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

Eaton Vance Enhanced Equity Income Fund II logo
$20.80 -0.20 (-0.93%)
As of 11:48 AM Eastern
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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)
61
Total
Institutional Inflows
(last 12 months)
$85.33M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$43.91M
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EOS Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/19/2025Chancellor Financial Group WB LP29,613$709K0.6%N/A0.000%
2/24/2025 Ameriflex Group Inc.6,300$152K0.1%N/A0.000%
2/18/2025 Sunbelt Securities Inc.107,220$2.58M0.2%-9.7%0.000%
2/17/2025 Laird Norton Wetherby Wealth Management LLC8,389$201K0.0%N/A0.000%
2/17/2025 Colonial Trust Co SC17,764$425K0.1%+6,628.8%0.000%
2/17/2025 Cetera Investment Advisers173,809$4.16M0.0%-5.1%0.000%
2/17/2025 Bank of America Corp DE1,449,121$34.71M0.0%+2.3%0.000%
2/17/2025 Ameriprise Financial Inc.105,157$2.52M0.0%+4.7%0.000%
2/14/2025 Capital Analysts LLC1,100$26K0.0%N/A0.000%
2/14/2025 Stifel Financial Corp64,414$1.54M0.0%+11.6%0.000%
2/14/2025 Shaker Financial Services LLC11,691$280K0.1%-80.5%0.000%
2/14/2025 Concourse Financial Group Securities Inc.65,857$1.61M0.1%+16.8%0.000%
2/13/2025 1607 Capital Partners LLC28,410$680K0.1%-83.5%0.000%
2/13/2025 NewEdge Advisors LLC16,527$396K0.0%-35.9%0.000%
2/13/2025 Guggenheim Capital LLC883,293$21.16M0.2%+9.1%0.000%
2/13/2025 Rockefeller Capital Management L.P.100,360$2.40M0.0%+1.5%0.000%
2/13/2025 Raymond James Financial Inc.619,143$14.83M0.0%N/A0.000%
2/13/2025 Invesco Ltd.652,967$15.64M0.0%-1.4%0.000%
2/13/2025 Envestnet Asset Management Inc.29,109$697K0.0%+10.4%0.000%
2/13/2025 Wells Fargo & Company MN617,372$14.79M0.0%+6.5%0.000%
2/11/2025 CoreFirst Bank & Trust1,799$43K0.0%N/A0.000%
2/11/2025 LPL Financial LLC381,593$9.14M0.0%+12.7%0.000%
2/10/2025 Advisors Asset Management Inc.424,338$10.16M0.2%+1.3%0.000%
2/10/2025 Commonwealth Equity Services LLC299,677$7.18M0.0%+9.9%0.000%
2/10/2025 Essential Planning LLC.15,456$347K0.0%N/A0.000%
2/7/2025 Larson Financial Group LLC119,068$2.85M0.1%+9.0%0.000%
2/7/2025 PNC Financial Services Group Inc.11,024$264K0.0%-53.6%0.000%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,178$316K0.0%+5.7%0.000%
2/7/2025 Chung Wu Investment Group LLC166,830$4.00M4.0%N/A0.000%
2/6/2025 Washington Trust Advisors Inc.2,965$71K0.0%N/A0.000%
2/6/2025 Raymond James Financial Inc.619,143$14.83M0.0%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC46,761$1.12M0.0%+3.5%0.000%
2/5/2025 Oppenheimer & Co. Inc.26,718$640K0.0%+7.4%0.000%
2/4/2025 JBR Co Financial Management Inc112,678$2.70M1.6%+1.9%0.000%
2/3/2025 Transcend Capital Advisors LLC9,078$217K0.0%N/A0.000%
2/3/2025 Compass Planning Associates Inc22,335$535K0.5%N/A0.000%
2/3/2025 Concurrent Investment Advisors LLC192,880$4.62M0.1%+173.6%0.000%
2/3/2025 Private Advisor Group LLC40,187$962K0.0%+2.6%0.000%
1/31/2025 Semus Wealth Partners LLC12,108$290K0.2%-8.4%0.000%
1/31/2025 D.A. Davidson & CO.30,624$733K0.0%+3.6%0.000%
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1/31/2025 Truist Financial Corp23,689$567K0.0%+14.0%0.000%
1/31/2025 Sanctuary Advisors LLC18,674$450K0.0%-17.3%0.000%
1/30/2025 Roman Butler Fullerton & Co.77,335$1.86M0.5%-3.1%0.000%
1/29/2025 Kentucky Trust Co1,800$43K0.0%N/A0.000%
1/29/2025 Cornerstone Planning Group LLC2,524$61K0.0%-15.3%0.000%
1/28/2025 Apollon Wealth Management LLC9,970$239K0.0%N/A0.000%
1/24/2025 Spire Wealth Management9,916$237K0.0%-11.4%0.000%
1/23/2025 Gateway Wealth Partners LLC10,000$240K0.1%N/A0.000%
1/22/2025 Perigon Wealth Management LLC12,459$294K0.0%+12.6%0.000%
1/21/2025 Flagship 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%
12/10/2024 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%
11/13/2024Diversified LLC12,327$268K0.0%-8.0%0.000%
11/12/2024 Larson 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%
8/2/2024 Larson 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%
7/31/2024 Commonwealth 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%
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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%
5/20/2024 Bullseye Investment Management LLC22,130$446K0.3%N/A0.000%
5/15/2024 CoreFirst 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%
(Data available from 1/1/2016 forward)

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EOS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EOS shares?

During the previous two years, 91 institutional investors and hedge funds held shares of Eaton Vance Enhanced Equity Income Fund II. The most heavily invested institutionals were Bank of America Corp DE ($34.71M), Guggenheim Capital LLC ($21.16M), Invesco Ltd. ($15.64M), Raymond James Financial Inc. ($14.83M), Wells Fargo & Company MN ($14.79M), Cornerstone Advisors LLC ($10.18M), and Advisors Asset Management Inc. ($10.16M).Learn more on EOS's institutional investors.

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

Of the 74 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), Raymond James Financial Inc. ($1.24M), Cornerstone Advisors LLC ($488.65K), Karpus Management Inc. ($383.14K), Guggenheim Capital LLC ($303.61K), Wolverine Asset Management LLC ($233.03K), and Commonwealth Equity Services LLC ($205.50K).

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

Institutional investors have bought a total of 5,591,358 shares in the last 24 months. This purchase volume represents approximately $117.25M in transactions.

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

Of the 37 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), 1607 Capital Partners LLC ($143.38K), Shaker Financial Services LLC ($95.61K), Sunbelt Securities Inc. ($38.25K), Ameritas Advisory Services LLC ($22.32K), and Semus Wealth Partners LLC ($14.65K).

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

Institutional investors have sold a total of 1,985,598 shares in the last 24 months. This volume of shares sold represents approximately $46.04M in transactions.



This page (NYSEARCA:EOS) was last updated on 3/31/2025 by MarketBeat.com Staff
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