Eaton Vance Enhanced Eq IncmEOI
13F holders, Q4 2024 (December 31)84holders +2
7new positions
6sold out
$20.78avg. 13F price*
At the end of Q4 2024, 84 institutions reported holding Eaton Vance Enhanced Eq Incm (EOI) in their 13F filings, up 2 from Q3 2024. 7 opened new positions and 6 sold out. The largest holders were Raymond James Financial Inc. ($27.1M), NorthCoast Asset Management LLC ($17.4M) and Morgan Stanley ($15.8M).
- Company
- Eaton Vance Enhanced Eq Incm
- CUSIP
- 278274105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.5M |
| Exits | 6 | $2.4M |
All 13F filers, Q3 2024 → Q4 2024: 1,209,777 shares bought and 308,424 shares sold, net +901,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Raymond James Financial Inc. | 0.01% | — | 1,307,077 | $27.1M |
| NorthCoast Asset Management LLC | 0.09% | Add +2787.2% | 836,494 | $17.4M |
| Morgan Stanley | 0.00% | Add +15.3% | 759,482 | $15.8M |
| Bank of America Corp. | 0.00% | Add +5.0% | 580,316 | $12.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.8% | 496,026 | $10.3M |
| Invesco Ltd. | 0.00% | Reduce -9.0% | 455,289 | $9.5M |
| Guggenheim Capital LLC | 0.07% | Reduce -17.0% | 422,280 | $8.8M |
| Wells Fargo & Company | 0.00% | Add +5.8% | 416,217 | $8.6M |
| Royal Bank of Canada | 0.00% | Add +10.7% | 258,483 | $5.4M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +2.8% | 253,582 | $5.3M |
| Ameriprise Financial Inc. | 0.00% | Add +12.0% | 239,064 | $5.0M |
| UBS Group AG | 0.00% | Add +1.3% | 201,189 | $4.2M |
| Roman Butler Fullerton & Co. | 1.28% | Add +2.0% | 190,268 | $4.0M |
| Truist Financial Corp. | 0.01% | Reduce -0.3% | 173,026 | $3.6M |
| LPL Financial LLC | 0.00% | Add +2.2% | 125,960 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Add +75.8% | 106,995 | $2.2M |
| TPG Advisors LLC | 1.58% | Add +1.3% | 97,329 | $2.0M |
| Allworth Financial LP | 0.01% | Reduce -26.8% | 94,203 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.7% | 82,790 | $1.7M |
| OxenFree Capital LLC | 1.29% | Reduce -2.5% | 82,620 | $1.7M |
| Ameritas Advisory Services, LLC | 0.06% | Add +2.8% | 80,744 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.3% | 73,858 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +3.5% | 59,878 | $1.2M |
| Corient Private Wealth LP | 0.00% | No change | 50,197 | $1.0M |
| Financial Advocates Investment Management | 0.06% | Reduce -0.4% | 48,309 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +17.1% | 47,679 | $990K |
| D.A. Davidson & Co. | 0.01% | Add +0.0% | 46,414 | $964K |
| Stifel Financial Corp. | 0.00% | Add +6.8% | 45,452 | $944K |
| International Assets Investment Management, LLC | 0.07% | New | 42,800 | $888K |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 38,792 | $806K |
| Guerra Pan Advisors, LLC | 0.54% | Add +3.6% | 36,206 | $752K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.8% | 33,154 | $689K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -12.3% | 32,142 | $677K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +6.3% | 27,381 | $569K |
| Compound Planning, Inc. | 0.02% | Add +6.0% | 23,168 | $481K |
| Shaker Financial Services, LLC | 0.18% | Reduce -28.9% | 22,214 | $461K |
| Brick & Kyle, Associates | 0.20% | Add +0.1% | 22,217 | $461K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +0.4% | 21,412 | $445K |
| &partners | 0.00% | New | 16,421 | $341K |
| Commons Capital, LLC | 0.27% | Add +10.9% | 14,286 | $297K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -2.5% | 14,013 | $291K |
| Warther Private Wealth, LLC | 0.10% | No change | 13,700 | $285K |
| Everstar Asset Management, LLC | 0.20% | Reduce -7.7% | 13,324 | $277K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 12,500 | $260K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.1% | 12,141 | $252K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +1.1% | 11,869 | $247K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -3.4% | 11,844 | $246K |
| Stockman Wealth Management, Inc. | 0.04% | No change | 11,000 | $228K |
| Ieq Capital, LLC | 0.00% | Reduce -5.2% | 11,000 | $228K |
| Mariner, LLC | 0.00% | Reduce -9.6% | 10,801 | $224K |
| Cwm, LLC | 0.00% | Reduce -0.5% | 9,760 | $203K |
| Sunbelt Securities, Inc. | 0.02% | No change | 8,594 | $181K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 7,650 | $158K |
| JPMorgan Chase & Co. | 0.00% | Add +16.6% | 7,231 | $150K |
| Colonial Trust Co / SC | 0.02% | No change | 7,000 | $141K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,881 | $122K |
| Larson Financial Group LLC | 0.01% | No change | 5,489 | $114K |
| NewEdge Advisors, LLC | 0.00% | No change | 5,277 | $110K |
| Hollencrest Capital Management | 0.00% | No change | 4,800 | $100K |
| Farther Finance Advisors, LLC | 0.00% | New | 4,713 | $98K |
| Elequin Capital, LP | 0.01% | New | 4,669 | $97K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,336 | $49K |
| Colonial Trust Advisors | 0.00% | Add +0.4% | 2,030 | $42K |
| Eagle Bay Advisors LLC | 0.03% | No change | 2,000 | $42K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,852 | $38K |
| Huntington National Bank | 0.00% | Add +165000.0% | 1,651 | $34K |
| Comerica Bank | 0.00% | No change | 1,500 | $31K |
| Tucker Asset Management LLC | 0.01% | No change | 1,474 | $31K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,407 | $30K |
| Principal Securities, Inc. | 0.00% | New | 1,170 | $24K |
| Tsfg, LLC | 0.00% | No change | 1,087 | $23K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,004 | $21K |
| Curio Wealth, LLC | 0.01% | — | 1,019 | $21K |
| Fortitude Family Office, LLC | 0.01% | Reduce -79.0% | 1,000 | $21K |
| Barrett & Company, Inc. | 0.01% | No change | 750 | $16K |
| North Star Investment Management Corp. | 0.00% | No change | 718 | $15K |
| LRI Investments, LLC | 0.00% | No change | 618 | $13K |
| VSM Wealth Advisory, LLC | 0.00% | — | 530 | $11K |
| Financial Gravity Companies, Inc. | 0.00% | New | 530 | $11K |
| PSI Advisors, LLC | 0.00% | No change | 500 | $10K |
| Transce3nd, LLC | 0.00% | — | 393 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 185 | $4K |
| Investment Counsel Co. of Nevada | 0.00% | — | 90 | $2K |
| Lanark Financial, Inc. | 0.00% | — | 2 | $53 |
"% 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.