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 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11+ 0.12% |
$231 - $271
|
9.56K
$231K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
20KNew |
$421K - $494K
|
20K
$484K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58.4K+ 19.5% |
$1.23M - $1.44M
|
358K
$8.65M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.46K- 22.31% |
$51.6K - $60.7K
|
8.57K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
27.8K+ 237.87% |
$584K - $686K
|
39.5K
$954K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.05K+ 3243.2% |
$85.1K - $100K
|
4.18K
$101K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
40+ 0.26% |
$840 - $987
|
15.6K
$377K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
509+ 5.46% |
$10.7K - $12.6K
|
9.84K
$238K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12KNew |
$252K - $296K
|
12K
$290K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 2.77% |
$222K - $261K
|
392K
$9.47M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18.5K- 10.63% |
$388K - $456K
|
155K
$3.75M
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
4.34K+ 14.66% |
$91.2K - $107K
|
34K
$820K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.5KNew |
$368K - $432K
|
17.5K
$423K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
200+ 1.3% |
$4.2K - $4.93K
|
15.6K
$377K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.75K+ 4.34% |
$36.7K - $43.1K
|
41.9K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7.36K+ 6.18% |
$155K - $182K
|
126K
$3.05M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15+ 2.04% |
$315 - $370
|
750
$18.1K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
17.4KNew |
$365K - $429K
|
17.4K
$420K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.03KNew |
$63.7K - $74.8K
|
3.03K
$73.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-35- 1.39% |
$735 - $863
|
2.49K
$60.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.45K- 6.13% |
$30.5K - $35.8K
|
22.2K
$537K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17K- 58.29% |
$356K - $419K
|
12.1K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.5K+ 6.46% |
$262K - $307K
|
205K
$4.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
122+ 0.31% |
$2.56K - $3.01K
|
39.6K
$956K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.51K+ 8.87% |
$200K - $235K
|
117K
$2.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
99.6K+ 192.06% |
$2.09M - $2.46M
|
151K
$3.66M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-121- 0.54% |
$2.54K - $2.99K
|
22.2K
$536K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
794+ 8.01% |
$16.7K - $19.6K
|
10.7K
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
41+ 0.18% |
$861 - $1.01K
|
22.4K
$542K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-194- 0.72% |
$4.07K - $4.79K
|
26.6K
$642K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.47K+ 24.21% |
$136K - $160K
|
33.2K
$801K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-797- 1.2% |
$16.7K - $19.7K
|
65.8K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-733- 5.56% |
$15.4K - $18.1K
|
12.4K
$301K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
25.6K+ 22.72% |
$538K - $632K
|
138K
$3.34M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.09K+ 1.41% |
$22.9K - $26.9K
|
78.4K
$1.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
211+ 1.6% |
$4.43K - $5.21K
|
13.4K
$323K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
3KNew |
$63K - $74.1K
|
3K
$72.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-137- 1.03% |
$2.88K - $3.38K
|
13.1K
$317K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
24.4K+ 101525.0% |
$512K - $601K
|
24.4K
$589K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-59.3K- 23.23% |
$1.27M - $1.48M
|
196K
$4.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-374K- 80.0% |
$8.02M - $9.33M
|
93.4K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.39KNew |
$180K - $209K
|
8.39K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
17.5K+ 6628.79% |
$375K - $437K
|
17.8K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
100New |
$2.15K - $2.5K
|
100
$2.42K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
389New |
$8.34K - $9.71K
|
389
$9.39K
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-143K- 83.46% |
$3.08M - $3.58M
|
28.4K
$686K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
820New |
$17.6K - $20.5K
|
820
$19.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
14.6KNew |
$313K - $365K
|
14.6K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
15.5KNew |
$332K - $386K
|
15.5K
$373K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
142+ 0.92% |
$3.05K - $3.55K
|
15.5K
$375K
|
|