Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.46MNew |
$33.8M - $36.4M
|
1.46M
$34.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
110KNew |
$2.54M - $2.73M
|
110K
$2.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
101K+ 49.68% |
$2.34M - $2.52M
|
305K
$7.23M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
72.3KNew |
$1.67M - $1.8M
|
72.3K
$1.71M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
71.5K+ 216.99% |
$1.65M - $1.78M
|
105K
$2.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
33.1K+ 8867.02% |
$763K - $822K
|
33.4K
$792K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
24.6K+ 10.3% |
$569K - $613K
|
264K
$6.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.1K+ 5.71% |
$417K - $450K
|
335K
$7.92M
|
|
|
Oct 26, 2021
Q3 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
14.7KNew |
$338K - $364K
|
14.7K
$347K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.2K+ 49.38% |
$258K - $278K
|
33.8K
$802K
|
|
|
Nov 15, 2021
Q3 2021
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
11KNew |
$254K - $273K
|
11K
$260K
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
10.8K+ 51.83% |
$248K - $268K
|
31.5K
$747K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.51K+ 5.72% |
$219K - $236K
|
176K
$4.16M
|
|
|
Dec 21, 2021
Q3 2021
|
Rovin Capital
|
BUY
|
- |
9.36KNew |
$216K - $233K
|
9.36K
$222K
|
|
|
Nov 15, 2021
Q3 2021
|
Kercheville Advisors, LLC
|
BUY
|
- |
8.79KNew |
$203K - $219K
|
8.79K
$208K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.29K+ 6.17% |
$145K - $156K
|
108K
$2.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.44K+ 2.37% |
$103K - $110K
|
192K
$4.54M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.05K+ 7.68% |
$93.4K - $101K
|
56.8K
$1.34M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.78K+ 19.27% |
$64.2K - $69.1K
|
17.2K
$408K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.74KNew |
$63.1K - $68K
|
2.74K
$64.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
2.71KNew |
$62.5K - $67.3K
|
2.71K
$64.1K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
1.4K+ 5.2% |
$32.2K - $34.7K
|
28.2K
$669K
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.38K+ 2.82% |
$31.9K - $34.4K
|
50.4K
$1.19M
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
1.25KNew |
$28.8K - $31.1K
|
1.25K
$29.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.18K+ 0.59% |
$27.2K - $29.3K
|
200K
$4.73M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
701+ 51.17% |
$16.2K - $17.4K
|
2.07K
$49K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
440+ 0.53% |
$10.2K - $10.9K
|
83.7K
$1.98M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
294+ 0.45% |
$6.79K - $7.31K
|
65.8K
$1.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
241+ 16.34% |
$5.56K - $5.99K
|
1.72K
$40.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
129+ 0.49% |
$2.98K - $3.21K
|
26.7K
$631K
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-238Closed |
$5.49K - $5.92K
|
0
$0
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-250- 7.82% |
$5.77K - $6.22K
|
2.95K
$69.7K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-383- 0.91% |
$8.84K - $9.52K
|
41.5K
$984K
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-420- 1.75% |
$9.69K - $10.4K
|
23.6K
$560K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-550- 4.14% |
$12.7K - $13.7K
|
12.7K
$302K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-768- 2.29% |
$17.7K - $19.1K
|
32.8K
$776K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-778- 67.07% |
$18K - $19.3K
|
382
$9.05K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-854- 0.61% |
$19.7K - $21.2K
|
140K
$3.31M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-983- 10.22% |
$22.7K - $24.4K
|
8.63K
$204K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1K- 7.24% |
$23.1K - $24.9K
|
12.8K
$304K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.42K- 2.53% |
$32.8K - $35.3K
|
54.6K
$1.29M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.66K- 68.39% |
$38.4K - $41.4K
|
769
$18.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.87K- 1.76% |
$43.1K - $46.4K
|
104K
$2.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.08K- 3.5% |
$47.9K - $51.6K
|
57.2K
$1.35M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.22K- 19.27% |
$51.3K - $55.2K
|
9.31K
$220K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.53KClosed |
$58.3K - $62.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.56K- 3.21% |
$59K - $63.6K
|
77.1K
$1.83M
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3.1KClosed |
$71.4K - $76.9K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.3K- 19.03% |
$76.1K - $81.9K
|
14K
$332K
|