Institutional Ownership Eaton Vance Enhanced Equity Income Fund Ii (EOS)
This table provides information about the institutional ownership of Eaton Vance Enhanced Equity Income Fund Ii (EOS). We have compiled data on the 134 institutions that hold shares in the stock, with a total of 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $231 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
78,424
shares
|
$1.64 Million
0.63% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
65,857
shares
|
$1.38 Million
0.09% of portfolio
|
Q4 2024
Added 16.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
65,821
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
64,414
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
61,313
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
49,831
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
46,761
shares
|
$979,642
0.01% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
45,866
shares
|
$960,892
0.31% of portfolio
|
Q4 2022
Reduced 93.96%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
40,187
shares
|
$841,917
0.01% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
39,596
shares
|
$829,536
0.08% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
38,554
shares
|
$807,706
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
38,283
shares
|
$802,028
0.0% of portfolio
|
Q2 2022
Reduced 1.81%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
33,187
shares
|
$695,267
0.01% of portfolio
|
Q1 2025
Added 24.21%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
30,624
shares
|
$641,572
0.01% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Mar 19, 2025 Q4 2024 |
29,613
shares
|
$620,392
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
29,109
shares
|
$609,833
0.0% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
28,410
shares
|
$595,189
0.05% of portfolio
|
Q4 2024
Reduced 83.46%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
26,600
shares
|
$557,270
0.12% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
26,418
shares
|
$553,457
0.52% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
26,332
shares
|
$551,655
0.02% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
25,128
shares
|
$526,431
0.03% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
24,390
shares
|
$510,970
0.04% of portfolio
|
Q1 2025
Added 101525.0%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
23,689
shares
|
$496,284
0.0% of portfolio
|
Q4 2024
Added 13.97%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
22,852
shares
|
$478,749
0.56% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
22,500
shares
|
$471,375
0.02% of portfolio
|
Q2 2024
New holding
|