Eaton Vance Enhanced Eq IncmEOI
13F holders, Q3 2025 (September 30)84holders +5
10new positions
4sold out
$21.00avg. 13F price*
At the end of Q3 2025, 84 institutions reported holding Eaton Vance Enhanced Eq Incm (EOI) in their 13F filings, up 5 from Q2 2025. 10 opened new positions and 4 sold out. The largest holders were Raymond James Financial Inc. ($22.9M), Morgan Stanley ($17.2M) and NorthCoast Asset Management LLC ($16.7M).
- Company
- Eaton Vance Enhanced Eq Incm
- CUSIP
- 278274105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $7.4M |
| Exits | 4 | $650K |
All 13F filers, Q2 2025 → Q3 2025: 523,013 shares bought and 388,202 shares sold, net +134,811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Raymond James Financial Inc. | 0.01% | Reduce -15.4% | 1,091,308 | $22.9M |
| Morgan Stanley | 0.00% | Reduce -1.6% | 819,928 | $17.2M |
| NorthCoast Asset Management LLC | 0.07% | Reduce -0.7% | 797,177 | $16.7M |
| Bank of America Corp. | 0.00% | Add +2.6% | 590,245 | $12.4M |
| Wells Fargo & Company | 0.00% | Add +4.7% | 495,057 | $10.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +4.8% | 487,593 | $10.2M |
| Invesco Ltd. | 0.00% | Reduce -1.8% | 431,756 | $9.1M |
| Guggenheim Capital LLC | 0.05% | Reduce -9.8% | 321,040 | $6.7M |
| Royal Bank of Canada | 0.00% | Add +6.4% | 313,549 | $6.6M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -11.0% | 253,486 | $5.3M |
| LPL Financial LLC | 0.00% | Add +13.7% | 244,747 | $5.1M |
| Ameriprise Financial Inc. | 0.00% | Add +5.5% | 212,178 | $4.4M |
| Roman Butler Fullerton & Co. | 1.15% | Add +3.7% | 206,476 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Add +6.7% | 192,538 | $4.1M |
| UBS Group AG | 0.00% | Add +2.8% | 190,755 | $4.0M |
| Truist Financial Corp. | 0.01% | Add +3.9% | 177,340 | $3.7M |
| Elevation Point Wealth Partners, LLC | 0.24% | New | 164,532 | $3.5M |
| Vestmark Advisory Solutions, Inc. | 0.06% | New | 160,942 | $3.4M |
| TPG Advisors LLC | 1.43% | Add +4.7% | 103,292 | $2.2M |
| Allworth Financial LP | 0.01% | Reduce -0.6% | 97,773 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +5.8% | 82,995 | $1.7M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -4.0% | 77,429 | $1.6M |
| PMG Family Office LLC | 1.77% | — | 75,443 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -20.3% | 66,847 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.9% | 65,165 | $1.4M |
| OxenFree Capital LLC | 0.75% | Reduce -22.3% | 65,171 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.8% | 50,190 | $1.1M |
| Corient Private Wealth LP | 0.00% | No change | 47,697 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 45,084 | $947K |
| D.A. Davidson & Co. | 0.01% | Reduce -2.4% | 43,905 | $922K |
| International Assets Investment Management, LLC | 0.07% | No change | 43,500 | $911K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.8% | 41,277 | $867K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 40,151 | $843K |
| Guerra Pan Advisors, LLC | 0.50% | No change | 39,565 | $831K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.5% | 30,272 | $636K |
| Shaker Financial Services, LLC | 0.18% | Add +4.2% | 24,965 | $524K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.5% | 21,710 | $456K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +0.2% | 21,708 | $456K |
| Brick & Kyle, Associates | 0.17% | No change | 21,569 | $453K |
| WCG Wealth Advisors LLC | 0.03% | No change | 20,874 | $438K |
| &partners | 0.00% | Reduce -0.9% | 17,255 | $362K |
| Commons Capital, LLC | 0.23% | Add +11.1% | 16,640 | $349K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 14,053 | $295K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +13.9% | 13,798 | $290K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +1.1% | 12,295 | $258K |
| Jane Street Group, LLC | 0.00% | New | 11,141 | $234K |
| Stockman Wealth Management, Inc. | 0.03% | No change | 11,000 | $231K |
| Ieq Capital, LLC | 0.00% | No change | 11,000 | $231K |
| Mariner, LLC | 0.00% | Reduce -55.0% | 10,801 | $227K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +3.8% | 10,100 | $212K |
| Cwm, LLC | 0.00% | Add +0.6% | 9,929 | $209K |
| Wedbush Securities Inc. | 0.01% | New | 9,871 | $207K |
| Farther Finance Advisors, LLC | 0.00% | Add +14.1% | 8,088 | $170K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 7,650 | $161K |
| Colonial Trust Co / SC | 0.02% | No change | 7,000 | $146K |
| Geneos Wealth Management Inc. | 0.00% | No change | 5,772 | $121K |
| NewEdge Advisors, LLC | 0.00% | Add +7.0% | 5,602 | $118K |
| Larson Financial Group LLC | 0.00% | No change | 5,489 | $115K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,856 | $102K |
| Hollencrest Capital Management | 0.00% | No change | 4,800 | $101K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -48.5% | 4,430 | $93K |
| JPMorgan Chase & Co. | 0.00% | Add +15.7% | 4,428 | $93K |
| Wolverine Asset Management LLC | 0.01% | New | 4,060 | $85K |
| Lanark Financial, Inc. | 0.00% | Add +0.8% | 2,664 | $56K |
| Colonial Trust Advisors | 0.00% | Add +0.4% | 2,056 | $43K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,852 | $39K |
| Comerica Bank | 0.00% | No change | 1,500 | $32K |
| Principal Securities, Inc. | 0.00% | Add +1.9% | 1,241 | $26K |
| Tsfg, LLC | 0.00% | Reduce -12.4% | 1,087 | $23K |
| NFSG Corp | 0.00% | No change | 1,000 | $21K |
| Barrett & Company, Inc. | 0.01% | No change | 750 | $16K |
| North Star Investment Management Corp. | 0.00% | No change | 718 | $15K |
| VSM Wealth Advisory, LLC | 0.00% | Add +7.5% | 672 | $14K |
| LRI Investments, LLC | 0.00% | No change | 618 | $13K |
| Smartleaf Asset Management LLC | 0.00% | No change | 509 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 470 | $10K |
| US Bancorp \de | 0.00% | No change | 274 | $6K |
| Highline Wealth Partners LLC | 0.00% | New | 200 | $4K |
| St Germain D J Co. Inc. | 0.00% | New | 200 | $4K |
| CENTRAL TRUST Co | 0.00% | New | 200 | $4K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -96.3% | 71 | $1K |
| Assetmark, Inc. | 0.00% | No change | 24 | $504 |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 13 | $274 |
| 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.