Eaton Vance Enhanced Equity Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.51 M | $28.31 M | 3.80% | 3.72% |
| COLONY GROUP, LLC | 05/15/2026 | 1.47 M | $27.65 M | 88.79% | 3.63% |
| MORGAN STANLEY | 05/15/2026 | 815.60 K | $15.32 M | 0.75% | 2.01% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 569.31 K | $10.69 M | -4.44% | 1.41% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 545.25 K | $10.24 M | 6.09% | 1.35% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 543.31 K | $10.20 M | 0.54% | 1.34% |
| INVESCO LTD. | 05/12/2026 | 398.77 K | $7.49 M | -13.21% | 0.98% |
| LPL FINANCIAL LLC | 05/06/2026 | 355.21 K | $6.67 M | 37.09% | 0.88% |
| ROYAL BANK OF CANADA | 05/15/2026 | 336.43 K | $6.32 M | 2.31% | 0.83% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 239.89 K | $4.51 M | -1.04% | 0.59% |
| ROMAN BUTLER FULLERTON & CO | 04/30/2026 | 220.87 K | $4.34 M | 0.53% | 0.55% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 216.81 K | $4.15 M | 1.28% | 0.54% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 200.60 K | $3.77 M | 5.82% | 0.50% |
| UBS GROUP AG | 05/05/2026 | 188.76 K | $3.54 M | -1.07% | 0.47% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 04/27/2026 | 188.25 K | $3.54 M | -0.71% | 0.46% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 05/15/2026 | 185.95 K | $3.49 M | -0.72% | 0.46% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 168.11 K | $3.16 M | -16.36% | 0.42% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 134.79 K | $2.53 M | 121.00% | 0.33% |
| TPG ADVISORS LLC | 04/22/2026 | 92.05 K | $1.73 M | -13.58% | 0.23% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 92.01 K | $1.76 M | 1,366.29% | 0.23% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 90.16 K | $1.69 M | -4.70% | 0.22% |
| 04/17/2026 | 81.66 K | $1.53 M | 7.24% | 0.20% | |
| OXENFREE CAPITAL LLC | 04/16/2026 | 80.71 K | $1.61 M | 18.52% | 0.20% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 74.64 K | $1.40 M | -13.25% | 0.18% |
| AMERITAS ADVISORY SERVICES, LLC | 05/12/2026 | 54.26 K | $1.02 M | -6.08% | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 53.69 K | $1.01 M | -19.31% | 0.13% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 49.80 K | $935.26 K | -0.46% | 0.12% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 47.61 K | $894.11 K | 17.76% | 0.12% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 46.70 K | $876.97 K | -2.10% | 0.12% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 44.97 K | $844.43 K | 0.30% | 0.11% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 41.86 K | $786.22 K | 0.46% | 0.10% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 40.95 K | $769.06 K | 1.99% | 0.10% |
| GUERRA PAN ADVISORS, LLC | 05/12/2026 | 39.57 K | $743.03 K | 0.00% | 0.10% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 25.28 K | $474.72 K | -5.93% | 0.06% |
| COMMONS CAPITAL, LLC | 04/30/2026 | 24.51 K | $460.33 K | 38.09% | 0.06% |
| DAVID J YVARS GROUP | 04/08/2026 | 21.50 K | $403.77 K | 1.76% | 0.05% |
| WCG WEALTH ADVISORS LLC | 05/12/2026 | 20.87 K | $392.01 K | 0.00% | 0.05% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 20.50 K | $385.05 K | -74.76% | 0.05% |
| NORTHROCK PARTNERS, LLC | 05/15/2026 | 19.29 K | $362.17 K | 100.00% | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 18.46 K | $346.59 K | -8.80% | 0.05% |
| 05/14/2026 | 17.99 K | $337.85 K | 0.00% | 0.04% | |
| BRYN MAWR CAPITAL MANAGEMENT, LLC | 05/04/2026 | 15.02 K | $282.06 K | 0.00% | 0.04% |
| 04/30/2026 | 12.78 K | $239.95 K | -21.02% | 0.03% | |
| STRATOS WEALTH ADVISORS, LLC | 04/28/2026 | 12.60 K | $236.57 K | 1.24% | 0.03% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 12.12 K | $227.58 K | 19.42% | 0.03% |
| JANE STREET GROUP, LLC | 05/12/2026 | 11.37 K | $213.43 K | 100.00% | 0.03% |
| 05/08/2026 | 11.08 K | $208.02 K | 2.05% | 0.03% | |
| WEDBUSH SECURITIES INC | 04/21/2026 | 11.01 K | $207.00 K | -0.18% | 0.03% |
| STOCKMAN WEALTH MANAGEMENT, INC. | 04/13/2026 | 11.00 K | $206.58 K | 0.00% | 0.03% |
| IEQ CAPITAL, LLC | 05/15/2026 | 11.00 K | $206.58 K | 0.00% | 0.03% |
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Eaton Vance Enhanced Equity Income Fund institutional Ownership - FAQ's
During the previous two years, 132 institutional investors and hedge funds held shares of Eaton Vance Enhanced Equity Income Fund. The most heavily invested institutionals were:
RAYMOND JAMES FINANCIAL INC: 1.51 M
Colony Group, LLC: 1.47 M
MORGAN STANLEY: 815,598
BANK OF AMERICA CORP /DE/: 569,306
WELLS FARGO & COMPANY/MN: 545,247
Cambridge Investment Research Advisors, Inc.: 543,309
23.66% of Eaton Vance Enhanced Equity Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 13.83 M shares in the last 24 months. This purchase volume represents approximately $271.90 M in transactions.