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 |
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
12,108
shares
|
$253,662
0.19% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
11,691
shares
|
$244,926
0.11% of portfolio
|
Q4 2024
Reduced 80.54%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
11,024
shares
|
$230,952
0.0% of portfolio
|
Q4 2024
Reduced 53.63%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
10,806
shares
|
$226,385
0.02% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
10,710
shares
|
$224,374
0.01% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
10,649
shares
|
$223,096
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
10,600
shares
|
$222,070
0.03% of portfolio
|
Q1 2025
Reduced 21.48%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
10,600
shares
|
$222,070
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
10,006
shares
|
$209,625
0.07% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
10,000
shares
|
$209,500
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
10,000
shares
|
$209,500
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
9,970
shares
|
$208,871
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
9,545
shares
|
$199,967
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
9,326
shares
|
$195,379
0.0% of portfolio
|
Q4 2022
Reduced 13.47%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
9,087
shares
|
$190,372
0.0% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
8,389
shares
|
$175,749
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
6,960
shares
|
$145,812
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
6,755
shares
|
$141,517
0.0% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
6,300
shares
|
$131,985
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
5,315
shares
|
$111,349
0.02% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
5,191
shares
|
$108,751
0.0% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
3,550
shares
|
$74,372
0.1% of portfolio
|
Q1 2024
Added 2.9%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
3,002
shares
|
$62,891
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
3,000
shares
|
$62,850
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
2,965
shares
|
$62,116
0.01% of portfolio
|
Q4 2024
New holding
|