Purchases and Sales Made in Q1 2023 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 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
|
- |
220KNew |
$3.39M - $3.91M
|
220K
$5.18M
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
146KNew |
$2.25M - $2.6M
|
146K
$3.45M
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
79.8K+ 16.59% |
$1.23M - $1.42M
|
561K
$13.2M
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
52.5KNew |
$810K - $935K
|
52.5K
$1.24M
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
43.2KNew |
$667K - $770K
|
43.2K
$1.02M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
39KNew |
$602K - $694K
|
39K
$920K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
37.6K+ 27.92% |
$580K - $669K
|
172K
$4.06M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35.8K+ 2.34% |
$553K - $638K
|
1.57M
$37M
|
|
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
|
- |
29.8KNew |
$460K - $531K
|
29.8K
$703K
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
27.7KNew |
$428K - $494K
|
27.7K
$655K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
27.7KNew |
$427K - $493K
|
27.7K
$654K
|
|
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
|
- |
11.8KNew |
$182K - $210K
|
11.8K
$278K
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
10.6KNew |
$164K - $190K
|
10.6K
$251K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.58K+ 5.75% |
$117K - $135K
|
139K
$3.29M
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.38K+ 2.09% |
$114K - $131K
|
360K
$8.49M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.96KNew |
$107K - $124K
|
6.96K
$164K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.9K+ 22.17% |
$91K - $105K
|
32.5K
$767K
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.34K+ 10.21% |
$51.5K - $59.4K
|
36K
$850K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.1K+ 3.78% |
$47.9K - $55.2K
|
85.1K
$2.01M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.76K+ 11.24% |
$42.6K - $49.2K
|
27.3K
$645K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.41K+ 4.68% |
$37.2K - $42.9K
|
53.9K
$1.27M
|
|
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
$627K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.99K+ 0.65% |
$30.6K - $35.4K
|
306K
$7.23M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.2K+ 8.72% |
$18.5K - $21.4K
|
15K
$353K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
973+ 65.97% |
$15K - $17.3K
|
2.45K
$57.8K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
910+ 8.38% |
$14K - $16.2K
|
11.8K
$278K
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
462+ 0.63% |
$7.13K - $8.23K
|
74.4K
$1.75M
|
|
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
|
- |
325New |
$5.01K - $5.79K
|
325
$7.67K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
307New |
$4.74K - $5.47K
|
307
$7.25K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
258New |
$3.98K - $4.59K
|
258
$6.09K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
250+ 1.25% |
$3.86K - $4.45K
|
20.2K
$477K
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
242+ 1.76% |
$3.73K - $4.31K
|
14K
$330K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$3.09K - $3.56K
|
200
$4.72K
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
46+ 0.18% |
$710 - $819
|
25.6K
$604K
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
34+ 0.32% |
$525 - $606
|
10.8K
$255K
|
|
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
$329K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-141- 0.58% |
$2.18K - $2.51K
|
24.3K
$573K
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-233- 1.36% |
$3.6K - $4.15K
|
16.9K
$399K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-274- 0.12% |
$4.23K - $4.88K
|
232K
$5.48M
|
|
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
$405K
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-600- 4.96% |
$9.26K - $10.7K
|
11.5K
$271K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-708- 3.13% |
$10.9K - $12.6K
|
21.9K
$517K
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-945- 3.52% |
$14.6K - $16.8K
|
25.9K
$611K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-953- 5.38% |
$14.7K - $17K
|
16.8K
$396K
|