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 |
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
22,443
shares
|
$470,180
0.22% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
22,335
shares
|
$467,918
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
22,189
shares
|
$464,859
0.04% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
19,722
shares
|
$413,175
0.0% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,674
shares
|
$391,220
0.0% of portfolio
|
Q4 2024
Reduced 17.28%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
18,406
shares
|
$385,605
0.0% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
17,764
shares
|
$372,155
0.06% of portfolio
|
Q4 2024
Added 6628.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
16,527
shares
|
$346,240
0.0% of portfolio
|
Q4 2024
Reduced 35.9%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
15,684
shares
|
$328,579
0.01% of portfolio
|
Q2 2024
Reduced 13.72%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
15,637
shares
|
$327,595
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
15,570
shares
|
$326,191
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
15,547
shares
|
$325,709
0.11% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
15,500
shares
|
$324,725
0.06% of portfolio
|
Q2 2017
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
15,456
shares
|
$323,803
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
15,399
shares
|
$322,609
0.06% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
15,147
shares
|
$317,329
0.02% of portfolio
|
Q4 2024
Added 61.5%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
14,600
shares
|
$305,870
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
13,391
shares
|
$280,541
0.0% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
13,145
shares
|
$275,387
0.08% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
12,562
shares
|
$263,173
0.27% of portfolio
|
Q4 2024
Added 17.45%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
12,459
shares
|
$261,016
0.01% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
12,445
shares
|
$260,722
0.04% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
12,327
shares
|
$258,250
0.03% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
12,249
shares
|
$256,616
0.03% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
12,207
shares
|
$255,736
0.12% of portfolio
|
Q3 2024
Reduced 8.37%
|