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 120 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $272 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
70,504
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2024
Added 463.45%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
61,313
shares
|
$1.42 Million
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
60,090
shares
|
$1.39 Million
0.5% of portfolio
|
Q3 2024
Added 26.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
59,064
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
57,735
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
56,362
shares
|
$1.3 Million
0.07% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
51,571
shares
|
$1.19 Million
0.61% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
51,571
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
48,141
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Added 19.12%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
45,866
shares
|
$1.06 Million
0.31% of portfolio
|
Q4 2022
Reduced 93.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
45,200
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
39,474
shares
|
$913,823
0.19% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
39,161
shares
|
$906,577
0.01% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
38,547
shares
|
$892,363
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
38,283
shares
|
$886,251
0.0% of portfolio
|
Q2 2022
Reduced 1.81%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
29,554
shares
|
$684,175
0.01% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
26,857
shares
|
$621,739
0.13% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
26,418
shares
|
$611,576
0.52% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
26,361
shares
|
$610,257
0.0% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
25,785
shares
|
$596,922
0.0% of portfolio
|
Q3 2024
Added 15.43%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
25,096
shares
|
$580,972
0.02% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
24,886
shares
|
$576,110
0.01% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
24,645
shares
|
$570,531
0.04% of portfolio
|
Q3 2024
Added 12.77%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
24,332
shares
|
$563,285
0.03% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
23,774
shares
|
$550,368
0.0% of portfolio
|
Q3 2024
Reduced 4.21%
|