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 |
---|---|---|---|---|---|---|---|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.6KNew |
$444K - $510K
|
22.6K
$535K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-26.7K- 18.34% |
$524K - $603K
|
119K
$2.81M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
657+ 3.45% |
$12.9K - $14.8K
|
19.7K
$467K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.45K+ 15.43% |
$67.7K - $77.9K
|
25.8K
$611K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
871+ 0.25% |
$17.1K - $19.7K
|
347K
$8.22M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-642- 0.64% |
$12.6K - $14.5K
|
98.9K
$2.34M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.93K+ 9.52% |
$77.2K - $88.8K
|
45.2K
$1.07M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.5K+ 16.89% |
$285K - $328K
|
100K
$2.38M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
463+ 0.81% |
$9.1K - $10.5K
|
57.7K
$1.37M
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
675+ 6.98% |
$13.3K - $15.3K
|
10.3K
$245K
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
12.3KNew |
$242K - $279K
|
12.3K
$292K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.3K+ 7.13% |
$340K - $391K
|
260K
$6.16M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.46KNew |
$28.7K - $33K
|
1.46K
$34.6K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-157- 1.69% |
$3.09K - $3.55K
|
9.15K
$217K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.66K+ 0.47% |
$111K - $128K
|
1.22M
$28.8M
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-25.7K- 13.02% |
$505K - $581K
|
172K
$4.07M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.9K+ 3.5% |
$941K - $1.08M
|
1.42M
$33.5M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
62+ 0.3% |
$1.22K - $1.4K
|
20.8K
$492K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.08K- 8.03% |
$21.2K - $24.3K
|
12.3K
$292K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.95K+ 7.04% |
$38.2K - $44K
|
29.6K
$700K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.23K- 2.33% |
$24.2K - $27.8K
|
51.6K
$1.22M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.4K+ 3.46% |
$381K - $438K
|
579K
$13.7M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.46K+ 4.89% |
$147K - $169K
|
160K
$3.79M
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-12.5K- 2.6% |
$245K - $281K
|
467K
$11.1M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16K- 8.04% |
$315K - $362K
|
183K
$4.34M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-27.3K- 3.26% |
$536K - $617K
|
810K
$19.2M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
94+ 1.88% |
$1.85K - $2.12K
|
5.1K
$121K
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.8K- 10.47% |
$35.4K - $40.7K
|
15.4K
$365K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
59.3K+ 9.83% |
$1.17M - $1.34M
|
663K
$15.7M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8+ 0.02% |
$157 - $181
|
38.5K
$913K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8.7K+ 8.65% |
$171K - $197K
|
109K
$2.59M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
32.2K+ 8.34% |
$633K - $729K
|
419K
$9.92M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
301+ 3.26% |
$5.91K - $6.8K
|
9.54K
$226K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.05K- 4.21% |
$20.5K - $23.6K
|
23.8K
$563K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2- 0.95% |
$39.3 - $45.2
|
209
$4.95K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11New |
$216 - $249
|
11
$260
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.9K+ 14.13% |
$824K - $947K
|
339K
$8.02M
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-8.78K- 46.54% |
$172K - $198K
|
10.1K
$239K
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-265K- 56.79% |
$5.21M - $6M
|
202K
$4.78M
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-5.56K- 29.61% |
$109K - $126K
|
13.2K
$313K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
463New |
$9.1K - $10.5K
|
463
$11K
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
276+ 1.82% |
$5.42K - $6.24K
|
15.4K
$365K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
461+ 1.78% |
$9.06K - $10.4K
|
26.4K
$624K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21+ 0.71% |
$413 - $475
|
2.98K
$70.5K
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-993- 12.82% |
$19.5K - $22.4K
|
6.76K
$160K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
676+ 2.79% |
$13.3K - $15.3K
|
24.9K
$589K
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.86KNew |
$75.8K - $87.2K
|
3.86K
$91.4K
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
12.5K+ 26.21% |
$245K - $282K
|
60.1K
$1.42M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.04K- 7.53% |
$40.1K - $46.2K
|
25.1K
$594K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
58K+ 463.45% |
$1.14M - $1.31M
|
70.5K
$1.67M
|