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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 2025-03-31, 8,364,306 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
82
13F filers
84
New
6
Added
40
Reduced
17
Sold out
6
Shares held by filers
8,364,306

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC1,311,047$24.6M0.01%+3,97013F-HRTimelineGroup
NorthCoast Asset Management LLC814,530$15.3M0.08%-21,96413F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY801,398$15M<0.01%+41,91613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/588,558$11M<0.01%+8,24213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN465,956$8.74M<0.01%+49,73913F-HRTimelineGroup
Cambridge Investment Research Advisors,…459,951$8.63M0.03%-36,07513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.450,925$8.46M<0.01%-4,36413F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC317,914$5.96M0.06%-104,36613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…281,366$5.28M0.13%+27,78413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA272,574$5.11M<0.01%+14,09113F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC209,159$3.92M<0.01%-29,90513F-HRTimelineGroup
UBS Group AGin group UBS Group AG194,039$3.64M<0.01%-7,15013F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO193,751$3.45M1.34%+3,48313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.180,753$3.39M0.01%+73,75813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP170,032$3.19M0.01%-2,99413F-HRTimelineGroup
LPL Financial LLC149,519$2.8M<0.01%+23,55913F-HRTimeline
TPG Advisors LLC98,242$1.84M1.45%+91313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC89,748$1.68M<0.01%+6,95813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…80,744$1.68M0.07%013F-HRTimelineGroup
Allworth Financial LP88,138$1.61M0.01%-6,06513F-HRTimeline
Shaker Financial Services, LLC83,649$1.57M0.61%+61,43513F-HRTimeline
OxenFree Capital LLC81,202$1.38M1.05%-1,41813F-HRTimeline
Steward Partners Investment Advisory, L…70,458$1.32M0.01%-3,40013F-HRTimeline
Cetera Investment Advisers62,309$1.17M<0.01%+2,43113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP50,197$942K<0.01%013F-HRTimelineGroup
Financial Advocates Investment Manageme…49,079$921K0.06%+77013F-HRTimeline
D.A. DAVIDSON & CO.46,821$878K0.01%+40713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…45,164$847K<0.01%-2,51513F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…44,800$840K0.07%+2,00013F-HRTimeline
HighTower Advisors, LLC42,231$792K<0.01%+3,43913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP40,715$764K<0.01%-4,73713F-HRTimelineGroup
GUERRA PAN ADVISORS, LLC39,565$742K0.58%+3,35913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…33,404$627K<0.01%+25013F-HRTimelineGroup
Sanctuary Advisors, LLC31,942$599K<0.01%-20013F-HRTimeline
B. Riley Wealth Advisors, Inc.27,929$524K0.02%+54813F-HRTimeline
Compound Planning, Inc.27,214$511K0.02%+4,04613F-HRTimeline
Advisory Services Network, LLC25,155$472K0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding23,854$448K+141Timeline
Brick & Kyle, Associates22,748$422K0.19%+53113F-HRTimeline
Atria Wealth Solutions, Inc.21,705$407K<0.01%+7,69213F-HRTimeline
Ashton Thomas Private Wealth, LLC21,511$404K0.02%+9913F-HRTimeline
&PARTNERS17,971$336K<0.01%+1,55013F-HRTimeline
COMMONS CAPITAL, LLC14,878$279K0.26%+59213F-HRTimeline
Warther Private Wealth, LLC13,700$257K0.09%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,579$255K<0.01%+6,34813F-HRTimelineGroup
Everstar Asset Management, LLC13,490$253K0.17%+16613F-HR/ATimeline
Bryn Mawr Trust Advisors, LLC12,500$234K0.01%013F-HRTimeline
Sheaff Brock Investment Advisors, LLC12,150$228K0.02%+913F-HRTimeline
WCG Wealth Advisors LLC11,512$216K0.02%new13F-HR/ATimeline
J.W. COLE ADVISORS, INC.11,254$211K0.01%new13F-HRTimeline
Stockman Wealth Management, Inc.11,000$206K0.03%013F-HRTimeline
IEQ CAPITAL, LLC11,000$206K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC10,901$205K<0.01%+10013F-HRTimelineGroup
CWM, LLCin group CWM, LLC9,816$184K<0.01%+5613F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding9,038$169K+8Timeline
Sunbelt Securities, Inc.8,594$161K0.01%013F-HRTimeline
Geneos Wealth Management Inc.8,308$156K<0.01%+5,97213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,531$141K<0.01%+1,65013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC7,456$140K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC7,088$133K<0.01%+2,37513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,650$128K<0.01%013F-HRTimelineGroup
Elequin Capital, LP5,514$103K0.02%+84513F-HRTimeline
Larson Financial Group LLC5,489$103K<0.01%013F-HRTimeline
NewEdge Advisors, LLC5,270$98.9K<0.01%-713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT4,800$90K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.2,619$49K<0.01%+2,61713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,852$34.7K<0.01%013F-HRTimeline
COMERICA BANK1,500$28.1K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,407$26.3K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,170$24.3K<0.01%013F-HRTimelineGroup
TSFG, LLC1,238$23K<0.01%+15113F-HRTimeline
BARRETT & COMPANY, INC.750$14.1K0.01%013F-HRTimeline
North Star Investment Management Corp.718$13.5K<0.01%013F-HRTimeline
LRI Investments, LLC618$11.6K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC543$10.2K<0.01%+1313F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …530$9.94K<0.01%13F-HRTimelineGroup
PSI Advisors, LLC500$9.38K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\274$5.14K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC100$1.88K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$19<0.01%-1,65013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,00413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC1$21.2K-1,01813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.