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 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
389New |
$8.34K - $9.71K
|
389
$8.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.36K- 5.11% |
$201K - $234K
|
174K
$3.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
820New |
$17.6K - $20.5K
|
820
$17.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
14.6KNew |
$313K - $365K
|
14.6K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
12+ 1.66% |
$257 - $300
|
735
$15.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37.9K+ 6.54% |
$813K - $946K
|
617K
$13.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
88+ 1.72% |
$1.89K - $2.2K
|
5.19K
$111K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43K+ 12.71% |
$923K - $1.07M
|
382K
$8.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.47K+ 1.31% |
$117K - $137K
|
424K
$9.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7+ 0.02% |
$150 - $175
|
38.6K
$821K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-78- 0.63% |
$1.67K - $1.95K
|
12.2K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.74K- 3.37% |
$37.3K - $43.4K
|
49.8K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27K+ 9.92% |
$580K - $675K
|
300K
$6.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.8K- 53.63% |
$273K - $318K
|
11K
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
142+ 0.92% |
$3.05K - $3.55K
|
15.5K
$331K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.25K- 1.4% |
$48.2K - $56.1K
|
158K
$3.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
15.5KNew |
$332K - $386K
|
15.5K
$329K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.56K+ 3.45% |
$33.5K - $39K
|
46.8K
$996K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.97KNew |
$63.6K - $74K
|
2.97K
$63.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
619KNew |
$13.3M - $15.5M
|
619K
$13.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
167KNew |
$3.58M - $4.17M
|
167K
$3.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
165New |
$3.54K - $4.12K
|
165
$3.51K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9.08KNew |
$195K - $227K
|
9.08K
$193K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
22.3KNew |
$479K - $558K
|
22.3K
$476K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.9K- 17.28% |
$83.7K - $97.4K
|
18.7K
$398K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.07K+ 3.62% |
$23K - $26.7K
|
30.6K
$652K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10+ 0.1% |
$215 - $250
|
9.55K
$203K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.11K- 8.4% |
$23.8K - $27.7K
|
12.1K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.03K+ 2.62% |
$22K - $25.6K
|
40.2K
$856K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.8KNew |
$38.6K - $44.9K
|
1.8K
$38.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
9.8KNew |
$210K - $245K
|
9.8K
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.97KNew |
$214K - $249K
|
9.97K
$212K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
70+ 0.45% |
$1.5K - $1.75K
|
15.6K
$332K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10KNew |
$215K - $250K
|
10K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 12.65% |
$30K - $34.9K
|
12.5K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.77K+ 61.5% |
$124K - $144K
|
15.1K
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
352+ 35.2% |
$7.55K - $8.79K
|
1.35K
$28.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
76+ 0.71% |
$1.63K - $1.9K
|
10.8K
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.87K+ 17.45% |
$40K - $46.6K
|
12.6K
$268K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
796+ 3.27% |
$17.1K - $19.9K
|
25.1K
$535K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.24K+ 4.93% |
$26.5K - $30.9K
|
26.3K
$561K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
600New |
$12.9K - $15K
|
600
$12.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
500New |
$10.7K - $12.5K
|
500
$10.7K
|
|
| Q3 2024 | |||||||
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.8KNew |
$35.4K - $40.7K
|
1.8K
$38.3K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2- 0.95% |
$39.3 - $45.2
|
209
$4.45K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.46KNew |
$28.7K - $33K
|
1.46K
$31.1K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
657+ 3.45% |
$12.9K - $14.8K
|
19.7K
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.08K- 8.03% |
$21.2K - $24.3K
|
12.3K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.8K- 10.47% |
$35.4K - $40.7K
|
15.4K
$328K
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-265K- 56.79% |
$5.21M - $6M
|
202K
$4.3M
|
|