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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7.36K+ 6.18% |
$155K - $182K
|
126K
$2.69M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
17.4KNew |
$365K - $429K
|
17.4K
$371K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.03KNew |
$63.7K - $74.8K
|
3.03K
$64.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-35- 1.39% |
$735 - $863
|
2.49K
$53K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.45K- 6.13% |
$30.5K - $35.8K
|
22.2K
$474K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17K- 58.29% |
$356K - $419K
|
12.1K
$259K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.5K+ 6.46% |
$262K - $307K
|
205K
$4.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.51K+ 8.87% |
$200K - $235K
|
117K
$2.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
122+ 0.31% |
$2.56K - $3.01K
|
39.6K
$843K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-194- 0.72% |
$4.07K - $4.79K
|
26.6K
$567K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
41+ 0.18% |
$861 - $1.01K
|
22.4K
$478K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
794+ 8.01% |
$16.7K - $19.6K
|
10.7K
$228K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
99.6K+ 192.06% |
$2.09M - $2.46M
|
151K
$3.23M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-121- 0.54% |
$2.54K - $2.99K
|
22.2K
$473K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-797- 1.2% |
$16.7K - $19.7K
|
65.8K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.47K+ 24.21% |
$136K - $160K
|
33.2K
$707K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-733- 5.56% |
$15.4K - $18.1K
|
12.4K
$265K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
25.6K+ 22.72% |
$538K - $632K
|
138K
$2.95M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.09K+ 1.41% |
$22.9K - $26.9K
|
78.4K
$1.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
211+ 1.6% |
$4.43K - $5.21K
|
13.4K
$285K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.6KNew |
$328K - $386K
|
15.6K
$333K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.61K- 6.59% |
$33.8K - $39.7K
|
22.9K
$487K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
3KNew |
$63K - $74.1K
|
3K
$63.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.9K- 21.48% |
$60.9K - $71.5K
|
10.6K
$226K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
105+ 2.02% |
$2.21K - $2.59K
|
5.32K
$113K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-137- 1.03% |
$2.88K - $3.38K
|
13.1K
$280K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
24.4K+ 101525.0% |
$512K - $601K
|
24.4K
$520K
|
|
| Q4 2024 | |||||||
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
29.6KNew |
$635K - $739K
|
29.6K
$631K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6.3KNew |
$135K - $157K
|
6.3K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.1K+ 2.33% |
$709K - $826K
|
1.45M
$30.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
100New |
$2.15K - $2.5K
|
100
$2.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-374K- 80.0% |
$8.02M - $9.33M
|
93.4K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.39KNew |
$180K - $209K
|
8.39K
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
17.5K+ 6628.79% |
$375K - $437K
|
17.8K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.1KNew |
$23.6K - $27.5K
|
1.1K
$23.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-18.9K- 5.44% |
$405K - $472K
|
328K
$6.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-64- 0.7% |
$1.37K - $1.6K
|
9.09K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
80.8K+ 6.65% |
$1.73M - $2.02M
|
1.3M
$27.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20- 0.11% |
$429 - $499
|
18.4K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.68K+ 4.65% |
$100K - $117K
|
105K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.2K+ 4.32% |
$241K - $280K
|
271K
$5.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-9.61K- 1.45% |
$206K - $240K
|
653K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-48.4K- 80.54% |
$1.04M - $1.21M
|
11.7K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.5K+ 16.85% |
$204K - $237K
|
65.9K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.45K+ 1.47% |
$31.1K - $36.2K
|
100K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.26K- 35.9% |
$199K - $231K
|
16.5K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.68K+ 11.57% |
$143K - $167K
|
64.4K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-143K- 83.46% |
$3.08M - $3.58M
|
28.4K
$605K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
73.7K+ 9.1% |
$1.58M - $1.84M
|
883K
$18.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-339- 3.28% |
$7.27K - $8.46K
|
10K
$213K
|
|