Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
57.4K+ 116.7% |
$1.35M - $1.4M
|
107K
$2.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
43.9K+ 13.64% |
$1.03M - $1.07M
|
366K
$8.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
40.8KNew |
$957K - $996K
|
40.8K
$937K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.9K+ 4.09% |
$632K - $657K
|
684K
$15.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
24.5KNew |
$575K - $598K
|
24.5K
$563K
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
23.2KNew |
$545K - $567K
|
23.2K
$533K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19K+ 5.11% |
$447K - $465K
|
391K
$8.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.7K+ 2.87% |
$439K - $457K
|
670K
$15.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
16K+ 31.09% |
$376K - $392K
|
67.6K
$1.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.5K+ 3.54% |
$318K - $331K
|
396K
$9.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.6KNew |
$297K - $309K
|
12.6K
$291K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.2KNew |
$287K - $299K
|
12.2K
$281K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.1KNew |
$283K - $295K
|
12.1K
$277K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
10.9KNew |
$256K - $266K
|
10.9K
$250K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.8KNew |
$254K - $265K
|
10.8K
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.5K+ 3.54% |
$246K - $256K
|
306K
$7.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.3KNew |
$242K - $252K
|
10.3K
$237K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.75K+ 2626.13% |
$205K - $214K
|
9.08K
$209K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
8.53KNew |
$200K - $208K
|
8.53K
$196K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.5KNew |
$200K - $208K
|
8.5K
$195K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.23K+ 17.1% |
$193K - $201K
|
56.3K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.13K+ 19.85% |
$191K - $199K
|
49.1K
$1.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.02KNew |
$188K - $196K
|
8.02K
$184K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.22K+ 4.52% |
$169K - $176K
|
167K
$3.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.04K+ 44.88% |
$165K - $172K
|
22.7K
$522K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.9K+ 1.23% |
$162K - $169K
|
570K
$13.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.76K+ 19.13% |
$159K - $165K
|
42.1K
$968K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.66K+ 5.43% |
$133K - $138K
|
110K
$2.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.43K+ 35.96% |
$128K - $133K
|
20.5K
$472K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.26K+ 3.91% |
$124K - $129K
|
140K
$3.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.09K+ 21.68% |
$95.9K - $99.8K
|
22.9K
$527K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.53K+ 17.84% |
$82.8K - $86.2K
|
23.3K
$536K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.5KNew |
$82.2K - $85.5K
|
3.5K
$80.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.13K+ 8.06% |
$73.4K - $76.4K
|
41.9K
$963K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.18K+ 9.66% |
$51.1K - $53.2K
|
24.7K
$569K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.14K+ 1.89% |
$50.2K - $52.3K
|
115K
$2.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.07K+ 17.42% |
$48.6K - $50.6K
|
14K
$321K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.03K+ 0.31% |
$47.7K - $49.7K
|
650K
$14.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.92K+ 1.4% |
$45K - $46.9K
|
138K
$3.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1.83K+ 5.73% |
$43K - $44.7K
|
33.8K
$776K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.48K+ 6.22% |
$34.6K - $36K
|
25.2K
$579K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
1.33K+ 138.85% |
$31.3K - $32.6K
|
2.29K
$52.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.27K+ 4.59% |
$29.7K - $30.9K
|
28.9K
$663K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.12K+ 1.42% |
$26.2K - $27.3K
|
79.5K
$1.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.02K+ 2.56% |
$23.9K - $24.9K
|
40.8K
$939K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.01K+ 7.37% |
$23.8K - $24.8K
|
14.8K
$339K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1K+ 3.21% |
$23.5K - $24.4K
|
32.1K
$739K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
875+ 5.61% |
$20.5K - $21.4K
|
16.5K
$379K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
835+ 3.42% |
$19.6K - $20.4K
|
25.2K
$580K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
786+ 8.1% |
$18.5K - $19.2K
|
10.5K
$241K
|
|