Free Trial

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

Eaton Vance Enhanced Equity Income Fund II logo
$22.74 +0.01 (+0.04%)
As of 05/22/2025 04:10 PM Eastern

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)
$88.28M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$47.34M
Get EOS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Eaton Vance Enhanced Equity Income Fund II stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

EOS Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC38,276$808K0.0%N/A0.000%
5/16/2025 Goldman Sachs Group Inc.11,610$245K0.0%N/A0.000%
5/16/2025 NewEdge Advisors LLC5,187$109K0.0%-68.6%0.000%
5/16/2025 Advisors Asset Management Inc.408,730$8.62M0.2%-3.7%0.000%
5/15/2025 Royal Bank of Canada266,207$5.62M0.0%-1.8%0.000%
5/15/2025 Baird Financial Group Inc.12,492$264K0.0%N/A0.000%
5/14/2025 Guggenheim Capital LLC887,283$18.72M0.2%+0.5%0.000%
5/14/2025 WCG Wealth Advisors LLC18,650$394K0.0%N/A0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.5,911$125K0.0%+13.9%0.000%
5/14/2025 Kestra Advisory Services LLC43,787$924K0.0%-12.1%0.000%
5/14/2025 Compound Planning Inc.28,141$594K0.0%+12.0%0.000%
5/13/2025 Elequin Capital LP8,469$179K0.0%N/A0.000%
5/13/2025 Raymond James Financial Inc.622,914$13.14M0.0%+0.6%0.000%
5/13/2025 HighTower Advisors LLC18,446$389K0.0%-6.5%0.000%
5/12/2025 Virtu Financial LLC12,998$274K0.0%N/A0.000%
5/12/2025 Invesco Ltd.528,674$11.16M0.0%-19.0%0.000%
5/9/2025 Costello Asset Management INC20,030$423K0.2%N/A0.000%
5/9/2025 Shaker Financial Services LLC39,500$833K0.3%+237.9%0.000%
5/9/2025 PNC Financial Services Group Inc.8,565$181K0.0%-22.3%0.000%
5/8/2025 US Bancorp DE9,835$208K0.0%+5.5%0.000%
5/8/2025 Harbour Investments Inc.4,179$88K0.0%+3,243.2%0.000%
5/8/2025 XTX Topco Ltd12,013$253K0.0%N/A0.000%
5/7/2025 LPL Financial LLC392,153$8.27M0.0%+2.8%0.000%
5/6/2025 Cetera Investment Advisers155,329$3.28M0.0%-10.6%0.000%
5/5/2025 Chancellor Financial Group WB LP33,955$716K0.6%+14.7%0.000%
5/5/2025 Private Advisor Group LLC41,933$885K0.0%+4.3%0.000%
5/2/2025 Larson Financial Group LLC126,431$2.67M0.1%+6.2%0.000%
5/1/2025 CWM LLC17,400$367K0.0%N/A0.000%
4/30/2025 Financial Gravity Asset Management Inc.3,033$64K0.0%N/A0.000%
4/29/2025 Concurrent Investment Advisors LLC205,343$4.33M0.1%+6.5%0.000%
4/24/2025 Sunbelt Securities Inc.116,734$2.46M0.2%+8.9%0.000%
4/23/2025 Spire Wealth Management10,710$226K0.0%+8.0%0.000%
4/23/2025 Global Assets Advisory LLC151,413$3.04M0.6%+192.1%0.000%
4/23/2025 Oppenheimer & Co. Inc.33,187$700K0.0%+24.2%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.65,821$1.39M0.0%-1.2%0.000%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,445$261K0.0%-5.6%0.000%
4/21/2025 JBR Co Financial Management Inc138,277$2.92M1.7%+22.7%0.000%
4/21/2025 Roman Butler Fullerton & Co.78,424$1.60M0.6%+1.4%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC15,637$330K0.0%N/A0.000%
4/14/2025 CGC Financial Services LLC3,002$63K0.0%N/A0.000%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
4/14/2025 City Center Advisors LLC22,852$482K0.6%-6.6%0.000%
4/14/2025 ARS Wealth Advisors Group LLC10,600$224K0.0%-21.5%0.000%
4/9/2025 NBC Securities Inc.24,390$514K0.0%+101,525.0%0.000%
3/19/2025 Chancellor Financial Group WB LP29,613$709K0.6%N/A0.000%
2/24/2025 Ameriflex Group Inc.6,300$152K0.1%N/A0.000%
2/18/2025 Sunbelt 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%
2/17/2025 Colonial Trust Co SC17,764$425K0.1%+6,628.8%0.000%
2/17/2025 Cetera Investment Advisers173,809$4.16M0.0%-5.1%0.000%
2/17/2025 Bank of America Corp DE1,449,121$34.71M0.0%+2.3%0.000%
2/17/2025 Ameriprise Financial Inc.105,157$2.52M0.0%+4.7%0.000%
2/14/2025 Capital Analysts LLC1,100$26K0.0%N/A0.000%
2/14/2025 Stifel Financial Corp64,414$1.54M0.0%+11.6%0.000%
2/14/2025 Shaker Financial Services LLC11,691$280K0.1%-80.5%0.000%
2/14/2025 Concourse Financial Group Securities Inc.65,857$1.61M0.1%+16.8%0.000%
2/13/2025 1607 Capital Partners LLC28,410$680K0.1%-83.5%0.000%
2/13/2025 NewEdge Advisors LLC16,527$396K0.0%-35.9%0.000%
2/13/2025 Guggenheim Capital LLC883,293$21.16M0.2%+9.1%0.000%
2/13/2025 Rockefeller Capital Management L.P.100,360$2.40M0.0%+1.5%0.000%
2/13/2025 Raymond James Financial Inc.619,143$14.83M0.0%N/A0.000%
2/13/2025 Invesco Ltd.652,967$15.64M0.0%-1.4%0.000%
2/13/2025 Envestnet Asset Management Inc.29,109$697K0.0%+10.4%0.000%
2/13/2025 Wells Fargo & Company MN617,372$14.79M0.0%+6.5%0.000%
2/11/2025 CoreFirst Bank & Trust1,799$43K0.0%N/A0.000%
2/11/2025 LPL Financial LLC381,593$9.14M0.0%+12.7%0.000%
2/10/2025 Advisors Asset Management Inc.424,338$10.16M0.2%+1.3%0.000%
2/10/2025 Commonwealth Equity Services LLC299,677$7.18M0.0%+9.9%0.000%
2/10/2025 Essential Planning LLC.15,456$347K0.0%N/A0.000%
2/7/2025 Larson Financial Group LLC119,068$2.85M0.1%+9.0%0.000%
2/7/2025 PNC Financial Services Group Inc.11,024$264K0.0%-53.6%0.000%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,178$316K0.0%+5.7%0.000%
2/7/2025 Chung Wu Investment Group LLC166,830$4.00M4.0%N/A0.000%
2/6/2025 Washington Trust Advisors Inc.2,965$71K0.0%N/A0.000%
2/6/2025 Raymond James Financial Inc.619,143$14.83M0.0%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC46,761$1.12M0.0%+3.5%0.000%
2/5/2025 Oppenheimer & Co. Inc.26,718$640K0.0%+7.4%0.000%
2/4/2025 JBR Co Financial Management Inc112,678$2.70M1.6%+1.9%0.000%
2/3/2025 Transcend Capital Advisors LLC9,078$217K0.0%N/A0.000%
2/3/2025 Compass Planning Associates Inc22,335$535K0.5%N/A0.000%
2/3/2025 Concurrent Investment Advisors LLC192,880$4.62M0.1%+173.6%0.000%
2/3/2025 Private Advisor Group LLC40,187$962K0.0%+2.6%0.000%
1/31/2025 Semus Wealth Partners LLC12,108$290K0.2%-8.4%0.000%
1/31/2025 D.A. Davidson & CO.30,624$733K0.0%+3.6%0.000%
1/31/2025 Truist Financial Corp23,689$567K0.0%+14.0%0.000%
1/31/2025Sanctuary Advisors LLC18,674$450K0.0%-17.3%0.000%
1/30/2025 Roman Butler Fullerton & Co.77,335$1.86M0.5%-3.1%0.000%
1/29/2025 Kentucky Trust Co1,800$43K0.0%N/A0.000%
1/29/2025 Cornerstone Planning Group LLC2,524$61K0.0%-15.3%0.000%
1/28/2025 Apollon Wealth Management LLC9,970$239K0.0%N/A0.000%
1/24/2025 Spire Wealth Management9,916$237K0.0%-11.4%0.000%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
1/23/2025 Gateway Wealth Partners LLC10,000$240K0.1%N/A0.000%
1/22/2025 Perigon Wealth Management LLC12,459$294K0.0%+12.6%0.000%
1/21/2025 Flagship Harbor Advisors LLC15,147$363K0.0%+61.5%0.000%
1/17/2025 Janney Montgomery Scott LLC13,180$316K0.0%-4.1%0.000%
1/17/2025 Commons Capital LLC12,562$301K0.3%+17.4%0.000%
1/17/2025 Atomi Financial Group Inc.25,128$602K0.0%+3.3%0.000%
1/15/2025 Ameritas Advisory Services LLC26,332$631K0.0%+4.9%0.000%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.5,210$125K0.0%N/A0.000%
1/13/2025 City Center Advisors LLC24,463$586K0.7%+7.5%0.000%
1/8/2025 International Assets Investment Management LLC22,310$532K0.0%-98.3%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, 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 EOS's institutional investors.

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

Of the 87 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: 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 5,350,650 shares in the last 24 months. This purchase volume represents approximately $115.29M in transactions.

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

Of the 38 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: 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 ($95.61K), 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 2,132,880 shares in the last 24 months. This volume of shares sold represents approximately $49.35M in transactions.



This page (NYSEARCA:EOS) was last updated on 5/23/2025 by MarketBeat.com Staff
From Our Partners