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 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
122+ 0.31% |
$2.56K - $3.01K
|
39.6K
$956K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
105+ 2.02% |
$2.21K - $2.59K
|
5.32K
$128K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
63+ 0.63% |
$1.32K - $1.55K
|
10.1K
$243K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
41+ 0.18% |
$861 - $1.01K
|
22.4K
$542K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
40+ 0.26% |
$840 - $987
|
15.6K
$377K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
40+ 2.74% |
$840 - $987
|
1.5K
$36.2K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15+ 2.04% |
$315 - $370
|
750
$18.1K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11+ 0.12% |
$231 - $271
|
9.56K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$21 - $24.7
|
10.8K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-9- 0.07% |
$189 - $222
|
12.2K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-34- 0.37% |
$714 - $839
|
9.05K
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-35- 1.39% |
$735 - $863
|
2.49K
$60.1K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-45- 2.05% |
$945 - $1.11K
|
2.16K
$52K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-100- 0.54% |
$2.1K - $2.47K
|
18.3K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-106- 9.64% |
$2.23K - $2.62K
|
994
$24K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-121- 0.54% |
$2.54K - $2.99K
|
22.2K
$536K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-137- 1.03% |
$2.88K - $3.38K
|
13.1K
$317K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-194- 0.72% |
$4.07K - $4.79K
|
26.6K
$642K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-450- 7.14% |
$9.45K - $11.1K
|
5.85K
$141K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-540- 30.66% |
$11.3K - $13.3K
|
1.22K
$29.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-733- 5.56% |
$15.4K - $18.1K
|
12.4K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-797- 1.2% |
$16.7K - $19.7K
|
65.8K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 6.47% |
$26.8K - $31.5K
|
18.4K
$445K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.45K- 6.13% |
$30.5K - $35.8K
|
22.2K
$537K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.61K- 6.59% |
$33.8K - $39.7K
|
22.9K
$552K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.46K- 22.31% |
$51.6K - $60.7K
|
8.57K
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.9K- 21.48% |
$60.9K - $71.5K
|
10.6K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.01K- 1.85% |
$105K - $124K
|
266K
$6.43M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.04K- 12.13% |
$127K - $149K
|
43.8K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.34K- 11.39% |
$154K - $181K
|
57.1K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.3K- 68.61% |
$238K - $280K
|
5.19K
$125K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-15.6K- 3.68% |
$328K - $385K
|
409K
$9.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17K- 58.29% |
$356K - $419K
|
12.1K
$293K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18.5K- 10.63% |
$388K - $456K
|
155K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46.1K- 3.56% |
$969K - $1.14M
|
1.25M
$30.2M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-62.6K- 27.57% |
$1.31M - $1.54M
|
164K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-65.9KClosed |
$1.38M - $1.62M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-79.2K- 5.47% |
$1.66M - $1.95M
|
1.37M
$33.1M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-124K- 19.04% |
$2.61M - $3.07M
|
529K
$12.8M
|