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 146 institutions that hold shares in the stock, with a total of 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $265 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,378,577
shares
|
$33.4 Million
0.0% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,276,359
shares
|
$30.9 Million
0.0% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
819,583
shares
|
$19.9 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
657,406
shares
|
$15.9 Million
0.0% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
651,652
shares
|
$15.8 Million
0.01% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
562,802
shares
|
$13.6 Million
0.0% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
399,316
shares
|
$9.67 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
382,327
shares
|
$9.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
374,583
shares
|
$9.07 Million
0.01% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
372,149
shares
|
$9.01 Million
0.01% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
322,104
shares
|
$7.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
295,824
shares
|
$7.16 Million
0.0% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
238,245
shares
|
$5.77 Million
0.0% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
201,832
shares
|
$4.89 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
194,560
shares
|
$4.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.76%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
171,355
shares
|
$4.15 Million
0.01% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
165,230
shares
|
$4 Million
4.17% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
159,684
shares
|
$3.87 Million
0.01% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
136,543
shares
|
$3.31 Million
1.63% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
134,709
shares
|
$3.26 Million
0.13% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
113,352
shares
|
$2.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.77%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
107,220
shares
|
$2.6 Million
0.24% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
104,375
shares
|
$2.53 Million
0.01% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
78,383
shares
|
$1.9 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
54,952
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.72%
|