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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
9,070
shares
|
$208,519
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
9,000
shares
|
$206,910
0.08% of portfolio
|
Q3 2025
Reduced 59.97%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
8,973
shares
|
$206,289
0.0% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
8,565
shares
|
$196,909
0.0% of portfolio
|
Q1 2025
Reduced 22.31%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
8,525
shares
|
$195,989
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
8,503
shares
|
$195,483
0.02% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
8,500
shares
|
$195,415
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
8,389
shares
|
$192,863
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
8,358
shares
|
$192,150
0.0% of portfolio
|
Q3 2025
Reduced 8.07%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,019
shares
|
$184,356
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
6,960
shares
|
$160,010
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
6,405
shares
|
$147,250
0.0% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
6,192
shares
|
$142,354
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
4,342
shares
|
$99,822
0.0% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
3,550
shares
|
$81,614
0.09% of portfolio
|
Q1 2024
Added 2.9%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
3,500
shares
|
$80,465
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
3,033
shares
|
$69,728
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
3,033
shares
|
$69,728
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
3,002
shares
|
$69,015
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
3,000
shares
|
$68,970
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
2,965
shares
|
$68,165
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
2,725
shares
|
$62,647
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
2,588
shares
|
$59,498
0.01% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
2,293
shares
|
$52,716
0.01% of portfolio
|
Q3 2025
Added 138.85%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
2,225
shares
|
$51,152
0.03% of portfolio
|
Q3 2025
Added 23.61%
|
|