Eaton Vance Enhanced Eq IncmEOI
13F holders, Q2 2025 (June 30)79holders −4
4new positions
7sold out
$20.92avg. 13F price*
At the end of Q2 2025, 79 institutions reported holding Eaton Vance Enhanced Eq Incm (EOI) in their 13F filings, down 4 from Q1 2025. 4 opened new positions and 7 sold out. The largest holders were Raymond James Financial Inc. ($27.0M), Morgan Stanley ($17.4M) and NorthCoast Asset Management LLC ($16.8M).
- Company
- Eaton Vance Enhanced Eq Incm
- CUSIP
- 278274105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $75K |
| Exits | 7 | $2.1M |
All 13F filers, Q1 2025 → Q2 2025: 253,705 shares bought and 285,826 shares sold, net −32,121 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Raymond James Financial Inc. | 0.01% | Reduce -1.6% | 1,290,399 | $27.0M |
| Morgan Stanley | 0.00% | Add +3.9% | 832,944 | $17.4M |
| NorthCoast Asset Management LLC | 0.07% | Reduce -1.4% | 802,757 | $16.8M |
| Bank of America Corp. | 0.00% | Reduce -2.3% | 575,065 | $12.0M |
| Wells Fargo & Company | 0.00% | Add +1.5% | 472,806 | $9.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +1.1% | 465,205 | $9.7M |
| Invesco Ltd. | 0.00% | Reduce -2.5% | 439,492 | $9.2M |
| Guggenheim Capital LLC | 0.06% | Add +11.9% | 355,825 | $7.4M |
| Royal Bank of Canada | 0.00% | Add +8.2% | 294,791 | $6.2M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +1.2% | 284,773 | $6.0M |
| LPL Financial LLC | 0.00% | Add +43.9% | 215,179 | $4.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.9% | 201,044 | $4.2M |
| Roman Butler Fullerton & Co. | 1.23% | Add +2.8% | 199,103 | $4.2M |
| UBS Group AG | 0.00% | Reduce -4.3% | 185,615 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.2% | 180,411 | $3.8M |
| Truist Financial Corp. | 0.01% | Add +0.4% | 170,708 | $3.6M |
| TPG Advisors LLC | 1.49% | Add +0.5% | 98,697 | $2.1M |
| Allworth Financial LP | 0.01% | Add +11.6% | 98,398 | $2.1M |
| OxenFree Capital LLC | 1.08% | Add +3.3% | 83,858 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.6% | 83,816 | $1.8M |
| Ameritas Advisory Services, LLC | 0.09% | Reduce -0.1% | 80,679 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +25.9% | 78,413 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.7% | 67,142 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -5.0% | 47,697 | $998K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.1% | 46,137 | $965K |
| D.A. Davidson & Co. | 0.01% | Reduce -3.9% | 44,999 | $941K |
| Stifel Financial Corp. | 0.00% | Add +9.6% | 44,615 | $933K |
| International Assets Investment Management, LLC | 0.07% | Reduce -2.9% | 43,500 | $910K |
| HighTower Advisors, LLC | 0.00% | Add +2.7% | 43,353 | $907K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +20.2% | 40,151 | $840K |
| Guerra Pan Advisors, LLC | 0.55% | No change | 39,565 | $828K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.8% | 31,682 | $663K |
| Mariner, LLC | 0.00% | Add +120.2% | 24,001 | $502K |
| Shaker Financial Services, LLC | 0.18% | Reduce -71.4% | 23,958 | $501K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -22.4% | 21,659 | $453K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +0.5% | 21,613 | $452K |
| Brick & Kyle, Associates | 0.20% | Reduce -5.2% | 21,569 | $451K |
| WCG Wealth Advisors LLC | 0.03% | Add +81.3% | 20,874 | $437K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -5.2% | 20,580 | $431K |
| &partners | 0.00% | Reduce -3.1% | 17,405 | $364K |
| Commons Capital, LLC | 0.24% | Add +0.7% | 14,976 | $313K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +12.4% | 14,053 | $294K |
| Everstar Asset Management, LLC | 0.18% | Add +2.5% | 13,820 | $289K |
| Warther Private Wealth, LLC | 0.08% | No change | 13,700 | $287K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +1.2% | 12,156 | $254K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +7.6% | 12,111 | $253K |
| Stockman Wealth Management, Inc. | 0.03% | No change | 11,000 | $230K |
| Ieq Capital, LLC | 0.00% | No change | 11,000 | $230K |
| Cwm, LLC | 0.00% | Add +0.6% | 9,874 | $207K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -17.8% | 9,731 | $204K |
| Sunbelt Securities, Inc. | 0.02% | No change | 8,594 | $178K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 7,650 | $160K |
| Farther Finance Advisors, LLC | 0.00% | No change | 7,088 | $148K |
| Colonial Trust Co / SC | 0.02% | No change | 7,000 | $146K |
| Geneos Wealth Management Inc. | 0.00% | Add +127.6% | 5,772 | $121K |
| Larson Financial Group LLC | 0.00% | No change | 5,489 | $115K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.7% | 5,236 | $110K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -35.5% | 4,856 | $102K |
| Hollencrest Capital Management | 0.00% | No change | 4,800 | $100K |
| JPMorgan Chase & Co. | 0.00% | Reduce -71.8% | 3,828 | $80K |
| Elequin Capital, LP | 0.02% | Reduce -47.1% | 2,918 | $61K |
| Lanark Financial, Inc. | 0.00% | Add +0.9% | 2,642 | $55K |
| Colonial Trust Advisors | 0.00% | Add +0.4% | 2,047 | $43K |
| Exchange Traded Concepts, LLC | 0.00% | New | 1,934 | $40K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,852 | $39K |
| Comerica Bank | 0.00% | No change | 1,500 | $31K |
| Tsfg, LLC | 0.00% | Add +0.2% | 1,241 | $26K |
| Principal Securities, Inc. | 0.00% | Add +4.1% | 1,218 | $25K |
| NFSG Corp | 0.00% | New | 1,000 | $21K |
| Barrett & Company, Inc. | 0.01% | No change | 750 | $16K |
| North Star Investment Management Corp. | 0.00% | No change | 718 | $15K |
| Trust Co. of Vermont | 0.00% | New | 650 | $14K |
| VSM Wealth Advisory, LLC | 0.00% | Add +15.1% | 625 | $13K |
| LRI Investments, LLC | 0.00% | No change | 618 | $13K |
| Financial Gravity Companies, Inc. | 0.00% | — | 530 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -63.8% | 509 | $11K |
| US Bancorp \de | 0.00% | No change | 274 | $6K |
| Assetmark, Inc. | 0.00% | New | 24 | $502 |
| Huntington National Bank | 0.00% | No change | 1 | $21 |
"% 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.