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Disclosery

EOI EATON VANCE ENHANCED EQUITY

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COM (fund), issuer CIK 1300391

82 managers (84 13F filers) reported a position in EOI shares at 2024-12-31, 8,178,516 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
82
13F filers
84
New
7
Added
32
Reduced
17
Sold out
6
Shares held by filers
8,178,516

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,307,077$27.1M0.01%13F-HR/ATimelineGroup
NorthCoast Asset Management LLC836,494$17.4M0.09%+807,52113F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY759,482$15.8M<0.01%+101,00813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/580,316$12.1M<0.01%+27,74613F-HRTimelineGroup
Cambridge Investment Research Advisors,…496,026$10.3M0.03%+40,13613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.455,289$9.46M<0.01%-45,02313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC422,280$8.77M0.07%-86,53013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN416,217$8.64M<0.01%+22,99013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA258,483$5.37M<0.01%+24,91813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…253,582$5.27M0.14%+6,94813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC239,064$4.97M<0.01%+25,57313F-HRTimelineGroup
UBS Group AGin group UBS Group AG201,189$4.18M<0.01%+2,65113F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO190,268$4.01M1.27%+3,65713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP173,026$3.59M0.01%-51513F-HRTimelineGroup
LPL Financial LLC125,960$2.62M<0.01%+2,71913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.106,995$2.22M<0.01%+46,14213F-HR/ATimelineGroup
TPG Advisors LLC97,329$2.02M1.58%+1,28313F-HRTimeline
Allworth Financial LP94,203$2M0.01%-34,44713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC82,790$1.72M<0.01%+2,94413F-HRTimeline
OxenFree Capital LLC82,620$1.72M1.29%-2,07713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…80,744$1.68M0.06%+2,22113F-HRTimelineGroup
Steward Partners Investment Advisory, L…73,858$1.53M0.01%-99413F-HRTimeline
Cetera Investment Advisers59,878$1.24M<0.01%+2,05013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP50,197$1.04M<0.01%013F-HRTimelineGroup
Financial Advocates Investment Manageme…48,309$1M0.06%-21013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…47,679$990K<0.01%+6,96613F-HRTimelineGroup
D.A. DAVIDSON & CO.46,414$964K0.01%+613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,452$944K<0.01%+2,88213F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…42,800$888K0.07%new13F-HRTimeline
HighTower Advisors, LLC38,792$806K<0.01%+15513F-HRTimeline
GUERRA PAN ADVISORS, LLC36,206$752K0.54%+1,24513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…33,154$689K<0.01%+25013F-HRTimelineGroup
Sanctuary Advisors, LLC32,142$677K<0.01%-4,50813F-HRTimeline
B. Riley Wealth Advisors, Inc.27,381$569K0.02%+1,62513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding23,713$493K-289Timeline
Compound Planning, Inc.23,168$481K0.02%+1,30713F-HRTimeline
Shaker Financial Services, LLC22,214$461K0.18%-9,03313F-HRTimeline
Brick & Kyle, Associates22,217$461K0.2%+1513F-HRTimeline
Ashton Thomas Private Wealth, LLC21,412$445K0.02%+9213F-HRTimeline
&PARTNERS16,421$341K<0.01%new13F-HRTimeline
COMMONS CAPITAL, LLC14,286$297K0.27%+1,40413F-HRTimeline
Atria Wealth Solutions, Inc.14,013$291K<0.01%-35613F-HRTimeline
Warther Private Wealth, LLC13,700$285K0.1%013F-HRTimeline
Everstar Asset Management, LLC13,324$277K0.2%-1,10313F-HRTimeline
Bryn Mawr Trust Advisors, LLC12,500$260K0.01%013F-HR/ATimeline
Sheaff Brock Investment Advisors, LLC12,141$252K0.02%+1413F-HRTimeline
Stockman Wealth Management, Inc.11,000$228K0.04%013F-HRTimeline
IEQ CAPITAL, LLC11,000$228K<0.01%-60013F-HRTimeline
Mariner, LLCin group Mariner, LLC10,801$224K<0.01%-1,14713F-HRTimelineGroup
CWM, LLCin group CWM, LLC9,760$203K<0.01%-4813F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding9,030$184K+8Timeline
Sunbelt Securities, Inc.8,594$181K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,650$158K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,231$150K<0.01%+1,03113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,881$122K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC5,489$114K0.01%013F-HRTimeline
NewEdge Advisors, LLC5,277$110K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT4,800$99.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC4,713$97.9K<0.01%new13F-HRTimeline
Elequin Capital, LP4,669$97K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.2,336$48.5K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC2,000$41.5K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,852$38.5K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,651$34.3K<0.01%+1,65013F-HRTimelineGroup
COMERICA BANK1,500$31.2K<0.01%013F-HR/ATimeline
TUCKER ASSET MANAGEMENT LLC1,474$30.6K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,407$29.7K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,170$24.3K<0.01%new13F-HRTimelineGroup
TSFG, LLC1,087$23K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,004$21.4K<0.01%013F-HRTimeline
CURIO WEALTH, LLC1,019$21.2K0.01%13F-HRTimeline
Fortitude Family Office, LLC1,000$20.8K0.01%-3,75013F-HRTimeline
BARRETT & COMPANY, INC.750$15.6K0.01%013F-HRTimeline
North Star Investment Management Corp.718$14.9K<0.01%013F-HRTimeline
LRI Investments, LLC618$12.8K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …530$11K<0.01%new13F-HRTimelineGroup
VSM Wealth Advisory, LLC530$11K<0.01%13F-HRTimeline
PSI Advisors, LLC500$10.4K<0.01%013F-HRTimeline
Transce3nd, LLC393$8.16K<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…185$3.84K<0.01%new13F-HRTimelineGroup
INVESTMENT COUNSEL CO OF NEVADA90$1.86K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.2$53<0.01%-2,57413F-HRTimeline