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 |
|---|---|---|---|---|---|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
10,345
shares
|
$238,762
0.06% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
10,082
shares
|
$232,692
0.02% of portfolio
|
Q3 2024
Reduced 46.54%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
10,000
shares
|
$230,799
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
9,885
shares
|
$228,145
0.01% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
9,535
shares
|
$220,067
0.0% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,379
shares
|
$216,467
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
9,326
shares
|
$215,244
0.0% of portfolio
|
Q4 2022
Reduced 13.47%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
9,151
shares
|
$211,205
0.0% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
6,960
shares
|
$160,636
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
6,755
shares
|
$155,905
0.0% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
5,103
shares
|
$117,777
0.0% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
3,859
shares
|
$89,065
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
3,550
shares
|
$81,934
0.08% of portfolio
|
Q1 2024
Added 2.9%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
3,000
shares
|
$69,240
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
2,979
shares
|
$68,755
0.02% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
2,725
shares
|
$62,892
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,200
shares
|
$50,775
0.0% of portfolio
|
Q2 2024
Added 340.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,700
shares
|
$39,236
0.0% of portfolio
|
Q2 2024
Reduced 32.0%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,500
shares
|
$34,620
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,460
shares
|
$33,696
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
1,427
shares
|
$32,935
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
1,250
shares
|
$28,849
0.03% of portfolio
|
Q1 2024
Added 316.67%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,249
shares
|
$28,826
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,221
shares
|
$28,180
0.0% of portfolio
|
Q4 2022
Reduced 23.26%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
1,130
shares
|
$26,080
0.01% of portfolio
|
Q1 2024
New holding
|