Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
92.9K+ 46468.0% |
$2.12M - $2.3M
|
93.1K
$2.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.9K+ 4.91% |
$1.64M - $1.78M
|
1.53M
$36.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
71.4K+ 68.54% |
$1.63M - $1.76M
|
176K
$4.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
61.3KNew |
$1.4M - $1.52M
|
61.3K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.6K+ 14.28% |
$997K - $1.08M
|
349K
$8.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
37.9K+ 14.35% |
$865K - $936K
|
302K
$7.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.3K+ 10.26% |
$785K - $848K
|
369K
$8.74M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
28.1KNew |
$643K - $695K
|
28.1K
$666K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
26.5KNew |
$605K - $654K
|
26.5K
$627K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
18.2KNew |
$416K - $449K
|
18.2K
$430K
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
13.5KNew |
$309K - $334K
|
13.5K
$320K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
12.8KNew |
$292K - $316K
|
12.8K
$303K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.3KNew |
$282K - $305K
|
12.3K
$292K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.7K+ 6.88% |
$267K - $289K
|
182K
$4.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11.7K+ 18.17% |
$267K - $288K
|
75.8K
$1.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.9KNew |
$250K - $270K
|
10.9K
$259K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.7K+ 5.61% |
$246K - $266K
|
202K
$4.79M
|
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
10.6KNew |
$243K - $262K
|
10.6K
$252K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
9.4KNew |
$215K - $232K
|
9.4K
$223K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.9K+ 15.69% |
$204K - $220K
|
65.7K
$1.55M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.43KNew |
$193K - $208K
|
8.43K
$200K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
BUY
|
- |
8.4KNew |
$192K - $208K
|
8.4K
$199K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
8.4KNew |
$192K - $207K
|
8.4K
$199K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.34KNew |
$191K - $206K
|
8.34K
$197K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5.6KNew |
$128K - $138K
|
5.6K
$133K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.5KNew |
$80.1K - $86.5K
|
3.5K
$82.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.11K+ 2.97% |
$71K - $76.7K
|
108K
$2.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.1K+ 16.38% |
$48K - $51.9K
|
14.9K
$353K
|
|
|
Jan 26, 2022
Q4 2021
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.91K+ 21.67% |
$43.5K - $47.1K
|
10.7K
$253K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.64K+ 6.92% |
$37.4K - $40.4K
|
25.3K
$598K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.38K+ 2.4% |
$31.4K - $34K
|
58.6K
$1.39M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.33K+ 4.06% |
$30.4K - $32.9K
|
34.1K
$808K
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.29K+ 4.08% |
$29.4K - $31.8K
|
32.8K
$777K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.2K+ 10.7% |
$27.4K - $29.7K
|
12.4K
$294K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.19K+ 8.51% |
$27.3K - $29.5K
|
15.2K
$360K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.06K+ 2.54% |
$24.2K - $26.1K
|
42.6K
$1.01M
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1K+ 3.04% |
$22.9K - $24.7K
|
33.9K
$804K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
953+ 4.87% |
$21.8K - $23.5K
|
20.5K
$486K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
923New |
$21.1K - $22.8K
|
923
$21.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
919+ 0.66% |
$21K - $22.7K
|
141K
$3.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
873+ 0.81% |
$20K - $21.6K
|
109K
$2.58M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
800+ 8.42% |
$18.3K - $19.8K
|
10.3K
$244K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
742+ 2.78% |
$17K - $18.3K
|
27.4K
$649K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
612+ 6.57% |
$14K - $15.1K
|
9.92K
$235K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
600+ 0.72% |
$13.7K - $14.8K
|
84.3K
$2M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
600New |
$13.7K - $14.8K
|
600
$14.2K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
500+ 16.98% |
$11.4K - $12.4K
|
3.45K
$81.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
460New |
$10.5K - $11.4K
|
460
$10.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
400New |
$9.14K - $9.88K
|
400
$9.47K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
362New |
$8.28K - $8.95K
|
362
$8.57K
|