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 151 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $264 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,253,980
shares
|
$28.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,211,880
shares
|
$27.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.09%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
763,739
shares
|
$17.6 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
684,308
shares
|
$15.7 Million
0.0% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
670,344
shares
|
$15.4 Million
0.01% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
649,998
shares
|
$14.9 Million
0.02% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
569,706
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
395,864
shares
|
$9.1 Million
0.0% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
391,183
shares
|
$8.99 Million
0.01% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
374,583
shares
|
$8.61 Million
0.01% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
366,033
shares
|
$8.42 Million
0.0% of portfolio
|
Q3 2025
Added 13.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
306,286
shares
|
$7.04 Million
0.0% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
268,709
shares
|
$6.18 Million
0.11% of portfolio
|
Q3 2025
Reduced 32.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
238,245
shares
|
$5.48 Million
0.0% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
190,501
shares
|
$4.38 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
171,355
shares
|
$3.94 Million
0.01% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
166,902
shares
|
$3.84 Million
0.0% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
160,690
shares
|
$3.69 Million
3.2% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
139,970
shares
|
$3.22 Million
0.12% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
138,461
shares
|
$3.18 Million
1.4% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
115,492
shares
|
$2.66 Million
0.0% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
110,038
shares
|
$2.53 Million
0.01% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
106,542
shares
|
$2.45 Million
0.9% of portfolio
|
Q3 2025
Added 116.7%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
98,376
shares
|
$2.26 Million
0.18% of portfolio
|
Q3 2025
Reduced 8.25%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
79,499
shares
|
$1.83 Million
0.55% of portfolio
|
Q3 2025
Added 1.42%
|
|