Eaton Vance Enhanced Equity Income Fund II

EOS

Exchange: NYSE
SEC CIK: 0001308335

SEC filings (opens in a new tab)

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 2024 vs. Q3 2024

How the institutions holding Eaton Vance Enhanced Equity Income Fund II changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of EOS: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	113	3	123	+13
Shares	11.6M	625.2K	10.3M	−769.6K (−7.0%)
Value	$288.1M	$13.6M	$245.5M	−$29.0M (−10.6%)

3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (23)

Institutions that held Eaton Vance Enhanced Equity Income Fund II at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to EOS in Q4 2024
Institution	Shares	Value	% of portfolio
Raymond James Financial Inc	619,143	$14.8M	0.01%
Chung Wu Investment Group, LLC	166,830	$4.00M	4.02%
Chancellor Financial Group WB LP	29,613	$709.2K	0.57%
Compass Planning Associates Inc	22,335	$534.9K	0.54%
Essential Planning, LLC.	15,456	$346.5K	0.00%
Burk Holdings LLC	11,323	$271.2K	0.22%
Gateway Wealth Partners, LLC	10,000	$239.5K	0.06%
Apollon Wealth Management, LLC	9,970	$238.8K	0.01%
Heritage Investment Group, Inc.	9,800	$234.7K	0.04%
Transcend Wealth Collective, LLC	9,078	$217.4K	0.02%
Wetherby Asset Management Inc	8,389	$200.9K	0.01%
Ameriflex Group, Inc.	6,300	$151.6K	0.07%
Thurston, Springer, Miller, Herd & Titak, Inc.	5,210	$124.8K	0.03%
Washington Trust Advisors, Inc.	2,965	$71.0K	0.01%
Kentucky Trust Co	1,800	$43.1K	0.03%
Capital Analysts, LLC	1,100	$26.0K	0.00%
UMA Financial Services, Inc.	820	$19.6K	0.00%
Eastern Bank	600	$14.4K	0.00%
ORG Partners LLC	500	$12.0K	0.00%
Transce3nd, LLC	389	$9.32K	0.00%
Plante Moran Financial Advisors, LLC	165	$3.95K	0.00%
MAI Capital Management	100	$2.40K	0.00%
FMR LLC	1	$24	0.00%

Sold out (10)

Institutions that held Eaton Vance Enhanced Equity Income Fund II at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of EOS in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Cornerstone Advisors, LLC	201,874	$4.38M
Stratos Wealth Partners, LTD.	48,141	$1.04M
Landscape Capital Management, L.L.C.	10,082	$218.8K
Stratos Wealth Advisors, LLC	9,885	$214.5K
Wolverine Asset Management LLC	3,859	$83.7K
Macroview Investment Management LLC	1,250	$27.1K
Carolinas Wealth Consulting LLC	500	$10.8K
Flaharty Asset Management, LLC	400	$8.68K
Investors Research Corp	234	$5.08K
CoreCap Advisors, LLC	11	$237

Not filed for Q4 2024 yet (3)

Institutions that held Eaton Vance Enhanced Equity Income Fund II at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EOS in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Raymond James Financial Services Advisors, Inc.	374,583	$8.13M
Raymond James & Associates	238,245	$5.17M
Diversified, LLC	12,327	$267.5K