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

Eaton Vance Enhanced Equity Income Fund II logo
$24.32 +0.14 (+0.58%)
As of 07/3/2025 05:00 PM Eastern
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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)
72
Total
Institutional Inflows
(last 12 months)
$88.53M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$47.39M
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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
7/3/2025City Center Advisors LLC20,930$507K0.5%-8.4%0.000%
6/27/2025Goldman Sachs Group Inc.11,610$245K0.0%N/A0.000%
5/19/2025Jane Street Group LLC38,276$808K0.0%N/A0.000%
5/16/2025Goldman Sachs Group Inc.11,610$245K0.0%N/A0.000%
5/16/2025NewEdge Advisors LLC5,187$109K0.0%-68.6%0.000%
5/16/2025Advisors Asset Management Inc.408,730$8.62M0.2%-3.7%0.000%
5/15/2025Royal Bank of Canada266,207$5.62M0.0%-1.8%0.000%
5/15/2025Baird Financial Group Inc.12,492$264K0.0%N/A0.000%
5/14/2025Guggenheim Capital LLC887,283$18.72M0.2%+0.5%0.000%
5/14/2025WCG Wealth Advisors LLC18,650$394K0.0%N/A0.000%
5/14/2025Northwestern Mutual Wealth Management Co.5,911$125K0.0%+13.9%0.000%
5/14/2025Kestra Advisory Services LLC43,787$924K0.0%-12.1%0.000%
5/14/2025Compound Planning Inc.28,141$594K0.0%+12.0%0.000%
5/13/2025Elequin Capital LP8,469$179K0.0%N/A0.000%
5/13/2025Raymond James Financial Inc.622,914$13.14M0.0%+0.6%0.000%
5/13/2025HighTower Advisors LLC18,446$389K0.0%-6.5%0.000%
5/12/2025Virtu Financial LLC12,998$274K0.0%N/A0.000%
5/12/2025Invesco Ltd.528,674$11.16M0.0%-19.0%0.000%
5/9/2025Costello Asset Management INC20,030$423K0.2%N/A0.000%
5/9/2025Shaker Financial Services LLC39,500$833K0.3%+237.9%0.000%
5/9/2025PNC Financial Services Group Inc.8,565$181K0.0%-22.3%0.000%
5/8/2025US Bancorp DE9,835$208K0.0%+5.5%0.000%
5/8/2025Harbour Investments Inc.4,179$88K0.0%+3,243.2%0.000%
5/8/2025XTX Topco Ltd12,013$253K0.0%N/A0.000%
5/7/2025LPL Financial LLC392,153$8.27M0.0%+2.8%0.000%
5/6/2025Cetera Investment Advisers155,329$3.28M0.0%-10.6%0.000%
5/5/2025Chancellor Financial Group WB LP33,955$716K0.6%+14.7%0.000%
5/5/2025Private Advisor Group LLC41,933$885K0.0%+4.3%0.000%
5/2/2025Larson Financial Group LLC126,431$2.67M0.1%+6.2%0.000%
5/1/2025CWM LLC17,400$367K0.0%N/A0.000%
4/30/2025Financial Gravity Asset Management Inc.3,033$64K0.0%N/A0.000%
4/29/2025Concurrent Investment Advisors LLC205,343$4.33M0.1%+6.5%0.000%
4/24/2025Sunbelt Securities Inc.116,734$2.46M0.2%+8.9%0.000%
4/23/2025Spire Wealth Management10,710$226K0.0%+8.0%0.000%
4/23/2025Global Assets Advisory LLC151,413$3.04M0.6%+192.1%0.000%
4/23/2025Oppenheimer & Co. Inc.33,187$700K0.0%+24.2%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.65,821$1.39M0.0%-1.2%0.000%
4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,445$261K0.0%-5.6%0.000%
4/21/2025JBR Co Financial Management Inc138,277$2.92M1.7%+22.7%0.000%
4/21/2025Roman Butler Fullerton & Co.78,424$1.60M0.6%+1.4%0.000%
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4/16/2025Wealth Enhancement Advisory Services LLC15,637$330K0.0%N/A0.000%
4/14/2025CGC Financial Services LLC3,002$63K0.0%N/A0.000%
4/14/2025City Center Advisors LLC22,852$482K0.6%-6.6%0.000%
4/14/2025ARS Wealth Advisors Group LLC10,600$224K0.0%-21.5%0.000%
4/9/2025NBC Securities Inc.24,390$514K0.0%+101,525.0%0.000%
3/19/2025Chancellor Financial Group WB LP29,613$709K0.6%N/A0.000%
2/24/2025Ameriflex Group Inc.6,300$152K0.1%N/A0.000%
2/18/2025Sunbelt Securities Inc.107,220$2.58M0.2%-9.7%0.000%
2/17/2025Laird Norton Wetherby Wealth Management LLC8,389$201K0.0%N/A0.000%
2/17/2025Colonial Trust Co SC17,764$425K0.1%+6,628.8%0.000%
2/17/2025Cetera Investment Advisers173,809$4.16M0.0%-5.1%0.000%
2/17/2025Bank of America Corp DE1,449,121$34.71M0.0%+2.3%0.000%
2/17/2025Ameriprise Financial Inc.105,157$2.52M0.0%+4.7%0.000%
2/14/2025Capital Analysts LLC1,100$26K0.0%N/A0.000%
2/14/2025Stifel Financial Corp64,414$1.54M0.0%+11.6%0.000%
2/14/2025Shaker Financial Services LLC11,691$280K0.1%-80.5%0.000%
2/14/2025Concourse Financial Group Securities Inc.65,857$1.61M0.1%+16.8%0.000%
2/13/20251607 Capital Partners LLC28,410$680K0.1%-83.5%0.000%
2/13/2025NewEdge Advisors LLC16,527$396K0.0%-35.9%0.000%
2/13/2025Guggenheim Capital LLC883,293$21.16M0.2%+9.1%0.000%
2/13/2025Rockefeller Capital Management L.P.100,360$2.40M0.0%+1.5%0.000%
2/13/2025Raymond James Financial Inc.619,143$14.83M0.0%N/A0.000%
2/13/2025Invesco Ltd.652,967$15.64M0.0%-1.4%0.000%
2/13/2025Envestnet Asset Management Inc.29,109$697K0.0%+10.4%0.000%
2/13/2025Wells Fargo & Company MN617,372$14.79M0.0%+6.5%0.000%
2/11/2025CoreFirst Bank & Trust1,799$43K0.0%N/A0.000%
2/11/2025LPL Financial LLC381,593$9.14M0.0%+12.7%0.000%
2/10/2025Advisors Asset Management Inc.424,338$10.16M0.2%+1.3%0.000%
2/10/2025Commonwealth Equity Services LLC299,677$7.18M0.0%+9.9%0.000%
2/10/2025Essential Planning LLC.15,456$347K0.0%N/A0.000%
2/7/2025Larson Financial Group LLC119,068$2.85M0.1%+9.0%0.000%
2/7/2025PNC Financial Services Group Inc.11,024$264K0.0%-53.6%0.000%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,178$316K0.0%+5.7%0.000%
2/7/2025Chung Wu Investment Group LLC166,830$4.00M4.0%N/A0.000%
2/6/2025Washington Trust Advisors Inc.2,965$71K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.619,143$14.83M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC46,761$1.12M0.0%+3.5%0.000%
2/5/2025Oppenheimer & Co. Inc.26,718$640K0.0%+7.4%0.000%
2/4/2025JBR Co Financial Management Inc112,678$2.70M1.6%+1.9%0.000%
2/3/2025Transcend Capital Advisors LLC9,078$217K0.0%N/A0.000%
2/3/2025Compass Planning Associates Inc22,335$535K0.5%N/A0.000%
2/3/2025Concurrent Investment Advisors LLC192,880$4.62M0.1%+173.6%0.000%
2/3/2025Private Advisor Group LLC40,187$962K0.0%+2.6%0.000%
1/31/2025Semus Wealth Partners LLC12,108$290K0.2%-8.4%0.000%
1/31/2025D.A. Davidson & CO.30,624$733K0.0%+3.6%0.000%
1/31/2025Truist Financial Corp23,689$567K0.0%+14.0%0.000%
1/31/2025Sanctuary Advisors LLC18,674$450K0.0%-17.3%0.000%
1/30/2025Roman Butler Fullerton & Co.77,335$1.86M0.5%-3.1%0.000%
1/29/2025Kentucky Trust Co1,800$43K0.0%N/A0.000%
1/29/2025Cornerstone Planning Group LLC2,524$61K0.0%-15.3%0.000%
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1/28/2025Apollon Wealth Management LLC9,970$239K0.0%N/A0.000%
1/24/2025Spire Wealth Management9,916$237K0.0%-11.4%0.000%
1/23/2025Gateway Wealth Partners LLC10,000$240K0.1%N/A0.000%
1/22/2025Perigon Wealth Management LLC12,459$294K0.0%+12.6%0.000%
1/21/2025Flagship Harbor Advisors LLC15,147$363K0.0%+61.5%0.000%
1/17/2025Janney Montgomery Scott LLC13,180$316K0.0%-4.1%0.000%
1/17/2025Commons Capital LLC12,562$301K0.3%+17.4%0.000%
1/17/2025Atomi Financial Group Inc.25,128$602K0.0%+3.3%0.000%
1/15/2025Ameritas Advisory Services LLC26,332$631K0.0%+4.9%0.000%
1/14/2025Thurston Springer Miller Herd & Titak Inc.5,210$125K0.0%N/A0.000%
(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, 104 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 ($34.71M), Guggenheim Capital LLC ($18.72M), Wells Fargo & Company MN ($14.79M), Raymond James Financial Inc. ($13.14M), Invesco Ltd. ($11.16M), Cornerstone Advisors LLC ($10.18M), and Karpus Management Inc. ($9.37M).Learn more on Eaton Vance Enhanced Equity Income Fund II's institutional investors.

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

Of the 87 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. ($1.24M), Cornerstone Advisors LLC ($488.65K), Karpus Management Inc. ($339.93K), Guggenheim Capital LLC ($227.78K), Commonwealth Equity Services LLC ($205.50K), and Chung Wu Investment Group LLC ($166.83K).

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

Institutional investors have bought a total of 3,888,975 shares in the last 24 months. This purchase volume represents approximately $88.53M in transactions.

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

Of the 29 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: International Assets Investment Management LLC ($1.31M), Cornerstone Advisors LLC ($227.80K), 1607 Capital Partners LLC ($143.38K), Invesco Ltd. ($133.90K), Shaker Financial Services LLC ($48.40K), Sunbelt Securities Inc. ($38.25K), and Cetera Investment Advisers ($27.84K).

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

Institutional investors have sold a total of 2,026,102 shares in the last 24 months. This volume of shares sold represents approximately $47.39M in transactions.


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This page (NYSEARCA:EOS) was last updated on 7/4/2025 by MarketBeat.com Staff
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