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 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.7K- 90.0% |
$56.1K - $61.7K
|
300
$7.1K
|
|
|
May 14, 2021
Q1 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-20.1KClosed |
$418K - $460K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
35.2KNew |
$731K - $804K
|
35.2K
$833K
|
|
|
Apr 22, 2021
Q1 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-167Closed |
$3.47K - $3.82K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.25KNew |
$22.4K - $27.1K
|
1.25K
$29.6K
|
|
|
Sep 07, 2021
Q4 2020
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-488Closed |
$8.75K - $10.6K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.25KClosed |
$22.4K - $27.1K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
110KNew |
$1.97M - $2.39M
|
110K
$2.61M
|
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-127Closed |
$2.28K - $2.75K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-870Closed |
$15.6K - $18.9K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-6.49KClosed |
$116K - $141K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
700New |
$12.6K - $15.2K
|
700
$16.6K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.38KClosed |
$24.5K - $27.5K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Coldstream Capital Management Inc
|
SELL
|
- |
-11.8KClosed |
$210K - $235K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.5KNew |
$329K - $368K
|
18.5K
$439K
|
|
|
Nov 10, 2020
Q3 2020
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-27.3KClosed |
$484K - $542K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3KClosed |
$53.3K - $59.6K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Dakota Wealth Management
|
SELL
|
- |
-11KClosed |
$195K - $219K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.8KClosed |
$32K - $35.8K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.5KClosed |
$187K - $260K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-81Closed |
$1.04K - $1.45K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-500Closed |
$6.45K - $8.98K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.35KClosed |
$17.4K - $24.2K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-6.02KClosed |
$66.7K - $114K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Apr 19, 2024
Q4 2019
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-11KClosed |
$181K - $198K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-13.6KClosed |
$223K - $244K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
West Bancorporation Inc
|
BUY
|
- |
1.5KNew |
$24.6K - $27K
|
1.5K
$35.5K
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.3KClosed |
$54.2K - $59.3K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-15.8KClosed |
$259K - $283K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Tsfg, LLC
|
SELL
|
- |
-344Closed |
$5.65K - $6.19K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1KClosed |
$16.4K - $18K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
First Command Financial Services, Inc.
|
SELL
|
- |
-233Closed |
$3.83K - $4.19K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
First Command Bank
|
SELL
|
- |
-233Closed |
$3.83K - $4.19K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Townsquare Capital LLC
|
SELL
|
- |
-10.1KClosed |
$164K - $176K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18.9KClosed |
$307K - $330K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-2.4KClosed |
$38.9K - $41.9K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-125- 1.19% |
$2.03K - $2.19K
|
10.4K
$246K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-18.2KClosed |
$287K - $311K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-19.8KClosed |
$312K - $338K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.4KClosed |
$69.4K - $75.1K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.04KClosed |
$16.3K - $17.7K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-300Closed |
$4.73K - $5.12K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.46KClosed |
$36.2K - $42K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-32.9KClosed |
$485K - $563K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-66.6KClosed |
$981K - $1.14M
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-36.5KClosed |
$537K - $623K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-860Closed |
$12.7K - $14.7K
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.7KClosed |
$25K - $29.1K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-12.5KClosed |
$184K - $213K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Mar 24, 2023
Q4 2018
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1Closed |
$13 - $17.7
|
0
$0
|
|