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 $273 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
22,762
shares
|
$525,346
0.55% of portfolio
|
Q3 2024
Added 44.69%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
22,500
shares
|
$519,299
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
22,363
shares
|
$516,138
0.19% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
20,785
shares
|
$479,717
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,722
shares
|
$455,183
0.0% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
18,426
shares
|
$425,272
0.0% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
15,684
shares
|
$361,986
0.01% of portfolio
|
Q2 2024
Reduced 13.72%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
15,500
shares
|
$357,740
0.0% of portfolio
|
Q3 2023
Reduced 6.97%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
15,500
shares
|
$357,740
0.06% of portfolio
|
Q2 2017
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
15,405
shares
|
$355,547
0.1% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
15,399
shares
|
$355,408
0.05% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
13,745
shares
|
$317,234
0.0% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
13,500
shares
|
$311,580
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
13,282
shares
|
$306,548
0.07% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
13,218
shares
|
$305,071
0.2% of portfolio
|
Q3 2024
Reduced 29.61%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
12,467
shares
|
$287,738
0.04% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
12,327
shares
|
$284,507
0.03% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
12,327
shares
|
$284,507
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
12,207
shares
|
$281,737
0.12% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
11,188
shares
|
$258,219
0.01% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
11,060
shares
|
$255,264
0.01% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
10,730
shares
|
$247,648
0.01% of portfolio
|
Q4 2023
Reduced 16.3%
|
|
|
Commons Capital, LLC
Needham, MA |
Oct 23, 2024 Q3 2024 |
10,696
shares
|
$246,863
0.26% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
10,649
shares
|
$245,778
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,600
shares
|
$244,647
0.0% of portfolio
|
Q1 2024
New holding
|