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

Eaton Vance Enhanced Equity Income Fund II logo
$21.28 -0.03 (-0.12%)
Closing price 10/1/2026 03:59 PM Eastern
Extended Trading
$21.33 +0.05 (+0.26%)
As of 10/1/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Eaton Vance Enhanced Equity Income Fund II (NYSE:EOS)

Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$38.16M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$16.68M
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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
9/9/2026Integrated Wealth Concepts LLC4,112$91K0.0%N/A0.000%
9/9/2026Baird Financial Group Inc.9,860$217K0.0%-21.8%0.000%
9/8/2026Allworth Financial LP4,090$90K0.0%-10.9%0.000%
8/27/2026Corient Private Wealth LP29,895$659K0.0%-13.1%0.000%
8/23/2026Ameritas Advisory Services LLC28,734$633K0.0%+49.5%0.000%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,166$290K0.0%+7.9%0.000%
7/8/2026Integrated Capital Management Inc.17,263$380K0.3%N/A0.000%
7/7/2026City Center Advisors LLC16,337$360K0.3%-38.1%0.000%
6/18/2026Western Wealth Management LLC6,960$142K0.0%N/A0.000%
6/3/2026Parallel Advisors LLC2,000$41K0.0%N/A0.000%
6/3/2026NewEdge Advisors LLC28,008$573K0.0%+7.1%0.000%
5/26/2026Axiom Investment Management LLC6,074$124K0.1%N/A0.000%
5/19/2026Western Wealth Management LLC6,960$142K0.0%N/A0.000%
5/19/2026Bank of America Corp DE1,134,517$23.21M0.0%-5.8%0.000%
5/18/2026Sunbelt Securities Inc.69,019$1.41M0.1%-21.0%0.000%
5/18/2026Royal Bank of Canada366,367$7.50M0.0%+4.5%0.000%
5/13/2026Cetera Investment Advisers113,944$2.33M0.0%-33.4%0.000%
5/8/2026PNC Financial Services Group Inc.14,129$289K0.0%+65.0%0.000%
5/7/2026Parallel Advisors LLC2,000$41K0.0%N/A0.000%
5/4/2026Calamos Advisors LLC41,448$848K0.0%+13.5%0.000%
5/1/2026Fifth Third Bancorp5,701$117K0.0%+321.7%0.000%
4/30/2026Roman Butler Fullerton & Co.84,705$1.80M0.5%+1.3%0.000%
4/30/2026Kestra Advisory Services LLC66,383$1.36M0.0%+14.9%0.000%
4/27/2026Private Advisor Group LLC49,668$1.02M0.0%-0.9%0.000%
4/22/2026Janney Montgomery Scott LLC19,724$404K0.0%-4.5%0.000%
4/21/2026Wealth Effects LLC11,135$228K0.1%+23.7%0.000%
4/17/2026PMG Family Office LLC84,291$1.73M1.9%+7.6%0.000%
3/17/2026Rockefeller Capital Management L.P.119,860$2.81M0.0%+8.9%0.000%
3/13/2026Fund Advisors of America Inc FL108,561$2.54M2.3%N/A0.000%
3/13/2026World Investment Advisors26,873$629K0.0%+148.1%0.000%
3/9/2026Corient Private Wealth LLC36,349$851K0.0%-1.8%0.000%
2/20/2026Sunbelt Securities Inc.87,365$2.05M0.1%-11.2%0.000%
2/19/2026Invesco Ltd.728,817$17.06M0.0%+27.9%0.000%
2/19/2026Corient Private Wealth LLC36,349$851K0.0%-1.8%0.000%
2/18/2026Ameriflex Group Inc.3,550$83K0.0%-58.2%0.000%
2/18/2026NewEdge Advisors LLC26,147$612K0.0%+12.2%0.000%
2/18/2026Strong Retirement Solutions LLC11,322$265K0.2%N/A0.000%
2/18/20261607 Capital Partners LLC92,033$2.15M0.1%N/A0.000%
2/17/2026Guggenheim Capital LLC791,908$18.54M0.1%+3.7%0.000%
2/17/2026Cetera Investment Advisers171,191$4.01M0.0%+2.6%0.000%
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2/17/2026Kovack Advisors Inc.21,316$499K0.0%N/A0.000%
2/17/2026Osaic Holdings Inc.647,334$15.16M0.0%-0.4%0.000%
2/17/2026Royal Bank of Canada350,455$8.20M0.0%+14.4%0.000%
2/16/2026Mariner LLC10,714$251K0.0%-15.2%0.000%
2/16/2026Landscape Capital Management L.L.C.102,434$2.40M0.2%N/A0.000%
2/13/2026Kestra Advisory Services LLC57,786$1.35M0.0%+2.6%0.000%
2/13/2026Altus Wealth Group LLC11,103$260K0.1%-13.4%0.000%
2/13/2026UMB Bank n.a.13,437$315K0.0%-14.3%0.000%
2/13/2026Stifel Financial Corp50,268$1.18M0.0%-7.5%0.000%
2/13/2026Karpus Management Inc.2,202$52K0.0%N/A0.000%
2/13/2026Wells Fargo & Company MN719,341$16.84M0.0%+5.1%0.000%
2/13/2026Cohen & Steers Inc.89,355$2.09M0.0%-47.9%0.000%
2/13/2026Summit Financial LLC23,858$559K0.0%-5.3%0.000%
2/12/2026Advisors Asset Management Inc.214,666$5.03M0.1%-20.1%0.000%
2/12/2026Jane Street Group LLC14,277$334K0.0%+18.3%0.000%
2/12/2026Commonwealth Equity Services LLC378,143$8.85M0.0%-3.3%0.000%
2/12/2026Steward Partners Investment Advisory LLC51,103$1.20M0.0%+2.9%0.000%
2/12/2026Burk Holdings LLC10,274$241K0.1%-9.3%0.000%
2/12/2026Kovack Advisors Inc.21,316$500K0.0%N/A0.000%
2/11/2026LPL Financial LLC409,530$9.59M0.0%+3.5%0.000%
2/11/2026J.W. Cole Advisors Inc.19,603$436K0.0%+3.1%0.000%
2/9/2026Harbour Investments Inc.5,844$137K0.0%+34.6%0.000%
2/9/2026Global Assets Advisory LLC66,312$1.55M0.4%-1.9%0.000%
2/9/2026Jefferies Financial Group Inc.19,065$446K0.0%+36.7%0.000%
2/6/2026Larson Financial Group LLC137,463$3.22M0.1%-1.8%0.000%
2/5/2026Intrua Financial LLC8,944$209K0.0%N/A0.000%
2/5/2026Chancellor Financial Group WB LP34,445$806K0.5%+2.0%0.000%
2/4/2026Ameritas Advisory Services LLC21,367$500K0.0%-17.4%0.000%
2/4/2026World Investment Advisors26,873$629K0.0%+148.1%0.000%
2/3/2026Costello Asset Management INC14,056$329K0.1%-19.7%0.000%
2/3/2026Indivisible Partners67,803$1.59M0.2%N/A0.000%
2/2/2026Wolverine Asset Management LLC162,779$3.81M0.0%+299.4%0.000%
2/2/2026Truist Financial Corp27,550$645K0.0%+11.4%0.000%
2/2/2026Chung Wu Investment Group LLC158,610$3.71M3.0%-1.3%0.000%
2/2/2026Oppenheimer & Co. Inc.44,279$1.04M0.0%+5.1%0.000%
1/29/2026Comerica Bank5,618$132K0.0%-37.4%0.000%
1/29/2026UBS Group AG440,194$10.31M0.0%+20.3%0.000%
1/29/2026Calamos Advisors LLC36,513$855K0.0%N/A0.000%
1/29/2026NBC Securities Inc.23,000$538K0.0%-8.8%0.000%
1/28/2026PMG Family Office LLC78,365$1.84M2.1%+1.0%0.000%
1/26/2026Shaker Financial Services LLC184,985$4.33M1.4%+73.6%0.000%
1/26/2026Discipline Wealth Solutions LLC13,391$313K0.1%+23.1%0.000%
1/26/2026CWM LLC19,253$451K0.0%+10.4%0.000%
1/26/2026Roman Butler Fullerton & Co.83,620$1.88M0.5%+5.2%0.000%
1/23/2026Farther Finance Advisors LLC2,515$59K0.0%+1,415.1%0.000%
1/20/2026Stratos Wealth Partners LTD.42,632$998K0.0%+1.7%0.000%
1/13/2026Signal Advisors Wealth LLC11,322$265K0.0%+9.7%0.000%
1/12/2026Traynor Capital Management Inc.9,292$218K0.0%-14.0%0.000%
1/7/2026Harbor Investment Advisory LLC3,800$89K0.0%N/A0.000%
1/6/2026JBR Co Financial Management Inc136,906$3.21M1.3%-1.1%0.000%
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1/5/2026Commons Capital LLC12,470$292K0.2%-6.0%0.000%
1/5/2026City Center Advisors LLC22,852$535K0.5%+13.3%0.000%
12/22/2025PMG Family Office LLC77,615$1.86M2.1%N/A0.000%
11/19/2025Sunbelt Securities Inc.98,376$2.35M0.2%-8.2%0.000%
11/17/2025NewEdge Advisors LLC23,302$558K0.0%+17.8%0.000%
11/17/2025Mariner LLC12,640$302K0.0%N/A0.000%
11/17/2025Larson Financial Group LLC139,970$3.35M0.1%+3.9%0.000%
11/17/2025Elevation Point Wealth Partners LLC9,078$217K0.0%+2,626.1%0.000%
11/17/2025Bank of America Corp DE1,211,880$29M0.0%-12.1%0.000%
11/17/2025Ameriprise Financial Inc.115,492$2.76M0.0%+1.9%0.000%


EOS Institutional Ownership - Frequently Asked Questions

During the previous two years, 134 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 ($23.21M), Guggenheim Capital LLC ($18.54M), Invesco Ltd. ($17.06M), Wells Fargo & Company MN ($16.84M), Raymond James Financial Inc. ($16.04M), Osaic Holdings Inc. ($15.16M), and UBS Group AG ($10.31M).Learn more on Eaton Vance Enhanced Equity Income Fund II's institutional investors.

Of the 120 institutional investors that purchased Eaton Vance Enhanced Equity Income Fund II's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.31M), Raymond James Financial Inc. ($1.29M), Osaic Holdings Inc. ($392.76K), Invesco Ltd. ($200.14K), Shaker Financial Services LLC ($173.29K), Chung Wu Investment Group LLC ($166.83K), and Wolverine Asset Management LLC ($162.78K).

Institutional investors have bought a total of 1,632,081 shares in the last 24 months. This purchase volume represents approximately $38.16M in transactions.

Of the 37 institutional investors that sold Eaton Vance Enhanced Equity Income Fund II's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($236.34K), Advisors Asset Management Inc. ($184.65K), Cohen & Steers Inc. ($82K), Cetera Investment Advisers ($57.25K), Sunbelt Securities Inc. ($38.20K), Wealth Effects LLC ($13.48K), and Commonwealth Equity Services LLC ($13.04K).

Institutional investors have sold a total of 724,143 shares in the last 24 months. This volume of shares sold represents approximately $16.68M in transactions.


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Institutional ownership data for NYSE:EOS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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