No change | 750 | $14K |
| North Star Investment Management Corp. | 0.00% | No change | 718 | $13K |
| LRI Investments, LLC | 0.00% | — | 604 | $11K |
| PSI Advisors, LLC | 0.00% | No change | 500 | $9K |
| US Bancorp \de | 0.00% | New | 290 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 234 | $4K |
| Impact Partnership Wealth, LLC | 0.00% | No change | 116 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 4 | $73 |
"% of holder's portfolio" is EOI's weight in each manager's 13F, not the share of Eaton Vance Enhanced Eq Incm the manager owns.