EATON VANCE ENHANCED EQ INC shareholder history

Current and past EATON VANCE ENHANCED EQ INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LPL Financial LLC 45450.00%0.00%0.01%Q2 2013Q2 202445
Cambridge Investment Research Advisors, Inc. 45450.01%0.02%0.04%Q2 2013Q2 202445
D.A. DAVIDSON & CO. 45450.01%0.01%0.01%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.00%0.00%Q2 2013Q2 202445
GUGGENHEIM CAPITAL LLC 45450.00%0.04%0.10%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.00%0.01%Q2 2013Q2 202445
Invesco Ltd. 45450.00%0.00%0.00%Q2 2013Q2 202445
North Star Investment Management Corp. 45450.00%0.25%0.95%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.00%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.01%Q2 2013Q2 202445
PNC FINANCIAL SERVICES GROUP, INC. 45450.00%0.00%0.00%Q2 2013Q2 202445
Advisors Asset Management, Inc. 45450.02%0.13%0.37%Q2 2013Q2 202445
RAYMOND JAMES & ASSOCIATES 44440.00%0.01%0.02%Q3 2013Q2 202444
HighTower Advisors, LLC 40400.00%0.00%0.01%Q3 2014Q2 202440
UBS Group AG 39390.00%0.00%0.00%Q4 2014Q2 202439
EATON VANCE MANAGEMENT 38380.00%0.00%0.00%Q2 2013Q3 202238
Relative Value Partners Group, LLC 36360.03%0.05%0.08%Q2 2015Q1 202436
Raymond James Financial Services Advisors, Inc. 3410.00%0.01%0.02%Q2 2013Q2 202435
Sheaff Brock Investment Advisors, LLC 35350.01%0.02%0.05%Q4 2015Q2 202435
CITIGROUP INC 34340.00%0.00%0.00%Q2 2013Q3 202134
Brick & Kyle, Associates 1510.05%0.18%0.32%Q4 2014Q2 202433
WESBANCO BANK INC 3010.01%0.01%0.02%Q2 2013Q3 202132
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2610.00%0.00%0.00%Q3 2013Q2 202432
AMERIPRISE FINANCIAL INC 2920.00%0.00%0.01%Q2 2013Q2 202431
Stratos Wealth Partners, LTD. 31310.00%0.01%0.02%Q4 2016Q2 202431
FLAGSHIP HARBOR ADVISORS, LLC 29290.01%0.07%0.18%Q4 2016Q4 202329
TRUST CO OF VERMONT 28280.00%0.01%0.02%Q2 2013Q1 202028
STIFEL FINANCIAL CORP 2610.00%0.00%0.01%Q2 2016Q2 202427
COMMONWEALTH EQUITY SERVICES, LLC 27270.00%0.00%0.01%Q4 2017Q2 202427
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
FIRST MANHATTAN CO. LLC. 26260.00%0.00%0.00%Q4 2015Q1 202226
Steward Partners Investment Advisory, LLC 2140.00%0.02%0.04%Q4 2017Q2 202425
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.01%0.04%Q3 2018Q2 202424
ROMAN BUTLER FULLERTON & CO 23231.10%1.29%1.51%Q4 2018Q2 202423
Shaker Financial Services, LLC 510.11%0.69%2.51%Q4 2014Q2 202423
TSFG, LLC 22220.01%0.01%0.01%Q1 2019Q2 202422
BALDWIN WEALTH PARTNERS LLC/MA 22220.00%0.00%0.00%Q1 2016Q2 202122
CWM, LLC 11110.00%0.00%0.02%Q4 2018Q2 202422
Edge Wealth Management LLC 1830.00%0.00%0.01%Q2 2013Q2 202021
B. Riley Wealth Advisors, Inc. 1610.00%0.01%0.02%Q2 2014Q2 202420
US BANCORP \DE\ 910.00%0.00%0.00%Q3 2016Q1 202420
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
Capital Investment Advisors, LLC 1910.01%0.03%0.05%Q4 2013Q2 201920
BENJAMIN F. EDWARDS & COMPANY, INC. 710.00%0.00%0.00%Q2 2013Q2 202419
Cetera Advisor Networks LLC 1540.00%0.01%0.06%Q1 2013Q4 202319
HUNTINGTON NATIONAL BANK 1170.00%0.00%0.00%Q4 2009Q2 202418
Financial Advocates Investment Management 18180.02%0.03%0.06%Q1 2020Q2 202418
Vantage Investment Advisors, LLC 18180.00%0.00%0.00%Q4 2013Q1 201818
OSAIC HOLDINGS, INC. 18180.00%0.00%0.00%Q1 2020Q2 202418
Commonwealth Equity Services, Inc 18180.01%0.01%0.01%Q2 2013Q3 201718
TRUIST FINANCIAL CORP 18180.00%0.00%0.01%Q4 2019Q1 202418
Creative Planning 820.00%0.00%0.01%Q2 2013Q3 201917
Geneos Wealth Management Inc. 1210.00%0.00%0.00%Q1 2016Q2 202417
FIRST TRUST ADVISORS LP 16160.00%0.00%0.00%Q1 2019Q4 202216
IFP Advisors, Inc 1110.00%0.00%0.00%Q4 2015Q4 202216
Rockefeller Capital Management L.P. 16160.00%0.00%0.00%Q3 2020Q2 202416
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Chicago Partners Investment Group LLC 960.00%0.01%0.01%Q4 2014Q3 201815
Cribstone Capital Management, LLC 15150.02%0.05%0.09%Q2 2016Q4 201915
MSI Financial Services Inc 15150.00%0.01%0.01%Q2 2013Q4 201615
Meridian Wealth Advisors, LLC 950.04%0.07%0.10%Q4 2018Q2 202214
ASSET MANAGEMENT CORP /IL/ /ADV 14140.13%0.24%0.40%Q4 2019Q1 202314
Column Capital Advisors, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
Karpus Management, Inc. 510.01%0.27%0.93%Q2 2013Q1 202114
ENVESTNET ASSET MANAGEMENT INC 710.00%0.00%0.00%Q2 2013Q2 202113
WFG Advisors, LP 760.00%0.01%0.05%Q2 2013Q2 201713
Johnson Midwest Financial, LLC 12120.02%0.03%0.07%Q4 2020Q3 202312
Stockman Wealth Management, Inc. 750.04%0.04%0.05%Q1 2021Q2 202412
Carroll Financial Associates, Inc. 660.00%0.00%0.00%Q2 2013Q3 201612
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1110.01%0.31%0.66%Q2 2013Q1 201912
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
DOLIVER ADVISORS, LP 310.11%0.35%0.84%Q1 2013Q4 201812
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 12120.19%0.54%0.86%Q2 2013Q1 201612
DEUTSCHE BANK AG\ 1110.00%0.00%0.00%Q3 2013Q2 202012
PSI Advisors, LLC 12120.00%0.00%0.00%Q3 2021Q2 202412
PARAMETRIC PORTFOLIO ASSOCIATES LLC 12120.00%0.01%0.02%Q2 2013Q1 201612
Kovack Advisors, Inc. 11110.05%0.22%0.31%Q3 2017Q1 202011
Pinnacle Bancorp, Inc. 11110.02%0.03%0.03%Q4 2018Q2 202111
Ameritas Advisory Services, LLC 11110.03%0.08%0.18%Q4 2021Q2 202411
BANK OF MONTREAL /CAN/ 510.00%0.00%0.00%Q1 2019Q4 202211
GUERRA PAN ADVISORS, LLC 11110.42%0.47%0.52%Q4 2021Q2 202411
Aviance Capital Partners, LLC 650.05%0.08%0.12%Q3 2013Q4 201611
Addison Advisors LLC 11110.02%0.03%0.04%Q4 2021Q2 202411
1832 Asset Management L.P. 920.00%0.01%0.01%Q1 2014Q1 201711
Ameritas Investment Company, LLC 10100.01%0.20%0.35%Q2 2019Q3 202110
Tower Research Capital LLC (TRC) 410.00%0.01%0.02%Q2 2013Q1 202410
Advisory Services Network, LLC 410.00%0.00%0.00%Q2 2019Q4 202310
FORT PITT CAPITAL GROUP, LLC 10100.36%0.46%0.57%Q1 2022Q2 202410
Claraphi Advisory Network, LLC 10100.26%1.01%1.62%Q4 2017Q1 202010
BlackRock Finance, Inc. 10100.00%0.00%0.00%Q4 2015Q1 201810
Steigerwald, Gordon & Koch Inc. 10100.04%0.05%0.07%Q2 2016Q3 201810
FMR LLC 510.00%0.00%0.00%Q3 2018Q4 202210
Livingston Group Asset Management CO (operating as Southport Capital Management) 10100.10%0.35%0.44%Q3 2018Q4 202010
JOURNEY STRATEGIC WEALTH LLC 10100.01%0.02%0.02%Q4 2021Q1 202410
Centric Wealth Management 10100.07%0.88%1.35%Q4 2018Q1 202110
ROTHSCHILD INVESTMENT LLC /IL 10100.02%0.06%0.07%Q4 2013Q1 201610
BANK OF NOVA SCOTIA 520.00%0.01%0.01%Q3 2015Q2 20189
Wealthcare Advisory Partners LLC 810.00%0.00%0.00%Q2 2018Q1 20219
SG Americas Securities, LLC 810.00%0.01%0.02%Q2 2013Q4 20159
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.02%0.05%Q2 2015Q1 20239
TRUEWEALTH LLC 990.00%0.01%0.01%Q2 2018Q2 20209
Virtu KCG Holdings LLC 530.00%0.01%0.02%Q3 2013Q3 20158
Capital Advisors, Ltd. LLC 880.00%0.00%0.00%Q1 2021Q4 20228
Glen Eagle Advisors, LLC 880.00%0.00%0.00%Q3 2021Q2 20238
WEST BANCORPORATION INC 440.02%0.03%0.03%Q4 2019Q3 20228
Larson Financial Group LLC 880.01%0.01%0.02%Q3 2022Q2 20248
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 310.01%0.05%0.10%Q2 2015Q2 20248
Capital Advisors Wealth Management, LLC 530.04%0.08%0.18%Q1 2021Q1 20248
Relative Value Partners, LLC 880.08%0.21%0.30%Q2 2013Q1 20158
Affiance Financial, LLC 710.01%0.29%0.53%Q4 2014Q4 20228
BARRETT & COMPANY, INC. 880.01%0.01%0.01%Q3 2022Q2 20248
Ranch Capital Advisors Inc. 880.04%0.04%0.04%Q4 2019Q3 20218
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Claro Advisors LLC 610.08%0.11%0.26%Q1 2020Q3 20227
Colonial Trust Co / SC 770.02%0.03%0.03%Q4 2022Q2 20247
Magnus Financial Group LLC 770.02%0.02%0.03%Q2 2019Q4 20207
BDO Wealth Advisors, LLC 770.00%0.00%0.00%Q2 2019Q4 20207
HOLLENCREST CAPITAL MANAGEMENT 770.00%0.01%0.01%Q4 2022Q2 20247
RAYMOND JAMES TRUST N.A. 770.01%0.01%0.02%Q4 2022Q2 20247
Graves Light Lenhart Wealth, Inc. 770.01%0.01%0.01%Q4 2020Q2 20227
NewEdge Advisors, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Colonial Trust Advisors 770.00%0.00%0.00%Q4 2022Q2 20247
COHEN & STEERS, INC. 770.01%0.01%0.01%Q2 2020Q4 20217
SHEPHERD KAPLAN KROCHUK, LLC 520.02%0.03%0.04%Q2 2013Q4 20157
MML INVESTORS SERVICES, LLC 770.00%0.00%0.00%Q3 2018Q1 20207
SUNTRUST BANKS INC 420.00%0.00%0.00%Q1 2017Q3 20196
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Allworth Financial LP 510.00%0.04%0.06%Q2 2016Q2 20246
BECK MACK & OLIVER LLC 660.00%0.00%0.01%Q2 2014Q3 20156
Somerset Trust Co 660.01%0.01%0.02%Q4 2013Q1 20156
Sunbelt Securities, Inc. 660.00%0.01%0.02%Q1 2023Q2 20246
HIGH POINT BANK & TRUST CO 660.01%0.01%0.01%Q3 2015Q4 20166
Ashton Thomas Private Wealth, LLC 660.02%0.02%0.03%Q1 2023Q2 20246
Ameritas Investment Partners, Inc. 660.00%0.02%0.04%Q4 2021Q1 20236
COMMONS CAPITAL, LLC 660.22%0.25%0.29%Q4 2021Q1 20236
Corient Private Wealth LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Atria Wealth Solutions, Inc. 660.00%0.01%0.01%Q1 2023Q2 20246
Register Financial Advisors LLC 420.07%0.07%0.08%Q4 2022Q2 20246
MANUFACTURERS LIFE INSURANCE COMPANY, THE 550.00%0.00%0.00%Q2 2017Q2 20185
Cornerstone Advisors, LLC 550.02%0.10%0.17%Q2 2023Q2 20245
CREATIVE FINANCIAL DESIGNS INC /ADV 550.00%0.00%0.00%Q2 2023Q2 20245
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
Strategic Asset Management, LLC 550.02%0.02%0.02%Q3 2021Q3 20225
Thomas J. Herzfeld Advisors, Inc. 410.00%0.00%0.01%Q2 2013Q3 20175
Curi RMB Capital, LLC 310.01%0.05%0.10%Q3 2015Q1 20185
ATWOOD & PALMER INC 550.00%0.00%0.00%Q4 2021Q4 20225
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.00%Q3 2020Q3 20235
Virtu Financial LLC 310.01%0.02%0.02%Q3 2017Q2 20235
Eagle Bay Advisors LLC 550.02%0.02%0.02%Q2 2023Q2 20245
Moors & Cabot, Inc. 550.01%0.01%0.01%Q2 2021Q2 20225
Sowell Financial Services LLC 550.00%0.00%0.00%Q1 2020Q1 20215
AQR Capital Management 410.00%0.01%0.02%Q4 2012Q1 20145
CFO4Life, L.P. 550.24%0.31%0.53%Q4 2014Q4 20155
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q2 2023Q1 20244
HOEY INVESTMENTS, INC 440.01%0.01%0.02%Q4 2019Q3 20204
SEI INVESTMENTS CO 310.00%0.00%0.00%Q3 2016Q2 20184
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
Newbridge Financial Services Group, Inc. 440.01%0.01%0.02%Q3 2020Q2 20214
OTA Financial Group L.P. 110.20%0.25%0.29%Q2 2013Q1 20224
Certified Advisory Corp 310.01%0.01%0.01%Q4 2019Q1 20214
Mariner, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Stratos Wealth Advisors, LLC 440.01%0.01%0.01%Q3 2023Q2 20244
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.07%0.09%0.16%Q4 2022Q2 20244
M Holdings Securities, Inc. 440.12%0.14%0.16%Q2 2015Q1 20164
NBC SECURITIES, INC. 440.00%0.00%0.00%Q3 2023Q2 20244
NINE MASTS CAPITAL Ltd 220.02%0.04%0.08%Q2 2015Q3 20184
Bryn Mawr Capital Management, LLC 440.01%0.01%0.01%Q3 2023Q2 20244
RIVERNORTH CAPITAL MANAGEMENT, LLC 440.30%0.71%1.15%Q2 2013Q1 20144
Premia Global Advisors, LLC 310.04%0.05%0.07%Q4 2017Q1 20194
Sigma Planning Corp 220.01%0.02%0.03%Q2 2016Q4 20174
Impact Partnership Wealth, LLC 440.00%0.00%0.00%Q2 2023Q1 20244
Ellis Investment Partners, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
HARBOUR INVESTMENTS, INC. 310.00%0.00%0.00%Q1 2021Q1 20234
Arkadios Wealth Advisors 440.00%0.00%0.01%Q4 2020Q3 20214
Parkside Financial Bank & Trust 310.00%0.01%0.01%Q4 2018Q1 20234
LEVEL FOUR ADVISORY SERVICES, LLC 440.01%0.02%0.02%Q2 2020Q1 20214
USCA RIA LLC 440.05%0.06%0.07%Q1 2015Q4 20154
Plante Moran Financial Advisors, LLC 440.00%0.00%0.01%Q1 2021Q4 20214
MASSMUTUAL TRUST CO FSB/ADV 210.00%0.00%0.00%Q3 2014Q2 20174
Clarus Wealth Advisors 440.01%0.01%0.02%Q3 2018Q2 20194
ELEMENT POINTE ADVISORS, LLC 440.14%0.15%0.15%Q1 2019Q4 20194
Clearstead Advisors, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
CIBC Private Wealth Group LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Whitnell & Co. 210.01%0.01%0.01%Q2 2013Q1 20143
Stolper Co 330.33%0.34%0.35%Q2 2020Q4 20203
MGO ONE SEVEN LLC 210.02%0.02%0.02%Q4 2017Q4 20183
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
OxenFree Capital LLC 331.26%1.31%1.37%Q4 2023Q2 20243
Weiss Asset Management LP 110.02%0.03%0.03%Q4 2016Q3 20203
Janney Montgomery Scott LLC 210.00%0.00%0.00%Q4 2017Q3 20183
Elequin Capital, LP 330.01%0.06%0.13%Q4 2022Q2 20233
TFS CAPITAL LLC 110.02%0.04%0.05%Q2 2013Q1 20163
GOLDMAN SACHS GROUP INC 210.00%0.00%0.00%Q3 2013Q4 20143
Alexandria Capital, LLC 330.02%0.02%0.02%Q2 2013Q4 20133
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
SIGNATUREFD, LLC 110.00%0.01%0.01%Q3 2013Q3 20163
Golden State Wealth Management, LLC 330.05%0.13%0.17%Q1 2019Q3 20193
Bullseye Investment Management, LLC 210.20%0.97%2.46%Q3 2022Q3 20233
Gemmer Asset Management LLC 330.01%0.01%0.01%Q2 2019Q4 20193
Diversified Investment Strategies, LLC 210.23%0.40%0.49%Q2 2013Q2 20143
REGIONS FINANCIAL CORP 330.00%0.00%0.00%Q4 2017Q2 20183
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
MARINER INVESTMENT GROUP LLC 220.20%0.46%0.71%Q4 2016Q1 20172
Cornerstone Wealth Management, LLC 220.01%0.01%0.02%Q2 2018Q3 20182
Iron Gate Global Advisors LLC 220.02%0.02%0.02%Q2 2018Q3 20182
Advocacy Wealth Management Services, LLC 220.02%0.05%0.08%Q4 2015Q1 20162
SUSQUEHANNA INTERNATIONAL GROUP, LLP 220.00%0.00%0.00%Q2 2018Q3 20182
Grey Fox Wealth Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
LRI Investments, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Concurrent Investment Advisors, LLC 220.12%0.14%0.15%Q1 2024Q2 20242
Alpine Global Management, LLC 110.09%0.12%0.14%Q4 2018Q4 20222
OPPENHEIMER & CO INC 110.00%0.01%0.01%Q4 2017Q3 20202
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q1 2022Q4 20222
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
IBERIABANK CORP 220.10%0.11%0.11%Q1 2015Q2 20152
Financial Architects, Inc 110.00%0.00%0.01%Q1 2016Q3 20172
MILLENNIUM MANAGEMENT LLC 220.00%0.00%0.00%Q4 2017Q1 20182
IEQ CAPITAL, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2017Q2 20242
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
Concert Wealth Management Inc. 220.02%0.02%0.02%Q2 2016Q3 20162
Smartleaf Asset Management LLC 220.00%0.01%0.01%Q1 2024Q2 20242
Wealth Quarterback LLC 220.01%0.01%0.02%Q4 2019Q1 20202
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2021Q1 20242
EverSource Wealth Advisors, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Citadel Advisors 110.00%0.00%0.00%Q1 2018Q1 20212
Lee Financial Co 220.00%0.00%0.00%Q3 2018Q4 20182
RPg Family Wealth Advisory, LLC 110.01%0.01%0.02%Q1 2016Q3 20162
HRT FINANCIAL LP 110.00%0.00%0.00%Q1 2022Q1 20242
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 110.18%0.18%0.18%Q1 2020Q1 20201
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Prospera Financial Services Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Baystate Wealth Management LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Lido Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2014Q1 20141
Strategic Blueprint, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Estabrook Capital Management 110.00%0.00%0.00%Q2 2013Q2 20131
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Visium Asset Management, LP 110.02%0.02%0.02%Q2 2013Q2 20131
Total Clarity Wealth Management, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q4 2014Q4 20141
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
Garrett Wealth Advisory Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Gupta Wealth Management LLC 110.01%0.01%0.01%Q1 2016Q1 20161
CORNERSTONE ADVISORS INC 110.49%0.49%0.49%Q2 2013Q2 20131
NEXT Financial Group, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Strategic Financial Concepts, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Birchcreek Wealth Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
HOWE & RUSLING INC 110.00%0.00%0.00%Q1 2015Q1 20151
Bedel Financial Consulting, Inc. 110.02%0.02%0.02%Q3 2018Q3 20181
COUNTRY TRUST BANK 110.00%0.00%0.00%Q1 2018Q1 20181
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q3 2020Q3 20201
Ground Swell Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Evanson Asset Management, LLC 110.05%0.05%0.05%Q1 2017Q1 20171
BARCLAYS PLC 110.00%0.00%0.00%Q3 2020Q3 20201
BREWIN DOLPHIN LTD 110.00%0.00%0.00%Q4 2021Q4 20211
Flow State Investments, L.P. 110.12%0.12%0.12%Q4 2023Q4 20231
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Center for Financial Planning, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Elgethun Capital Management 110.02%0.02%0.02%Q4 2016Q4 20161
PINNACLE FINANCIAL PARTNERS INC 110.01%0.01%0.01%Q2 2017Q2 20171
Beacon Capital Management, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
OLD SECOND NATIONAL BANK OF AURORA 110.00%0.00%0.00%Q1 2019Q1 20191
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q1 2015Q1 20151
GFS Advisors, LLC 110.05%0.05%0.05%Q1 2016Q1 20161
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Legacy Wealth Management, Inc 110.00%0.00%0.00%Q4 2016Q4 20161
Planned Solutions, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
WESTERN INVESTMENT LLC 111.52%1.52%1.52%Q2 2013Q2 20131
FIDUCIARY TRUST CO 110.01%0.01%0.01%Q2 2022Q2 20221
Jane Street Holding, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Taylor Wealth Management Partners 110.00%0.00%0.00%Q1 2015Q1 20151
Procyon Advisors, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Atomi Financial Group, Inc. 110.03%0.03%0.03%Q2 2024Q2 20241
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Tradewinds, LLC. 110.06%0.06%0.06%Q2 2024Q2 20241
Cetera Investment Advisers 110.00%0.00%0.00%Q1 2024Q1 20241
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TPG Advisors LLC 111.54%1.54%1.54%Q2 2024Q2 20241
Community Bank, N.A. 110.01%0.01%0.01%Q3 2020Q3 20201
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q1 2014Q1 20141
Warther Private Wealth, LLC 110.10%0.10%0.10%Q2 2024Q2 20241
BB&T SECURITIES, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Apriem Advisors 110.00%0.00%0.00%Q4 2016Q4 20161
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
BOOTHBAY FUND MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2016Q4 20161
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This page lists all the filers that currently own EATON VANCE ENHANCED EQ INC or have owned EATON VANCE ENHANCED EQ INC in the past.