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 152 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $264 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,000
shares
|
$45,980
0.0% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,761
shares
|
$40,485
0.0% of portfolio
|
Q2 2025
Added 44.23%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
1,500
shares
|
$34,485
0.0% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,500
shares
|
$34,485
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
1,427
shares
|
$32,806
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,352
shares
|
$31,082
0.0% of portfolio
|
Q4 2024
Added 35.2%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,249
shares
|
$28,714
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
1,130
shares
|
$25,978
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
1,046
shares
|
$24,047
0.0% of portfolio
|
Q4 2025
Added 1.95%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
1,000
shares
|
$22,990
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
820
shares
|
$18,851
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
779
shares
|
$17,909
0.0% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
716
shares
|
$16,460
0.0% of portfolio
|
Q2 2024
Added 99.44%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
625
shares
|
$14,368
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
500
shares
|
$11,495
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
438
shares
|
$10,069
0.0% of portfolio
|
Q3 2025
Reduced 21.79%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
410
shares
|
$9,425
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
325
shares
|
$7,471
0.0% of portfolio
|
Q4 2018
Closed
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
300
shares
|
$6,896
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
299
shares
|
$6,874
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
258
shares
|
$5,931
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$4,598
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
166
shares
|
$3,816
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
165
shares
|
$3,793
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
125
shares
|
$2,873
0.0% of portfolio
|
Q3 2025
New holding
|
|