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.
Q3 2023 vs. Q2 2023
How the institutions holding Eaton Vance Enhanced Equity Income Fund II changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 89 | 93 | +4 |
| Shares | 8.89M | 9.29M | +400.6K (+4.5%) |
| Value | $158.3M | $158.8M | +$543.2K (+0.3%) |
New holders (10)
Institutions that held Eaton Vance Enhanced Equity Income Fund II at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| NBC Securities, Inc. | 20,652 | $354.0K | 0.04% |
| Mariner, LLC | 14,209 | $244.1K | 0.00% |
| One Capital Management, LLC | 13,000 | $223.3K | 0.01% |
| Stratos Wealth Advisors, LLC | 10,900 | $187.3K | 0.01% |
| Comerica Bank | 9,397 | $161.4K | 0.00% |
| LWM Advisory Services, LLC | 1,385 | $23.8K | 0.03% |
| Fortis Group Advisors, LLC | 1,000 | $17.2K | 0.01% |
| Carolinas Wealth Consulting LLC | 500 | $8.15K | 0.00% |
| Flaharty Asset Management, LLC | 400 | $6.87K | 0.00% |
| FMR LLC | 1 | $17 | 0.00% |
Sold out (6)
Institutions that held Eaton Vance Enhanced Equity Income Fund II at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Landscape Capital Management, L.L.C. | 39,396 | $704.8K |
| Atria Wealth Solutions, Inc. | 26,665 | $477.0K |
| Foundations Investment Advisors, LLC | 24,235 | $433.6K |
| HighTower Advisors, LLC | 10,364 | $185.0K |
| Impact Partnership Wealth, LLC | 731 | $13.1K |
| First Manhattan Co | 12 | $232 |