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 | 08/14/2026 | 1.68 M | $32.99 M | 11.32% | 4.09% |
| MORGAN STANLEY | 08/13/2026 | 616.11 K | $12.11 M | -24.46% | 1.50% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 575.52 K | $11.31 M | 1.09% | 1.40% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 534.16 K | $10.50 M | -1.68% | 1.30% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 532.90 K | $10.48 M | -2.26% | 1.30% |
| COLONY GROUP, LLC | 08/12/2026 | 490.84 K | $9.65 M | -66.67% | 1.20% |
| INVESCO LTD. | 08/14/2026 | 450.15 K | $8.85 M | 12.88% | 1.10% |
| LPL FINANCIAL LLC | 08/07/2026 | 374.21 K | $7.36 M | 5.35% | 0.91% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 309.88 K | $6.09 M | 100.00% | 0.76% |
| ROMAN BUTLER FULLERTON & CO | 08/06/2026 | 218.58 K | $4.35 M | -1.03% | 0.53% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 218.54 K | $4.30 M | 0.80% | 0.53% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 217.01 K | $4.27 M | 8.18% | 0.53% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 212.00 K | $4.17 M | -11.63% | 0.52% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 202.09 K | $3.97 M | 20.21% | 0.49% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 08/12/2026 | 184.83 K | $3.63 M | -1.82% | 0.45% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 08/14/2026 | 182.53 K | $3.59 M | -1.84% | 0.45% |
| UBS GROUP AG | 08/13/2026 | 181.88 K | $3.58 M | -3.64% | 0.44% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 155.69 K | $3.06 M | 659.37% | 0.38% |
| ROYAL BANK OF CANADA | 08/14/2026 | 147.24 K | $2.90 M | -56.23% | 0.36% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 140.94 K | $2.77 M | 4.56% | 0.34% |
| TPG ADVISORS LLC | 07/29/2026 | 96.02 K | $1.89 M | 4.31% | 0.23% |
| OXENFREE CAPITAL LLC | 07/08/2026 | 92.83 K | $1.83 M | 15.01% | 0.23% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 88.00 K | $1.73 M | -2.39% | 0.21% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 84.50 K | $1.66 M | 3.48% | 0.21% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 73.85 K | $1.45 M | 36.10% | 0.18% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 72.07 K | $1.42 M | -3.44% | 0.18% |
| LYNX INVESTMENT ADVISORY | 07/27/2026 | 55.51 K | $1.09 M | 100.00% | 0.14% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 48.98 K | $962.87 K | 19.60% | 0.12% |
| EP WEALTH ADVISORS, LLC | 08/12/2026 | 48.33 K | $950.11 K | 100.00% | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 48.05 K | $944.60 K | -10.51% | 0.12% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 47.65 K | $936.88 K | -4.31% | 0.12% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 46.70 K | $918.06 K | 0.00% | 0.11% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 44.69 K | $878.52 K | -6.14% | 0.11% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 43.60 K | $857.15 K | -3.04% | 0.11% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 41.67 K | $819.28 K | -0.46% | 0.10% |
| GUERRA PAN ADVISORS, LLC | 08/12/2026 | 39.31 K | $772.87 K | -0.64% | 0.10% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 36.25 K | $712.58 K | 100.00% | 0.09% |
| DAVID J YVARS GROUP | 07/07/2026 | 33.19 K | $652.41 K | 54.35% | 0.08% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 31.97 K | $628.45 K | -65.26% | 0.08% |
| COMMONS CAPITAL, LLC | 07/30/2026 | 27.77 K | $545.87 K | 13.28% | 0.07% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 23.26 K | $457.22 K | -8.00% | 0.06% |
| WCG WEALTH ADVISORS LLC | 08/14/2026 | 20.87 K | $410.38 K | 0.00% | 0.05% |
| BRICK & KYLE, ASSOCIATES | 08/06/2026 | 20.27 K | $380.65 K | 0.00% | 0.05% |
| RHODES INVESTMENT ADVISORS INC /ADV | 07/28/2026 | 18.28 K | $359.29 K | 1.58% | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 18.16 K | $356.93 K | -1.63% | 0.04% |
| XTX TOPCO LTD | 08/14/2026 | 17.01 K | $334.38 K | 100.00% | 0.04% |
| NORTHROCK PARTNERS, LLC | 08/11/2026 | 16.35 K | $321.50 K | -15.20% | 0.04% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 15.70 K | $309.00 K | 42.65% | 0.04% |
| INDIVISIBLE PARTNERS | 08/04/2026 | 12.78 K | $251.20 K | 0.00% | 0.03% |
| STRATOS WEALTH ADVISORS, LLC | 08/11/2026 | 12.76 K | $250.77 K | 1.26% | 0.03% |
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Eaton Vance Enhanced Equity Income Fund institutional Ownership - FAQ's
During the previous two years, 139 institutional investors and hedge funds held shares of Eaton Vance Enhanced Equity Income Fund. The most heavily invested institutionals were:
RAYMOND JAMES FINANCIAL INC: 1.68 M
MORGAN STANLEY: 616,112
BANK OF AMERICA CORP /DE/: 575,518
Cambridge Investment Research Advisors, Inc.: 534,160
WELLS FARGO & COMPANY/MN: 532,902
Colony Group, LLC: 490,844
22.13% of Eaton Vance Enhanced Equity Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 13.43 M shares in the last 24 months. This purchase volume represents approximately $264.11 M in transactions.