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 144 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 $268 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
65,821
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
61,313
shares
|
$1.48 Million
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
57,078
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
48,303
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
45,866
shares
|
$1.11 Million
0.31% of portfolio
|
Q4 2022
Reduced 93.96%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
43,787
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
41,933
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
39,961
shares
|
$965,058
0.0% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
39,596
shares
|
$956,243
0.08% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
39,500
shares
|
$953,925
0.34% of portfolio
|
Q1 2025
Added 237.87%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
38,283
shares
|
$924,534
0.0% of portfolio
|
Q2 2022
Reduced 1.81%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
38,276
shares
|
$924,365
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
33,955
shares
|
$820,013
0.59% of portfolio
|
Q1 2025
Added 14.66%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
33,187
shares
|
$801,466
0.01% of portfolio
|
Q1 2025
Added 24.21%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
30,624
shares
|
$739,569
0.01% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
28,141
shares
|
$679,605
0.03% of portfolio
|
Q1 2025
Added 11.99%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
26,600
shares
|
$642,390
0.12% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
26,418
shares
|
$637,994
0.58% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
26,332
shares
|
$635,917
0.02% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
24,390
shares
|
$589,018
0.05% of portfolio
|
Q1 2025
Added 101525.0%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
22,500
shares
|
$543,375
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
22,443
shares
|
$541,998
0.22% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
22,335
shares
|
$539,390
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
22,236
shares
|
$536,999
0.0% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
22,189
shares
|
$535,864
0.04% of portfolio
|
Q1 2025
Reduced 0.54%
|