Latest Institutional Transactions on Eaton Vance Enhanced Equity Income Fund Ii (EOS)
This table provides information on the latest institutional transactions involving Eaton Vance Enhanced Equity Income Fund Ii (EOS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.27K- 11.37% |
$27.3K - $31.8K
|
9.92K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10KNew |
$215K - $250K
|
10K
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 12.65% |
$30K - $34.9K
|
12.5K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
39+ 0.17% |
$837 - $974
|
22.4K
$550K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.6K- 99.9% |
$528K - $615K
|
24
$589
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.77K+ 61.5% |
$124K - $144K
|
15.1K
$372K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
352+ 35.2% |
$7.55K - $8.79K
|
1.35K
$33.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-565- 4.11% |
$12.1K - $14.1K
|
13.2K
$324K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.87K+ 17.45% |
$40K - $46.6K
|
12.6K
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
76+ 0.71% |
$1.63K - $1.9K
|
10.8K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
796+ 3.27% |
$17.1K - $19.9K
|
25.1K
$617K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.24K+ 4.93% |
$26.5K - $30.9K
|
26.3K
$647K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.21KNew |
$112K - $130K
|
5.21K
$128K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.7K+ 7.47% |
$36.5K - $42.5K
|
24.5K
$601K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
600New |
$12.9K - $15K
|
600
$14.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
500New |
$10.7K - $12.5K
|
500
$12.3K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.31M- 98.32% |
$28M - $32.6M
|
22.3K
$548K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2- 0.95% |
$39.3 - $45.2
|
209
$5.13K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.6KNew |
$444K - $510K
|
22.6K
$554K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-26.7K- 18.34% |
$524K - $603K
|
119K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.5K+ 16.89% |
$285K - $328K
|
100K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
657+ 3.45% |
$12.9K - $14.8K
|
19.7K
$484K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.93K+ 9.52% |
$77.2K - $88.8K
|
45.2K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-642- 0.64% |
$12.6K - $14.5K
|
98.9K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
871+ 0.25% |
$17.1K - $19.7K
|
347K
$8.52M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.45K+ 15.43% |
$67.7K - $77.9K
|
25.8K
$633K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
463+ 0.81% |
$9.1K - $10.5K
|
57.7K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
675+ 6.98% |
$13.3K - $15.3K
|
10.3K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
12.3KNew |
$242K - $279K
|
12.3K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-25.7K- 13.02% |
$505K - $581K
|
172K
$4.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.3K+ 7.13% |
$340K - $391K
|
260K
$6.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.46KNew |
$28.7K - $33K
|
1.46K
$35.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-157- 1.69% |
$3.09K - $3.55K
|
9.15K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.66K+ 0.47% |
$111K - $128K
|
1.22M
$29.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.9K+ 3.5% |
$941K - $1.08M
|
1.42M
$34.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
62+ 0.3% |
$1.22K - $1.4K
|
20.8K
$510K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.08K- 8.03% |
$21.2K - $24.3K
|
12.3K
$303K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.95K+ 7.04% |
$38.2K - $44K
|
29.6K
$726K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.23K- 2.33% |
$24.2K - $27.8K
|
51.6K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.4K+ 3.46% |
$381K - $438K
|
579K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16K- 8.04% |
$315K - $362K
|
183K
$4.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-27.3K- 3.26% |
$536K - $617K
|
810K
$19.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-12.5K- 2.6% |
$245K - $281K
|
467K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.46K+ 4.89% |
$147K - $169K
|
160K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
94+ 1.88% |
$1.85K - $2.12K
|
5.1K
$125K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.8K- 10.47% |
$35.4K - $40.7K
|
15.4K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8.7K+ 8.65% |
$171K - $197K
|
109K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8+ 0.02% |
$157 - $181
|
38.5K
$947K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
59.3K+ 9.83% |
$1.17M - $1.34M
|
663K
$16.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
301+ 3.26% |
$5.91K - $6.8K
|
9.54K
$234K
|
|