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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
22,930
shares
|
$527,160
0.0% of portfolio
|
Q3 2025
Added 21.68%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
22,852
shares
|
$525,367
0.49% of portfolio
|
Q4 2025
Added 13.35%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
22,725
shares
|
$522,447
0.0% of portfolio
|
Q3 2025
Added 44.88%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
22,500
shares
|
$517,274
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Oct 22, 2025 Q3 2025 |
22,335
shares
|
$513,481
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
22,060
shares
|
$507,159
0.04% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
21,816
shares
|
$501,549
0.0% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
20,535
shares
|
$472,099
0.0% of portfolio
|
Q3 2025
Added 35.96%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
19,007
shares
|
$436,970
0.01% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,674
shares
|
$429,315
0.0% of portfolio
|
Q4 2024
Reduced 17.28%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
17,764
shares
|
$408,394
0.06% of portfolio
|
Q4 2024
Added 6628.79%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
17,512
shares
|
$402,600
0.14% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
17,432
shares
|
$400,761
0.0% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
17,305
shares
|
$397,841
0.0% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
16,474
shares
|
$378,737
0.06% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
15,684
shares
|
$360,575
0.01% of portfolio
|
Q2 2024
Reduced 13.72%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
15,547
shares
|
$357,425
0.09% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
15,500
shares
|
$356,345
0.06% of portfolio
|
Q2 2017
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
15,147
shares
|
$348,229
0.02% of portfolio
|
Q2 2024
Reduced 38.08%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
14,755
shares
|
$339,217
0.0% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
13,950
shares
|
$320,710
0.0% of portfolio
|
Q3 2025
Added 17.42%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
13,051
shares
|
$300,042
0.07% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
13,000
shares
|
$298,870
0.25% of portfolio
|
Q3 2025
Reduced 37.9%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
12,822
shares
|
$294,777
0.13% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
12,815
shares
|
$294,616
0.09% of portfolio
|
Q3 2025
Added 0.45%
|
|