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 125 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $258 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
10,345
shares
|
$254,073
0.06% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
10,082
shares
|
$247,613
0.02% of portfolio
|
Q3 2024
Reduced 46.54%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
10,000
shares
|
$245,600
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
10,000
shares
|
$245,600
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
9,916
shares
|
$243,536
0.01% of portfolio
|
Q4 2024
Reduced 11.37%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
9,885
shares
|
$242,775
0.01% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
9,535
shares
|
$234,179
0.0% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
9,326
shares
|
$229,046
0.0% of portfolio
|
Q4 2022
Reduced 13.47%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
9,151
shares
|
$224,748
0.0% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
6,960
shares
|
$170,937
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
6,755
shares
|
$165,902
0.0% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
5,210
shares
|
$127,957
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
5,103
shares
|
$125,329
0.0% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
3,859
shares
|
$94,777
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
3,550
shares
|
$87,188
0.1% of portfolio
|
Q1 2024
Added 2.9%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
3,000
shares
|
$73,680
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
2,979
shares
|
$73,164
0.02% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
2,725
shares
|
$66,926
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,200
shares
|
$54,032
0.0% of portfolio
|
Q2 2024
Added 340.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,700
shares
|
$41,752
0.0% of portfolio
|
Q2 2024
Reduced 32.0%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,500
shares
|
$36,840
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,460
shares
|
$35,857
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
1,427
shares
|
$35,047
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,352
shares
|
$33,205
0.0% of portfolio
|
Q4 2024
Added 35.2%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
1,250
shares
|
$30,700
0.03% of portfolio
|
Q1 2024
Added 316.67%
|