Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
99.6K+ 192.06% |
$2.09M - $2.46M
|
151K
$3.66M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
97.4K+ 61.77% |
$2.05M - $2.4M
|
255K
$6.16M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58.4K+ 19.5% |
$1.23M - $1.44M
|
358K
$8.65M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
41.6K+ 39.58% |
$874K - $1.03M
|
147K
$3.54M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.3KNew |
$804K - $944K
|
38.3K
$924K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
27.8K+ 237.87% |
$584K - $686K
|
39.5K
$954K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
25.6K+ 22.72% |
$538K - $632K
|
138K
$3.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
24.4K+ 101525.0% |
$512K - $601K
|
24.4K
$589K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
21.9K+ 6.67% |
$460K - $540K
|
350K
$8.45M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
20KNew |
$421K - $494K
|
20K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
18.7KNew |
$392K - $460K
|
18.7K
$450K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.5KNew |
$368K - $432K
|
17.5K
$423K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
17.4KNew |
$365K - $429K
|
17.4K
$420K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.6KNew |
$328K - $386K
|
15.6K
$378K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13KNew |
$273K - $321K
|
13K
$314K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
12.7KNew |
$267K - $313K
|
12.7K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.5KNew |
$262K - $308K
|
12.5K
$302K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.5K+ 6.46% |
$262K - $307K
|
205K
$4.96M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12KNew |
$252K - $296K
|
12K
$290K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.6KNew |
$244K - $286K
|
11.6K
$280K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 2.77% |
$222K - $261K
|
392K
$9.47M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.1K+ 1.63% |
$211K - $248K
|
627K
$15.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.51K+ 8.87% |
$200K - $235K
|
117K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.47KNew |
$178K - $209K
|
8.47K
$205K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7.36K+ 6.18% |
$155K - $182K
|
126K
$3.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.47K+ 24.21% |
$136K - $160K
|
33.2K
$801K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
4.34K+ 14.66% |
$91.2K - $107K
|
34K
$820K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.15KNew |
$87.2K - $102K
|
4.15K
$100K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.05K+ 3243.2% |
$85.1K - $100K
|
4.18K
$101K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.99K+ 0.45% |
$83.8K - $98.4K
|
887K
$21.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.77K+ 0.61% |
$79.2K - $93K
|
623K
$15M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.03KNew |
$63.7K - $74.8K
|
3.03K
$73.2K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.01K+ 11.99% |
$63.3K - $74.3K
|
28.1K
$680K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
3KNew |
$63K - $74.1K
|
3K
$72.5K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.75K+ 4.34% |
$36.7K - $43.1K
|
41.9K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.65K+ 1.64% |
$34.6K - $40.7K
|
102K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.54K+ 3.3% |
$32.4K - $38K
|
48.3K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.41K+ 3.65% |
$29.5K - $34.7K
|
40K
$965K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.09K+ 1.41% |
$22.9K - $26.9K
|
78.4K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1KNew |
$21K - $24.7K
|
1K
$24.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
794+ 8.01% |
$16.7K - $19.6K
|
10.7K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
720+ 13.87% |
$15.1K - $17.8K
|
5.91K
$143K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
600New |
$12.6K - $14.8K
|
600
$14.5K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
540+ 44.23% |
$11.3K - $13.3K
|
1.76K
$42.5K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
530+ 4.22% |
$11.1K - $13.1K
|
13.1K
$316K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
509+ 5.46% |
$10.7K - $12.6K
|
9.84K
$238K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
400New |
$8.4K - $9.87K
|
400
$9.66K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
351+ 167.94% |
$7.37K - $8.66K
|
560
$13.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
211+ 1.6% |
$4.43K - $5.21K
|
13.4K
$323K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
200+ 1.3% |
$4.2K - $4.93K
|
15.6K
$377K
|