Purchases and Sales Made in Q1 2023 in Eaton Vance Enhanced Equity Income Fund Ii (EOS)

EOS Quotes by TradingView

This table provides information about the institutional ownership of Eaton Vance Enhanced Equity Income Fund Ii (EOS) during Q1 2023. 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
May 08, 2023 Q1 2023
Wolverine Asset Management LLC

BUY
 -
220K
New
$3.39M - $3.91M
220K $5.2M
May 08, 2023 Q1 2023
Shaker Financial Services, LLC

BUY
 -
146K
New
$2.25M - $2.6M
146K $3.46M
May 10, 2023 Q1 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
79.8K
+ 16.59%
$1.23M - $1.42M
561K $13.3M
May 04, 2023 Q1 2023
Ota Financial Group L.P.

BUY
 -
52.5K
New
$810K - $935K
52.5K $1.24M
May 11, 2023 Q1 2023
Karpus Management, Inc.

Pittsford, NY
BUY
 -
43.2K
New
$667K - $770K
43.2K $1.02M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
39K
New
$602K - $694K
39K $923K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
37.6K
+ 27.92%
$580K - $669K
172K $4.07M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
35.8K
+ 2.34%
$553K - $638K
1.57M $37.1M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
35.2K
+ 46.54%
$543K - $627K
111K $2.62M
May 15, 2023 Q1 2023
Bluefin Capital Management, LLC

New York, NY
BUY
 -
29.8K
New
$460K - $531K
29.8K $706K
Apr 19, 2023 Q1 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
27.7K
New
$427K - $493K
27.7K $656K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
17.8K
+ 2.23%
$274K - $317K
816K $19.3M
May 15, 2023 Q1 2023
Walleye Capital LLC

Plymouth, MN
BUY
 -
11.8K
New
$182K - $210K
11.8K $279K
Apr 14, 2023 Q1 2023
Asset Management Corp

BUY
 -
10.6K
New
$164K - $190K
10.6K $252K
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
7.58K
+ 5.75%
$117K - $135K
139K $3.3M
May 12, 2023 Q1 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
7.38K
+ 2.09%
$114K - $131K
360K $8.52M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
6.96K
New
$107K - $124K
6.96K $165K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
5.9K
+ 22.17%
$91K - $105K
32.5K $770K
Apr 21, 2023 Q1 2023
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
3.34K
+ 10.21%
$51.5K - $59.4K
36K $853K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3.1K
+ 3.78%
$47.9K - $55.2K
85.1K $2.02M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.76K
+ 11.24%
$42.6K - $49.2K
27.3K $648K
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
2.41K
+ 4.68%
$37.2K - $42.9K
53.9K $1.28M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
2.14K
+ 34.08%
$33K - $38.1K
8.42K $199K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
2.01K
+ 8.19%
$31K - $35.8K
26.6K $629K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
1.99K
+ 0.65%
$30.6K - $35.4K
306K $7.25M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
1.2K
+ 8.72%
$18.5K - $21.4K
15K $354K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
973
+ 65.97%
$15K - $17.3K
2.45K $58K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
910
+ 8.38%
$14K - $16.2K
11.8K $279K
Apr 27, 2023 Q1 2023
Roman Butler Fullerton & CO

BUY
 -
462
+ 0.63%
$7.13K - $8.23K
74.4K $1.76M
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
352
+ 0.36%
$5.43K - $6.27K
97.3K $2.3M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
325
New
$5.01K - $5.79K
325 $7.7K
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
307
New
$4.74K - $5.47K
307 $7.27K
May 01, 2023 Q1 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
258
New
$3.98K - $4.59K
258 $6.11K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
250
+ 1.25%
$3.86K - $4.45K
20.2K $479K
Apr 24, 2023 Q1 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
242
+ 1.76%
$3.73K - $4.31K
14K $331K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
200
New
$3.09K - $3.56K
200 $4.74K
May 04, 2023 Q1 2023
Wealth Effects LLC

BUY
 -
46
+ 0.18%
$710 - $819
25.6K $606K
May 11, 2023 Q1 2023
Commons Capital, LLC

Needham, MA
BUY
 -
34
+ 0.32%
$525 - $606
10.8K $256K
May 01, 2023 Q1 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
24
+ 0.06%
$370 - $427
43.6K $1.03M
Apr 14, 2023 Q1 2023
Shulman De Meo Asset Management LLC

SELL
 -
-52
- 0.37%
$802 - $926
14K $330K
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

SELL
 -
-141
- 0.58%
$2.18K - $2.51K
24.3K $575K
May 15, 2023 Q1 2023
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-233
- 1.36%
$3.6K - $4.15K
16.9K $400K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-274
- 0.12%
$4.23K - $4.88K
232K $5.49M
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-300
- 0.38%
$4.63K - $5.34K
78.7K $1.86M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-589
- 3.32%
$9.09K - $10.5K
17.1K $406K
Apr 04, 2023 Q1 2023
Future Financial Wealth Managment LLC

SELL
 -
-600
- 4.96%
$9.26K - $10.7K
11.5K $272K
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
SELL
 -
-708
- 3.13%
$10.9K - $12.6K
21.9K $518K
Apr 24, 2023 Q1 2023
Semus Wealth Partners LLC

Boca Raton, FL
SELL
 -
-945
- 3.52%
$14.6K - $16.8K
25.9K $613K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-953
- 5.38%
$14.7K - $17K
16.8K $397K

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