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

Eaton Vance Enhanced Equity Income Fund II logo
$23.95 -0.23 (-0.95%)
Closing price 08/15/2025 04:10 PM Eastern
Extended Trading
$24.03 +0.08 (+0.33%)
As of 08/15/2025 04:25 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 Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
84
Total
Institutional Inflows
(last 12 months)
$91.35M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$47.89M
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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
8/15/2025Corient Private Wealth LLC37,717$913K0.0%-5.6%0.000%
8/15/2025 Bank of America Corp DE1,378,577$33.38M0.0%+0.6%0.000%
8/15/2025 Ameriprise Financial Inc.113,352$2.73M0.0%-22.8%0.000%
8/14/2025 Raymond James Financial Inc.651,652$15.78M0.0%+4.6%0.000%
8/14/2025 NewEdge Advisors LLC19,775$479K0.0%+281.2%0.000%
8/13/2025 Baird Financial Group Inc.14,538$352K0.0%+16.4%0.000%
8/13/2025 Guggenheim Capital LLC819,583$19.84M0.2%-7.6%0.000%
8/13/2025 JBR Co Financial Management Inc136,543$3.31M1.6%-1.3%0.000%
8/13/2025 Invesco Ltd.562,802$13.63M0.0%+6.5%0.000%
8/13/2025 WCG Wealth Advisors LLC18,100$438K0.0%-2.9%0.000%
8/12/2025 J.W. Cole Advisors Inc.18,492$448K0.0%+5.5%0.000%
8/12/2025 Advisors Asset Management Inc.399,316$9.67M0.2%-2.3%0.000%
8/12/2025 Steward Partners Investment Advisory LLC48,971$1.19M0.0%+1.4%0.000%
8/12/2025 Burk Holdings LLC11,323$274K0.2%N/A0.000%
8/12/2025Jefferies Financial Group Inc.11,880$288K0.0%N/A0.000%
8/11/2025 Semus Wealth Partners LLC11,159$270K0.2%-7.8%0.000%
8/8/2025 Financial Gravity Companies Inc.3,033$73K0.0%N/A0.000%
8/8/2025 Rockefeller Capital Management L.P.104,375$2.53M0.0%+2.3%0.000%
8/8/2025 Cetera Investment Advisers159,684$3.87M0.0%+2.8%0.000%
8/8/2025 Flaharty Asset Management LLC1,316$32K0.0%+229.0%0.000%
8/8/2025 Creative Planning18,845$456K0.0%+2.9%0.000%
8/7/2025 Allworth Financial LP6,192$150K0.0%N/A0.000%
8/6/2025 Chancellor Financial Group WB LP31,933$773K0.6%-6.0%0.000%
8/5/2025 Shaker Financial Services LLC49,165$1.19M0.4%+24.5%0.000%
8/4/2025 Kovack Advisors Inc.21,816$528K0.1%N/A0.000%
8/4/2025 Spire Wealth Management9,709$235K0.0%-9.3%0.000%
8/1/2025 Envestnet Asset Management Inc.13,742$333K0.0%+13.2%0.000%
7/30/2025 D.A. Davidson & CO.31,124$754K0.0%+1.6%0.000%
7/29/2025 Stratos Wealth Partners LTD.38,781$939K0.0%N/A0.000%
7/28/2025 Fairman Group LLC20,934$507K0.4%-20.8%0.000%
7/25/2025 Concurrent Investment Advisors LLC201,832$4.89M0.1%-1.7%0.000%
7/25/2025 Apollon Wealth Management LLC9,070$220K0.0%N/A0.000%
7/24/2025 Costello Asset Management INC18,452$447K0.2%-7.9%0.000%
7/22/2025 Chung Wu Investment Group LLC165,230$4M4.2%-1.0%0.000%
7/22/2025 Global Assets Advisory LLC51,544$1.24M0.5%-66.0%0.000%
7/17/2025 Janney Montgomery Scott LLC15,104$366K0.0%+12.8%0.000%
7/17/2025 TBH Global Asset Management LLC40,574$979K0.1%+2.5%0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC16,748$407K0.0%+7.1%0.000%
7/7/2025 Wesbanco Bank Inc.9,831$238K0.0%N/A0.000%
7/3/2025 City Center Advisors LLC20,930$507K0.5%-8.4%0.000%
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6/27/2025 Goldman Sachs Group Inc.11,610$245K0.0%N/A0.000%
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%
5/14/2025Kestra 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%
4/30/2025Financial 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%
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%
2/17/2025 Laird 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%
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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%
(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, 108 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 ($33.38M), Guggenheim Capital LLC ($19.84M), Raymond James Financial Inc. ($15.78M), Wells Fargo & Company MN ($14.79M), Invesco Ltd. ($13.63M), Cornerstone Advisors LLC ($10.18M), and Advisors Asset Management Inc. ($9.67M).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 94 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. ($1.27M), Chung Wu Investment Group LLC ($166.83K), Concurrent Investment Advisors LLC ($147.35K), Commonwealth Equity Services LLC ($111.27K), Advisors Asset Management Inc. ($104.83K), and Global Assets Advisory LLC ($99.57K).

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

Institutional investors have bought a total of 3,993,314 shares in the last 24 months. This purchase volume represents approximately $91.35M in transactions.

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

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: International Assets Investment Management LLC ($1.31M), 1607 Capital Partners LLC ($143.38K), Invesco Ltd. ($133.90K), Global Assets Advisory LLC ($99.87K), Guggenheim Capital LLC ($67.70K), Shaker Financial Services LLC ($48.40K), and Sunbelt Securities Inc. ($38.25K).

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

Institutional investors have sold a total of 2,023,386 shares in the last 24 months. This volume of shares sold represents approximately $47.89M in transactions.



This page (NYSEARCA:EOS) was last updated on 8/16/2025 by MarketBeat.com Staff
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