Free Trial
→ Trump currency shock imminent (From Stansberry Research) (Ad) Free EOS Stock Alerts

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

Eaton Vance Enhanced Equity Income Fund II logo
$24.02 +0.12 (+0.50%)
As of 01/21/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Eaton Vance Enhanced Equity Income Fund II (NYSEARCA:EOS)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$39.07M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$37.84M
Get EOS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Eaton Vance Enhanced Equity Income Fund II stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

EOS Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Flagship Harbor Advisors LLC15,147$363K0.0%+61.5%0.000%
1/17/2025 Janney Montgomery Scott LLC13,180$316K0.0%-4.1%0.000%
1/17/2025 Commons Capital LLC12,562$301K0.3%+17.4%0.000%
1/17/2025 Atomi Financial Group Inc.25,128$602K0.0%+3.3%0.000%
1/15/2025 Ameritas Advisory Services LLC26,332$631K0.0%+4.9%0.000%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.5,210$125K0.0%N/A0.000%
1/13/2025 City Center Advisors LLC24,463$586K0.7%+7.5%0.000%
1/8/2025 International Assets Investment Management LLC22,310$532K0.0%-98.3%0.000%
12/10/2024Garden State Investment Advisory Services LLC10,345$225K0.1%+7.0%0.000%
11/25/2024Sanctuary Advisors LLC22,574$523K0.0%-8.4%0.000%
11/18/2024Sunbelt Securities Inc.118,785$2.58M0.3%-18.3%0.000%
11/15/2024Stifel Financial Corp57,735$1.25M0.0%+0.8%0.000%
11/15/2024HighTower Advisors LLC19,722$430K0.0%+3.4%0.000%
11/15/2024Garden State Investment Advisory Services LLC10,345$225K0.1%+7.0%0.000%
11/14/2024Rockefeller Capital Management L.P.98,910$2.15M0.0%-0.6%0.000%
11/13/2024D.A. Davidson & CO.29,554$641K0.0%+7.0%0.000%
11/13/2024Diversified LLC12,327$268K0.0%-8.0%0.000%
11/12/2024Larson Financial Group LLC109,214$2.37M0.1%+8.7%0.000%
11/8/2024Advisors Asset Management Inc.418,867$9.09M0.2%+8.3%0.000%
11/7/2024Semus Wealth Partners LLC13,218$287K0.2%-29.6%0.000%
11/6/2024Oppenheimer & Co. Inc.24,886$540K0.0%+2.8%0.000%
10/29/2024Roman Butler Fullerton & Co.79,792$1.76M0.5%+0.8%0.000%
10/24/2024Bay 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%
10/22/2024Altus Wealth Group LLC12,207$265K0.1%-8.4%0.000%
10/18/2024Raymond James & Associates238,245$5.17M0.0%+1.0%0.000%
10/15/2024NBC Securities Inc.24,645$534K0.0%+12.8%0.000%
10/10/2024Concourse 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%
8/5/2024Private Advisor Group LLC39,228$854K0.0%+9.3%0.000%
8/3/2024Shaker 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%
7/31/2024Concurrent Investment Advisors LLC12,513$273K0.0%N/A0.000%
7/29/2024Fairman Group LLC26,418$575K0.6%N/A0.000%
Did You See Trump’s Manhattan Project Bombshell? (Ad)

This secret document contains stunning details about Donald Trump’s very first order of business… the minute he steps back into the White House. Because if what’s in this leaked document is even half true (and trust me, it comes from a very, very credible source)... Trump’s first Executive Order would easily be the boldest, most mind-blowing and daring American initiative ANY U.S. President has launched in over 80 years.

Click here and see for yourself.
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%
7/26/2024Cambridge 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%
7/23/2024Concourse Financial Group Securities Inc.55,582$1.21M0.1%+32.7%0.000%
7/16/2024JBR Co Financial Management Inc114,203$2.49M1.7%+0.6%0.000%
7/16/2024Roman 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%
5/9/2024JBR 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%
4/30/2024Private Advisor Group LLC35,902$724K0.0%-9.5%0.000%
4/30/2024Hartline Investment Corp11,940$241K0.0%N/A0.000%
4/30/2024Macroview Investment Management LLC1,250$25K0.0%+316.7%0.000%
4/29/2024Commonwealth Equity Services LLC252,759$5.10M0.0%+39.3%0.000%
4/24/2024Spire Wealth Management11,226$226K0.0%-6.0%0.000%
4/23/2024Tyche Wealth Partners LLC26,828$541K0.1%-12.7%0.000%
4/23/2024Wealth 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%
8/9/2023Spire Wealth Management25,120$449K0.0%-5.4%0.000%
8/7/2023Wolverine Asset Management LLC233,033$4.17M0.0%+6.1%0.000%
8/7/2023Shaker 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%
8/3/2023Altus 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%
Did You See Trump’s Manhattan Project Bombshell? (Ad)

This secret document contains stunning details about Donald Trump’s very first order of business… the minute he steps back into the White House. Because if what’s in this leaked document is even half true (and trust me, it comes from a very, very credible source)... Trump’s first Executive Order would easily be the boldest, most mind-blowing and daring American initiative ANY U.S. President has launched in over 80 years.

Click here and see for yourself.
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%
7/21/2023Global 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%
7/13/2023Cambridge 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%
7/11/2023Flagship Harbor Advisors LLC11,399$204K0.0%-15.0%0.000%
5/11/2023Karpus Management Inc.43,207$709K0.0%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, 74 institutional investors and hedge funds held shares of Eaton Vance Enhanced Equity Income Fund II. The most heavily invested institutionals were 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), Commonwealth Equity Services LLC ($5.79M), and Raymond James & Associates ($5.17M).Learn more on EOS's institutional investors.

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

Of the 58 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 3,835,301 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 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: International Assets Investment Management LLC ($1.31M), 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), and Larson Financial Group LLC ($17.11K).

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

Institutional investors have sold a total of 1,823,362 shares in the last 24 months. This volume of shares sold represents approximately $41.48M in transactions.


Related Companies

This page (NYSEARCA:EOS) was last updated on 1/22/2025 by MarketBeat.com Staff
From Our Partners
Bill Gates’ is about to mint millionaires (again) with Stargate.
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Did You See Trump’s Manhattan Project Bombshell?
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
Trump currency shock imminent
Trump's Quiet $1.9 Trillion Move Against the Fed A small army of Americans, with Trump's support, has launc...
Stansberry Research | Sponsored
January 29th - the next big trading catalyst to watch
Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...
Timothy Sykes | Sponsored
Elon’s #1 AI Stock” SET TO SOAR
Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.
Behind the Markets | Sponsored
I was wrong. Dead wrong.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored