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Eaton Vance Enhanced Equity Income Fund II (EOS) Institutional Ownership

Eaton Vance Enhanced Equity Income Fund II logo
$23.81 +0.21 (+0.89%)
(As of 12/20/2024 05:31 PM ET)
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Institutional Ownership Changes (13F Filings) for Eaton Vance Enhanced Equity Income Fund II (NYSEARCA:EOS)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$38.68M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$6.52M
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EOS Institutional Buying and Selling by Quarter

Eaton Vance Enhanced Equity Income Fund II Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/10/2024 Garden State Investment Advisory Services LLC10,345$225K0.1%+7.0%0.000%
11/25/2024 Sanctuary Advisors LLC22,574$523K0.0%-8.4%0.000%
11/18/2024 Sunbelt Securities Inc.118,785$2.58M0.3%-18.3%0.000%
11/15/2024 Stifel Financial Corp57,735$1.25M0.0%+0.8%0.000%
11/15/2024 HighTower Advisors LLC19,722$430K0.0%+3.4%0.000%
11/15/2024 Garden State Investment Advisory Services LLC10,345$225K0.1%+7.0%0.000%
11/14/2024 Rockefeller Capital Management L.P.98,910$2.15M0.0%-0.6%0.000%
11/13/2024 D.A. Davidson & CO.29,554$641K0.0%+7.0%0.000%
11/13/2024 Diversified LLC12,327$268K0.0%-8.0%0.000%
11/12/2024Larson Financial Group LLC109,214$2.37M0.1%+8.7%0.000%
11/8/2024 Advisors Asset Management Inc.418,867$9.09M0.2%+8.3%0.000%
11/7/2024 Semus Wealth Partners LLC13,218$287K0.2%-29.6%0.000%
11/6/2024 Oppenheimer & Co. Inc.24,886$540K0.0%+2.8%0.000%
10/29/2024 Roman Butler Fullerton & Co.79,792$1.76M0.5%+0.8%0.000%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,467$271K0.0%+4.4%0.000%
10/22/2024 International Assets Investment Management LLC1,329,378$28.85M0.0%+6,433.2%0.000%
10/22/2024 Altus Wealth Group LLC12,207$265K0.1%-8.4%0.000%
10/18/2024Raymond James & Associates238,245$5.17M0.0%+1.0%0.000%
10/15/2024 NBC Securities Inc.24,645$534K0.0%+12.8%0.000%
10/10/2024 Concourse Financial Group Securities Inc.56,362$1.22M0.1%+1.4%0.000%
9/5/2024 Sanctuary Advisors LLC24,652$537K0.0%N/A0.000%
8/21/2024 Truist Financial Corp20,723$451K0.0%-6.9%0.000%
8/14/2024 EverSource Wealth Advisors LLC2,200$47K0.0%+340.0%0.000%
8/13/2024 Garden State Investment Advisory Services LLC9,670$211K0.1%N/A0.000%
8/9/2024 Cornerstone Advisors LLC467,232$10.18M0.4%-32.8%0.000%
8/5/2024 Private Advisor Group LLC39,228$854K0.0%+9.3%0.000%
8/3/2024 Shaker Financial Services LLC47,610$1.04M0.4%+45.3%0.000%
8/2/2024Larson Financial Group LLC100,518$2.19M0.1%+9.0%0.000%
7/31/2024 Semus Wealth Partners LLC18,777$409K0.3%-9.7%0.000%
7/31/2024Commonwealth Equity Services LLC265,692$5.79M0.0%+5.1%0.000%
7/31/2024 Concurrent Investment Advisors LLC12,513$273K0.0%N/A0.000%
7/29/2024 Fairman Group LLC26,418$575K0.6%N/A0.000%
7/29/2024 UMB Bank n.a.15,684$342K0.0%-13.7%0.000%
7/29/2024 Ameritas Advisory Services LLC27,139$591K0.0%-2.1%0.000%
7/26/2024 Cambridge Investment Research Advisors Inc.57,598$1.25M0.0%-1.6%0.000%
7/26/2024 Atomi Financial Group Inc.22,933$499K0.0%+6.0%0.000%
7/25/2024 Calamos Advisors LLC12,726$277K0.0%N/A0.000%
7/23/2024 Concourse Financial Group Securities Inc.55,582$1.21M0.1%+32.7%0.000%
7/16/2024 JBR Co Financial Management Inc114,203$2.49M1.7%+0.6%0.000%
7/16/2024 Roman Butler Fullerton & Co.79,139$1.79M0.6%+4.0%0.000%
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5/20/2024 Bullseye Investment Management LLC22,130$446K0.3%N/A0.000%
5/15/2024CoreFirst Bank & Trust1,799$36K0.0%-21.7%0.000%
5/14/2024 Advisors Asset Management Inc.273,143$5.51M0.1%+32.6%0.000%
5/14/2024 Karpus Management Inc.464,371$9.37M0.3%+8.7%0.000%
5/10/2024 Cornerstone Advisors LLC695,027$14.02M0.6%+6.0%0.000%
5/9/2024 JBR Co Financial Management Inc113,567$2.29M1.8%-5.0%0.000%
5/8/2024 Semus Wealth Partners LLC20,784$419K0.4%-19.5%0.000%
5/7/2024 Oppenheimer & Co. Inc.23,589$476K0.0%+6.3%0.000%
5/3/2024Larson Financial Group LLC92,204$1.86M0.1%-4.6%0.000%
5/1/2024 Janney Montgomery Scott LLC13,039$263K0.0%-12.1%0.000%
4/30/2024 Private Advisor Group LLC35,902$724K0.0%-9.5%0.000%
4/30/2024 Hartline Investment Corp11,940$241K0.0%N/A0.000%
4/30/2024 Macroview Investment Management LLC1,250$25K0.0%+316.7%0.000%
4/29/2024Commonwealth Equity Services LLC252,759$5.10M0.0%+39.3%0.000%
4/24/2024 Spire Wealth Management11,226$226K0.0%-6.0%0.000%
4/23/2024 Tyche Wealth Partners LLC26,828$541K0.1%-12.7%0.000%
4/23/2024 Wealth Effects LLC22,279$449K0.2%-11.8%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.366,291$7.39M0.0%+1.9%0.000%
4/22/2024Raymond James & Associates236,060$4.76M0.0%+10.3%0.000%
4/15/2024 Future Financial Wealth Managment LLC3,000$61K0.0%N/A0.000%
4/15/2024 Sunbelt Securities Inc.145,415$2.93M0.3%+8.6%0.000%
8/16/2023 Sunbelt Securities Inc.123,015$2.20M0.3%+11.0%0.000%
8/15/2023 Cohen & Steers Inc.33,860$606K0.0%N/A0.000%
8/11/2023 Cornerstone Advisors LLC449,533$8.04M0.4%N/A0.000%
8/11/2023 Karpus Management Inc.345,904$6.19M0.2%+700.6%0.000%
8/11/2023 Kestra Advisory Services LLC52,816$945K0.0%-2.1%0.000%
8/11/2023 Landscape Capital Management L.L.C.39,396$705K0.1%+42.0%0.000%
8/11/2023 Guggenheim Capital LLC711,033$12.72M0.1%+26.8%0.000%
8/11/2023 D.A. Davidson & CO.17,581$315K0.0%N/A0.000%
8/11/2023 PNC Financial Services Group Inc.27,196$487K0.0%+62.2%0.000%
8/10/2023Commonwealth Equity Services LLC124,992$2.24M0.0%+306.3%0.000%
8/10/2023Cetera Advisor Networks LLC162,383$2.91M0.0%-5.6%0.000%
8/10/2023 Cetera Investment Advisers19,656$352K0.0%+14.7%0.000%
8/9/2023 Spire Wealth Management25,120$449K0.0%-5.4%0.000%
8/7/2023 Wolverine Asset Management LLC233,033$4.17M0.0%+6.1%0.000%
8/7/2023 Shaker Financial Services LLC98,821$1.77M0.8%-32.3%0.000%
8/4/2023 Savant Capital LLC16,661$298K0.0%N/A0.000%
8/3/2023 Atria Wealth Solutions Inc.26,665$477K0.0%-2.5%0.000%
8/3/2023Larson Financial Group LLC94,978$1.70M0.2%-2.4%0.000%
8/3/2023 Altus Wealth Group LLC38,665$692K0.4%-11.4%0.000%
8/1/2023 Truist Financial Corp56,620$1.01M0.0%-7.9%0.000%
7/31/2023 LPL Financial LLC213,452$3.82M0.0%+3.2%0.000%
7/26/2023 Diversified LLC14,791$265K0.1%-15.1%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.245,535$4.39M0.0%+5.8%0.000%
7/25/2023Raymond James & Associates165,499$2.96M0.0%+6.8%0.000%
7/25/2023 Ameritas Advisory Services LLC26,096$465K0.1%-4.9%0.000%
7/21/2023 Global Assets Advisory LLC43,512$778K0.7%+20.9%0.000%
7/18/2023Stratos Wealth Partners LTD.79,477$1.42M0.0%+1.0%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.61,198$1.10M0.0%-2.1%0.000%
7/11/2023 Brookstone Capital Management24,929$444K0.0%N/A0.000%
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7/11/2023 Flagship Harbor Advisors LLC11,399$204K0.0%-15.0%0.000%
5/11/2023 Karpus Management Inc.43,207$709K0.0%N/A0.000%
5/11/2023 Guggenheim Capital LLC560,932$9.20M0.1%+16.6%0.000%
5/10/2023 Oppenheimer & Co. Inc.21,891$359K0.0%-3.1%0.000%
5/10/2023 Private Advisor Group LLC42,422$696K0.0%N/A0.000%
5/10/2023 Landscape Capital Management L.L.C.27,740$455K0.1%N/A0.000%
5/10/2023 LPL Financial LLC206,741$3.39M0.0%-3.7%0.000%
5/9/2023 Spire Wealth Management26,555$435K0.0%+8.2%0.000%
5/8/2023 Shaker Financial Services LLC146,035$2.40M1.0%N/A0.000%
5/8/2023 Wolverine Asset Management LLC219,675$3.60M0.0%N/A0.000%
(Data available from 1/1/2016 forward)

EOS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EOS shares?

During the previous two years, 73 institutional investors and hedge funds held shares of Eaton Vance Enhanced Equity Income Fund II. The most heavily invested institutionals were International Assets Investment Management LLC ($28.85M), Guggenheim Capital LLC ($12.72M), Cornerstone Advisors LLC ($10.18M), Karpus Management Inc. ($9.37M), Advisors Asset Management Inc. ($9.09M), Raymond James Financial Services Advisors Inc. ($7.39M), and Commonwealth Equity Services LLC ($5.79M).Learn more on EOS's institutional investors.

Which institutional investors have been buying Eaton Vance Enhanced Equity Income Fund II stock?

Of the 56 institutional investors that purchased Eaton Vance Enhanced Equity Income Fund II stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.34M), Cornerstone Advisors LLC ($488.65K), Karpus Management Inc. ($383.14K), Wolverine Asset Management LLC ($233.03K), Guggenheim Capital LLC ($229.91K), Commonwealth Equity Services LLC ($178.46K), and Shaker Financial Services LLC ($160.88K).

How much institutional buying is happening at Eaton Vance Enhanced Equity Income Fund II?

Institutional investors have bought a total of 3,833,505 shares in the last 24 months. This purchase volume represents approximately $73.75M in transactions.

Which Eaton Vance Enhanced Equity Income Fund II major shareholders have been selling company stock?

Of the 35 institutional investors that sold Eaton Vance Enhanced Equity Income Fund II stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($227.80K), Shaker Financial Services LLC ($47.21K), LPL Financial LLC ($42.43K), Sunbelt Securities Inc. ($26.68K), Ameritas Advisory Services LLC ($22.32K), Larson Financial Group LLC ($17.11K), and Diversified LLC ($16.71K).

How much institutional selling is happening at Eaton Vance Enhanced Equity Income Fund II?

Institutional investors have sold a total of 518,384 shares in the last 24 months. This volume of shares sold represents approximately $10.21M in transactions.


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This page (NYSEARCA:EOS) was last updated on 12/22/2024 by MarketBeat.com Staff
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