Purchases and Sales Made in Q4 2024 in 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) during Q4 2024. The information is specifically focused on institutions that hold shares of Eaton Vance Enhanced Equity Income Fund II.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
122K+ 173.57% |
$2.62M - $3.06M
|
193K
$4.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
22.3KNew |
$479K - $558K
|
22.3K
$545K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10KNew |
$215K - $250K
|
10K
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.97KNew |
$214K - $249K
|
9.97K
$243K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
9.8KNew |
$210K - $245K
|
9.8K
$239K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9.08KNew |
$195K - $227K
|
9.08K
$222K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.77K+ 61.5% |
$124K - $144K
|
15.1K
$370K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.21KNew |
$112K - $130K
|
5.21K
$127K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.9K+ 13.97% |
$62.3K - $72.5K
|
23.7K
$578K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.07K+ 1.87% |
$44.3K - $51.6K
|
113K
$2.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.87K+ 17.45% |
$40K - $46.6K
|
12.6K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.8KNew |
$38.6K - $44.9K
|
1.8K
$43.9K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.7K+ 7.47% |
$36.5K - $42.5K
|
24.5K
$597K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 12.65% |
$30K - $34.9K
|
12.5K
$304K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.24K+ 4.93% |
$26.5K - $30.9K
|
26.3K
$643K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.07K+ 3.62% |
$23K - $26.7K
|
30.6K
$747K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.03K+ 2.62% |
$22K - $25.6K
|
40.2K
$981K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
796+ 3.27% |
$17.1K - $19.9K
|
25.1K
$613K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
600New |
$12.9K - $15K
|
600
$14.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
500New |
$10.7K - $12.5K
|
500
$12.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
352+ 35.2% |
$7.55K - $8.79K
|
1.35K
$33K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
76+ 0.71% |
$1.63K - $1.9K
|
10.8K
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
70+ 0.45% |
$1.5K - $1.75K
|
15.6K
$380K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
39+ 0.17% |
$837 - $974
|
22.4K
$547K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10+ 0.1% |
$215 - $250
|
9.55K
$233K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-63- 0.23% |
$1.35K - $1.57K
|
26.8K
$654K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-455- 15.27% |
$9.76K - $11.4K
|
2.52K
$61.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-565- 4.11% |
$12.1K - $14.1K
|
13.2K
$322K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.11K- 8.4% |
$23.8K - $27.7K
|
12.1K
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.27K- 11.37% |
$27.3K - $31.8K
|
9.92K
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.46K- 3.08% |
$52.7K - $61.4K
|
77.3K
$1.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.9K- 17.28% |
$83.7K - $97.4K
|
18.7K
$456K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.6K- 99.9% |
$528K - $615K
|
24
$586
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.31M- 98.32% |
$28M - $32.6M
|
22.3K
$544K
|