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

Eaton Vance Enhanced Equity Income Fund II logo
$21.96 -0.24 (-1.08%)
As of 03:25 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)
74
Total
Institutional Inflows
(last 12 months)
$47.81M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$17.43M
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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
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,166$290K0.0%+7.9%0.000%
7/8/2026 Integrated Capital Management Inc.17,263$380K0.3%N/A0.000%
7/7/2026 City Center Advisors LLC16,337$360K0.3%-38.1%0.000%
6/18/2026Western Wealth Management LLC6,960$142K0.0%N/A0.000%
6/3/2026 Parallel Advisors LLC2,000$41K0.0%N/A0.000%
6/3/2026 NewEdge Advisors LLC28,008$573K0.0%+7.1%0.000%
5/26/2026 Axiom 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%
5/13/2026 Cetera Investment Advisers113,944$2.33M0.0%-33.4%0.000%
5/8/2026 PNC Financial Services Group Inc.14,129$289K0.0%+65.0%0.000%
5/7/2026 Parallel Advisors LLC2,000$41K0.0%N/A0.000%
5/4/2026 Calamos Advisors LLC41,448$848K0.0%+13.5%0.000%
5/1/2026 Fifth Third Bancorp5,701$117K0.0%+321.7%0.000%
4/30/2026 Roman Butler Fullerton & Co.84,705$1.80M0.5%+1.3%0.000%
4/30/2026 Kestra Advisory Services LLC66,383$1.36M0.0%+14.9%0.000%
4/27/2026 Private Advisor Group LLC49,668$1.02M0.0%-0.9%0.000%
4/22/2026 Janney Montgomery Scott LLC19,724$404K0.0%-4.5%0.000%
4/21/2026 Wealth Effects LLC11,135$228K0.1%+23.7%0.000%
4/17/2026 PMG 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%
3/13/2026 Fund Advisors of America Inc FL108,561$2.54M2.3%N/A0.000%
3/13/2026World Investment Advisors26,873$629K0.0%+148.1%0.000%
3/9/2026 Corient 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%
2/19/2026 Corient Private Wealth LLC36,349$851K0.0%-1.8%0.000%
2/18/2026Ameriflex Group Inc.3,550$83K0.0%-58.2%0.000%
2/18/2026 NewEdge Advisors LLC26,147$612K0.0%+12.2%0.000%
2/18/2026 Strong Retirement Solutions LLC11,322$265K0.2%N/A0.000%
2/18/20261607 Capital Partners LLC92,033$2.15M0.1%N/A0.000%
2/17/2026 Guggenheim Capital LLC791,908$18.54M0.1%+3.7%0.000%
2/17/2026 Cetera Investment Advisers171,191$4.01M0.0%+2.6%0.000%
2/17/2026 Kovack 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%
2/16/2026 Landscape Capital Management L.L.C.102,434$2.40M0.2%N/A0.000%
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2/13/2026 Kestra Advisory Services LLC57,786$1.35M0.0%+2.6%0.000%
2/13/2026 Altus Wealth Group LLC11,103$260K0.1%-13.4%0.000%
2/13/2026UMB Bank n.a.13,437$315K0.0%-14.3%0.000%
2/13/2026 Stifel 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%
2/13/2026 Summit 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%
2/12/2026 Commonwealth 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%
2/12/2026 Kovack Advisors Inc.21,316$500K0.0%N/A0.000%
2/11/2026 LPL Financial LLC409,530$9.59M0.0%+3.5%0.000%
2/11/2026 J.W. Cole Advisors Inc.19,603$436K0.0%+3.1%0.000%
2/9/2026 Harbour Investments Inc.5,844$137K0.0%+34.6%0.000%
2/9/2026 Global 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%
2/5/2026 Intrua Financial LLC8,944$209K0.0%N/A0.000%
2/5/2026 Chancellor 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%
2/3/2026 Costello Asset Management INC14,056$329K0.1%-19.7%0.000%
2/3/2026 Indivisible Partners67,803$1.59M0.2%N/A0.000%
2/2/2026 Wolverine Asset Management LLC162,779$3.81M0.0%+299.4%0.000%
2/2/2026 Truist Financial Corp27,550$645K0.0%+11.4%0.000%
2/2/2026 Chung Wu Investment Group LLC158,610$3.71M3.0%-1.3%0.000%
2/2/2026 Oppenheimer & 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%
1/29/2026 Calamos Advisors LLC36,513$855K0.0%N/A0.000%
1/29/2026 NBC Securities Inc.23,000$538K0.0%-8.8%0.000%
1/28/2026 PMG Family Office LLC78,365$1.84M2.1%+1.0%0.000%
1/26/2026 Shaker Financial Services LLC184,985$4.33M1.4%+73.6%0.000%
1/26/2026 Discipline Wealth Solutions LLC13,391$313K0.1%+23.1%0.000%
1/26/2026CWM LLC19,253$451K0.0%+10.4%0.000%
1/26/2026 Roman Butler Fullerton & Co.83,620$1.88M0.5%+5.2%0.000%
1/23/2026 Farther Finance Advisors LLC2,515$59K0.0%+1,415.1%0.000%
1/20/2026 Stratos Wealth Partners LTD.42,632$998K0.0%+1.7%0.000%
1/13/2026 Signal Advisors Wealth LLC11,322$265K0.0%+9.7%0.000%
1/12/2026 Traynor Capital Management Inc.9,292$218K0.0%-14.0%0.000%
1/7/2026 Harbor Investment Advisory LLC3,800$89K0.0%N/A0.000%
1/6/2026 JBR Co Financial Management Inc136,906$3.21M1.3%-1.1%0.000%
1/5/2026 Commons Capital LLC12,470$292K0.2%-6.0%0.000%
1/5/2026 City Center Advisors LLC22,852$535K0.5%+13.3%0.000%
12/22/2025 PMG Family Office LLC77,615$1.86M2.1%N/A0.000%
11/19/2025Sunbelt Securities Inc.98,376$2.35M0.2%-8.2%0.000%
11/17/2025 NewEdge Advisors LLC23,302$558K0.0%+17.8%0.000%
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11/17/2025Mariner LLC12,640$302K0.0%N/A0.000%
11/17/2025Larson Financial Group LLC139,970$3.35M0.1%+3.9%0.000%
11/17/2025 Elevation 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%
11/14/2025Creative Planning22,930$549K0.0%+21.7%0.000%
11/14/2025Raymond James Financial Inc.670,344$16.04M0.0%+2.9%0.000%
11/14/2025WCG Wealth Advisors LLC10,100$242K0.0%-44.2%0.000%
11/13/2025Invesco Ltd.569,706$13.63M0.0%+1.2%0.000%
11/13/2025UBS Group AG366,033$8.76M0.0%+13.6%0.000%


EOS Institutional Ownership - Frequently Asked Questions

During the previous two years, 133 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 121 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 2,029,528 shares in the last 24 months. This purchase volume represents approximately $47.81M in transactions.

Of the 35 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), Ameriprise Financial Inc. ($33.43K), and Wealth Effects LLC ($13.48K).

Institutional investors have sold a total of 754,296 shares in the last 24 months. This volume of shares sold represents approximately $17.43M in transactions.



Institutional ownership data for NYSEARCA:EOS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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