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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
352+ 35.2% |
$7.55K - $8.79K
|
1.35K
$29.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
272+ 0.53% |
$5.83K - $6.79K
|
51.8K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
165New |
$3.54K - $4.12K
|
165
$3.63K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
142+ 0.92% |
$3.05K - $3.55K
|
15.5K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
100New |
$2.15K - $2.5K
|
100
$2.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
88+ 1.72% |
$1.89K - $2.2K
|
5.19K
$114K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
76+ 0.71% |
$1.63K - $1.9K
|
10.8K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
70+ 0.45% |
$1.5K - $1.75K
|
15.6K
$343K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
39+ 0.17% |
$837 - $974
|
22.4K
$493K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
12+ 1.66% |
$257 - $300
|
735
$16.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10+ 0.1% |
$215 - $250
|
9.55K
$210K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7+ 0.02% |
$150 - $175
|
38.6K
$848K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20- 0.11% |
$429 - $499
|
18.4K
$405K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-63- 0.23% |
$1.35K - $1.57K
|
26.8K
$589K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-64- 0.7% |
$1.37K - $1.6K
|
9.09K
$200K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-78- 0.63% |
$1.67K - $1.95K
|
12.2K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-339- 3.28% |
$7.27K - $8.46K
|
10K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-455- 15.27% |
$9.76K - $11.4K
|
2.52K
$55.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-565- 4.11% |
$12.1K - $14.1K
|
13.2K
$290K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.11K- 8.4% |
$23.8K - $27.7K
|
12.1K
$266K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.27K- 11.37% |
$27.3K - $31.8K
|
9.92K
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.74K- 3.37% |
$37.3K - $43.4K
|
49.8K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.25K- 1.4% |
$48.2K - $56.1K
|
158K
$3.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.46K- 3.08% |
$52.7K - $61.4K
|
77.3K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.9K- 17.28% |
$83.7K - $97.4K
|
18.7K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.26K- 35.9% |
$199K - $231K
|
16.5K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.36K- 5.11% |
$201K - $234K
|
174K
$3.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-9.61K- 1.45% |
$206K - $240K
|
653K
$14.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-11.6K- 9.74% |
$248K - $289K
|
107K
$2.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.8K- 53.63% |
$273K - $318K
|
11K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-18.9K- 5.44% |
$405K - $472K
|
328K
$7.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.6K- 99.9% |
$528K - $615K
|
24
$528
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-48.4K- 80.54% |
$1.04M - $1.21M
|
11.7K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-143K- 83.46% |
$3.08M - $3.58M
|
28.4K
$625K
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-374K- 80.0% |
$8.02M - $9.33M
|
93.4K
$2.06M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.31M- 98.32% |
$28M - $32.6M
|
22.3K
$491K
|