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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
820
shares
|
$19,803
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
750
shares
|
$18,112
0.0% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
716
shares
|
$17,291
0.0% of portfolio
|
Q2 2024
Added 99.44%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
600
shares
|
$14,490
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
600
shares
|
$14,490
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
560
shares
|
$13,524
0.0% of portfolio
|
Q1 2025
Added 167.94%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
500
shares
|
$12,075
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
410
shares
|
$9,901
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
400
shares
|
$9,660
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
325
shares
|
$7,848
0.0% of portfolio
|
Q4 2018
Closed
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
300
shares
|
$7,245
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
258
shares
|
$6,230
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$4,830
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
166
shares
|
$4,008
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
165
shares
|
$3,984
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
100
shares
|
$2,415
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
44
shares
|
$1,062
0.0% of portfolio
|
Q2 2024
Reduced 96.38%
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
14
shares
|
$338
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|