Latest Institutional Transactions on Eaton Vance Enhanced Equity Income Fund Ii (EOS)
This table provides information on the latest institutional transactions involving Eaton Vance Enhanced Equity Income Fund Ii (EOS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-11.6K- 9.74% |
$248K - $289K
|
107K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
100New |
$2.15K - $2.5K
|
100
$2.39K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.55K+ 12.79% |
$162K - $189K
|
66.6K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-374K- 80.0% |
$8.02M - $9.33M
|
93.4K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.39KNew |
$180K - $209K
|
8.39K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
272+ 0.53% |
$5.83K - $6.79K
|
51.8K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
17.5K+ 6628.79% |
$375K - $437K
|
17.8K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.1K+ 2.33% |
$709K - $826K
|
1.45M
$34.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.1KNew |
$23.6K - $27.5K
|
1.1K
$26.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-18.9K- 5.44% |
$405K - $472K
|
328K
$7.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.2K+ 4.32% |
$241K - $280K
|
271K
$6.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.68K+ 4.65% |
$100K - $117K
|
105K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20- 0.11% |
$429 - $499
|
18.4K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
80.8K+ 6.65% |
$1.73M - $2.02M
|
1.3M
$31M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-64- 0.7% |
$1.37K - $1.6K
|
9.09K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.45K+ 1.47% |
$31.1K - $36.2K
|
100K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.5K+ 16.85% |
$204K - $237K
|
65.9K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-48.4K- 80.54% |
$1.04M - $1.21M
|
11.7K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-9.61K- 1.45% |
$206K - $240K
|
653K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.26K- 35.9% |
$199K - $231K
|
16.5K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.68K+ 11.57% |
$143K - $167K
|
64.4K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
73.7K+ 9.1% |
$1.58M - $1.84M
|
883K
$21.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-339- 3.28% |
$7.27K - $8.46K
|
10K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
389New |
$8.34K - $9.71K
|
389
$9.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.36K- 5.11% |
$201K - $234K
|
174K
$4.15M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-143K- 83.46% |
$3.08M - $3.58M
|
28.4K
$678K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
820New |
$17.6K - $20.5K
|
820
$19.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
14.6KNew |
$313K - $365K
|
14.6K
$349K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
12+ 1.66% |
$257 - $300
|
735
$17.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37.9K+ 6.54% |
$813K - $946K
|
617K
$14.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.75K+ 10.42% |
$58.9K - $68.6K
|
29.1K
$695K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43K+ 12.71% |
$923K - $1.07M
|
382K
$9.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
88+ 1.72% |
$1.89K - $2.2K
|
5.19K
$124K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27K+ 9.92% |
$580K - $675K
|
300K
$7.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.74K- 3.37% |
$37.3K - $43.4K
|
49.8K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-78- 0.63% |
$1.67K - $1.95K
|
12.2K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7+ 0.02% |
$150 - $175
|
38.6K
$921K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.47K+ 1.31% |
$117K - $137K
|
424K
$10.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.8K- 53.63% |
$273K - $318K
|
11K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9.85K+ 9.02% |
$211K - $246K
|
119K
$2.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
142+ 0.92% |
$3.05K - $3.55K
|
15.5K
$371K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.25K- 1.4% |
$48.2K - $56.1K
|
158K
$3.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
15.5KNew |
$332K - $386K
|
15.5K
$369K
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
167KNew |
$3.58M - $4.17M
|
167K
$3.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
711+ 5.7% |
$15.3K - $17.8K
|
13.2K
$315K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
619KNew |
$13.3M - $15.5M
|
619K
$14.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.97KNew |
$63.6K - $74K
|
2.97K
$70.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.56K+ 3.45% |
$33.5K - $39K
|
46.8K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
165New |
$3.54K - $4.12K
|
165
$3.94K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.83K+ 7.36% |
$39.3K - $45.7K
|
26.7K
$638K
|