DaveManuel.com · Institutional Ownership · Who Owns It
EATON VANCE ENHANCED EQUITY (EOI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
91
Reporting holders
$188.8M
Reported value
0.0%
Calls
0.0%
Puts
+6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $33.0M | 1,678,256 | 0.01% | 7q | +11.3%+$3.4M |
| Cambridge Investment Research Advisors, Inc. | $21.0M | 1,068,320 | 0.02% | 31q | +96.6%+$10.3M |
| MORGAN STANLEY | $12.1M | 616,112 | 0.00% | 35q | -24.5%-$3.9M |
| BANK OF AMERICA CORP /DE/ | $11.3M | 575,518 | 0.00% | 31q | +1.1%+$122.1K |
| WELLS FARGO & COMPANY/MN | $10.5M | 532,902 | 0.00% | 31q | -2.3%-$242.7K |
| Focus Partners Wealth | $9.6M | 490,844 | 0.01% | 3q | -66.7%-$19.3M |
| Invesco Ltd. | $8.8M | 450,145 | 0.00% | 31q | +12.9%+$1.0M |
| LPL Financial LLC | $7.4M | 374,206 | 0.00% | 31q | +5.3%+$373.4K |
| Shaker Financial Services, LLC | $6.1M | 309,881 | 1.91% | new | NEW |
| ROMAN BUTLER FULLERTON & CO | $4.4M | 218,581 | 1.04% | 31q | -1.0%-$45.5K |
| AMERIPRISE FINANCIAL INC | $4.3M | 218,542 | 0.00% | 31q | +0.8%+$34.0K |
| TRUIST FINANCIAL CORP | $4.3M | 217,008 | 0.01% | 27q | +8.2%+$322.5K |
| GUGGENHEIM CAPITAL LLC | $4.2M | 211,996 | 0.03% | 31q | -11.6%-$548.4K |
| OSAIC HOLDINGS, INC. | $4.0M | 202,090 | 0.00% | 26q | +20.2%+$668.0K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $3.6M | 184,826 | 0.07% | 4q | -1.8%-$67.3K |
| Vestmark Advisory Solutions, Inc. | $3.6M | 182,526 | 0.03% | 4q | -1.8%-$67.3K |
| UBS Group AG | $3.6M | 181,878 | 0.00% | 31q | -3.6%-$135.2K |
| WOLVERINE ASSET MANAGEMENT LLC | $3.1M | 155,693 | 0.03% | 4q | +659.4%+$2.7M |
| ROYAL BANK OF CANADA | $2.9M | 147,242 | 0.00% | 31q | -56.2%-$3.7M |
| Steward Partners Investment Advisory, LLC | $2.8M | 140,937 | 0.01% | 29q | +4.6%+$120.8K |
| TPG Advisors LLC | $1.9M | 96,020 | 1.04% | 9q | +4.3%+$78.0K |
| OxenFree Capital LLC | $1.8M | 92,825 | 0.84% | 11q | +15.0%+$239.4K |
| Allworth Financial LP | $1.7M | 88,002 | 0.01% | 13q | -2.4%-$42.4K |
| PMG Family Office LLC | $1.7M | 84,502 | 1.53% | 4q | +3.5%+$55.9K |
| Ameritas Advisory Services, LLC | $1.5M | 73,852 | 0.03% | 19q | +36.1%+$385.1K |
| Cetera Investment Advisers | $1.4M | 72,073 | 0.00% | 10q | -3.4%-$50.5K |
| Lynx Investment Advisory | $1.1M | 55,505 | 0.36% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $962.9K | 48,976 | 0.00% | 31q | +19.6%+$157.8K |
| EP Wealth Advisors, LLC | $950.1K | 48,327 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $944.6K | 48,047 | 0.00% | 31q | -10.5%-$110.9K |
| Rockefeller Capital Management L.P. | $936.9K | 47,654 | 0.00% | 24q | -4.3%-$42.2K |
| Corient Private Wealth LP | $918.1K | 46,697 | 0.00% | 14q | HELD |
| HighTower Advisors, LLC | $878.5K | 44,685 | 0.00% | 31q | -6.1%-$57.5K |
| STIFEL FINANCIAL CORP | $857.1K | 43,599 | 0.00% | 31q | -3.0%-$26.9K |
| D.A. DAVIDSON & CO. | $819.3K | 41,672 | 0.00% | 31q | HELD |
| GUERRA PAN ADVISORS, LLC | $772.9K | 39,312 | 0.43% | 19q | -0.6%-$5.0K |
| READYSTATE ASSET MANAGEMENT LP | $712.6K | 36,245 | 0.02% | new | NEW |
| David J Yvars Group | $652.4K | 33,185 | 0.31% | 3q | +54.3%+$229.7K |
| Farther Finance Advisors, LLC | $628.5K | 31,966 | 0.00% | 7q | -65.3%-$1.2M |
| COMMONS CAPITAL, LLC | $545.9K | 27,766 | 0.38% | 8q | +13.3%+$64.0K |
| Sanctuary Advisors, LLC | $457.2K | 23,257 | 0.00% | 9q | -8.0%-$39.7K |
| WCG Wealth Advisors LLC | $410.4K | 20,874 | 0.01% | 6q | HELD |
| Brick & Kyle, Associates | $380.6K | 20,269 | 0.13% | 23q | HELD |
| RHODES INVESTMENT ADVISORS INC /ADV | $359.3K | 18,275 | 0.26% | 3q | +1.6%+$5.6K |
| &PARTNERS | $356.9K | 18,155 | 0.00% | 7q | -1.6%-$5.9K |
| XTX Topco Ltd | $334.4K | 17,008 | 0.00% | new | NEW |
| NorthRock Partners, LLC | $321.5K | 16,353 | 0.00% | 2q | -15.2%-$57.6K |
| WEDBUSH SECURITIES INC | $309.0K | 15,703 | 0.01% | 4q | +42.7%+$92.4K |
| Indivisible Partners | $251.2K | 12,777 | 0.01% | 3q | HELD |
| Stratos Wealth Advisors, LLC | $250.8K | 12,755 | 0.01% | 12q | +1.3%+$3.1K |
| Bryn Mawr Trust Advisors, LLC | $245.8K | 12,500 | 0.01% | 12q | -16.8%-$49.5K |
| Mariner, LLC | $243.0K | 12,360 | 0.00% | new | NEW |
| J.W. COLE ADVISORS, INC. | $233.6K | 11,883 | 0.00% | new | NEW |
| Stratos Wealth Partners, LTD. | $229.3K | 11,661 | 0.00% | 31q | -3.8%-$9.0K |
| TMB Capital Partners, LLC | $222.2K | 11,304 | 0.07% | 3q | +2.1%+$4.5K |
| Stockman Wealth Management, Inc. | $216.3K | 11,000 | 0.02% | 15q | HELD |
| IEQ CAPITAL, LLC | $216.3K | 11,000 | 0.00% | 10q | HELD |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $198.8K | 10,114 | 0.01% | new | NEW |
| Axiom Investment Management LLC | $140.5K | 7,144 | 0.09% | 2q | +18.0%+$21.4K |
| Colonial Trust Co / SC | $135.7K | 7,000 | 0.02% | 15q | HELD |
| HORIZON FINANCIAL SERVICES, LLC | $124.8K | 6,350 | 0.05% | new | NEW |
| Geneos Wealth Management Inc. | $109.5K | 5,572 | 0.00% | 20q | -26.4%-$39.3K |
| NewEdge Advisors, LLC | $108.9K | 5,541 | 0.00% | 15q | -7.0%-$8.2K |
| HARBOUR INVESTMENTS, INC. | $105.7K | 5,376 | 0.00% | 2q | HELD |
| PNC Financial Services Group, Inc. | $95.5K | 4,856 | 0.00% | 31q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $94.4K | 4,800 | 0.01% | 15q | HELD |
| Larson Financial Group LLC | $93.1K | 4,735 | 0.00% | 16q | HELD |
| JPMORGAN CHASE & CO | $90.7K | 4,679 | 0.00% | 9q | +22.2%+$16.5K |
| IFG Advisory, LLC | $75.7K | 3,853 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $53.8K | 2,736 | 0.00% | 12q | +0.9% |
| Colonial Trust Advisors | $41.0K | 2,084 | 0.00% | 15q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $36.4K | 1,852 | 0.00% | 13q | HELD |
| FIFTH THIRD BANCORP | $29.5K | 1,500 | 0.00% | 2q | HELD |
| Bullseye Investment Management, LLC | $25.6K | 1,300 | 0.01% | 3q | -3.8%-$1.0K |
| JONES FINANCIAL COMPANIES LLLP | $20.6K | 1,078 | 0.00% | 2q | +2664.1%+$19.9K |
| VSM Wealth Advisory, LLC | $18.0K | 916 | 0.00% | 2q | HELD |
| BARRETT & COMPANY, INC. | $14.7K | 750 | 0.00% | 16q | HELD |
| North Star Investment Management Corp. | $14.1K | 718 | 0.00% | 31q | HELD |
| LRI Investments, LLC | $12.1K | 618 | 0.00% | 10q | HELD |
| Financial Gravity Companies, Inc. | $10.4K | 530 | 0.00% | 3q | HELD |
| Smartleaf Asset Management LLC | $9.9K | 509 | 0.00% | 10q | HELD |
| Strategic Wealth Partners, Ltd. | $9.2K | 470 | 0.00% | 4q | HELD |
| US BANCORP \DE\ | $5.4K | 274 | 0.00% | 6q | HELD |
| ST GERMAIN D J CO INC | $3.9K | 200 | 0.00% | 4q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $2.9K | 150 | 0.00% | 4q | HELD |
| Providence Capital Advisors, LLC | $2.3K | 116 | 0.00% | new | NEW |
| IFP Advisors, Inc | $1.8K | 90 | 0.00% | new | NEW |
| Pinnacle Wealth Planning Services, Inc. | $904 | 46 | 0.00% | 3q | HELD |
| ASSETMARK, INC | $472 | 24 | 0.00% | 5q | HELD |
| HUNTINGTON NATIONAL BANK | $20 | 1 | 0.00% | 19q | HELD |
| HANTZ FINANCIAL SERVICES, INC. | $0 | 20 | 0.00% | new | NEW |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-13 | Gaffney Charles | Other | Bought | 25,000 | $502.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 22 | $20.1M | 816,511 | 2 | 8 | 4 | 0.0% |
| Q2 2026 | 91 | $188.8M | 9,601,549 | 13 | 25 | 25 | 0.0% |
| Q1 2026 | 85 | $181.1M | 9,622,156 | 10 | 24 | 20 | 0.0% |
| Q4 2025 | 89 | $184.9M | 8,992,975 | 12 | 27 | 17 | 0.0% |
| Q3 2025 | 84 | $179.2M | 8,539,777 | 10 | 25 | 20 | 0.0% |
| Q2 2025 | 79 | $181.1M | 8,655,191 | 4 | 26 | 24 | 0.0% |
| Q1 2025 | 82 | $156.7M | 8,364,305 | 7 | 36 | 14 | 0.0% |
| Q4 2024 | 84 | $170.0M | 8,178,516 | 7 | 25 | 15 | 0.0% |
| Q3 2024 | 82 | $163.5M | 8,079,525 | 7 | 24 | 17 | 0.0% |
| Q2 2024 | 80 | $170.3M | 8,467,580 | 7 | 23 | 23 | 0.0% |
| Q1 2024 | 83 | $176.8M | 9,691,990 | 11 | 19 | 24 | 0.0% |
| Q4 2023 | 77 | $149.7M | 9,034,735 | 8 | 21 | 20 | 0.0% |
| Q3 2023 | 74 | $131.1M | 8,280,012 | 4 | 25 | 15 | 0.0% |
| Q2 2023 | 76 | $134.9M | 8,175,771 | 8 | 23 | 14 | 0.0% |
| Q1 2023 | 76 | $113.9M | 7,483,773 | 11 | 20 | 20 | 0.0% |
| Q4 2022 | 78 | $114.0M | 7,621,585 | 19 | 23 | 20 | 0.0% |
| Q3 2022 | 68 | $174.0M | 12,337,540 | 5 | 24 | 17 | 0.0% |
| Q2 2022 | 69 | $206.9M | 14,005,076 | 5 | 27 | 10 | 0.0% |
| Q1 2022 | 71 | $253.6M | 13,780,720 | 6 | 18 | 15 | 0.0% |
| Q4 2021 | 74 | $276.1M | 13,696,490 | 9 | 28 | 8 | 0.0% |
| Q3 2021 | 68 | $258.5M | 14,428,804 | 7 | 25 | 13 | 0.0% |
| Q2 2021 | 68 | $264.8M | 14,268,814 | 7 | 24 | 10 | 0.0% |
| Q1 2021 | 69 | $213.3M | 12,678,100 | 6 | 21 | 17 | 0.0% |
| Q4 2020 | 69 | $209.0M | 12,925,302 | 4 | 25 | 12 | 0.0% |
| Q3 2020 | 71 | $187.0M | 12,772,664 | 11 | 26 | 12 | 0.0% |
| Q2 2020 | 67 | $179.2M | 12,648,697 | 9 | 23 | 15 | 0.0% |
| Q1 2020 | 68 | $152.7M | 12,585,582 | 9 | 19 | 19 | 0.0% |
| Q4 2019 | 68 | $347.1M | 21,832,435 | 4 | 21 | 14 | 0.0% |
| Q3 2019 | 64 | $329.3M | 21,750,860 | 2 | 23 | 14 | 0.0% |
| Q2 2019 | 69 | $325.3M | 21,713,743 | 12 | 23 | 14 | 0.0% |
| Q1 2019 | 63 | $311.3M | 21,679,159 | 6 | 20 | 18 | 0.0% |
| Q4 2018 | 63 | $161.8M | 12,495,810 | 2 | 2 | 1 | 0.0% |