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 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.97KNew |
$63.6K - $74K
|
2.97K
$71.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
167KNew |
$3.58M - $4.17M
|
167K
$4.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
165New |
$3.54K - $4.12K
|
165
$3.98K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9.08KNew |
$195K - $227K
|
9.08K
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
22.3KNew |
$479K - $558K
|
22.3K
$539K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.11K- 8.4% |
$23.8K - $27.7K
|
12.1K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.07K+ 3.62% |
$23K - $26.7K
|
30.6K
$740K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.9K- 17.28% |
$83.7K - $97.4K
|
18.7K
$451K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.8KNew |
$38.6K - $44.9K
|
1.8K
$43.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
9.8KNew |
$210K - $245K
|
9.8K
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.97KNew |
$214K - $249K
|
9.97K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10KNew |
$215K - $250K
|
10K
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 12.65% |
$30K - $34.9K
|
12.5K
$301K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.77K+ 61.5% |
$124K - $144K
|
15.1K
$366K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
352+ 35.2% |
$7.55K - $8.79K
|
1.35K
$32.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.24K+ 4.93% |
$26.5K - $30.9K
|
26.3K
$636K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
600New |
$12.9K - $15K
|
600
$14.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
500New |
$10.7K - $12.5K
|
500
$12.1K
|
|
| Q3 2024 | |||||||
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.8KNew |
$35.4K - $40.7K
|
1.8K
$43.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.08K- 8.03% |
$21.2K - $24.3K
|
12.3K
$298K
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-265K- 56.79% |
$5.21M - $6M
|
202K
$4.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-8.78K- 46.54% |
$172K - $198K
|
10.1K
$243K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11New |
$216 - $249
|
11
$266
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
463New |
$9.1K - $10.5K
|
463
$11.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-993- 12.82% |
$19.5K - $22.4K
|
6.76K
$163K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.86KNew |
$75.8K - $87.2K
|
3.86K
$93.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
166New |
$3.26K - $3.75K
|
166
$4.01K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.12K- 8.37% |
$21.9K - $25.2K
|
12.2K
$295K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.38K+ 1.01% |
$46.8K - $53.8K
|
238K
$5.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.23K+ 0.87% |
$63.4K - $73K
|
375K
$9.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.73K+ 19.12% |
$152K - $175K
|
48.1K
$1.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
114+ 1.17% |
$2.24K - $2.58K
|
9.89K
$239K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3KNew |
$58.9K - $67.8K
|
3K
$72.5K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-300- 23.81% |
$5.9K - $6.78K
|
960
$23.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$29.5K - $33.9K
|
1.5K
$36.2K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-800- 32.0% |
$15.5K - $17.5K
|
1.7K
$41.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
183New |
$3.54K - $4.01K
|
183
$4.42K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.65K- 16.68% |
$51.3K - $58K
|
13.2K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.17K- 96.38% |
$22.7K - $25.7K
|
44
$1.06K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
357+ 99.44% |
$6.91K - $7.81K
|
716
$17.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.2KNew |
$197K - $223K
|
10.2K
$246K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
234New |
$4.53K - $5.12K
|
234
$5.65K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.5K- 13.72% |
$48.3K - $54.6K
|
15.7K
$379K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
26.4KNew |
$511K - $578K
|
26.4K
$638K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
- |
12.7KNew |
$246K - $279K
|
12.7K
$307K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
22.5KNew |
$436K - $493K
|
22.5K
$543K
|
|
| Q1 2024 | |||||||
|
May 20, 2024
Q1 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
22.1KNew |
$403K - $455K
|
22.1K
$534K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
506New |
$9.2K - $10.4K
|
506
$12.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.53K- 2.07% |
$64.2K - $72.6K
|
167K
$4.04M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.6KNew |
$193K - $218K
|
10.6K
$256K
|
|