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 |
---|---|---|---|---|---|---|---|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.4K- 66.32% |
$57.7K - $63.4K
|
1.73K
$36.8K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
12New |
$192 - $215
|
12
$256
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.5KNew |
$87.8K - $98.4K
|
5.5K
$117K
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-52- 0.21% |
$830 - $930
|
24.2K
$516K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
731New |
$11.7K - $13.1K
|
731
$15.6K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
24.9KNew |
$398K - $446K
|
24.9K
$531K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
11.8KNew |
$182K - $210K
|
11.8K
$251K
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
29.8KNew |
$460K - $531K
|
29.8K
$635K
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-233- 1.36% |
$3.6K - $4.15K
|
16.9K
$360K
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
52.5KNew |
$810K - $935K
|
52.5K
$1.12M
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
258New |
$3.98K - $4.59K
|
258
$5.5K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$3.09K - $3.56K
|
200
$4.26K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
307New |
$4.74K - $5.47K
|
307
$6.54K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.96KNew |
$107K - $124K
|
6.96K
$148K
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
10.6KNew |
$164K - $190K
|
10.6K
$227K
|
|
Q4 2022 | |||||||
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
50KNew |
$772K - $878K
|
50K
$1.07M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
11.7KNew |
$181K - $205K
|
11.7K
$249K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
142New |
$2.19K - $2.49K
|
142
$3.02K
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-713K- 93.96% |
$11M - $12.5M
|
45.9K
$977K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.45K- 13.47% |
$22.4K - $25.5K
|
9.33K
$199K
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10KNew |
$154K - $176K
|
10K
$213K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
500New |
$7.72K - $8.78K
|
500
$10.7K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.73K- 12.05% |
$26.8K - $30.4K
|
12.6K
$269K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.29KNew |
$19.9K - $22.6K
|
1.29K
$27.4K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-370- 23.26% |
$5.71K - $6.5K
|
1.22K
$26K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.1KNew |
$17K - $19.3K
|
1.1K
$23.4K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
763New |
$11.8K - $13.4K
|
763
$16.3K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.7KNew |
$26.2K - $29.9K
|
1.7K
$36.2K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.4K+ 17.4% |
$21.3K - $27.3K
|
9.41K
$200K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.62K- 30.26% |
$70.7K - $90.6K
|
10.7K
$227K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25+ 25.0% |
$390 - $532
|
125
$2.66K
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-704- 1.81% |
$11K - $15K
|
38.3K
$815K
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-362Closed |
$5.65K - $7.71K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-11KClosed |
$172K - $234K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
600New |
$9.37K - $12.8K
|
600
$12.8K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-355Closed |
$5.54K - $7.56K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-10.5KClosed |
$163K - $223K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.25KClosed |
$19.5K - $26.6K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.74KClosed |
$42.7K - $58.2K
|
0
$0
|
|
Q1 2022 | |||||||
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
SELL
|
- |
-9.28KClosed |
$179K - $226K
|
0
$0
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.43KClosed |
$163K - $206K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-11KClosed |
$212K - $268K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-10.3KClosed |
$199K - $251K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-274KClosed |
$5.29M - $6.68M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-8.4KClosed |
$162K - $205K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-600Closed |
$11.6K - $14.6K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-8.4KClosed |
$162K - $205K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-700Closed |
$13.5K - $17.1K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.34KClosed |
$161K - $203K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-3.5KClosed |
$67.6K - $85.4K
|
0
$0
|