Eaton Vance Enhanced Eq IncmEOI
13F holders, Q3 2024 (September 30)82holders +2
7new positions
5sold out
$20.23avg. 13F price*
At the end of Q3 2024, 82 institutions reported holding Eaton Vance Enhanced Eq Incm (EOI) in their 13F filings, up 2 from Q2 2024. 7 opened new positions and 5 sold out. The largest holders were Fort Pitt Capital Group, LLC ($16.7M), Raymond James & Associates ($14.0M) and Morgan Stanley ($13.3M).
- Company
- Eaton Vance Enhanced Eq Incm
- CUSIP
- 278274105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.0M |
| Exits | 5 | $2.4M |
All 13F filers, Q2 2024 → Q3 2024: 389,736 shares bought and 794,255 shares sold, net −404,519 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Fort Pitt Capital Group, LLC | 0.47% | Reduce -1.1% | 827,681 | $16.7M |
| Raymond James & Associates | 0.01% | Add +6.0% | 693,650 | $14.0M |
| Morgan Stanley | 0.00% | Add +4.8% | 658,474 | $13.3M |
| Bank of America Corp. | 0.00% | Add +3.0% | 552,570 | $11.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -1.4% | 550,534 | $11.1M |
| Guggenheim Capital LLC | 0.07% | Reduce -17.5% | 508,810 | $10.3M |
| Invesco Ltd. | 0.00% | Add +20.1% | 500,312 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +0.1% | 455,890 | $9.2M |
| Wells Fargo & Company | 0.00% | Add +0.1% | 393,227 | $8.0M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +1.9% | 246,634 | $5.0M |
| Royal Bank of Canada | 0.00% | Add +110.9% | 233,565 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -35.2% | 213,491 | $4.3M |
| UBS Group AG | 0.00% | Reduce -0.8% | 198,538 | $4.0M |
| Roman Butler Fullerton & Co. | 1.14% | Add +2.1% | 186,611 | $3.8M |
| Truist Financial Corp. | 0.01% | Add +0.2% | 173,541 | $3.5M |
| Allworth Financial LP | 0.02% | Reduce -51.5% | 128,650 | $2.6M |
| LPL Financial LLC | 0.00% | Add +1.3% | 123,241 | $2.5M |
| Cornerstone Advisors, LLC | 0.08% | Reduce -25.9% | 102,352 | $2.1M |
| TPG Advisors LLC | 1.52% | Add +3.3% | 96,046 | $1.9M |
| OxenFree Capital LLC | 1.34% | Add +5.0% | 84,697 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.4% | 79,846 | $1.6M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -0.0% | 78,523 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.2% | 74,852 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +9.9% | 60,853 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +1.9% | 57,828 | $1.2M |
| Corient Private Wealth LP | 0.00% | No change | 50,197 | $1.0M |
| Financial Advocates Investment Management | 0.06% | Add +4.7% | 48,519 | $982K |
| D.A. Davidson & Co. | 0.01% | Add +0.0% | 46,408 | $939K |
| Stifel Financial Corp. | 0.00% | Reduce -1.6% | 42,570 | $861K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.6% | 40,713 | $824K |
| Sanctuary Advisors, LLC | 0.01% | Add +34.1% | 36,650 | $787K |
| HighTower Advisors, LLC | 0.00% | Reduce -27.7% | 38,637 | $781K |
| Guerra Pan Advisors, LLC | 0.57% | Add +10.3% | 34,961 | $707K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.7% | 32,904 | $666K |
| Shaker Financial Services, LLC | 0.24% | Reduce -57.4% | 31,247 | $632K |
| Raymond James Trust N.A. | 0.01% | No change | 30,832 | $624K |
| NorthCoast Asset Management LLC | 0.00% | New | 28,973 | $584K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +2.4% | 25,756 | $513K |
| Brick & Kyle, Associates | 0.19% | Reduce -31.9% | 22,202 | $445K |
| Compound Planning, Inc. | 0.03% | Add +9.6% | 21,861 | $442K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +0.5% | 21,320 | $431K |
| Everstar Asset Management, LLC | 0.20% | — | 14,427 | $292K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -7.4% | 14,369 | $291K |
| Warther Private Wealth, LLC | 0.10% | No change | 13,700 | $277K |
| Commons Capital, LLC | 0.29% | New | 12,882 | $261K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 12,500 | $253K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.1% | 12,265 | $248K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.1% | 12,127 | $245K |
| Mariner, LLC | 0.00% | Add +1.3% | 11,948 | $242K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +1.2% | 11,737 | $237K |
| Ieq Capital, LLC | 0.00% | Add +5.5% | 11,600 | $235K |
| Stockman Wealth Management, Inc. | 0.03% | No change | 11,000 | $223K |
| Tradewinds, LLC. | 0.07% | No change | 10,623 | $215K |
| Cwm, LLC | 0.00% | Add +0.2% | 9,808 | $198K |
| Sunbelt Securities, Inc. | 0.02% | Add +8.3% | 8,594 | $174K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -54.2% | 7,650 | $155K |
| Colonial Trust Co / SC | 0.02% | No change | 7,000 | $140K |
| JPMorgan Chase & Co. | 0.00% | Add +100.7% | 6,200 | $125K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -32.6% | 5,881 | $119K |
| Larson Financial Group LLC | 0.01% | No change | 5,489 | $111K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.7% | 5,277 | $107K |
| Hollencrest Capital Management | 0.00% | No change | 4,800 | $97K |
| Fortitude Family Office, LLC | 0.04% | New | 4,750 | $96K |
| Addison Advisors LLC | 0.02% | No change | 3,248 | $66K |
| Lanark Financial, Inc. | 0.00% | Add +0.9% | 2,576 | $52K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,336 | $47K |
| Colonial Trust Advisors | 0.00% | Add +0.5% | 2,022 | $41K |
| Eagle Bay Advisors LLC | 0.02% | No change | 2,000 | $40K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,852 | $37K |
| Comerica Bank | 0.00% | No change | 1,500 | $30K |
| Tucker Asset Management LLC | 0.01% | New | 1,474 | $30K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,407 | $28K |
| Tsfg, LLC | 0.00% | No change | 1,087 | $22K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -50.0% | 1,004 | $20K |
| Strategic Investment Solutions, Inc. | 0.01% | New | 977 | $20K |
| Barrett & Company, Inc. | 0.01% | No change | 750 | $15K |
| North Star Investment Management Corp. | 0.00% | No change | 718 | $15K |
| LRI Investments, LLC | 0.00% | No change | 618 | $13K |
| PSI Advisors, LLC | 0.00% | No change | 500 | $10K |
| Planned Solutions, Inc. | 0.00% | New | 461 | $9K |
| Huntington National Bank | 0.00% | No change | 1 | $20 |
| FMR LLC | 0.00% | New | 1 | $20 |
"% 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.