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 |
|---|---|---|---|---|---|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
5,423
shares
|
$130,965
0.02% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
5,187
shares
|
$125,266
0.0% of portfolio
|
Q1 2025
Reduced 68.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,179
shares
|
$100,922
0.0% of portfolio
|
Q1 2025
Added 3243.2%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,152
shares
|
$100,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
3,550
shares
|
$85,732
0.09% of portfolio
|
Q1 2024
Added 2.9%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,033
shares
|
$73,246
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
3,002
shares
|
$72,498
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
3,000
shares
|
$72,450
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
2,965
shares
|
$71,604
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2,725
shares
|
$65,808
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
2,489
shares
|
$60,109
0.01% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,155
shares
|
$52,043
0.0% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
1,800
shares
|
$43,470
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,700
shares
|
$41,055
0.0% of portfolio
|
Q2 2024
Reduced 32.0%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,500
shares
|
$36,225
0.0% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
1,500
shares
|
$36,225
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
1,427
shares
|
$34,462
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,352
shares
|
$32,650
0.0% of portfolio
|
Q4 2024
Added 35.2%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,249
shares
|
$30,163
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,221
shares
|
$29,487
0.0% of portfolio
|
Q1 2025
Reduced 30.66%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
1,130
shares
|
$27,289
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
1,000
shares
|
$24,150
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,000
shares
|
$24,150
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
994
shares
|
$24,005
0.0% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
960
shares
|
$23,184
0.0% of portfolio
|
Q3 2024
Reduced 23.81%
|