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 | 02/13/2026 | 1.27 M | $29.62 M | 0.91% | 2.38% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.20 M | $28.19 M | -0.64% | 2.27% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 791.91 K | $18.54 M | 3.69% | 1.49% |
| INVESCO LTD. | 02/19/2026 | 728.82 K | $17.06 M | 27.93% | 1.37% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 719.34 K | $16.84 M | 5.12% | 1.35% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 684.07 K | $16.01 M | 2.05% | 1.29% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 647.33 K | $15.16 M | -0.41% | 1.22% |
| UBS GROUP AG | 01/29/2026 | 440.19 K | $10.30 M | 20.26% | 0.83% |
| LPL FINANCIAL LLC | 02/11/2026 | 409.53 K | $9.59 M | 3.45% | 0.77% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 378.14 K | $8.85 M | -3.33% | 0.71% |
| ROYAL BANK OF CANADA | 02/17/2026 | 350.46 K | $8.20 M | 14.42% | 0.66% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 214.67 K | $5.03 M | -20.11% | 0.40% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 184.99 K | $4.33 M | 73.63% | 0.35% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 171.19 K | $4.01 M | 2.57% | 0.32% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 162.78 K | $3.81 M | 299.38% | 0.31% |
| CHUNG WU INVESTMENT GROUP, LLC | 02/02/2026 | 158.61 K | $3.71 M | -1.29% | 0.30% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 137.46 K | $3.22 M | -1.79% | 0.26% |
| JBR CO FINANCIAL MANAGEMENT INC | 01/06/2026 | 136.91 K | $3.20 M | -1.12% | 0.26% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 119.86 K | $2.81 M | 8.93% | 0.23% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 118.36 K | $2.77 M | 2.48% | 0.22% |
| 03/13/2026 | 108.56 K | $2.54 M | 100.00% | 0.20% | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 102.43 K | $2.40 M | 100.00% | 0.19% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 92.03 K | $2.15 M | 100.00% | 0.17% |
| COHEN & STEERS, INC. | 02/13/2026 | 89.36 K | $2.09 M | -47.85% | 0.17% |
| SUNBELT SECURITIES, INC. | 02/20/2026 | 87.37 K | $2.05 M | -11.19% | 0.16% |
| ROMAN BUTLER FULLERTON & CO | 01/26/2026 | 83.62 K | $1.88 M | 5.18% | 0.16% |
| 01/28/2026 | 78.37 K | $1.83 M | 0.97% | 0.15% | |
| 02/03/2026 | 67.80 K | $1.59 M | 100.00% | 0.13% | |
| GLOBAL ASSETS ADVISORY, LLC | 02/09/2026 | 66.31 K | $1.55 M | -1.86% | 0.12% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 60.82 K | $1.42 M | 100.00% | 0.11% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 57.79 K | $1.35 M | 2.59% | 0.11% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 54.03 K | $1.26 M | 100.00% | 0.10% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 51.10 K | $1.20 M | 2.93% | 0.10% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 50.27 K | $1.18 M | -7.55% | 0.09% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 50.14 K | $1.17 M | 2.13% | 0.09% |
| OPPENHEIMER & CO INC | 02/02/2026 | 44.28 K | $1.04 M | 5.13% | 0.08% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 42.63 K | $998.03 K | 1.73% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 41.85 K | $980.00 K | 2.47% | 0.08% |
| TBH GLOBAL ASSET MANAGEMENT, LLC | 01/29/2026 | 39.60 K | $926.94 K | 0.31% | 0.07% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 36.51 K | $854.77 K | 100.00% | 0.07% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 36.35 K | $850.93 K | -1.82% | 0.07% |
| CHANCELLOR FINANCIAL GROUP WB LP | 02/05/2026 | 34.45 K | $806.35 K | 2.02% | 0.06% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 32.12 K | $752.02 K | 0.00% | 0.06% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 27.55 K | $644.95 K | 11.38% | 0.05% |
| PENSIONMARK FINANCIAL GROUP, LLC | 03/13/2026 | 26.87 K | $629.11 K | 148.13% | 0.05% |
| TYCHE WEALTH PARTNERS LLC | 01/23/2026 | 26.64 K | $623.59 K | 0.05% | 0.05% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 26.15 K | $612.11 K | 12.21% | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 24.54 K | $574.43 K | 0.29% | 0.05% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 23.86 K | $558.51 K | -5.31% | 0.04% |
| NBC SECURITIES, INC. | 01/29/2026 | 23.00 K | $538.43 K | -8.82% | 0.04% |
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Eaton Vance Enhanced Equity Income Fund II institutional Ownership - FAQ's
During the previous two years, 201 institutional investors and hedge funds held shares of Eaton Vance Enhanced Equity Income Fund II. The most heavily invested institutionals were:
UBS Group AG: 428,143
COMMONWEALTH EQUITY SERVICES, LLC: 349,044
WOLVERINE ASSET MANAGEMENT LLC: 244,924
JBR Co Financial Management Inc: 136,906
ROMAN BUTLER FULLERTON & CO: 84,705
Kestra Advisory Services, LLC: 66,383
21.43% of Eaton Vance Enhanced Equity Income Fund II stock is owned by institutional investors.
Institutional investors have bought a total of 13.68 M shares in the last 24 months. This purchase volume represents approximately $294.57 M in transactions.