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 | 02/18/2026 | 1.45 M | $29.86 M | 33.09% | 3.59% |
| MORGAN STANLEY | 02/13/2026 | 809.56 K | $16.64 M | -1.26% | 2.00% |
| COLONY GROUP, LLC | 02/13/2026 | 780.00 K | $16.04 M | 100.00% | 1.93% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 595.76 K | $12.25 M | 0.93% | 1.47% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 540.40 K | $11.11 M | 10.83% | 1.33% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 513.97 K | $10.57 M | 3.82% | 1.27% |
| INVESCO LTD. | 02/19/2026 | 459.48 K | $9.45 M | 6.42% | 1.13% |
| ROYAL BANK OF CANADA | 02/17/2026 | 328.83 K | $6.76 M | 4.87% | 0.81% |
| LPL FINANCIAL LLC | 02/11/2026 | 259.12 K | $5.33 M | 5.87% | 0.64% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 242.40 K | $4.98 M | -24.50% | 0.60% |
| ROMAN BUTLER FULLERTON & CO | 01/26/2026 | 219.69 K | $4.55 M | 6.40% | 0.54% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 214.07 K | $4.40 M | 0.89% | 0.53% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 201.00 K | $4.13 M | 4.39% | 0.50% |
| UBS GROUP AG | 01/29/2026 | 190.80 K | $3.92 M | 0.02% | 0.47% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 02/12/2026 | 189.60 K | $3.90 M | 15.24% | 0.47% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 189.57 K | $3.90 M | 6.90% | 0.47% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 02/06/2026 | 187.30 K | $3.85 M | 16.38% | 0.46% |
| TPG ADVISORS LLC | 01/21/2026 | 106.52 K | $2.19 M | 3.13% | 0.26% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 100.29 K | $2.06 M | 100.00% | 0.25% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 94.60 K | $1.95 M | -3.24% | 0.23% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 86.04 K | $1.77 M | 3.67% | 0.21% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 81.24 K | $1.67 M | 1,900.91% | 0.20% |
| 01/28/2026 | 76.14 K | $1.57 M | 0.93% | 0.19% | |
| OXENFREE CAPITAL LLC | 01/15/2026 | 68.10 K | $1.40 M | 4.49% | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 66.54 K | $1.37 M | -0.46% | 0.16% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 60.99 K | $1.25 M | -6.40% | 0.15% |
| AMERITAS ADVISORY SERVICES, LLC | 02/04/2026 | 57.77 K | $1.19 M | -25.39% | 0.14% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 50.03 K | $1.03 M | -0.31% | 0.12% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 47.70 K | $980.65 K | 0.00% | 0.12% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 44.83 K | $921.73 K | -0.56% | 0.11% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 41.67 K | $856.78 K | -5.09% | 0.10% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 40.43 K | $831.25 K | -2.05% | 0.10% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 40.15 K | $825.50 K | 0.00% | 0.10% |
| GUERRA PAN ADVISORS, LLC | 01/13/2026 | 39.57 K | $813.46 K | 0.00% | 0.10% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 26.87 K | $552.47 K | -11.23% | 0.07% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 25.42 K | $522.59 K | 100.00% | 0.06% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 01/29/2026 | 21.81 K | $448.48 K | 0.47% | 0.05% |
| DAVID J YVARS GROUP | 01/12/2026 | 21.13 K | $434.39 K | 100.00% | 0.05% |
| BRICK & KYLE, ASSOCIATES | 02/13/2026 | 21.07 K | $433.00 K | -2.32% | 0.05% |
| WCG WEALTH ADVISORS LLC | 02/10/2026 | 20.87 K | $429.17 K | 0.00% | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 20.24 K | $416.03 K | 17.27% | 0.05% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 18.47 K | $379.81 K | -26.00% | 0.05% |
| B. RILEY WEALTH ADVISORS, INC. | 02/17/2026 | 17.83 K | $366.48 K | -17.89% | 0.04% |
| COMMONS CAPITAL, LLC | 01/05/2026 | 17.75 K | $364.97 K | 6.68% | 0.04% |
| 02/03/2026 | 16.18 K | $332.60 K | 100.00% | 0.04% | |
| BRYN MAWR CAPITAL MANAGEMENT, LLC | 02/04/2026 | 15.02 K | $308.79 K | 6.87% | 0.04% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 14.65 K | $301.20 K | 100.00% | 0.04% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 13.01 K | $221.27 K | -5.74% | 0.03% |
| STRATOS WEALTH ADVISORS, LLC | 01/20/2026 | 12.44 K | $255.81 K | 1.20% | 0.03% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 11.03 K | $227.00 K | 11.72% | 0.03% |
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Eaton Vance Enhanced Equity Income Fund institutional Ownership - FAQ's
During the previous two years, 133 institutional investors and hedge funds held shares of Eaton Vance Enhanced Equity Income Fund. The most heavily invested institutionals were:
Cambridge Investment Research Advisors, Inc.: 543,309
ROMAN BUTLER FULLERTON & CO: 220,865
TRUIST FINANCIAL CORP: 200,602
UBS Group AG: 188,755
Mount Yale Investment Advisors, LLC: 188,248
TPG Advisors LLC: 92,053
22.03% of Eaton Vance Enhanced Equity Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 13.27 M shares in the last 24 months. This purchase volume represents approximately $260.98 M in transactions.