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 | 08/13/2026 | 1.24 M | $27.31 M | 2.11% | 2.32% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.10 M | $24.27 M | -2.95% | 2.07% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 758.77 K | $16.72 M | -1.36% | 1.42% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 738.67 K | $16.28 M | 1.43% | 1.39% |
| INVESCO LTD. | 08/14/2026 | 722.97 K | $15.93 M | -0.01% | 1.36% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 676.68 K | $14.91 M | -3.26% | 1.27% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 661.12 K | $14.57 M | 120.26% | 1.24% |
| LPL FINANCIAL LLC | 08/07/2026 | 431.82 K | $9.52 M | 4.63% | 0.81% |
| UBS GROUP AG | 08/13/2026 | 385.03 K | $8.49 M | -10.07% | 0.72% |
| ROYAL BANK OF CANADA | 08/14/2026 | 381.04 K | $8.40 M | 4.00% | 0.71% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 332.46 K | $7.33 M | -4.75% | 0.62% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 238.70 K | $5.26 M | -13.41% | 0.45% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 234.73 K | $5.17 M | -4.16% | 0.44% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 211.24 K | $4.66 M | 91.11% | 0.40% |
| COHEN & STEERS, INC. | 08/14/2026 | 174.36 K | $3.84 M | 34.79% | 0.33% |
| JBR CO FINANCIAL MANAGEMENT INC | 07/09/2026 | 148.65 K | $3.28 M | 8.58% | 0.28% |
| CHUNG WU INVESTMENT GROUP, LLC | 07/31/2026 | 147.81 K | $3.26 M | -6.04% | 0.28% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 145.36 K | $3.20 M | 2.37% | 0.27% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 143.24 K | $3.16 M | 18.45% | 0.27% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 135.55 K | $2.99 M | 5.09% | 0.25% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 134.33 K | $2.96 M | 459.87% | 0.25% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 123.03 K | $2.72 M | -0.94% | 0.23% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 114.31 K | $2.52 M | 0.32% | 0.21% |
| FUND ADVISORS OF AMERICA INC/FL | 08/11/2026 | 103.09 K | $2.27 M | -3.35% | 0.19% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 95.11 K | $2.10 M | 54.41% | 0.18% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 88.33 K | $1.95 M | 100.00% | 0.17% |
| ROMAN BUTLER FULLERTON & CO | 08/06/2026 | 87.87 K | $1.95 M | 3.74% | 0.16% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 87.41 K | $1.93 M | -34.15% | 0.16% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 86.76 K | $1.91 M | 2.92% | 0.16% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2026 | 78.71 K | $1.73 M | 10.11% | 0.15% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 77.36 K | $1.71 M | 2.63% | 0.15% |
| INDIVISIBLE PARTNERS | 08/04/2026 | 74.83 K | $1.65 M | -2.89% | 0.14% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 70.40 K | $1.55 M | 6.05% | 0.13% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 57.45 K | $1.27 M | 3.48% | 0.11% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 52.93 K | $1.17 M | 6.57% | 0.10% |
| LYNX INVESTMENT ADVISORY | 07/27/2026 | 46.00 K | $1.01 M | 100.00% | 0.09% |
| OPPENHEIMER & CO INC | 08/03/2026 | 45.12 K | $994.40 K | -0.34% | 0.08% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 44.41 K | $978.77 K | 7.14% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 43.36 K | $956.00 K | -1.92% | 0.08% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 43.35 K | $955.58 K | 52.56% | 0.08% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 42.29 K | $932.09 K | 100.00% | 0.08% |
| TBH GLOBAL ASSET MANAGEMENT, LLC | 08/05/2026 | 39.47 K | $870.01 K | 0.00% | 0.07% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 37.72 K | $831.31 K | 0.00% | 0.07% |
| CHANCELLOR FINANCIAL GROUP WB LP | 08/10/2026 | 35.61 K | $784.92 K | 2.10% | 0.07% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 32.14 K | $708.28 K | 1.00% | 0.06% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 32.12 K | $708.01 K | 0.00% | 0.06% |
| WESBANCO BANK INC | 07/28/2026 | 30.26 K | $666.84 K | 195.01% | 0.06% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 29.90 K | $658.89 K | -13.12% | 0.06% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 28.73 K | $633.29 K | 49.52% | 0.05% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 28.23 K | $622.27 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, 205 institutional investors and hedge funds held shares of Eaton Vance Enhanced Equity Income Fund II. The most heavily invested institutionals were:
MORGAN STANLEY: 1.24 M
BANK OF AMERICA CORP /DE/: 1.1 M
WELLS FARGO & COMPANY/MN: 758,767
GUGGENHEIM CAPITAL LLC: 738,672
Invesco Ltd.: 722,969
RAYMOND JAMES FINANCIAL INC: 676,679
22.11% of Eaton Vance Enhanced Equity Income Fund II stock is owned by institutional investors.
Institutional investors have bought a total of 14.34 M shares in the last 24 months. This purchase volume represents approximately $308.80 M in transactions.