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 133 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $268 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,449,121
shares
|
$35.2 Million
0.0% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,296,328
shares
|
$31.4 Million
0.0% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
883,293
shares
|
$21.4 Million
0.18% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
652,967
shares
|
$15.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
619,143
shares
|
$15 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
617,372
shares
|
$15 Million
0.0% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
424,338
shares
|
$10.3 Million
0.19% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
381,593
shares
|
$9.26 Million
0.0% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
374,583
shares
|
$9.09 Million
0.01% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
328,123
shares
|
$7.96 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
299,677
shares
|
$7.27 Million
0.01% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
271,221
shares
|
$6.58 Million
0.0% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
238,245
shares
|
$5.78 Million
0.0% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
226,914
shares
|
$5.5 Million
0.01% of portfolio
|
Q2 2024
Added 16.9%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
192,880
shares
|
$4.68 Million
0.12% of portfolio
|
Q4 2024
Added 173.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
173,809
shares
|
$4.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Feb 06, 2025 Q4 2024 |
166,830
shares
|
$4.05 Million
4.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
157,761
shares
|
$3.83 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
119,068
shares
|
$2.89 Million
0.15% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
112,678
shares
|
$2.73 Million
1.65% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
107,220
shares
|
$2.6 Million
0.25% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
105,157
shares
|
$2.55 Million
0.0% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
100,360
shares
|
$2.43 Million
0.01% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
93,419
shares
|
$2.27 Million
0.08% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
77,335
shares
|
$1.88 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.08%
|