Eaton Vance Enhanced Equity Income Fund II Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 1.21 M | $24.83 M | -4.10% | 2.28% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.13 M | $23.21 M | -5.78% | 2.13% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 769.23 K | $15.74 M | 6.94% | 1.44% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 728.26 K | $14.90 M | -8.04% | 1.37% |
| INVESCO LTD. | 05/12/2026 | 723.01 K | $14.79 M | -0.80% | 1.36% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 699.48 K | $14.31 M | 2.25% | 1.31% |
| UBS GROUP AG | 05/05/2026 | 428.14 K | $8.76 M | -2.74% | 0.80% |
| LPL FINANCIAL LLC | 05/06/2026 | 412.73 K | $8.44 M | 0.78% | 0.77% |
| ROYAL BANK OF CANADA | 05/15/2026 | 366.37 K | $7.50 M | 4.54% | 0.69% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 349.04 K | $7.14 M | -7.70% | 0.65% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 300.15 K | $6.14 M | -53.63% | 0.56% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 275.67 K | $5.64 M | 49.02% | 0.52% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 244.92 K | $5.01 M | 50.46% | 0.46% |
| CHUNG WU INVESTMENT GROUP, LLC | 05/12/2026 | 157.31 K | $3.22 M | -0.82% | 0.30% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 141.99 K | $2.91 M | 3.29% | 0.27% |
| JBR CO FINANCIAL MANAGEMENT INC | 04/08/2026 | 136.91 K | $3.20 M | 0.00% | 0.26% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 132.73 K | $2.72 M | -38.17% | 0.25% |
| COHEN & STEERS, INC. | 05/15/2026 | 129.36 K | $2.65 M | 44.77% | 0.24% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 128.98 K | $2.64 M | 40.15% | 0.24% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 124.20 K | $2.53 M | 4.94% | 0.23% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 120.93 K | $2.47 M | 0.89% | 0.23% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 113.94 K | $2.33 M | -33.44% | 0.21% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 110.53 K | $2.26 M | 4,919.62% | 0.21% |
| 05/13/2026 | 106.66 K | $2.18 M | -1.75% | 0.20% | |
| ROMAN BUTLER FULLERTON & CO | 04/30/2026 | 84.71 K | $1.80 M | 1.30% | 0.16% |
| 04/17/2026 | 84.29 K | $1.72 M | 7.56% | 0.16% | |
| 04/30/2026 | 77.05 K | $1.58 M | 13.64% | 0.14% | |
| STIFEL FINANCIAL CORP | 05/12/2026 | 75.38 K | $1.54 M | 49.95% | 0.14% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/12/2026 | 71.48 K | $1.46 M | -30.21% | 0.13% |
| SUNBELT SECURITIES, INC. | 05/18/2026 | 69.02 K | $1.41 M | -21.00% | 0.13% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 66.38 K | $1.36 M | 14.88% | 0.12% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 61.59 K | $1.26 M | 1.28% | 0.12% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 55.52 K | $1.14 M | 8.64% | 0.10% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 49.67 K | $1.02 M | -0.93% | 0.09% |
| OPPENHEIMER & CO INC | 04/24/2026 | 45.27 K | $926.25 K | 2.24% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 44.21 K | $905.00 K | 5.65% | 0.08% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 41.45 K | $848.03 K | 13.52% | 0.08% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 41.03 K | $853.81 K | 92.49% | 0.08% |
| TBH GLOBAL ASSET MANAGEMENT, LLC | 04/23/2026 | 39.47 K | $807.64 K | -0.31% | 0.07% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 37.72 K | $771.71 K | -30.19% | 0.07% |
| CHANCELLOR FINANCIAL GROUP WB LP | 05/14/2026 | 34.88 K | $713.63 K | 1.26% | 0.07% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 34.41 K | $704.03 K | -5.33% | 0.06% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 32.56 K | $666.23 K | -23.62% | 0.06% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 32.12 K | $657.26 K | 0.00% | 0.06% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 31.82 K | $650.98 K | 15.49% | 0.06% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 28.42 K | $581.39 K | 15.80% | 0.05% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 28.01 K | $573.05 K | 7.12% | 0.05% |
| JEFFERIES FINANCIAL GROUP INC. | 05/08/2026 | 26.91 K | $550.64 K | 41.16% | 0.05% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 26.48 K | $541.83 K | -1.46% | 0.05% |
| TYCHE WEALTH PARTNERS LLC | 05/06/2026 | 26.43 K | $540.67 K | -0.80% | 0.05% |
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Eaton Vance Enhanced Equity Income Fund II institutional Ownership - FAQ's
During the previous two years, 194 institutional investors and hedge funds held shares of Eaton Vance Enhanced Equity Income Fund II. The most heavily invested institutionals were:
MORGAN STANLEY: 1.21 M
BANK OF AMERICA CORP /DE/: 1.13 M
WELLS FARGO & COMPANY/MN: 769,232
GUGGENHEIM CAPITAL LLC: 728,260
Invesco Ltd.: 723,010
RAYMOND JAMES FINANCIAL INC: 699,479
20.69% of Eaton Vance Enhanced Equity Income Fund II stock is owned by institutional investors.
Institutional investors have bought a total of 13.24 M shares in the last 24 months. This purchase volume represents approximately $285.11 M in transactions.