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.
Q2 2022 vs. Q1 2022
How the institutions holding Eaton Vance Enhanced Equity Income Fund II changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Of which not filed for Q2 2022 | Q2 2022 | Change |
|---|---|---|---|---|
| Holders | 89 | 1 | 89 | +1 |
| Shares | 8.05M | 113.8K | 7.91M | −20.1K (−0.3%) |
| Value | $165.3M | $2.39M | $128.5M | −$34.4M (−21.1%) |
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held Eaton Vance Enhanced Equity Income Fund II at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisors Asset Management, Inc. | 116,927 | $1.89M | 0.03% |
| Shaker Financial Services, LLC | 89,004 | $1.44M | 0.70% |
| Global Assets Advisory, LLC | 26,970 | $459.0K | 0.99% |
| OTA Financial Group L.P. | 15,353 | $248.0K | 0.12% |
| Wolverine Asset Management LLC | 15,253 | $246.0K | 0.00% |
| Venture Visionary Partners LLC | 5,075 | $82.2K | 0.01% |
| CoreCap Advisors, LLC | 4,960 | $80.0K | 0.01% |
| Larson Financial Group LLC | 737 | $12.0K | 0.00% |
| CX Institutional | 600 | $10.0K | 0.00% |
| JPMorgan Chase & Co | 120 | $2.00K | 0.00% |
| Harbour Investments, Inc. | 125 | $2.00K | 0.00% |
Sold out (10)
Institutions that held Eaton Vance Enhanced Equity Income Fund II at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Creative Planning | 16,369 | $344.0K |
| Money Concepts Capital Corp | 11,752 | $247.0K |
| Stableford Capital II LLC | 11,000 | $227.0K |
| Kercheville Advisors, LLC | 10,453 | $220.0K |
| Stockman Wealth Management, Inc. | 10,000 | $210.0K |
| Koshinski Asset Management, Inc. | 2,735 | $57.4K |
| Herold Advisors, Inc. | 1,250 | $26.3K |
| Mark Sheptoff Financial Planning, LLC | 362 | $8.00K |
| Selective Wealth Management, Inc. | 355 | $7.00K |
| FMR LLC | 1 | $0 |
Not filed for Q2 2022 yet (1)
Institutions that held Eaton Vance Enhanced Equity Income Fund II at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Midwest Wealth Management Inc. | 113,832 | $2.39M |