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 144 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $268 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
12,240
shares
|
$295,596
0.02% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
12,207
shares
|
$294,799
0.12% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
12,141
shares
|
$293,205
0.0% of portfolio
|
Q1 2025
Reduced 58.29%
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
12,108
shares
|
$292,408
0.18% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
12,013
shares
|
$290,113
0.01% of portfolio
|
Q1 2025
New holding
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
11,610
shares
|
$280,381
0.0% of portfolio
|
Q1 2025
New holding
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
10,807
shares
|
$260,989
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
10,750
shares
|
$259,612
0.03% of portfolio
|
Q2 2025
Added 1.42%
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
10,710
shares
|
$258,646
0.01% of portfolio
|
Q1 2025
Added 8.01%
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
10,649
shares
|
$257,173
0.12% of portfolio
|
Q1 2023
New holding
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
10,600
shares
|
$255,989
0.0% of portfolio
|
Q1 2024
New holding
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
10,069
shares
|
$243,166
0.07% of portfolio
|
Q1 2025
Added 0.63%
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
10,000
shares
|
$241,500
0.05% of portfolio
|
Q4 2024
New holding
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
10,000
shares
|
$241,500
0.03% of portfolio
|
Q4 2022
New holding
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
9,835
shares
|
$237,515
0.0% of portfolio
|
Q1 2025
Added 5.46%
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
9,831
shares
|
$237,418
0.01% of portfolio
|
Q2 2025
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
9,556
shares
|
$230,777
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
9,053
shares
|
$218,629
0.0% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
8,565
shares
|
$206,844
0.0% of portfolio
|
Q1 2025
Reduced 22.31%
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
8,469
shares
|
$204,526
0.03% of portfolio
|
Q1 2025
New holding
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
8,389
shares
|
$202,594
0.01% of portfolio
|
Q4 2024
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
6,960
shares
|
$168,084
0.02% of portfolio
|
Q1 2023
New holding
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
6,755
shares
|
$163,133
0.0% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
5,911
shares
|
$142,750
0.0% of portfolio
|
Q1 2025
Added 13.87%
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
5,850
shares
|
$141,277
0.05% of portfolio
|
Q1 2025
Reduced 7.14%
|