B. Riley Wealth Advisors, Inc.
Position in EOI — Eaton Vance Enhanced Equity Income Fund
CIK 1464811
MEMPHIS, TN
Position in EOI
as of Dec 31, 2025
· filed Feb 17, 2026
Position Value
$366,482
-$89,386 QoQ
Shares Held
17,825
-17.9% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EOI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026B. Riley Wealth Advisors, Inc. holds $46,111,557 across 69 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
403,720 | $6,903,612 | |
| 2 | BX |
Blackstone Inc.
|
55,261 | $6,354,462 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
308,845 | $5,129,915 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
73,475 | $2,750,904 | |
| 5 | RA |
Brookfield Real Assets Income Fund Inc.
|
144,543 | $1,858,822 | |
| 6 | CSWC |
Capital Southwest Corp
|
69,760 | $1,543,091 | |
| 7 | GLAD |
Gladstone Capital Corp
|
88,295 | $1,531,918 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,756 | $1,416,997 |
All Filings in EOI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $366,482 | 17,825 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $455,868 | 21,708 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $453,106 | 21,659 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $568,703 | 27,381 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $521,043 | 25,756 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $488,858 | 25,160 | Shares | Sole | 2024-08-19 | |
| 2023-12-31 | $399,279 | 24,082 | Shares | Sole | 2024-03-15 | |
| 2023-06-30 | $448,692 | 27,210 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $371,124 | 24,384 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $364,053 | 24,384 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $351,893 | 24,957 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $338,181 | 22,912 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $389,371 | 21,150 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $427,351 | 21,198 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $397,684 | 22,217 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $399,058 | 21,501 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $360,889 | 21,456 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $313,940 | 19,415 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $239,949 | 16,390 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $260,303 | 18,383 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $198,277 | 16,373 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||