EATON VANCE ENHANCED EQ INCM (EOI) Institutional Ownership Changes & 13F Activity
EATON VANCE ENHANCED EQ INCM (EOI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Focus Partners Wealth, Invesco Ltd., Ameriprise Financial Inc, Morgan Stanley, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | Buy | +450,145 | — | 450,145 | $8.85M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +218,542 | — | 218,542 | $4.30M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -189,191 | -56.2% | 147,242 | $2.90M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +170,612 | +11.3% | 1,678,256 | $32.99M | Q2 2026 | Aug 14, 2026 |
| Readystate Asset Management Lp | Buy | +36,245 | — | 36,245 | $712.58K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +33,979 | +20.2% | 202,090 | $3.97M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +19,590 | +36.1% | 73,852 | $1.45M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +17,008 | — | 17,008 | $334.38K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -12,345 | -2.3% | 532,902 | $10.48M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +6,212 | +1.1% | 575,518 | $11.31M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +3,853 | — | 3,853 | $75.75K | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -3,421 | -1.8% | 182,526 | $3.59M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +1,039 | +2664.1% | 1,078 | $20.63K | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -300 | -1.6% | 18,155 | $356.93K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -199,486 | -24.5% | 616,112 | $12.11M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +12,360 | — | 12,360 | $242.99K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -6,877 | -3.6% | 181,878 | $3.58M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +6,146 | +4.6% | 140,937 | $2.77M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -2,147 | -4.3% | 47,654 | $936.88K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -2,021 | -8.0% | 23,257 | $457.22K | Q2 2026 | Aug 13, 2026 |
| Hantz Financial Services, Inc. | Buy | +20 | — | 20 | $0.00 | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | Sell | -981,721 | -66.7% | 490,844 | $9.65M | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Buy | +48,327 | — | 48,327 | $950.11K | Q2 2026 | Aug 12, 2026 |
| Guggenheim Capital Llc | Sell | -27,895 | -11.6% | 211,996 | $4.17M | Q2 2026 | Aug 12, 2026 |
| Landscape Capital Management, L.L.C. | Buy | +10,114 | — | 10,114 | $198.84K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +5,541 | — | 5,541 | $108.94K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +4,679 | — | 4,679 | $90.68K | Q2 2026 | Aug 12, 2026 |
| Elevation Point Wealth Partners, Llc | Sell | -3,422 | -1.8% | 184,826 | $3.63M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -2,571 | -3.4% | 72,073 | $1.42M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -1,366 | -3.0% | 43,599 | $857.15K | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about EOI activity
Which institutional owners are buying EOI?
Institutional owners buying EOI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EOI activity?
"Buy" means an investor increased their reported position in EOI compared to the prior reporting period. This reflects growing exposure to EATON VANCE ENHANCED EQ INCM (EOI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EOI increasing?
Institutional interest in EOI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related EOI Institutional Insights
- EOI Overview
- EOI 13F Institutional Holders
- EOI Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- EOI Insider Trading & SEC Form 4 Activity
- EOI Articles
- Top Institutional Investor Stock Rankings