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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
676+ 2.79% |
$13.3K - $15.3K
|
24.9K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
675+ 6.98% |
$13.3K - $15.3K
|
10.3K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
657+ 3.45% |
$12.9K - $14.8K
|
19.7K
$481K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
527+ 4.41% |
$10.4K - $11.9K
|
12.5K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
463+ 0.81% |
$9.1K - $10.5K
|
57.7K
$1.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
463New |
$9.1K - $10.5K
|
463
$11.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
461+ 1.78% |
$9.06K - $10.4K
|
26.4K
$643K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
400New |
$7.86K - $9.04K
|
400
$9.76K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
345+ 0.67% |
$6.78K - $7.8K
|
51.6K
$1.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
300+ 1.66% |
$5.9K - $6.78K
|
18.4K
$450K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
276+ 1.82% |
$5.42K - $6.24K
|
15.4K
$376K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
166New |
$3.26K - $3.75K
|
166
$4.05K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
114+ 1.17% |
$2.24K - $2.58K
|
9.89K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
94+ 1.88% |
$1.85K - $2.12K
|
5.1K
$125K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15+ 2.12% |
$295 - $339
|
723
$17.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11New |
$216 - $249
|
11
$268
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8+ 0.02% |
$157 - $181
|
38.5K
$941K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
32.8K+ 16.9% |
$635K - $718K
|
227K
$5.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
26.4KNew |
$511K - $578K
|
26.4K
$645K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
22.5KNew |
$436K - $493K
|
22.5K
$549K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
- |
12.7KNew |
$246K - $279K
|
12.7K
$311K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.2KNew |
$197K - $223K
|
10.2K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 340.0% |
$32.9K - $37.2K
|
2.2K
$53.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
357+ 99.44% |
$6.91K - $7.81K
|
716
$17.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
234New |
$4.53K - $5.12K
|
234
$5.71K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
183New |
$3.54K - $4.01K
|
183
$4.47K
|
|
| Q1 2024 | |||||||
|
May 20, 2024
Q1 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
22.1KNew |
$403K - $455K
|
22.1K
$540K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
13.5KNew |
$246K - $278K
|
13.5K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.2KNew |
$221K - $250K
|
12.2K
$297K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
11.9KNew |
$217K - $246K
|
11.9K
$291K
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.6KNew |
$193K - $218K
|
10.6K
$259K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.13KNew |
$20.6K - $23.2K
|
1.13K
$27.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
950+ 316.67% |
$17.3K - $19.5K
|
1.25K
$30.5K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
506New |
$9.2K - $10.4K
|
506
$12.3K
|
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
100+ 2.9% |
$1.82K - $2.06K
|
3.55K
$86.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
31+ 0.29% |
$564 - $638
|
10.8K
$264K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
14New |
$255 - $288
|
14
$342
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
6KNew |
$95.5K - $112K
|
6K
$146K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.73KNew |
$43.4K - $51K
|
2.73K
$66.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.68KNew |
$42.6K - $50.2K
|
2.68K
$65.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.43KNew |
$22.7K - $26.7K
|
1.43K
$34.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.2KNew |
$19.1K - $22.5K
|
1.2K
$29.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
325New |
$5.17K - $6.08K
|
325
$7.93K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.2KNew |
$241K - $265K
|
14.2K
$347K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
13KNew |
$220K - $242K
|
13K
$317K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.39KNew |
$23.5K - $25.8K
|
1.39K
$33.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
500New |
$8.48K - $9.33K
|
500
$12.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 2.27% |
$67.8 - $74.6
|
180
$4.39K
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
24.9KNew |
$398K - $446K
|
24.9K
$608K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.5KNew |
$87.8K - $98.4K
|
5.5K
$134K
|
|