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

Eaton Vance Enhanced Equity Income Fund II logo
$22.49 +0.16 (+0.72%)
Closing price 04:10 PM Eastern
Extended Trading
$22.56 +0.08 (+0.33%)
As of 07:24 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)
85
Total
Institutional Inflows
(last 12 months)
$55.92M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$22.90M
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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
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%
3/13/2026Fund Advisors of America Inc FL108,561$2.54M2.3%N/A0.000%
3/13/2026 World Investment Advisors26,873$629K0.0%+148.1%0.000%
3/9/2026Corient 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%
2/19/2026Corient Private Wealth LLC36,349$851K0.0%-1.8%0.000%
2/18/2026Ameriflex Group Inc.3,550$83K0.0%-58.2%0.000%
2/18/2026NewEdge 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%
2/17/2026Guggenheim Capital LLC791,908$18.54M0.1%+3.7%0.000%
2/17/2026Cetera Investment Advisers171,191$4.01M0.0%+2.6%0.000%
2/17/2026Kovack 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%
2/16/2026Landscape Capital Management L.L.C.102,434$2.40M0.2%N/A0.000%
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%
2/13/2026Stifel 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%
2/13/2026Summit 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%
2/12/2026Kovack Advisors Inc.21,316$500K0.0%N/A0.000%
2/11/2026LPL 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%
2/9/2026Harbour 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%
2/5/2026Chancellor Financial Group WB LP34,445$806K0.5%+2.0%0.000%
2/4/2026Ameritas Advisory Services LLC21,367$500K0.0%-17.4%0.000%
2/4/2026 World 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%
2/2/2026Chung 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%
1/26/2026Shaker 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%
1/12/2026Traynor 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%
11/17/2025NewEdge Advisors LLC23,302$558K0.0%+17.8%0.000%
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%
11/13/2025 Private Advisor Group LLC49,090$1.18M0.0%+19.9%0.000%
11/13/2025Jefferies Financial Group Inc.13,950$334K0.0%+17.4%0.000%
11/13/2025Ameriflex Group Inc.8,500$203K0.1%N/A0.000%
11/12/2025Chancellor Financial Group WB LP33,764$808K0.6%+5.7%0.000%
11/10/2025Compound Planning Inc.28,852$690K0.0%+4.6%0.000%
11/6/2025Advisors Asset Management Inc.268,709$6.43M0.1%-32.7%0.000%
11/6/2025 Stratos Wealth Partners LTD.41,907$1.00M0.0%+8.1%0.000%
11/6/2025 Costello Asset Management INC17,512$419K0.1%-5.1%0.000%
11/6/2025 Oppenheimer & Co. Inc.42,118$1.01M0.0%+19.1%0.000%
11/6/2025 Roman Butler Fullerton & Co.79,499$1.90M0.5%+1.4%0.000%
11/5/2025Bessemer Group Inc.3,500$84K0.0%N/A0.000%
11/5/2025 Savant Capital LLC22,725$544K0.0%+44.9%0.000%
11/5/2025 J.W. Cole Advisors Inc.19,007$455K0.0%+2.8%0.000%
11/5/2025 Envestnet Asset Management Inc.14,755$353K0.0%+7.4%0.000%


EOS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EOS shares?

During the previous two years, 131 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 ($29M), 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.

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

Of the 119 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 ($188.14K), Chung Wu Investment Group LLC ($166.83K), and Wolverine Asset Management LLC ($162.78K).

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

Institutional investors have bought a total of 2,381,345 shares in the last 24 months. This purchase volume represents approximately $55.92M in transactions.

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

Of the 45 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: Advisors Asset Management Inc. ($209.67K), Bank of America Corp DE ($166.70K), Invesco Ltd. ($124.29K), Global Assets Advisory LLC ($101.13K), Cohen & Steers Inc. ($82K), Guggenheim Capital LLC ($67.70K), and Ameriprise Financial Inc. ($33.43K).

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

Institutional investors have sold a total of 980,840 shares in the last 24 months. This volume of shares sold represents approximately $22.90M in transactions.



This page (NYSEARCA:EOS) was last updated on 5/5/2026 by MarketBeat.com Staff.
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