BOSTON, MA
EATON VANCE ENHANCED EQUITY INCOME FUNDEOI— Latest position per institution from SEC 13F filings
15
Institutional holders
9.94M
Total shares held
184.08M
Estimated value
497.09K
Avg. position size
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.68M
Value
32.99M
Filed
Jun 30, 2026
FORT PITT CAPITAL GROUP, LLC
CIK 1663897
Shares
827.68K
Value
16.74M
Filed
Sep 30, 2024
NORTHCOAST ASSET MANAGEMENT LLC
CIK 1665198
Shares
797.18K
Value
16.74M
Filed
Sep 30, 2025
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
693.65K
Value
14.03M
Filed
Sep 30, 2024
MORGAN STANLEY
CIK 895421
Shares
616.11K
Value
12.11M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
575.52K
Value
11.31M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
550.53K
Value
11.14M
Filed
Sep 30, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
534.16K
Value
10.50K
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
532.90K
Value
10.48M
Filed
Jun 30, 2026
FOCUS PARTNERS WEALTH
CIK 1542153
Shares
490.84K
Value
9.65M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
450.14K
Value
8.85M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
374.21K
Value
7.36M
Filed
Jun 30, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
309.88K
Value
6.09M
Filed
Jun 30, 2026
CONCURRENT INVESTMENT ADVISORS, LLC
CIK 2001015
Shares
253.49K
Value
5.32M
Filed
Sep 30, 2025
ROMAN BUTLER FULLERTON & CO
CIK 733444
Shares
218.58K
Value
4.35M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
218.54K
Value
4.30M
Filed
Jun 30, 2026
TRUIST FINANCIAL CORP
CIK 92230
Shares
217.01K
Value
4.27M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
212K
Value
4.17M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
202.09K
Value
3.97M
Filed
Jun 30, 2026
STRATEGIC FINANCIAL CONCEPTS, LLC
CIK 1870686
Shares
189.01K
Value
189.01K
Filed
Dec 31, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.68M | 32.99M | Jun 30, 2026 |
| 2 | FORT PITT CAPITAL GROUP, LLC | 1663897 | 827.68K | 16.74M | Sep 30, 2024 |
| 3 | NORTHCOAST ASSET MANAGEMENT LLC | 1665198 | 797.18K | 16.74M | Sep 30, 2025 |
| 4 | RAYMOND JAMES & ASSOCIATES | 1084208 | 693.65K | 14.03M | Sep 30, 2024 |
| 5 | MORGAN STANLEY | 895421 | 616.11K | 12.11M | Jun 30, 2026 |
| 6 | BANK OF AMERICA CORP /DE/ | 70858 | 575.52K | 11.31M | Jun 30, 2026 |
| 7 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 550.53K | 11.14M | Sep 30, 2024 |
| 8 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 534.16K | 10.50K | Jun 30, 2026 |
| 9 | WELLS FARGO & COMPANY/MN | 72971 | 532.90K | 10.48M | Jun 30, 2026 |
| 10 | FOCUS PARTNERS WEALTH | 1542153 | 490.84K | 9.65M | Jun 30, 2026 |
| 11 | INVESCO LTD. | 914208 | 450.14K | 8.85M | Jun 30, 2026 |
| 12 | LPL FINANCIAL LLC | 1403438 | 374.21K | 7.36M | Jun 30, 2026 |
| 13 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 309.88K | 6.09M | Jun 30, 2026 |
| 14 | CONCURRENT INVESTMENT ADVISORS, LLC | 2001015 | 253.49K | 5.32M | Sep 30, 2025 |
| 15 | ROMAN BUTLER FULLERTON & CO | 733444 | 218.58K | 4.35M | Jun 30, 2026 |
| 16 | AMERIPRISE FINANCIAL INC | 820027 | 218.54K | 4.30M | Jun 30, 2026 |
| 17 | TRUIST FINANCIAL CORP | 92230 | 217.01K | 4.27M | Jun 30, 2026 |
| 18 | GUGGENHEIM CAPITAL LLC | 1283072 | 212K | 4.17M | Jun 30, 2026 |
| 19 | OSAIC HOLDINGS, INC. | 1677044 | 202.09K | 3.97M | Jun 30, 2026 |
| 20 | STRATEGIC FINANCIAL CONCEPTS, LLC | 1870686 | 189.01K | 189.01K | Dec 31, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.