Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
159K+ 35.32% |
$2.69M - $2.96M
|
608K
$14.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
95.8K+ 13.47% |
$1.62M - $1.79M
|
807K
$19.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
79.8K+ 16.73% |
$1.35M - $1.49M
|
557K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
53.2K+ 156.99% |
$902K - $991K
|
87K
$2.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42K+ 33.61% |
$713K - $784K
|
167K
$3.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33.8K+ 8.29% |
$573K - $630K
|
442K
$10.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.2K+ 14.62% |
$410K - $451K
|
190K
$4.49M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.1K+ 8.57% |
$357K - $393K
|
267K
$6.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
20.7KNew |
$350K - $385K
|
20.7K
$489K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.2KNew |
$241K - $265K
|
14.2K
$336K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
13KNew |
$220K - $242K
|
13K
$308K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.9KNew |
$185K - $203K
|
10.9K
$258K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
10.9K+ 3.4% |
$184K - $203K
|
330K
$7.82M
|
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
10.6K+ 24.49% |
$180K - $198K
|
53.9K
$1.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.1K+ 0.85% |
$171K - $188K
|
1.2M
$28.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.86K+ 4.43% |
$167K - $184K
|
232K
$5.5M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
9.4KNew |
$159K - $175K
|
9.4K
$223K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
6.96K+ 2.01% |
$118K - $130K
|
353K
$8.36M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.67K+ 4.61% |
$96.1K - $106K
|
129K
$3.05M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.3K+ 35.42% |
$89.9K - $98.8K
|
20.3K
$480K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.03K+ 2.48% |
$68.3K - $75.2K
|
166K
$3.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.7K+ 25.18% |
$45.8K - $50.4K
|
13.4K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.64K+ 12.32% |
$44.7K - $49.2K
|
24.1K
$570K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.39K+ 3.8% |
$40.5K - $44.5K
|
65.2K
$1.54M
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.93K+ 4.43% |
$32.7K - $35.9K
|
45.4K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.7K+ 0.89% |
$28.8K - $31.6K
|
193K
$4.57M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.39KNew |
$23.5K - $25.8K
|
1.39K
$32.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.28K+ 1.61% |
$21.7K - $23.9K
|
80.8K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1K+ 5.68% |
$17K - $18.7K
|
18.6K
$440K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1KNew |
$17K - $18.7K
|
1K
$23.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
700+ 1.83% |
$11.9K - $13.1K
|
39K
$923K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
500New |
$8.48K - $9.33K
|
500
$11.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
500+ 1.29% |
$8.48K - $9.33K
|
39.2K
$927K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
496+ 0.67% |
$8.41K - $9.25K
|
74.6K
$1.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
466+ 0.88% |
$7.9K - $8.69K
|
53.3K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
400New |
$6.78K - $7.46K
|
400
$9.47K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
308+ 0.73% |
$5.22K - $5.74K
|
42.5K
$1.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
233+ 1.64% |
$3.95K - $4.35K
|
14.5K
$343K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
198+ 0.73% |
$3.36K - $3.69K
|
27.4K
$649K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
189+ 0.2% |
$3.21K - $3.52K
|
95.2K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
139+ 0.53% |
$2.36K - $2.59K
|
26.2K
$621K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36+ 1.11% |
$611 - $671
|
3.27K
$77.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 2.27% |
$67.8 - $74.6
|
180
$4.26K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-56- 0.14% |
$950 - $1.04K
|
41.2K
$976K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-92- 0.41% |
$1.56K - $1.72K
|
22.3K
$528K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-103- 0.4% |
$1.75K - $1.92K
|
25.8K
$611K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-200- 0.22% |
$3.39K - $3.73K
|
88.9K
$2.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-267- 2.47% |
$4.53K - $4.98K
|
10.6K
$250K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-438- 1.71% |
$7.43K - $8.17K
|
25.2K
$597K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-678- 1.11% |
$11.5K - $12.6K
|
60.5K
$1.43M
|