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 152 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 |
|---|---|---|---|---|---|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
77,615
shares
|
$1.78 Million
2.08% of portfolio
|
Q3 2025
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
67,571
shares
|
$1.55 Million
0.48% of portfolio
|
Q3 2025
Added 31.09%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
56,328
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2025
Added 17.1%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
54,373
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
49,650
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
49,090
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Added 19.85%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
45,866
shares
|
$1.05 Million
0.31% of portfolio
|
Q4 2022
Reduced 93.96%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
42,118
shares
|
$968,292
0.01% of portfolio
|
Q3 2025
Added 19.13%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
41,907
shares
|
$963,441
0.01% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
40,838
shares
|
$938,865
0.0% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
40,758
shares
|
$937,026
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
39,474
shares
|
$907,507
0.2% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
38,283
shares
|
$880,126
0.0% of portfolio
|
Q2 2022
Reduced 1.81%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
37,024
shares
|
$851,181
0.0% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
33,764
shares
|
$776,234
0.57% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
32,124
shares
|
$738,530
0.01% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
28,852
shares
|
$663,307
0.02% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
26,625
shares
|
$612,108
0.11% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
25,880
shares
|
$594,981
0.04% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
25,225
shares
|
$579,922
0.05% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
25,197
shares
|
$579,279
0.01% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
24,736
shares
|
$568,680
0.0% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
24,468
shares
|
$562,519
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
23,302
shares
|
$535,712
0.0% of portfolio
|
Q3 2025
Added 17.84%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
23,200
shares
|
$533,368
0.0% of portfolio
|
Q3 2025
New holding
|
|