Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
453K+ 233.04% |
$8.4M - $11M
|
648K
$14.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
38.8KNew |
$719K - $939K
|
38.8K
$892K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
34.1K+ 6.46% |
$632K - $826K
|
563K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30K+ 4.78% |
$555K - $726K
|
657K
$15.1M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.6K+ 11.13% |
$549K - $717K
|
296K
$6.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.6K+ 11.13% |
$549K - $717K
|
296K
$6.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
28.7K+ 4.61% |
$533K - $696K
|
652K
$15M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.2K+ 2.09% |
$485K - $634K
|
1.28M
$29.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
23.7KNew |
$440K - $574K
|
23.7K
$545K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
21.8KNew |
$404K - $528K
|
21.8K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.6K+ 281.24% |
$270K - $353K
|
19.8K
$455K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14K+ 3.92% |
$260K - $340K
|
372K
$8.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
11.9KNew |
$220K - $288K
|
11.9K
$273K
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
11.3KNew |
$210K - $274K
|
11.3K
$260K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
9.83KNew |
$182K - $238K
|
9.83K
$226K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
9.67K+ 24.47% |
$179K - $234K
|
49.2K
$1.13M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
9.35KNew |
$173K - $226K
|
9.35K
$215K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.09KNew |
$168K - $220K
|
9.09K
$209K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.07KNew |
$168K - $220K
|
9.07K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.68K+ 0.63% |
$161K - $210K
|
1.38M
$31.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.44KNew |
$156K - $204K
|
8.44K
$194K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
8.28K+ 6.55% |
$153K - $200K
|
135K
$3.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
7K+ 4.26% |
$130K - $169K
|
171K
$3.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
6.19KNew |
$115K - $150K
|
6.19K
$142K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.36K+ 2.8% |
$80.7K - $105K
|
160K
$3.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.32K+ 9.85% |
$80K - $104K
|
48.1K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.56K+ 19.28% |
$65.9K - $86.1K
|
22K
$506K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3.03KNew |
$56.2K - $73.4K
|
3.03K
$69.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.37K+ 2.32% |
$43.9K - $57.3K
|
104K
$2.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.17K+ 6.54% |
$40.2K - $52.5K
|
35.4K
$813K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.05K+ 16.38% |
$37.9K - $49.5K
|
14.5K
$334K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.71K+ 12.79% |
$31.7K - $41.5K
|
15.1K
$347K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.6K+ 13.19% |
$29.7K - $38.8K
|
13.7K
$316K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.11K+ 7.1% |
$20.6K - $26.9K
|
16.7K
$385K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.01KNew |
$18.6K - $24.4K
|
1.01K
$23.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
978+ 2.47% |
$18.1K - $23.7K
|
40.6K
$933K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
963+ 5.49% |
$17.8K - $23.3K
|
18.5K
$425K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
916+ 229.0% |
$17K - $22.2K
|
1.32K
$30.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
668+ 1.38% |
$12.4K - $16.2K
|
49K
$1.13M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
540+ 44.23% |
$10K - $13.1K
|
1.76K
$40.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
539+ 2.94% |
$9.99K - $13K
|
18.8K
$433K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
500+ 1.63% |
$9.27K - $12.1K
|
31.1K
$716K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
404+ 6.83% |
$7.49K - $9.78K
|
6.32K
$145K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
333New |
$6.17K - $8.06K
|
333
$7.66K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
322+ 1.45% |
$5.97K - $7.8K
|
22.6K
$519K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
300New |
$5.56K - $7.26K
|
300
$6.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
299New |
$5.54K - $7.24K
|
299
$6.87K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
150+ 1.42% |
$2.78K - $3.63K
|
10.8K
$247K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
108+ 2.03% |
$2K - $2.61K
|
5.42K
$125K
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
86+ 0.66% |
$1.59K - $2.08K
|
13.2K
$303K
|
|