Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
704K+ 1288.36% |
$10.9M - $12.4M
|
759K
$18M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
420K+ 110.87% |
$6.48M - $7.37M
|
798K
$18.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
188K+ 63.93% |
$2.9M - $3.29M
|
481K
$11.4M
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
50KNew |
$772K - $878K
|
50K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
36K+ 2.85% |
$555K - $631K
|
1.3M
$30.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.3KNew |
$422K - $480K
|
27.3K
$648K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
26.8KNew |
$414K - $471K
|
26.8K
$635K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21K+ 78.07% |
$324K - $368K
|
47.8K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.9K+ 8.07% |
$307K - $349K
|
266K
$6.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
18.6KNew |
$287K - $327K
|
18.6K
$440K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
17.1KNew |
$265K - $301K
|
17.1K
$406K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.5K+ 6.59% |
$193K - $220K
|
203K
$4.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.5K+ 5.7% |
$193K - $220K
|
232K
$5.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
12.1K+ 38.31% |
$187K - $212K
|
43.6K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
11.7KNew |
$181K - $205K
|
11.7K
$277K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$168K - $191K
|
10.9K
$257K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10KNew |
$154K - $176K
|
10K
$237K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.18K+ 8.03% |
$80K - $91K
|
69.8K
$1.65M
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.5K+ 15.99% |
$69.5K - $79.1K
|
32.7K
$774K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.32K+ 9.14% |
$66.6K - $75.8K
|
51.5K
$1.22M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.23K+ 4.57% |
$49.8K - $56.7K
|
73.9K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.76KNew |
$42.7K - $48.5K
|
2.76K
$65.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.96K+ 3.01% |
$30.3K - $34.5K
|
67.2K
$1.59M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.7KNew |
$26.2K - $29.9K
|
1.7K
$40.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.29KNew |
$19.9K - $22.6K
|
1.29K
$30.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1.1KNew |
$17K - $19.3K
|
1.1K
$26K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1K+ 9.01% |
$15.4K - $17.6K
|
12.1K
$287K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
763New |
$11.8K - $13.4K
|
763
$18.1K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
684+ 2.57% |
$10.6K - $12K
|
27.3K
$648K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
616+ 0.39% |
$9.51K - $10.8K
|
158K
$3.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
586+ 0.78% |
$9.05K - $10.3K
|
75.6K
$1.79M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
583+ 0.93% |
$9K - $10.2K
|
63.2K
$1.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
500+ 1.91% |
$7.72K - $8.78K
|
26.6K
$630K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
500New |
$7.72K - $8.78K
|
500
$11.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
460New |
$7.1K - $8.08K
|
460
$10.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
344+ 1.42% |
$5.31K - $6.04K
|
24.5K
$581K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
246+ 1.82% |
$3.8K - $4.32K
|
13.8K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
142New |
$2.19K - $2.49K
|
142
$3.36K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
80+ 0.36% |
$1.24K - $1.4K
|
22.6K
$535K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
47+ 0.18% |
$726 - $825
|
25.6K
$605K
|
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
34+ 0.32% |
$525 - $597
|
10.8K
$255K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4- 1.1% |
$61.8 - $70.2
|
359
$8.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-162- 1.14% |
$2.5K - $2.84K
|
14K
$332K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-322- 2.13% |
$4.97K - $5.65K
|
14.8K
$350K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-370- 23.26% |
$5.71K - $6.5K
|
1.22K
$28.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-533- 2.6% |
$8.23K - $9.36K
|
20K
$473K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-619- 3.37% |
$9.56K - $10.9K
|
17.7K
$420K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-755- 1.66% |
$11.7K - $13.3K
|
44.8K
$1.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.16K- 7.79% |
$17.9K - $20.4K
|
13.8K
$326K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.25K- 3.74% |
$19.3K - $22K
|
32.2K
$762K
|