Eaton Vance Enhanced Equity Income Fund II
EOS- Exchange
- NYSE
- SEC CIK
- 0001308335
In the last 90 days, Eaton Vance Enhanced Equity Income Fund II insiders filed 1 open-market purchase and 0 sales; 137 institutions reported holding it in 13F filings for Q2 2026, worth $259.6M in total; no superinvestor holds it.
Q4 2021 vs. Q3 2021
How the institutions holding Eaton Vance Enhanced Equity Income Fund II changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 83 | 2 | 99 | +18 |
| Shares | 8.64M | 28.5K | 8.98M | +360.8K (+4.2%) |
| Value | $200.7M | $661.0K | $220.4M | +$20.3M (+10.1%) |
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (25)
Institutions that held Eaton Vance Enhanced Equity Income Fund II at the end of Q4 2021 but not at the end of Q3 2021.
Sold out (7)
Institutions that held Eaton Vance Enhanced Equity Income Fund II at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Cassia Capital Partners, LLC | 109,943 | $2.55M |
| Formidable Asset Management, LLC | 18,528 | $430.0K |
| Cypress Capital Management LLC (WY) | 3,450 | $80.0K |
| Citigroup Inc | 2,709 | $63.0K |
| Herold Advisors, Inc. | 1,250 | $29.0K |
| Arkadios Wealth Advisors | 769 | $17.0K |
| CX Institutional | 600 | $14.0K |
Not filed for Q4 2021 yet (2)
Institutions that held Eaton Vance Enhanced Equity Income Fund II at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Ameritas Investment Company, LLC | 26,888 | $624.0K |
| Security National Trust Co | 1,600 | $37.0K |