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, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
100+ 2.9% |
$1.82K - $2.06K
|
3.55K
$85.7K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.13KNew |
$20.6K - $23.2K
|
1.13K
$27.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1K- 50.0% |
$18.2K - $20.6K
|
1K
$24.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
11.9KNew |
$217K - $246K
|
11.9K
$288K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
950+ 316.67% |
$17.3K - $19.5K
|
1.25K
$30.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
31+ 0.29% |
$564 - $638
|
10.8K
$262K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
14New |
$255 - $288
|
14
$338
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.73KNew |
$43.4K - $51K
|
2.73K
$65.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.2KNew |
$19.1K - $22.5K
|
1.2K
$29K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.68KNew |
$42.6K - $50.2K
|
2.68K
$64.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
325New |
$5.17K - $6.08K
|
325
$7.85K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.43KNew |
$22.7K - $26.7K
|
1.43K
$34.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
6KNew |
$95.5K - $112K
|
6K
$145K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
500New |
$8.48K - $9.33K
|
500
$12.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.2KNew |
$241K - $265K
|
14.2K
$343K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
13KNew |
$220K - $242K
|
13K
$314K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.39KNew |
$23.5K - $25.8K
|
1.39K
$33.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.4K- 66.32% |
$57.7K - $63.4K
|
1.73K
$41.7K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
12New |
$192 - $215
|
12
$290
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.5KNew |
$87.8K - $98.4K
|
5.5K
$133K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-52- 0.21% |
$830 - $930
|
24.2K
$585K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
731New |
$11.7K - $13.1K
|
731
$17.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
24.9KNew |
$398K - $446K
|
24.9K
$602K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-233- 1.36% |
$3.6K - $4.15K
|
16.9K
$408K
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
29.8KNew |
$460K - $531K
|
29.8K
$720K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
11.8KNew |
$182K - $210K
|
11.8K
$285K
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
52.5KNew |
$810K - $935K
|
52.5K
$1.27M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
258New |
$3.98K - $4.59K
|
258
$6.23K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$3.09K - $3.56K
|
200
$4.83K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.96KNew |
$107K - $124K
|
6.96K
$168K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
307New |
$4.74K - $5.47K
|
307
$7.41K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
10.6KNew |
$164K - $190K
|
10.6K
$257K
|
|
| Q4 2022 | |||||||
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
50KNew |
$772K - $878K
|
50K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
142New |
$2.19K - $2.49K
|
142
$3.43K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-713K- 93.96% |
$11M - $12.5M
|
45.9K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
11.7KNew |
$181K - $205K
|
11.7K
$283K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10KNew |
$154K - $176K
|
10K
$242K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
500New |
$7.72K - $8.78K
|
500
$12.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.73K- 12.05% |
$26.8K - $30.4K
|
12.6K
$305K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.29KNew |
$19.9K - $22.6K
|
1.29K
$31.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.1KNew |
$17K - $19.3K
|
1.1K
$26.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
763New |
$11.8K - $13.4K
|
763
$18.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.7KNew |
$26.2K - $29.9K
|
1.7K
$41.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.4K+ 17.4% |
$21.3K - $27.3K
|
9.41K
$227K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.62K- 30.26% |
$70.7K - $90.6K
|
10.7K
$257K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-704- 1.81% |
$11K - $15K
|
38.3K
$925K
|
|
|
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
$14.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-355Closed |
$5.54K - $7.56K
|
0
$0
|
|