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 (Q1 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, Lpl Financial Llc, Steward Partners Investment Advisory, Llc, Raymond James Financial Inc, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+31,280+6.1%545,247$10.24MQ1 2026Jul 08, 2026
Western Wealth Management, LlcBuy+382—382$7.17KQ1 2026May 19, 2026
Bank Of America CorpSell-26,449-4.4%569,306$10.69MQ1 2026May 18, 2026
Focus Partners WealthBuy+692,566+88.8%1,472,565$27.65MQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-32,888-16.4%168,111$3.16MQ1 2026May 15, 2026
Northrock Partners, LlcBuy+19,285—19,285$362.17KQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+7,608+2.3%336,433$6.32MQ1 2026May 15, 2026
Morgan StanleyBuy+6,034+0.7%815,598$15.32MQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+5,376—5,376$100.96KQ1 2026May 15, 2026
Allworth Financial LpSell-4,446-4.7%90,158$1.69MQ1 2026May 15, 2026
Guggenheim Capital LlcSell-2,509-1.0%239,891$4.51MQ1 2026May 15, 2026
&PartnersSell-1,780-8.8%18,455$346.58KQ1 2026May 15, 2026
Vestmark Advisory Solutions, Inc.Sell-1,353-0.7%185,947$3.49MQ1 2026May 15, 2026
Corient Private Wealth LlcSell-1,000-2.1%46,697$876.97KQ1 2026May 15, 2026
Larson Financial Group LlcSell-754-13.7%4,735$88.92KQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+275—275$5.17KQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+39—39$706.00Q1 2026May 15, 2026
Raymond James Financial IncBuy+55,260+3.8%1,507,644$28.31MQ1 2026May 14, 2026
Rockefeller Capital Management L.P.Sell-231-0.5%49,801$935.26KQ1 2026May 14, 2026
Cwm, LlcBuy+61+0.6%10,048$188.70KQ1 2026May 14, 2026
Cetera Investment AdvisersSell-11,399-13.2%74,644$1.40MQ1 2026May 13, 2026
Jane Street Group, LlcBuy+11,365—11,365$213.43KQ1 2026May 12, 2026
Ameritas Advisory Services, LlcSell-3,511-6.1%54,262$1.02MQ1 2026May 12, 2026
Stifel Financial CorpBuy+133+0.3%44,965$844.43KQ1 2026May 12, 2026
Colonial Trust AdvisorsBuy+10+0.5%2,075$38.96KQ1 2026May 12, 2026
Steward Partners Investment Advisory, LlcBuy+73,799+121.0%134,791$2.53MQ1 2026May 08, 2026
Financial Gravity Asset Management, Inc.Buy+530—530$9.95KQ1 2026May 08, 2026
Tmb Capital Partners, LlcBuy+223+2.1%11,076$208.02KQ1 2026May 08, 2026
Northwestern Mutual Wealth Management CoBuy+28,861+238.7%40,951$769.06KQ1 2026May 07, 2026
Lpl Financial LlcBuy+96,094+37.1%355,211$6.67MQ1 2026May 06, 2026
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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.

EOI Institutional Ownership Changes and 13F Activity Q1 2026 | InsiderSet