Eaton Vance Enhanced Eq IncmEOI
13F holders, Q2 2024 (June 30)80holders −1
7new positions
10sold out
$19.02avg. 13F price*
At the end of Q2 2024, 80 institutions reported holding Eaton Vance Enhanced Eq Incm (EOI) in their 13F filings, down 1 from Q1 2024. 7 opened new positions and 10 sold out. The largest holders were Fort Pitt Capital Group, LLC ($16.3M), Raymond James & Associates ($12.7M) and Morgan Stanley ($12.2M).
- Company
- Eaton Vance Enhanced Eq Incm
- CUSIP
- 278274105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.2M |
| Exits | 10 | $1.6M |
All 13F filers, Q1 2024 → Q2 2024: 591,082 shares bought and 729,366 shares sold, net −138,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Fort Pitt Capital Group, LLC | 0.49% | Reduce -4.5% | 836,669 | $16.3M |
| Raymond James & Associates | 0.01% | Reduce -6.9% | 654,347 | $12.7M |
| Morgan Stanley | 0.00% | Add +8.3% | 628,555 | $12.2M |
| Guggenheim Capital LLC | 0.09% | Reduce -5.9% | 616,574 | $12.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -0.8% | 558,573 | $10.9M |
| Bank of America Corp. | 0.00% | Reduce -2.0% | 536,536 | $10.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +0.8% | 455,571 | $8.9M |
| Invesco Ltd. | 0.00% | Add +10.2% | 416,603 | $8.1M |
| Wells Fargo & Company | 0.00% | Add +3.4% | 392,959 | $7.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -40.9% | 329,408 | $6.4M |
| Allworth Financial LP | 0.03% | Reduce -27.9% | 265,017 | $5.0M |
| Concurrent Investment Advisors, LLC | 0.16% | Add +51.6% | 242,015 | $4.7M |
| UBS Group AG | 0.00% | Reduce -5.4% | 200,171 | $3.9M |
| Roman Butler Fullerton & Co. | 1.19% | Add +3.5% | 182,712 | $3.7M |
| Truist Financial Corp. | 0.01% | Reduce -2.4% | 173,145 | $3.4M |
| Cornerstone Advisors, LLC | 0.11% | Reduce -38.9% | 138,208 | $2.7M |
| LPL Financial LLC | 0.00% | Add +15.2% | 121,621 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -8.5% | 110,736 | $2.2M |
| TPG Advisors LLC | 1.54% | — | 92,953 | $1.8M |
| OxenFree Capital LLC | 1.37% | Add +6.7% | 80,700 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.5% | 80,152 | $1.6M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -2.8% | 78,531 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.7% | 74,695 | $1.5M |
| Shaker Financial Services, LLC | 0.58% | Add +91.1% | 73,314 | $1.4M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -9.9% | 58,277 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +12.9% | 56,740 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.9% | 55,391 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +43.8% | 53,442 | $1.0M |
| Corient Private Wealth LP | 0.00% | No change | 50,197 | $975K |
| D.A. Davidson & Co. | 0.01% | Add +0.0% | 46,401 | $902K |
| Financial Advocates Investment Management | 0.06% | No change | 46,359 | $901K |
| Stifel Financial Corp. | 0.00% | Add +14.7% | 43,279 | $841K |
| International Assets Investment Management, LLC | 0.08% | New | 41,500 | $806K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.6% | 39,312 | $764K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.7% | 33,478 | $650K |
| Brick & Kyle, Associates | 0.26% | Add +0.4% | 32,592 | $633K |
| Guerra Pan Advisors, LLC | 0.52% | Add +8.8% | 31,682 | $616K |
| Raymond James Trust N.A. | 0.01% | Add +0.8% | 30,832 | $599K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 25,160 | $489K |
| Sanctuary Advisors, LLC | 0.00% | — | 27,329 | $483K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +0.5% | 21,222 | $412K |
| Compound Planning, Inc. | 0.03% | New | 19,944 | $388K |
| CIBC Private Wealth Group LLC | 0.00% | Add +11.0% | 16,716 | $331K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -61.0% | 16,238 | $316K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -12.9% | 15,520 | $302K |
| Warther Private Wealth, LLC | 0.10% | New | 13,700 | $266K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Add +857.9% | 12,500 | $240K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -11.2% | 12,256 | $238K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Reduce -11.1% | 12,116 | $235K |
| Mariner, LLC | 0.00% | Add +13.2% | 11,797 | $229K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +1.3% | 11,597 | $225K |
| Stockman Wealth Management, Inc. | 0.04% | No change | 11,000 | $214K |
| Ieq Capital, LLC | 0.00% | No change | 11,000 | $214K |
| Tradewinds, LLC. | 0.06% | New | 10,623 | $206K |
| Cwm, LLC | 0.00% | No change | 9,790 | $190K |
| PNC Financial Services Group, Inc. | 0.00% | Add +79.7% | 8,726 | $170K |
| Sunbelt Securities, Inc. | 0.02% | Add +239.5% | 7,938 | $154K |
| Colonial Trust Co / SC | 0.02% | No change | 7,000 | $136K |
| Register Financial Advisors LLC | 0.07% | No change | 7,000 | $136K |
| Larson Financial Group LLC | 0.01% | No change | 5,489 | $107K |
| NewEdge Advisors, LLC | 0.00% | No change | 5,424 | $105K |
| Hollencrest Capital Management | 0.00% | No change | 4,800 | $93K |
| Addison Advisors LLC | 0.02% | No change | 3,248 | $63K |
| JPMorgan Chase & Co. | 0.00% | New | 3,089 | $60K |
| Lanark Financial, Inc. | 0.00% | Add +0.9% | 2,554 | $49K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,336 | $45K |
| Colonial Trust Advisors | 0.00% | Add +0.5% | 2,013 | $39K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 2,008 | $39K |
| Eagle Bay Advisors LLC | 0.02% | No change | 2,000 | $39K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,852 | $36K |
| Comerica Bank | 0.00% | No change | 1,500 | $29K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,407 | $27K |
| Tsfg, LLC | 0.00% | No change | 1,087 | $21K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +2.2% | 1,074 | $21K |
| Barrett & Company, Inc. | 0.01% | No change | 750 | $15K |
| North Star Investment Management Corp. | 0.00% | No change | 718 | $14K |
| LRI Investments, LLC | 0.00% | Add +2.3% | 618 | $12K |
| PSI Advisors, LLC | 0.00% | No change | 500 | $10K |
| Strategic Financial Concepts, LLC | 0.01% | New | 173,604 | $9K |
| Huntington National Bank | 0.00% | Reduce -99.9% | 1 | $19 |
"% 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.