Institutional Ownership Eaton Vance Enhanced Equity Income Fund Ii (EOS)
This table provides information about the institutional ownership of Eaton Vance Enhanced Equity Income Fund Ii (EOS). We have compiled data on the 141 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $254 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,369,896
shares
|
$31.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,250,183
shares
|
$28.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
887,283
shares
|
$20.3 Million
0.18% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
627,437
shares
|
$14.4 Million
0.0% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
622,914
shares
|
$14.3 Million
0.01% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
528,674
shares
|
$12.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.04%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
408,730
shares
|
$9.36 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
392,153
shares
|
$8.98 Million
0.0% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
374,583
shares
|
$8.58 Million
0.01% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
358,112
shares
|
$8.2 Million
0.01% of portfolio
|
Q1 2025
Added 19.5%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
350,004
shares
|
$8.02 Million
0.0% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
266,207
shares
|
$6.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
255,203
shares
|
$5.84 Million
0.01% of portfolio
|
Q1 2025
Added 61.77%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
238,245
shares
|
$5.46 Million
0.0% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
205,343
shares
|
$4.7 Million
0.11% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Apr 23, 2025 Q1 2025 |
166,830
shares
|
$3.82 Million
4.21% of portfolio
|
Q4 2024
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
164,355
shares
|
$3.76 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
155,329
shares
|
$3.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
151,413
shares
|
$3.47 Million
0.57% of portfolio
|
Q1 2025
Added 192.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
146,781
shares
|
$3.36 Million
0.0% of portfolio
|
Q1 2025
Added 39.58%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
138,277
shares
|
$3.17 Million
1.71% of portfolio
|
Q1 2025
Added 22.72%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
126,431
shares
|
$2.9 Million
0.13% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
116,734
shares
|
$2.67 Million
0.24% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
102,008
shares
|
$2.34 Million
0.01% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
78,424
shares
|
$1.8 Million
0.63% of portfolio
|
Q1 2025
Added 1.41%
|