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

Eaton Vance Enhanced Equity Income Fund II logo
$22.07
-0.10 (-0.45%)
(As of 11/4/2024 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)
28
Total
Institutional Inflows
(last 12 months)
$37.68M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$5.74M
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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
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%
9/5/2024Sanctuary Advisors LLC24,652$537K0.0%N/A0.000%
8/21/2024Truist Financial Corp20,723$451K0.0%-6.9%0.000%
8/14/2024EverSource Wealth Advisors LLC2,200$47K0.0%+340.0%0.000%
8/13/2024Garden State Investment Advisory Services LLC9,670$211K0.1%N/A0.000%
8/9/2024Cornerstone 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%
7/31/2024Semus 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%
7/25/2024Calamos 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%
5/20/2024Bullseye Investment Management LLC22,130$446K0.3%N/A0.000%
5/15/2024CoreFirst Bank & Trust1,799$36K0.0%-21.7%0.000%
5/14/2024Advisors Asset Management Inc.273,143$5.51M0.1%+32.6%0.000%
5/14/2024Karpus Management Inc.464,371$9.37M0.3%+8.7%0.000%
5/10/2024Cornerstone 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%
5/8/2024Semus Wealth Partners LLC20,784$419K0.4%-19.5%0.000%
5/7/2024Oppenheimer & 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%
4/30/2024Hartline Investment Corp11,940$241K0.0%N/A0.000%
4/30/2024 Macroview Investment Management LLC1,250$25K0.0%+316.7%0.000%
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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%
4/15/2024Sunbelt Securities Inc.145,415$2.93M0.3%+8.6%0.000%
8/16/2023Sunbelt Securities Inc.123,015$2.20M0.3%+11.0%0.000%
8/15/2023Cohen & Steers Inc.33,860$606K0.0%N/A0.000%
8/11/2023Cornerstone Advisors LLC449,533$8.04M0.4%N/A0.000%
8/11/2023Karpus Management Inc.345,904$6.19M0.2%+700.6%0.000%
8/11/2023Kestra Advisory Services LLC52,816$945K0.0%-2.1%0.000%
8/11/2023Landscape Capital Management L.L.C.39,396$705K0.1%+42.0%0.000%
8/11/2023Guggenheim Capital LLC711,033$12.72M0.1%+26.8%0.000%
8/11/2023D.A. Davidson & CO.17,581$315K0.0%N/A0.000%
8/11/2023PNC 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%
8/10/2023Cetera Investment Advisers19,656$352K0.0%+14.7%0.000%
8/9/2023 Spire Wealth Management25,120$449K0.0%-5.4%0.000%
8/7/2023Wolverine 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%
8/4/2023Savant Capital LLC16,661$298K0.0%N/A0.000%
8/3/2023Atria 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%
8/1/2023Truist Financial Corp56,620$1.01M0.0%-7.9%0.000%
7/31/2023LPL Financial LLC213,452$3.82M0.0%+3.2%0.000%
7/26/2023Diversified 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%
7/11/2023 Flagship Harbor Advisors LLC11,399$204K0.0%-15.0%0.000%
5/11/2023Karpus Management Inc.43,207$709K0.0%N/A0.000%
5/11/2023Guggenheim Capital LLC560,932$9.20M0.1%+16.6%0.000%
5/10/2023Oppenheimer & Co. Inc.21,891$359K0.0%-3.1%0.000%
5/10/2023 Private Advisor Group LLC42,422$696K0.0%N/A0.000%
5/10/2023Landscape Capital Management L.L.C.27,740$455K0.1%N/A0.000%
5/10/2023LPL 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%
5/8/2023Wolverine Asset Management LLC219,675$3.60M0.0%N/A0.000%
5/5/2023Truist Financial Corp61,489$1.01M0.0%-2.8%0.000%
5/4/2023OTA Financial Group L.P.52,511$861K0.8%N/A0.000%
5/1/2023 CWM LLC18,750$308K0.0%-11.2%0.000%
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4/28/2023 Ameritas Advisory Services LLC27,453$450K0.0%-42.6%0.000%
4/26/2023Pinnacle Financial Partners Inc.8,459$139K0.0%-14.1%0.000%
4/24/2023Diversified LLC17,426$286K0.1%-21.0%0.000%
4/24/2023Semus Wealth Partners LLC25,876$424K0.5%-3.5%0.000%
4/21/2023 Global Assets Advisory LLC36,003$595K0.6%+10.2%0.000%
4/19/2023 International Assets Investment Management LLC27,701$453K0.1%N/A0.000%
4/17/2023 GPS Wealth Strategies Group LLC6,960$114K0.0%N/A0.000%
4/14/2023Asset Management Corp IL ADV10,649$175K0.1%N/A0.000%
4/14/2023Raymond James & Associates154,939$2.54M0.0%-2.0%0.000%
3/6/2023Rockefeller Capital Management L.P.82,029$1.36M0.0%-12.0%0.000%
(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), Raymond James Financial Services Advisors Inc. ($7.39M), Commonwealth Equity Services LLC ($5.79M), and Advisors Asset Management Inc. ($5.51M).Learn more on EOS's institutional investors.

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

Of the 54 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), Guggenheim Capital LLC ($301.11K), Wolverine Asset Management LLC ($233.03K), 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 3,863,091 shares in the last 24 months. This purchase volume represents approximately $73.90M in transactions.

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

Of the 36 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), Ameritas Advisory Services LLC ($22.32K), Bluefin Capital Management LLC ($18.86K), Larson Financial Group LLC ($17.11K), and Claraphi Advisory Network LLC ($16.01K).

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

Institutional investors have sold a total of 536,541 shares in the last 24 months. This volume of shares sold represents approximately $10.25M in transactions.


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This page (NYSEARCA:EOS) was last updated on 11/5/2024 by MarketBeat.com Staff
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