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Eaton Vance Enhanced Equity Income Fund
EOI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Raymond James Financial
1
Raymond James Financial
Florida
USD 33 M +USD 3.35 M +170,612 +11%
Morgan Stanley
2
Morgan Stanley
New York
USD 12.1 M -USD 3.92 M -199,486 -24%
Bank of America
3
Bank of America
North Carolina
USD 11.3 M +USD 122 k +6,212 +1%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
USD 10.5 M -USD 180 k -9,149 -2%
Wells Fargo
5
Wells Fargo
California
USD 10.5 M -USD 243 k -12,345 -2%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
USD 9.6 M -USD 19.3 M -981,721 -67%
Invesco
7
Invesco
Georgia
USD 8.85 M +USD 1.01 M +51,374 +13%
LPL Financial
8
LPL Financial
California
USD 7.36 M +USD 373 k +18,995 +5%
SFS
9
Shaker Financial Services
Virginia
USD 6.09 M +USD 6.09 M +309,881 Nuevas
RBFC
10
Roman Butler Fullerton & Co
Missouri
USD 4.35 M -USD 44.9 k -2,284 -1%
Ameriprise
11
Ameriprise
Minnesota
USD 4.3 M +USD 34 k +1,730 +0.8%
Truist Financial
12
Truist Financial
North Carolina
USD 4.27 M +USD 323 k +16,406 +8%
Guggenheim Capital
13
Guggenheim Capital
Illinois
USD 4.17 M -USD 548 k -27,895 -12%
Osaic Holdings
14
Osaic Holdings
Arizona
USD 3.97 M +USD 668 k +33,979 +20%
Mount Yale Investment Advisors
15
Mount Yale Investment Advisors
Colorado
USD 3.63 M -USD 67.3 k -3,422 -2%
Vestmark Advisory Solutions
16
Vestmark Advisory Solutions
Massachusetts
USD 3.59 M -USD 67.3 k -3,421 -2%
UBS Group
17
UBS Group
Switzerland
USD 3.58 M -USD 135 k -6,877 -4%
Wolverine Asset Management
18
Wolverine Asset Management
Illinois
USD 3.06 M +USD 2.66 M +135,190 +659%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
USD 2.9 M -USD 3.72 M -189,191 -56%
Steward Partners Investment Advisory
20
Steward Partners Investment Advisory
New York
USD 2.77 M +USD 121 k +6,146 +5%
TA
21
TPG Advisors
Illinois
USD 1.89 M +USD 78 k +3,967 +4%
OC
22
OxenFree Capital
Florida
USD 1.83 M +USD 238 k +12,114 +15%
Allworth Financial
23
Allworth Financial
California
USD 1.73 M -USD 42.4 k -2,156 -2%
PFO
24
PMG Family Office
Texas
USD 1.66 M +USD 55.9 k +2,845 +3%
Ameritas Advisory Services
25
Ameritas Advisory Services
Nebraska
USD 1.45 M +USD 385 k +19,590 +36%
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