Latest Institutional Purchases of Eaton Vance Enhanced Equity Income Fund Ii (EOS)
This list provides information on the latest institutional transactions involving Eaton Vance Enhanced Equity Income Fund Ii (EOS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
619KNew |
$13.3M - $15.5M
|
619K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
167KNew |
$3.58M - $4.17M
|
167K
$3.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
122K+ 173.57% |
$2.62M - $3.06M
|
193K
$4.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
80.8K+ 6.65% |
$1.73M - $2.02M
|
1.3M
$28.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
73.7K+ 9.1% |
$1.58M - $1.84M
|
883K
$19.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43K+ 12.71% |
$923K - $1.07M
|
382K
$8.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37.9K+ 6.54% |
$813K - $946K
|
617K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.1K+ 2.33% |
$709K - $826K
|
1.45M
$32.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27K+ 9.92% |
$580K - $675K
|
300K
$6.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
22.3KNew |
$479K - $558K
|
22.3K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
17.5K+ 6628.79% |
$375K - $437K
|
17.8K
$394K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
15.5KNew |
$332K - $386K
|
15.5K
$343K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
14.6KNew |
$313K - $365K
|
14.6K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.2K+ 4.32% |
$241K - $280K
|
271K
$6.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10KNew |
$215K - $250K
|
10K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.97KNew |
$214K - $249K
|
9.97K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9.85K+ 9.02% |
$211K - $246K
|
119K
$2.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
9.8KNew |
$210K - $245K
|
9.8K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.5K+ 16.85% |
$204K - $237K
|
65.9K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9.08KNew |
$195K - $227K
|
9.08K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.39KNew |
$180K - $209K
|
8.39K
$186K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.55K+ 12.79% |
$162K - $189K
|
66.6K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.68K+ 11.57% |
$143K - $167K
|
64.4K
$1.43M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6.3KNew |
$135K - $157K
|
6.3K
$140K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.77K+ 61.5% |
$124K - $144K
|
15.1K
$336K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.47K+ 1.31% |
$117K - $137K
|
424K
$9.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.21KNew |
$112K - $130K
|
5.21K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.68K+ 4.65% |
$100K - $117K
|
105K
$2.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.97KNew |
$63.6K - $74K
|
2.97K
$65.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.9K+ 13.97% |
$62.3K - $72.5K
|
23.7K
$525K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.75K+ 10.42% |
$58.9K - $68.6K
|
29.1K
$646K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.07K+ 1.87% |
$44.3K - $51.6K
|
113K
$2.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.87K+ 17.45% |
$40K - $46.6K
|
12.6K
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.83K+ 7.36% |
$39.3K - $45.7K
|
26.7K
$593K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.8KNew |
$38.6K - $44.9K
|
1.8K
$39.9K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.7K+ 7.47% |
$36.5K - $42.5K
|
24.5K
$543K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.56K+ 3.45% |
$33.5K - $39K
|
46.8K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.45K+ 1.47% |
$31.1K - $36.2K
|
100K
$2.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 12.65% |
$30K - $34.9K
|
12.5K
$276K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.24K+ 4.93% |
$26.5K - $30.9K
|
26.3K
$584K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.1KNew |
$23.6K - $27.5K
|
1.1K
$24.4K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.07K+ 3.62% |
$23K - $26.7K
|
30.6K
$679K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.03K+ 2.62% |
$22K - $25.6K
|
40.2K
$891K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
820New |
$17.6K - $20.5K
|
820
$18.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
796+ 3.27% |
$17.1K - $19.9K
|
25.1K
$557K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
711+ 5.7% |
$15.3K - $17.8K
|
13.2K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
600New |
$12.9K - $15K
|
600
$13.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
500New |
$10.7K - $12.5K
|
500
$11.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
389New |
$8.34K - $9.71K
|
389
$8.63K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
352+ 35.2% |
$7.55K - $8.79K
|
1.35K
$30K
|