Latest Institutional Sells of Eaton Vance Enhanced Equity Income Fund Ii (EOS)
This list provides information on the latest institutional transactions involving Eaton Vance Enhanced Equity Income Fund Ii (EOS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-265K- 56.79% |
$5.21M - $6M
|
202K
$4.78M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-27.3K- 3.26% |
$536K - $617K
|
810K
$19.2M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-26.7K- 18.34% |
$524K - $603K
|
119K
$2.81M
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-25.7K- 13.02% |
$505K - $581K
|
172K
$4.07M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16K- 8.04% |
$315K - $362K
|
183K
$4.34M
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-12.5K- 2.6% |
$245K - $281K
|
467K
$11.1M
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-8.78K- 46.54% |
$172K - $198K
|
10.1K
$239K
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-5.56K- 29.61% |
$109K - $126K
|
13.2K
$313K
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-3.59K- 3.14% |
$70.6K - $81.2K
|
111K
$2.62M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.04K- 7.53% |
$40.1K - $46.2K
|
25.1K
$594K
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.8K- 10.47% |
$35.4K - $40.7K
|
15.4K
$365K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.23K- 2.33% |
$24.2K - $27.8K
|
51.6K
$1.22M
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.12K- 8.37% |
$21.9K - $25.2K
|
12.2K
$289K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.08K- 8.03% |
$21.2K - $24.3K
|
12.3K
$292K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.05K- 4.21% |
$20.5K - $23.6K
|
23.8K
$563K
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-993- 12.82% |
$19.5K - $22.4K
|
6.76K
$160K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-642- 0.64% |
$12.6K - $14.5K
|
98.9K
$2.34M
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-300- 23.81% |
$5.9K - $6.78K
|
960
$22.7K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-190- 1.36% |
$3.73K - $4.29K
|
13.7K
$325K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-157- 1.69% |
$3.09K - $3.55K
|
9.15K
$217K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-67- 0.17% |
$1.32K - $1.51K
|
39.2K
$927K
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-43- 0.32% |
$845 - $972
|
13.3K
$315K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-35- 0.32% |
$688 - $791
|
11.1K
$262K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2- 0.95% |
$39.3 - $45.2
|
209
$4.95K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.65K- 16.68% |
$51.3K - $58K
|
13.2K
$313K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.5K- 13.72% |
$48.3K - $54.6K
|
15.7K
$371K
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.68K- 4.09% |
$32.6K - $36.8K
|
39.5K
$935K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.17K- 96.38% |
$22.7K - $25.7K
|
44
$1.04K
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-800- 32.0% |
$15.5K - $17.5K
|
1.7K
$40.3K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.53K- 2.07% |
$64.2K - $72.6K
|
167K
$3.96M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1K- 50.0% |
$18.2K - $20.6K
|
1K
$23.7K
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-500- 21.75% |
$9.1K - $10.3K
|
1.8K
$42.6K
|
|
Q4 2023 | |||||||
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.09K- 16.3% |
$33.3K - $39.1K
|
10.7K
$254K
|
|
Q3 2023 | |||||||
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.4K- 66.32% |
$57.7K - $63.4K
|
1.73K
$40.9K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.16K- 6.97% |
$19.7K - $21.7K
|
15.5K
$367K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.5K- 90.45% |
$39.9K - $44.7K
|
264
$6.25K
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-52- 0.21% |
$830 - $930
|
24.2K
$574K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-2.37K- 11.2% |
$36.5K - $42.1K
|
18.8K
$444K
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-233- 1.36% |
$3.6K - $4.15K
|
16.9K
$400K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-713K- 93.96% |
$11M - $12.5M
|
45.9K
$1.09M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.73K- 12.05% |
$26.8K - $30.4K
|
12.6K
$299K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.45K- 13.47% |
$22.4K - $25.5K
|
9.33K
$221K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-370- 23.26% |
$5.71K - $6.5K
|
1.22K
$28.9K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.62K- 30.26% |
$70.7K - $90.6K
|
10.7K
$252K
|
|
Q2 2022 | |||||||
Aug 08, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-11KClosed |
$172K - $234K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-10.5KClosed |
$163K - $223K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.74KClosed |
$42.7K - $58.2K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.25KClosed |
$19.5K - $26.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-704- 1.81% |
$11K - $15K
|
38.3K
$907K
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-362Closed |
$5.65K - $7.71K
|
0
$0
|