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Disclosery

EOS EATON VANCE ENHANCED EQUITY

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COM (fund), issuer CIK 1308335

122 managers (122 13F filers) reported a position in EOS shares at 2024-12-31, 10,251,119 shares in all. 15 filers opened a position and 10 filers sold out during the quarter.

Managers
122
13F filers
122
New
15
Added
41
Reduced
23
Sold out
10
Shares held by filers
10,251,119

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,449,121$34.7M<0.01%+33,06013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,296,328$31M<0.01%+80,81013F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC883,293$21.2M0.17%+73,69313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.652,967$15.6M<0.01%-9,60613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC619,143$14.8M0.01%13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN617,372$14.8M<0.01%+37,88013F-HRTimelineGroup
Advisors Asset Management, Inc.424,937$10.2M0.19%+5,47113F-HR/ATimeline
LPL Financial LLC381,593$9.14M<0.01%+43,04613F-HRTimeline
UBS Group AGin group UBS Group AG328,123$7.86M<0.01%-18,89413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC299,677$7.18M0.01%+27,03713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA271,221$6.5M<0.01%+11,22013F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.226,914$5.43M0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.195,919$4.69M0.01%+35,91213F-HR/ATimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…192,880$4.62M0.13%+122,37613F-HRTimelineGroup
Cetera Investment Advisers173,809$4.16M0.01%-9,36013F-HRTimeline
Chung Wu Investment Group, LLC166,830$4M4.02%13F-HRTimeline
Larson Financial Group LLC119,068$2.85M0.15%+9,85413F-HRTimeline
JBR Co Financial Management Inc112,678$2.7M1.65%+2,06613F-HRTimeline
Sunbelt Securities, Inc.107,220$2.58M0.23%-11,56513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC105,157$2.52M<0.01%+4,67613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…100,360$2.4M0.01%+1,45013F-HRTimelineGroup
Karpus Management, Inc.93,419$2.24M0.07%-373,71513F-HRTimeline
ROMAN BUTLER FULLERTON & CO77,335$1.86M0.59%-2,45713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…65,857$1.61M0.09%+9,49513F-HRTimeline
Cambridge Investment Research Advisors,…66,618$1.59M0.01%+7,55413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP64,414$1.54M<0.01%+6,67913F-HRTimelineGroup
Global Assets Advisory, LLC51,843$1.24M0.68%+27213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC49,831$1.19M0.01%-1,74013F-HRTimelineGroup
Steward Partners Investment Advisory, L…46,761$1.12M0.01%+1,56113F-HRTimeline
Private Advisor Group, LLC40,187$962K0.01%+1,02613F-HRTimeline
TBH Global Asset Management, LLC39,474$945K0.22%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP38,554$923K<0.01%+713F-HRTimelineGroup
D.A. DAVIDSON & CO.30,624$733K0.01%+1,07013F-HRTimeline
Chancellor Financial Group WB LP29,613$709K0.57%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC29,109$697K<0.01%+2,74813F-HRTimelineGroup
1607 Capital Partners, LLC28,410$680K0.05%-143,37513F-HRTimeline
Tyche Wealth Partners LLC26,794$642K0.14%-6313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,718$640K0.01%+1,83213F-HRTimelineGroup
Fairman Group, LLC26,418$633K0.52%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…26,332$631K0.02%+1,23613F-HRTimelineGroup
Compound Planning, Inc.25,128$602K0.03%+79613F-HRTimeline
City Center Advisors, LLC24,463$586K0.66%+1,70113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,689$567K<0.01%+2,90413F-HRTimelineGroup
WEALTH EFFECTS LLC22,402$537K0.19%+3913F-HRTimeline
Compass Planning Associates Inc22,335$535K0.54%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…22,310$532K0.04%-1,307,06813F-HRTimeline
HighTower Advisors, LLC19,722$472K<0.01%013F-HRTimeline
Sanctuary Advisors, LLC18,674$450K<0.01%-3,90013F-HRTimeline
Creative Planningin group Creative Planning18,406$441K<0.01%-2013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors17,764$425K0.06%+17,50013F-HRTimelineGroup
NewEdge Advisors, LLC16,527$396K<0.01%-9,25813F-HRTimeline
UMB Bank, n.a.15,684$376K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Savant Capital, LLCin group Savant Capital, LLC15,570$373K<0.01%+7013F-HRTimelineGroup
Cordgrass Capital Advisors, LLC15,547$372K0.11%+14213F-HRTimeline
Formidable Asset Management, LLC15,399$369K0.06%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC15,147$363K0.02%+5,76813F-HRTimeline
Essential Planning, LLC.15,456$347K<0.01%new13F-HRTimeline
ARS Wealth Advisors Group, LLC13,500$323K0.04%013F-HRTimeline
Shulman DeMeo Asset Management LLC13,282$318K0.09%013F-HRTimeline
Janney Montgomery Scott LLC13,180$316K<0.01%-56513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,178$316K0.05%+71113F-HRTimeline
COMMONS CAPITAL, LLC12,562$301K0.27%+1,86613F-HRTimeline
Perigon Wealth Management, LLC12,459$294K0.01%+1,39913F-HRTimeline
Diversified Enterprises, LLC12,249$293K0.03%-7813F-HRTimeline
Altus Wealth Group LLC12,207$292K0.13%013F-HRTimeline
Semus Wealth Partners LLC12,108$290K0.19%-1,11013F-HRTimeline
Shaker Financial Services, LLC11,691$280K0.11%-48,39913F-HRTimeline
Burk Holdings LLC11,323$271K0.22%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,024$264K<0.01%-12,75013F-HRTimelineGroup
Traynor Capital Management, Inc.10,806$259K0.02%+7613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,600$254K<0.01%013F-HRTimelineGroup
Garden State Investment Advisory Servic…10,006$240K0.07%-33913F-HRTimeline
Stockman Wealth Management, Inc.10,000$240K0.04%013F-HRTimeline
Gateway Wealth Partners, LLC10,000$240K0.06%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,970$239K0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management9,916$237K0.01%-1,27213F-HRTimelineGroup
Heritage Investment Group, Inc.9,800$235K0.04%new13F-HRTimeline
Atria Wealth Solutions, Inc.9,545$229K<0.01%+1013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,326$223K<0.01%013F-HRTimelineGroup
COMERICA BANK9,087$218K<0.01%-6413F-HR/ATimeline
TRANSCEND CAPITAL ADVISORS, LLC9,078$217K0.02%new13F-HRTimeline
Laird Norton Wetherby Wealth Management…8,389$201K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC6,960$167K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.6,300$152K0.07%13F-HRTimeline
Pinnacle Financial Partners Inc6,755$147K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,210$125K0.03%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,191$124K<0.01%+8813F-HRTimelineGroup
Cypress Capital Management LLC (WY)3,550$85K0.1%013F-HRTimeline
Future Financial Wealth Managment LLC3,000$71.8K0.05%013F-HRTimeline
Washington Trust Advisors, Inc.2,965$71K0.01%new13F-HRTimeline
American Capital Advisory, LLC2,725$65.3K0.04%013F-HRTimeline
Cornerstone Planning Group LLC2,524$60.8K0.01%-45513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,200$52.7K<0.01%013F-HRTimelineGroup
Kentucky Trust Co1,800$43.1K0.03%13F-HRTimeline
CoreFirst Bank & Trust1,799$43.1K0.03%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,700$40.7K<0.01%013F-HRTimeline
Marquette Asset Management, LLC1,500$35.9K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,460$34.6K<0.01%013F-HRTimelineGroup
MCF Advisors LLC1,427$34.2K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,352$32.4K<0.01%+35213F-HRTimelineGroup
Geneos Wealth Management Inc.1,221$29.2K<0.01%013F-HRTimeline
CNB Bank1,130$27.1K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,100$26K<0.01%new13F-HRTimelineGroup
Fortis Group Advisors, LLC1,000$23.9K<0.01%013F-HRTimeline
CITY HOLDING CO960$23K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.820$19.6K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC735$17.6K<0.01%+1213F-HRTimeline
EASTERN BANK600$14.4K<0.01%new13F-HRTimeline
ORG Partners LLC500$12K<0.01%new13F-HRTimeline
Piscataqua Savings Bank410$9.82K0.01%013F-HRTimeline
Transce3nd, LLC389$9.32K<0.01%13F-HRTimeline
Ransom Advisory, Ltd300$7.18K<0.01%013F-HRTimeline
Financial Freedom, LLC258$6.18K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO209$5.01K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC166$3.98K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC165$3.95K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.125$2.99K<0.01%013F-HRTimeline
MAI Capital Management100$2.4K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44$1.05K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.24$5840.05%-24,62113F-HRTimeline
Kessler Investment Group, LLC14$354<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$24<0.01%new13F-HRTimelineGroup