Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of Eaton Vance Enhanced Equity Income Fund II.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
147K+ 11.57% |
$2.85M - $3.6M
|
1.42M
$33.7M
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
79.9KNew |
$1.54M - $1.95M
|
79.9K
$1.89M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33.3K+ 114.18% |
$643K - $812K
|
62.5K
$1.48M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.5K+ 263.09% |
$627K - $792K
|
44.8K
$1.06M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
23.6K+ 7.84% |
$456K - $576K
|
325K
$7.7M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21KNew |
$406K - $513K
|
21K
$498K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.8K+ 10.39% |
$401K - $506K
|
220K
$5.22M
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
18.5KNew |
$358K - $452K
|
18.5K
$439K
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
18.2KNew |
$350K - $442K
|
18.2K
$430K
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
16K+ 21.09% |
$309K - $391K
|
92K
$2.18M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
11.8KNew |
$227K - $287K
|
11.8K
$278K
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
7.33K+ 21.6% |
$142K - $179K
|
41.3K
$977K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7.04KNew |
$136K - $172K
|
7.04K
$167K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.75K+ 3.72% |
$130K - $165K
|
188K
$4.46M
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5.5K+ 98.21% |
$106K - $134K
|
11.1K
$263K
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.77K+ 34.53% |
$72.8K - $91.9K
|
14.7K
$348K
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
3.45KNew |
$66.6K - $84.1K
|
3.45K
$81.7K
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.43K+ 6.79% |
$66.3K - $83.7K
|
54K
$1.28M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.04K+ 8.9% |
$58.6K - $74K
|
37.2K
$880K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.76K+ 4.2% |
$53.2K - $67.3K
|
68.4K
$1.62M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.85K+ 12.7% |
$35.6K - $45K
|
16.4K
$388K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.66K+ 0.48% |
$32K - $40.4K
|
351K
$8.3M
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.64KNew |
$31.7K - $40K
|
1.64K
$38.9K
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.37K+ 4.08% |
$26.5K - $33.5K
|
35.1K
$831K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.25KNew |
$24.1K - $30.5K
|
1.25K
$29.6K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
843+ 8.5% |
$16.3K - $20.6K
|
10.8K
$255K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
597+ 2.26% |
$11.5K - $14.6K
|
27K
$640K
|
|
May 16, 2022
Q1 2022
|
Wealth Effects LLC
|
BUY
|
- |
472+ 1.78% |
$9.11K - $11.5K
|
26.9K
$638K
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
410New |
$7.91K - $10K
|
410
$9.71K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
346+ 1.41% |
$6.68K - $8.44K
|
24.9K
$590K
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
205+ 1.6% |
$3.96K - $5K
|
13K
$308K
|
|
May 13, 2022
Q1 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
29+ 0.27% |
$560 - $707
|
10.7K
$252K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6- 1.57% |
$116 - $146
|
376
$8.9K
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-200- 50.0% |
$3.86K - $4.88K
|
200
$4.74K
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-206Closed |
$3.98K - $5.02K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-241- 14.04% |
$4.65K - $5.88K
|
1.48K
$34.9K
|
|
Apr 29, 2022
Q1 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-242- 2.26% |
$4.67K - $5.9K
|
10.5K
$248K
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-305- 2.08% |
$5.89K - $7.44K
|
14.3K
$339K
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-335- 0.24% |
$6.47K - $8.17K
|
140K
$3.32M
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-373Closed |
$7.2K - $9.09K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-450- 3.53% |
$8.69K - $11K
|
12.3K
$291K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-460Closed |
$8.88K - $11.2K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-467- 3.08% |
$9.01K - $11.4K
|
14.7K
$348K
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-600Closed |
$11.6K - $14.6K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-600- 4.02% |
$11.6K - $14.6K
|
14.3K
$339K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-700Closed |
$13.5K - $17.1K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-765- 2.72% |
$14.8K - $18.7K
|
27.4K
$648K
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-778- 1.03% |
$15K - $19K
|
75K
$1.78M
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-800- 5.92% |
$15.4K - $19.5K
|
12.7K
$301K
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-923Closed |
$17.8K - $22.5K
|
0
$0
|