Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
450KNew |
$7.17M - $8.04M
|
450K
$10.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
303K+ 700.57% |
$4.83M - $5.42M
|
346K
$8.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
150K+ 26.76% |
$2.4M - $2.69M
|
711K
$16.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
117K+ 32.62% |
$1.87M - $2.1M
|
477K
$11.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
94.2K+ 306.29% |
$1.5M - $1.69M
|
125K
$2.95M
|
|
|
Aug 14, 2023
Q2 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
43.3KNew |
$691K - $774K
|
43.3K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
33.9KNew |
$540K - $606K
|
33.9K
$799K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
24.9KNew |
$398K - $446K
|
24.9K
$588K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
17.6KNew |
$281K - $315K
|
17.6K
$415K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
16.7KNew |
$266K - $298K
|
16.7K
$393K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.5K+ 5.82% |
$215K - $242K
|
246K
$5.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.4K+ 6.08% |
$213K - $239K
|
233K
$5.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
13.3K+ 4.35% |
$213K - $238K
|
320K
$7.54M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12.2K+ 10.99% |
$194K - $218K
|
123K
$2.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.7K+ 42.02% |
$186K - $209K
|
39.4K
$930K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.7KNew |
$171K - $192K
|
10.7K
$253K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.6K+ 6.82% |
$169K - $189K
|
165K
$3.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.4K+ 62.22% |
$166K - $187K
|
27.2K
$642K
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.51K+ 20.86% |
$120K - $134K
|
43.5K
$1.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.71K+ 3.25% |
$107K - $120K
|
213K
$5.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.5KNew |
$87.8K - $98.4K
|
5.5K
$130K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.23K+ 9.09% |
$83.5K - $93.6K
|
62.8K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4K+ 4.7% |
$63.8K - $71.6K
|
89.1K
$2.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.33K+ 10.23% |
$53.1K - $59.5K
|
35.8K
$846K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.72K+ 1.24% |
$43.4K - $48.6K
|
223K
$5.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.52K+ 14.67% |
$40.1K - $45K
|
19.7K
$464K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.68K+ 19.92% |
$26.8K - $30K
|
10.1K
$238K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 5.94% |
$19.2K - $21.5K
|
21.4K
$505K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
786+ 32.11% |
$12.5K - $14.1K
|
3.23K
$76.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
750+ 0.95% |
$12K - $13.4K
|
79.5K
$1.88M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
731New |
$11.7K - $13.1K
|
731
$17.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
488+ 2.23% |
$7.79K - $8.73K
|
22.4K
$528K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
241+ 1.72% |
$3.85K - $4.31K
|
14.2K
$336K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
176New |
$2.81K - $3.15K
|
176
$4.15K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
46+ 0.18% |
$734 - $823
|
25.6K
$605K
|
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
33+ 0.31% |
$527 - $590
|
10.8K
$255K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
21+ 0.08% |
$335 - $376
|
25.9K
$611K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
12New |
$192 - $215
|
12
$283
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-26- 0.05% |
$415 - $465
|
56.7K
$1.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-40- 0.27% |
$638 - $716
|
14.7K
$348K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-52- 0.21% |
$830 - $930
|
24.2K
$572K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-206- 0.49% |
$3.29K - $3.69K
|
42.2K
$996K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-265- 0.36% |
$4.23K - $4.74K
|
74.1K
$1.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-360- 2.58% |
$5.75K - $6.44K
|
13.6K
$321K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-684- 2.5% |
$10.9K - $12.2K
|
26.7K
$629K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-700- 1.8% |
$11.2K - $12.5K
|
38.3K
$903K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.11K- 2.06% |
$17.7K - $19.9K
|
52.8K
$1.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.29K- 2.07% |
$20.7K - $23.1K
|
61.2K
$1.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.36K- 4.94% |
$21.7K - $24.3K
|
26.1K
$616K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 11.96% |
$22.5K - $25.2K
|
10.4K
$245K
|