Eaton Vance Enhanced Eq IncmEOI
13F holders, Q1 2025 (March 31)83holders −1
6new positions
6sold out
$18.74avg. 13F price*
At the end of Q1 2025, 83 institutions reported holding Eaton Vance Enhanced Eq Incm (EOI) in their 13F filings, down 1 from Q4 2024. 6 opened new positions and 6 sold out. The largest holders were Raymond James Financial Inc. ($24.6M), NorthCoast Asset Management LLC ($15.3M) and Morgan Stanley ($15.0M).
- Company
- Eaton Vance Enhanced Eq Incm
- CUSIP
- 278274105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.0M |
| Exits | 6 | $107K |
All 13F filers, Q4 2024 → Q1 2025: 411,375 shares bought and 232,970 shares sold, net +178,405 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Raymond James Financial Inc. | 0.01% | Add +0.3% | 1,311,047 | $24.6M |
| NorthCoast Asset Management LLC | 0.08% | Reduce -2.6% | 814,530 | $15.3M |
| Morgan Stanley | 0.00% | Add +5.5% | 801,398 | $15.0M |
| Bank of America Corp. | 0.00% | Add +1.4% | 588,558 | $11.0M |
| Wells Fargo & Company | 0.00% | Add +11.9% | 465,956 | $8.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -7.3% | 459,951 | $8.6M |
| Invesco Ltd. | 0.00% | Reduce -1.0% | 450,925 | $8.5M |
| Guggenheim Capital LLC | 0.06% | Reduce -24.7% | 317,914 | $6.0M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +11.0% | 281,366 | $5.3M |
| Royal Bank of Canada | 0.00% | Add +5.5% | 272,574 | $5.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.5% | 209,159 | $3.9M |
| UBS Group AG | 0.00% | Reduce -3.5% | 194,039 | $3.6M |
| Roman Butler Fullerton & Co. | 1.35% | Add +1.8% | 193,751 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Add +68.9% | 180,753 | $3.4M |
| Truist Financial Corp. | 0.01% | Reduce -1.7% | 170,032 | $3.2M |
| LPL Financial LLC | 0.00% | Add +18.7% | 149,519 | $2.8M |
| TPG Advisors LLC | 1.45% | Add +0.9% | 98,242 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.4% | 89,748 | $1.7M |
| Ameritas Advisory Services, LLC | 0.07% | No change | 80,744 | $1.7M |
| Allworth Financial LP | 0.01% | Reduce -6.4% | 88,138 | $1.6M |
| Shaker Financial Services, LLC | 0.61% | Add +276.6% | 83,649 | $1.6M |
| OxenFree Capital LLC | 1.05% | Reduce -1.7% | 81,202 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.6% | 70,458 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +4.1% | 62,309 | $1.2M |
| Corient Private Wealth LP | 0.00% | No change | 50,197 | $942K |
| Financial Advocates Investment Management | 0.06% | Add +1.6% | 49,079 | $921K |
| D.A. Davidson & Co. | 0.01% | Add +0.9% | 46,821 | $878K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.3% | 45,164 | $847K |
| International Assets Investment Management, LLC | 0.07% | Add +4.7% | 44,800 | $840K |
| HighTower Advisors, LLC | 0.00% | Add +8.9% | 42,231 | $792K |
| Stifel Financial Corp. | 0.00% | Reduce -10.4% | 40,715 | $764K |
| Guerra Pan Advisors, LLC | 0.58% | Add +9.3% | 39,565 | $742K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.8% | 33,404 | $627K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.6% | 31,942 | $599K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +2.0% | 27,929 | $524K |
| Compound Planning, Inc. | 0.02% | Add +17.5% | 27,214 | $511K |
| Advisory Services Network, LLC | 0.01% | New | 25,155 | $472K |
| Brick & Kyle, Associates | 0.19% | Add +2.4% | 22,748 | $422K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +54.9% | 21,705 | $407K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +0.5% | 21,511 | $404K |
| &partners | 0.00% | Add +9.4% | 17,971 | $336K |
| Commons Capital, LLC | 0.26% | Add +4.1% | 14,878 | $279K |
| Warther Private Wealth, LLC | 0.09% | No change | 13,700 | $257K |
| JPMorgan Chase & Co. | 0.00% | Add +87.8% | 13,579 | $255K |
| Everstar Asset Management, LLC | 0.17% | Add +1.3% | 13,490 | $253K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 12,500 | $235K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.1% | 12,150 | $228K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +1.2% | 12,010 | $225K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 11,844 | $222K |
| WCG Wealth Advisors LLC | 0.02% | New | 11,512 | $216K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 11,254 | $211K |
| Stockman Wealth Management, Inc. | 0.03% | No change | 11,000 | $206K |
| Ieq Capital, LLC | 0.00% | No change | 11,000 | $206K |
| Mariner, LLC | 0.00% | Add +0.9% | 10,901 | $205K |
| Cwm, LLC | 0.00% | Add +0.6% | 9,816 | $184K |
| Sunbelt Securities, Inc. | 0.01% | No change | 8,594 | $161K |
| PNC Financial Services Group, Inc. | 0.00% | Add +28.1% | 7,531 | $141K |
| Wolverine Asset Management LLC | 0.01% | New | 7,456 | $140K |
| Farther Finance Advisors, LLC | 0.00% | Add +50.4% | 7,088 | $133K |
| Colonial Trust Co / SC | 0.02% | No change | 7,000 | $131K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 7,650 | $128K |
| Elequin Capital, LP | 0.03% | Add +18.1% | 5,514 | $103K |
| Larson Financial Group LLC | 0.00% | No change | 5,489 | $103K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.1% | 5,270 | $99K |
| Hollencrest Capital Management | 0.00% | No change | 4,800 | $90K |
| Lanark Financial, Inc. | 0.00% | — | 2,619 | $49K |
| Geneos Wealth Management Inc. | 0.00% | Add +8.6% | 2,536 | $48K |
| Colonial Trust Advisors | 0.00% | Add +0.4% | 2,038 | $38K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,852 | $35K |
| Comerica Bank | 0.00% | No change | 1,500 | $28K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,407 | $26K |
| Principal Securities, Inc. | 0.00% | No change | 1,170 | $24K |
| Tsfg, LLC | 0.00% | Add +13.9% | 1,238 | $23K |
| Curio Wealth, LLC | 0.01% | Reduce -99.9% | 1 | $21K |
| 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% | No change | 618 | $12K |
| VSM Wealth Advisory, LLC | 0.00% | Add +2.5% | 543 | $10K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 530 | $10K |
| PSI Advisors, LLC | 0.00% | No change | 500 | $9K |
| US Bancorp \de | 0.00% | New | 274 | $5K |
| CoreCap Advisors, LLC | 0.00% | New | 100 | $2K |
| 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.