Purchases and Sales Made in Q3 2024 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 2024. 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 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
62+ 0.3% |
$1.22K - $1.4K
|
20.8K
$492K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
42+ 0.19% |
$825 - $949
|
22.4K
$530K
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
39+ 0.37% |
$766 - $881
|
10.7K
$253K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21+ 0.71% |
$413 - $475
|
2.98K
$70.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15+ 2.12% |
$295 - $339
|
723
$17.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
14+ 0.05% |
$275 - $316
|
26.9K
$636K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11New |
$216 - $249
|
11
$260
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8+ 0.02% |
$157 - $181
|
38.5K
$913K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2- 0.95% |
$39.3 - $45.2
|
209
$4.95K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-35- 0.32% |
$688 - $791
|
11.1K
$262K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-43- 0.32% |
$845 - $972
|
13.3K
$315K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-67- 0.17% |
$1.32K - $1.51K
|
39.2K
$927K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-157- 1.69% |
$3.09K - $3.55K
|
9.15K
$217K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-190- 1.36% |
$3.73K - $4.29K
|
13.7K
$325K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-300- 23.81% |
$5.9K - $6.78K
|
960
$22.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-642- 0.64% |
$12.6K - $14.5K
|
98.9K
$2.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-993- 12.82% |
$19.5K - $22.4K
|
6.76K
$160K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.05K- 4.21% |
$20.5K - $23.6K
|
23.8K
$563K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.08K- 8.03% |
$21.2K - $24.3K
|
12.3K
$292K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.12K- 8.37% |
$21.9K - $25.2K
|
12.2K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.23K- 2.33% |
$24.2K - $27.8K
|
51.6K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.8K- 10.47% |
$35.4K - $40.7K
|
15.4K
$365K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.04K- 7.53% |
$40.1K - $46.2K
|
25.1K
$594K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-3.59K- 3.14% |
$70.6K - $81.2K
|
111K
$2.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-5.56K- 29.61% |
$109K - $126K
|
13.2K
$313K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-8.78K- 46.54% |
$172K - $198K
|
10.1K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-12.5K- 2.6% |
$245K - $281K
|
467K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16K- 8.04% |
$315K - $362K
|
183K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-25.7K- 13.02% |
$505K - $581K
|
172K
$4.07M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-26.7K- 18.34% |
$524K - $603K
|
119K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-27.3K- 3.26% |
$536K - $617K
|
810K
$19.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-265K- 56.79% |
$5.21M - $6M
|
202K
$4.78M
|