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Eaton Vance Enhanced Equity Income Fund II (EOS) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Eaton Vance Enhanced Equity Income Fund II (NYSEARCA:EOS)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$27.00M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$2.01M
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EOS Institutional Buying and Selling by Quarter

Eaton Vance Enhanced Equity Income Fund II Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2024 Bullseye Investment Management LLC22,130$446K0.3%N/A0.000%
5/15/2024 CoreFirst Bank & Trust1,799$36K0.0%-21.7%0.000%
5/14/2024 Advisors Asset Management Inc.273,143$5.51M0.1%+32.6%0.000%
5/14/2024 Karpus Management Inc.464,371$9.37M0.3%+8.7%0.000%
5/10/2024 Cornerstone Advisors LLC695,027$14.02M0.6%+6.0%0.000%
5/9/2024 JBR Co Financial Management Inc113,567$2.29M1.8%-5.0%0.000%
5/8/2024 Semus Wealth Partners LLC20,784$419K0.4%-19.5%0.000%
5/7/2024 Oppenheimer & Co. Inc.23,589$476K0.0%+6.3%0.000%
5/3/2024 Larson Financial Group LLC92,204$1.86M0.1%-4.6%0.000%
5/1/2024 Janney Montgomery Scott LLC13,039$263K0.0%-12.1%0.000%
4/30/2024 Private Advisor Group LLC35,902$724K0.0%-9.5%0.000%
4/30/2024 Hartline Investment Corp11,940$241K0.0%N/A0.000%
4/30/2024 Macroview Investment Management LLC1,250$25K0.0%+316.7%0.000%
4/29/2024Commonwealth Equity Services LLC252,759$5.10M0.0%+39.3%0.000%
4/24/2024 Spire Wealth Management11,226$226K0.0%-6.0%0.000%
4/23/2024 Tyche Wealth Partners LLC26,828$541K0.1%-12.7%0.000%
4/23/2024 Wealth Effects LLC22,279$449K0.2%-11.8%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.366,291$7.39M0.0%+1.9%0.000%
4/22/2024 Raymond James & Associates236,060$4.76M0.0%+10.3%0.000%
4/15/2024 Future Financial Wealth Managment LLC3,000$61K0.0%N/A0.000%
4/15/2024 Sunbelt Securities Inc.145,415$2.93M0.3%+8.6%0.000%
8/16/2023 Sunbelt Securities Inc.123,015$2.20M0.3%+11.0%0.000%
8/15/2023 Cohen & Steers Inc.33,860$606K0.0%N/A0.000%
8/11/2023 Cornerstone Advisors LLC449,533$8.04M0.4%N/A0.000%
8/11/2023 Karpus Management Inc.345,904$6.19M0.2%+700.6%0.000%
8/11/2023 Kestra Advisory Services LLC52,816$945K0.0%-2.1%0.000%
8/11/2023 Landscape Capital Management L.L.C.39,396$705K0.1%+42.0%0.000%
8/11/2023 Guggenheim Capital LLC711,033$12.72M0.1%+26.8%0.000%
8/11/2023 D.A. Davidson & CO.17,581$315K0.0%N/A0.000%
8/11/2023 PNC Financial Services Group Inc.27,196$487K0.0%+62.2%0.000%
8/10/2023Commonwealth Equity Services LLC124,992$2.24M0.0%+306.3%0.000%
8/10/2023 Cetera Advisor Networks LLC162,383$2.91M0.0%-5.6%0.000%
8/10/2023 Cetera Investment Advisers19,656$352K0.0%+14.7%0.000%
8/9/2023 Spire Wealth Management25,120$449K0.0%-5.4%0.000%
8/7/2023 Wolverine Asset Management LLC233,033$4.17M0.0%+6.1%0.000%
8/7/2023 Shaker Financial Services LLC98,821$1.77M0.8%-32.3%0.000%
8/4/2023 Savant Capital LLC16,661$298K0.0%N/A0.000%
8/3/2023 Atria Wealth Solutions Inc.26,665$477K0.0%-2.5%0.000%
8/3/2023 Larson Financial Group LLC94,978$1.70M0.2%-2.4%0.000%
8/3/2023 Altus Wealth Group LLC38,665$692K0.4%-11.4%0.000%
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8/1/2023 Truist Financial Corp56,620$1.01M0.0%-7.9%0.000%
7/31/2023 LPL Financial LLC213,452$3.82M0.0%+3.2%0.000%
7/26/2023 Diversified LLC14,791$265K0.1%-15.1%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.245,535$4.39M0.0%+5.8%0.000%
7/25/2023 Raymond James & Associates165,499$2.96M0.0%+6.8%0.000%
7/25/2023 Ameritas Advisory Services LLC26,096$465K0.1%-4.9%0.000%
7/21/2023 Global Assets Advisory LLC43,512$778K0.7%+20.9%0.000%
7/18/2023 Stratos Wealth Partners LTD.79,477$1.42M0.0%+1.0%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.61,198$1.10M0.0%-2.1%0.000%
7/11/2023 Brookstone Capital Management24,929$444K0.0%N/A0.000%
7/11/2023 Flagship Harbor Advisors LLC11,399$204K0.0%-15.0%0.000%
5/11/2023 Karpus Management Inc.43,207$709K0.0%N/A0.000%
5/11/2023 Guggenheim Capital LLC560,932$9.20M0.1%+16.6%0.000%
5/10/2023 Oppenheimer & Co. Inc.21,891$359K0.0%-3.1%0.000%
5/10/2023 Private Advisor Group LLC42,422$696K0.0%N/A0.000%
5/10/2023 Landscape Capital Management L.L.C.27,740$455K0.1%N/A0.000%
5/10/2023 LPL Financial LLC206,741$3.39M0.0%-3.7%0.000%
5/9/2023 Spire Wealth Management26,555$435K0.0%+8.2%0.000%
5/8/2023 Shaker Financial Services LLC146,035$2.40M1.0%N/A0.000%
5/8/2023 Wolverine Asset Management LLC219,675$3.60M0.0%N/A0.000%
5/5/2023 Truist Financial Corp61,489$1.01M0.0%-2.8%0.000%
5/4/2023OTA Financial Group L.P.52,511$861K0.8%N/A0.000%
5/1/2023 CWM LLC18,750$308K0.0%-11.2%0.000%
4/28/2023 Ameritas Advisory Services LLC27,453$450K0.0%-42.6%0.000%
4/26/2023 Pinnacle Financial Partners Inc.8,459$139K0.0%-14.1%0.000%
4/24/2023 Diversified LLC17,426$286K0.1%-21.0%0.000%
4/24/2023 Semus Wealth Partners LLC25,876$424K0.5%-3.5%0.000%
4/21/2023 Global Assets Advisory LLC36,003$595K0.6%+10.2%0.000%
4/19/2023 International Assets Investment Management LLC27,701$453K0.1%N/A0.000%
4/17/2023 GPS Wealth Strategies Group LLC6,960$114K0.0%N/A0.000%
4/14/2023Asset Management Corp IL ADV10,649$175K0.1%N/A0.000%
4/14/2023 Raymond James & Associates154,939$2.54M0.0%-2.0%0.000%
3/6/2023 Rockefeller Capital Management L.P.82,029$1.36M0.0%-12.0%0.000%
2/24/2023 Builder Investment Group Inc. ADV50,000$50K0.0%N/A0.000%
2/13/2023 Diversified LLC22,071$365K0.1%-27.4%0.000%
2/13/2023 Atria Wealth Solutions Inc.27,349$453K0.0%N/A0.000%
2/10/2023 Ameritas Advisory Services LLC47,823$791K0.0%+78.1%0.000%
2/10/2023 Advisor Group Holdings Inc.202,689$3.35M0.0%+6.6%0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.232,307$3.85M0.0%+5.7%0.000%
2/8/2023 Sunbelt Securities Inc.75,633$1.25M0.2%+0.8%0.000%
2/8/2023 Raymond James & Associates158,123$2.62M0.0%+0.4%0.000%
2/8/2023 UBS Group AG304,244$5.04M0.0%-4.1%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.67,199$1.11M0.0%+3.0%0.000%
2/8/2023 Semus Wealth Partners LLC26,821$444K0.5%N/A0.000%
2/8/2023 Stockman Wealth Management Inc.10,000$166K0.0%N/A0.000%
2/7/2023Commonwealth Equity Services LLC32,195$532K0.0%-3.7%0.000%
2/7/2023 LPL Financial LLC214,663$3.55M0.0%-13.9%0.000%
2/6/2023 AlphaMark Advisors LLC5,127$85K0.0%-50.0%0.000%
2/3/2023 Larson Financial Group LLC96,922$1.60M0.2%-9.6%0.000%
2/1/2023 Bank of Montreal Can12,647$215K0.0%-12.1%0.000%
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2/1/2023 CWM LLC21,115$349K0.0%-11.3%0.000%
1/31/2023 Kestra Advisory Services LLC51,518$853K0.0%+9.1%0.000%
1/31/2023 Global Assets Advisory LLC32,667$541K0.6%+16.0%0.000%
1/27/2023 Traynor Capital Management Inc.12,820$212K0.0%-19.0%0.000%
1/23/2023 Roman Butler Fullerton & Co.73,900$1.24M0.6%+4.6%0.000%
1/19/2023 Round Rock Advisors LLC10,805$179K0.1%-15.0%0.000%
1/18/2023 Private Advisor Group LLC44,769$741K0.0%-1.7%0.000%
1/18/2023 Altus Wealth Group LLC43,614$722K0.5%+38.3%0.000%
1/11/2023 Accurate Wealth Management LLC1,700$28K0.0%N/A0.000%
1/5/2023 Future Financial Wealth Managment LLC12,100$200K0.2%+9.0%0.000%
(Data available from 1/1/2016 forward)

EOS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EOS shares?

During the previous two years, 69 institutional investors and hedge funds held shares of Eaton Vance Enhanced Equity Income Fund II. The most heavily invested institutionals were Bank of America Corp DE ($46.57M), Cornerstone Advisors LLC ($14.02M), Guggenheim Capital LLC ($12.72M), Karpus Management Inc. ($9.37M), Raymond James Financial Services Advisors Inc. ($7.39M), Advisors Asset Management Inc. ($5.51M), and Commonwealth Equity Services LLC ($5.10M).Learn more on EOS's institutional investors.

Which institutional investors have been buying Eaton Vance Enhanced Equity Income Fund II stock?

Of the 55 institutional investors that purchased Eaton Vance Enhanced Equity Income Fund II stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cornerstone Advisors LLC ($488.65K), Karpus Management Inc. ($383.14K), Guggenheim Capital LLC ($301.11K), Wolverine Asset Management LLC ($248.29K), Shaker Financial Services LLC ($235.04K), Commonwealth Equity Services LLC ($165.53K), and Larson Financial Group LLC ($106.51K).

How much institutional buying is happening at Eaton Vance Enhanced Equity Income Fund II?

Institutional investors have bought a total of 2,859,614 shares in the last 24 months. This purchase volume represents approximately $49.45M in transactions.

Which Eaton Vance Enhanced Equity Income Fund II major shareholders have been selling company stock?

Of the 39 institutional investors that sold Eaton Vance Enhanced Equity Income Fund II stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($191.84K), Shaker Financial Services LLC ($47.21K), Diversified LLC ($46.64K), LPL Financial LLC ($42.43K), Pinnacle Financial Partners Inc. ($26.34K), Ameritas Advisory Services LLC ($21.73K), and UBS Group AG ($21.08K).

How much institutional selling is happening at Eaton Vance Enhanced Equity Income Fund II?

Institutional investors have sold a total of 605,550 shares in the last 24 months. This volume of shares sold represents approximately $10.91M in transactions.


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This page (NYSEARCA:EOS) was last updated on 6/6/2024 by MarketBeat.com Staff

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