Steward Partners Investment Advisory, LLC
Position in EOI — Eaton Vance Enhanced Equity Income Fund
CIK 1723397
STAMFORD, CT
Position in EOI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,531,374
+$1,277,379 QoQ
Shares Held
134,791
+121.0% QoQ
Ownership
0.329%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#18
of 84 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EOI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $273,989,351 across 295 Asset Management names. EOI ranks #33 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
22,180 | $21,330,727 | |
| 2 | GDV |
Gabelli Dividend & Income Trust
|
358,691 | $9,659,548 | |
| 3 | BX |
Blackstone Inc.
|
82,329 | $9,467,011 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
230,444 | $8,166,935 | |
| 5 | ARCC |
Ares Capital Corp
|
430,105 | $7,750,492 | |
| 6 | BST |
BlackRock Science & Technology Trust
|
207,702 | $7,549,967 | |
| 7 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
111,030 | $5,864,604 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
423,531 | $5,789,668 |
All Filings in EOI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,531,374 | 134,791 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,253,995 | 60,992 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,368,465 | 65,165 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,404,610 | 67,142 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,321,792 | 70,458 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,534,030 | 73,858 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,514,255 | 74,852 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,451,323 | 74,695 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,371,497 | 75,233 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,266,164 | 76,367 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,323,617 | 83,509 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,463,454 | 88,748 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,571,632 | 103,261 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,736,523 | 116,311 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,610,502 | 114,220 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,549,504 | 104,980 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,899,230 | 103,163 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,798,050 | 89,189 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,313,788 | 73,396 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,237,246 | 66,662 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,283,550 | 135,764 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $767,654 | 47,474 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $547,536 | 37,400 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $317,283 | 22,407 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $65,866 | 5,439 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||