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

$19.59
+0.12 (+0.62%)
(As of 04/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$32.00M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$2.12M
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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
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%
8/15/2023Cohen & Steers Inc.33,860$606K0.0%N/A0.000%
8/11/2023Cornerstone Advisors LLC449,533$8.04M0.4%N/A0.000%
8/11/2023Karpus Management Inc.345,904$6.19M0.2%+700.6%0.000%
8/11/2023Kestra Advisory Services LLC52,816$945K0.0%-2.1%0.000%
8/11/2023Landscape Capital Management L.L.C.39,396$705K0.1%+42.0%0.000%
8/11/2023Guggenheim Capital LLC711,033$12.72M0.1%+26.8%0.000%
8/11/2023D.A. Davidson & CO.17,581$315K0.0%N/A0.000%
8/11/2023PNC 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%
8/10/2023Cetera Advisor Networks LLC162,383$2.91M0.0%-5.6%0.000%
8/10/2023Cetera Investment Advisers19,656$352K0.0%+14.7%0.000%
8/9/2023 Spire Wealth Management25,120$449K0.0%-5.4%0.000%
8/7/2023Wolverine Asset Management LLC233,033$4.17M0.0%+6.1%0.000%
8/7/2023Shaker Financial Services LLC98,821$1.77M0.8%-32.3%0.000%
8/4/2023Savant Capital LLC16,661$298K0.0%N/A0.000%
8/3/2023Atria Wealth Solutions Inc.26,665$477K0.0%-2.5%0.000%
8/3/2023Larson Financial Group LLC94,978$1.70M0.2%-2.4%0.000%
8/3/2023Altus Wealth Group LLC38,665$692K0.4%-11.4%0.000%
8/1/2023Truist Financial Corp56,620$1.01M0.0%-7.9%0.000%
7/31/2023LPL Financial LLC213,452$3.82M0.0%+3.2%0.000%
7/26/2023Diversified 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%
7/25/2023Ameritas 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%
5/11/2023Karpus Management Inc.43,207$709K0.0%N/A0.000%
5/11/2023Guggenheim Capital LLC560,932$9.20M0.1%+16.6%0.000%
5/10/2023Oppenheimer & Co. Inc.21,891$359K0.0%-3.1%0.000%
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5/10/2023Private Advisor Group LLC42,422$696K0.0%N/A0.000%
5/10/2023Landscape Capital Management L.L.C.27,740$455K0.1%N/A0.000%
5/10/2023LPL Financial LLC206,741$3.39M0.0%-3.7%0.000%
5/9/2023 Spire Wealth Management26,555$435K0.0%+8.2%0.000%
5/8/2023Shaker Financial Services LLC146,035$2.40M1.0%N/A0.000%
5/8/2023Wolverine Asset Management LLC219,675$3.60M0.0%N/A0.000%
5/5/2023Truist 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%
4/28/2023Ameritas Advisory Services LLC27,453$450K0.0%-42.6%0.000%
4/26/2023Pinnacle Financial Partners Inc.8,459$139K0.0%-14.1%0.000%
4/24/2023Diversified LLC17,426$286K0.1%-21.0%0.000%
4/24/2023Semus 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%
4/17/2023GPS 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%
3/6/2023Rockefeller Capital Management L.P.82,029$1.36M0.0%-12.0%0.000%
2/24/2023Builder Investment Group Inc. ADV50,000$50K0.0%N/A0.000%
2/13/2023Diversified LLC22,071$365K0.1%-27.4%0.000%
2/13/2023Atria Wealth Solutions Inc.27,349$453K0.0%N/A0.000%
2/10/2023Ameritas Advisory Services LLC47,823$791K0.0%+78.1%0.000%
2/10/2023Advisor 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%
2/8/2023UBS 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%
2/8/2023Semus 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%
2/7/2023LPL Financial LLC214,663$3.55M0.0%-13.9%0.000%
2/6/2023 AlphaMark Advisors LLC5,127$85K0.0%-50.0%0.000%
2/3/2023Larson Financial Group LLC96,922$1.60M0.2%-9.6%0.000%
2/1/2023Bank of Montreal Can12,647$215K0.0%-12.1%0.000%
2/1/2023 CWM LLC21,115$349K0.0%-11.3%0.000%
1/31/2023Kestra 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%
1/23/2023Roman 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%
1/18/2023Private Advisor Group LLC44,769$741K0.0%-1.7%0.000%
1/18/2023Altus 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%
11/16/2022Claraphi Advisory Network LLC54,675$837K0.5%-22.6%0.000%
11/15/2022Cohen & Steers Inc.53,458$818K0.0%-22.3%0.000%
11/14/2022Bluefin Capital Management LLC40,798$624K0.1%-31.6%0.000%
11/14/2022Guggenheim Capital LLC293,485$4.49M0.0%+32.0%0.000%
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The next step of the Fed's control is here. Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week. Allowing the Fed to tighten its grip on your personal privacy and freedom.

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11/10/2022UBS Group AG317,322$4.86M0.0%-0.3%0.000%
11/8/2022Advisors Asset Management Inc.121,337$1.86M0.0%+3.8%0.000%
11/7/2022 Spire Wealth Management24,201$370K0.0%-11.5%0.000%
11/3/2022Creative Planning14,926$228K0.0%N/A0.000%
11/3/2022Larson Financial Group LLC107,244$1.64M0.2%+14,451.4%0.000%
11/2/2022Rockefeller Capital Management L.P.93,248$1.43M0.0%+9.7%0.000%
11/1/2022Kestra Advisory Services LLC47,203$722K0.0%+9.4%0.000%
10/31/2022Pinnacle Financial Partners Inc.9,847$151K0.0%-71.7%0.000%
10/31/2022 International Assets Investment Management LLC27,974$427K0.1%-16.2%0.000%
10/26/2022Truist Financial Corp62,652$959K0.0%-1.3%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, 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), Guggenheim Capital LLC ($12.72M), Cornerstone Advisors LLC ($8.04M), Raymond James Financial Services Advisors Inc. ($7.39M), Karpus Management Inc. ($6.19M), UBS Group AG ($5.04M), and Raymond James & Associates ($4.76M).Learn more on EOS's institutional investors.

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

Of the 57 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 ($449.53K), Karpus Management Inc. ($345.90K), Guggenheim Capital LLC ($301.11K), Wolverine Asset Management LLC ($248.29K), Shaker Financial Services LLC ($235.04K), Cohen & Steers Inc. ($113.80K), 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 2,759,048 shares in the last 24 months. This purchase volume represents approximately $47.55M 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: Bank of America Corp DE ($191.84K), Claraphi Advisory Network LLC ($83.96K), Shaker Financial Services LLC ($47.21K), Diversified LLC ($46.64K), LPL Financial LLC ($42.43K), Pinnacle Financial Partners Inc. ($26.34K), and International Assets Investment Management LLC ($24.44K).

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

Institutional investors have sold a total of 680,781 shares in the last 24 months. This volume of shares sold represents approximately $12.51M in transactions.


This page (NYSEARCA:EOS) was last updated on 4/27/2024 by MarketBeat.com Staff

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