Mga Batayang Estadistika
| Pemilik Institusional | 81 total, 81 long only, 0 short only, 0 long/short - change of -5.81% MRQ |
| Alokasi Portofolio Rata-rata | 0.0837 % - change of -2.25% MRQ |
| Saham Institusional (Jangka Panjang) | 8,295,261 (ex 13D/G) - change of -0.06MM shares -0.78% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 161,268 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Eaton Vance Enhanced Equity Income Fund (US:EOI) memiliki 81 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 8,295,261 saham. Pemegang saham terbesar meliputi Raymond James Financial Inc, Morgan Stanley, Kovitz Investment Group Partners, LLC, Bank Of America Corp /de/, Wells Fargo & Company/mn, Cambridge Investment Research Advisors, Inc., Invesco Ltd., Guggenheim Capital Llc, PCEF - Invesco CEF Income Composite ETF, and Royal Bank Of Canada .
Struktur kepemilikan institusional Eaton Vance Enhanced Equity Income Fund (NYSE:EOI) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 21.42 / share. Previously, on September 6, 2024, the share price was 18.90 / share. This represents an increase of 13.33% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Larson Financial Group LLC | 5,489 | 0.00 | 115 | 11.76 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 24,001 | 120.17 | 502 | 146.08 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,500 | 0.00 | 31 | 10.71 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 11,000 | 0.00 | 230 | 11.65 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 340,546 | 1.76 | 6,808 | 0.86 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 9,874 | 0.59 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 2,918 | -47.08 | 61 | -40.78 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 98,697 | 0.46 | 2,065 | 11.99 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 21,659 | -20.90 | 453 | -20.25 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 14,053 | 12.42 | 294 | 25.21 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7,088 | 0.00 | 148 | 11.28 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12,111 | 7.62 | 253 | 19.91 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 98,398 | 11.64 | 2,058 | 27.59 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2,642 | 0.88 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 7,000 | 0.00 | 146 | 10.69 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 43,500 | -2.90 | 910 | 8.33 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 718 | 0.00 | 15 | 15.38 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 83,858 | 3.27 | 1,754 | 27.19 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 11,000 | 0.00 | 230 | 11.65 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 67,142 | -4.71 | 1,405 | 6.28 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 284,773 | 1.21 | 5,957 | 12.86 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17,405 | -3.15 | 364 | 8.33 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 44,999 | -3.89 | 941 | 7.18 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 14,976 | 0.66 | 313 | 12.19 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 46,137 | 2.15 | 965 | 13.93 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,934 | 40 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 2,047 | 0.44 | 43 | 10.53 | ||||
| 2025-07-30 | 13F | Warther Private Wealth, LLC | 13,700 | 0.00 | 287 | 11.28 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 1,241 | 0.24 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3,828 | -71.81 | 80 | -68.50 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,000 | 21 | ||||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 530 | 0.00 | 11 | 0.00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 530 | 10 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 170,708 | 0.40 | 3,571 | 11.98 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 472,806 | 1.47 | 9,891 | 13.16 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,852 | 0.00 | 39 | 11.76 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,290,399 | -1.57 | 26,995 | 9.76 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 274 | 0.00 | 6 | 0.00 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 618 | 0.00 | 13 | 9.09 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 199,103 | 2.76 | 4,177 | 21.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 80,679 | -0.08 | 1,688 | 0.66 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 509 | -63.82 | 11 | -61.54 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 180,411 | -0.19 | 3,771 | 11.21 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 12,150 | 0.07 | 228 | -9.92 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 465,205 | 1.14 | 10 | 12.50 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 83,816 | -6.61 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 20,874 | 81.32 | 437 | 102.79 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 12,156 | 1.22 | 254 | 12.89 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 355,825 | 11.92 | 7,444 | 24.80 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 439,492 | -2.54 | 9,194 | 8.69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 294,791 | 8.15 | 6,166 | 20.57 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 575,065 | -2.29 | 12,030 | 8.96 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5,772 | 127.60 | 121 | 155.32 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 78,413 | 25.85 | 1,640 | 40.41 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 39,565 | 0.00 | 828 | 11.46 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 185,615 | -4.34 | 3,883 | 6.68 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4,856 | -35.52 | 102 | -28.37 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8,594 | 0.00 | 178 | 10.56 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 215,179 | 43.91 | 4,502 | 60.52 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 802,757 | -1.45 | 16,794 | 9.90 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 20,580 | -5.18 | 431 | 5.65 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5,236 | -0.65 | 110 | 11.22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 9,731 | -17.84 | 204 | -8.56 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 201,044 | -3.88 | 4,206 | 7.19 | ||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 21,569 | -5.18 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 7,650 | 0.00 | 160 | 25.98 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 47,697 | -4.98 | 998 | 5.95 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 40,151 | 20.20 | 840 | 34.03 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 44,615 | 9.58 | 933 | 22.28 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 650 | 14 | ||||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 625 | 15.10 | 13 | 30.00 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 4,800 | 0.00 | 100 | 11.11 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,218 | 4.10 | 25 | 4.17 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 21,613 | 0.47 | 452 | 12.16 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 24 | 1 | ||||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 23,958 | -71.36 | 501 | -68.07 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 43,353 | 2.66 | 907 | 14.39 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 750 | 0.00 | 16 | 7.14 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 13,820 | 2.45 | 289 | 14.23 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 832,944 | 3.94 | 17,425 | 15.90 |
