Eaton Vance Enh Eqt Inc. IIEOS
13F holders, Q1 2024 (March 31)105holders
$20.07avg. 13F price*
At the end of Q1 2024, 105 institutions reported holding Eaton Vance Enh Eqt Inc. II (EOS) in their 13F filings. The largest holders were Bank of America Corp. ($30.1M), Morgan Stanley ($23.7M) and Guggenheim Capital LLC ($17.7M).
- Company
- Eaton Vance Enh Eqt Inc. II
- CUSIP
- 278277108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.4M |
| Exits | 7 | $1.1M |
Ownership 105 holders
| Bank of America Corp. | 0.00% | Reduce -3.8% | 1,492,391 | $30.1M |
| Morgan Stanley | 0.00% | Add +0.8% | 1,175,848 | $23.7M |
| Guggenheim Capital LLC | 0.13% | Add +0.1% | 876,816 | $17.7M |
| Cornerstone Advisors, LLC | 0.58% | Add +6.0% | 695,027 | $14.0M |
| Invesco Ltd. | 0.00% | Reduce -6.6% | 570,953 | $11.5M |
| Wells Fargo & Company | 0.00% | Add +6.8% | 516,896 | $10.4M |
| Karpus Management, Inc. | 0.27% | Add +8.7% | 464,371 | $9.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.9% | 366,291 | $7.4M |
| UBS Group AG | 0.00% | Add +7.5% | 360,909 | $7.3M |
| Advisors Asset Management, Inc. | 0.11% | Add +32.9% | 273,742 | $5.5M |
| LPL Financial LLC | 0.00% | Reduce -0.5% | 257,570 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +39.3% | 252,759 | $5.1M |
| Royal Bank of Canada | 0.00% | Add +3.0% | 242,026 | $4.9M |
| Raymond James & Associates | 0.00% | Add +10.3% | 236,060 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +1039.7% | 198,960 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Add +6.1% | 196,022 | $4.0M |
| Cohen & Steers, Inc. | 0.01% | Add +123.1% | 194,116 | $3.9M |
| 1607 Capital Partners, LLC | 0.27% | Add +44.1% | 165,210 | $3.3M |
| Sunbelt Securities, Inc. | 0.33% | Add +8.6% | 145,415 | $2.9M |
| JBR Co Financial Management Inc | 1.83% | Reduce -5.0% | 113,567 | $2.3M |
| Larson Financial Group LLC | 0.14% | Reduce -4.6% | 92,204 | $1.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.0% | 91,345 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -47.3% | 86,941 | $1.8M |
| Roman Butler Fullerton & Co. | 0.56% | Add +1.3% | 76,063 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +1.0% | 60,722 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.2% | 58,513 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -22.9% | 56,457 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.5% | 52,065 | $1.1M |
| Global Assets Advisory, LLC | 0.63% | Add +13.9% | 52,097 | $1.0M |
| Landscape Capital Management, L.L.C. | 0.09% | Reduce -0.0% | 50,868 | $1.0M |
| Concourse Financial Group Securities, Inc. | 0.05% | Reduce -2.1% | 41,897 | $845K |
| TBH Global Asset Management, LLC | 0.17% | No change | 41,157 | $830K |
| Corient Private Wealth LP | 0.00% | Add +3.2% | 39,522 | $797K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +60.1% | 37,869 | $764K |
| Private Advisor Group, LLC | 0.01% | Reduce -9.4% | 35,902 | $724K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.1% | 32,774 | $661K |
| Shaker Financial Services, LLC | 0.26% | Reduce -67.0% | 32,762 | $661K |
| D.A. Davidson & Co. | 0.01% | Add +5.3% | 27,609 | $557K |
| Ameritas Advisory Services, LLC | 0.02% | Add +78.0% | 27,728 | $551K |
| Tyche Wealth Partners LLC | 0.13% | Reduce -12.7% | 26,828 | $541K |
| Envestnet Asset Management Inc. | 0.00% | Add +136.2% | 25,530 | $515K |
| Oppenheimer & Co. Inc. | 0.01% | Add +6.3% | 23,589 | $476K |
| Lanark Financial, Inc. | 0.04% | Reduce -3.3% | 22,787 | $459K |
| Wealth Effects LLC | 0.17% | Reduce -11.8% | 22,279 | $449K |
| Truist Financial Corp. | 0.00% | Add +0.2% | 22,255 | $449K |
| HighTower Advisors, LLC | 0.00% | Add +114.2% | 22,078 | $444K |
| Compound Planning, Inc. | 0.04% | Add +9.3% | 21,634 | $436K |
| Semus Wealth Partners LLC | 0.35% | Reduce -19.5% | 20,784 | $419K |
| Bullseye Investment Management, LLC | 0.25% | New | 22,130 | $403K |
| International Assets Investment Management, LLC | 0.04% | Reduce -2.3% | 19,980 | $401K |
| UMB Bank, n.a. | 0.01% | No change | 18,179 | $367K |
| Creative Planning | 0.00% | Add +4.3% | 18,126 | $366K |
| NewEdge Advisors, LLC | 0.00% | Add +10.5% | 17,838 | $360K |
| Formidable Asset Management, LLC | 0.06% | No change | 17,199 | $347K |
| Captrust Financial Advisors | 0.00% | Reduce -6.6% | 15,883 | $320K |
| City Center Advisors, LLC | 0.37% | — | 15,732 | $317K |
| Savant Capital, LLC | 0.00% | No change | 15,500 | $313K |
| Cordgrass Capital Advisors, LLC | 0.09% | Add +0.9% | 14,850 | $300K |
| ARS Wealth Advisors Group, LLC | 0.04% | New | 13,500 | $272K |
| Shulman DeMeo Asset Management LLC | 0.07% | Reduce -0.6% | 13,378 | $270K |
| Diversified, LLC | 0.04% | Reduce -0.6% | 13,352 | $269K |
| Altus Wealth Group LLC | 0.13% | Reduce -66.0% | 13,322 | $269K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -12.1% | 13,039 | $263K |
| Jane Street Group, LLC | 0.00% | New | 12,173 | $246K |
| Hartline Investment Corp./ | 0.04% | New | 11,940 | $241K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 11,940 | $241K |
| Spire Wealth Management | 0.00% | Reduce -6.0% | 11,226 | $226K |
| Round Rock Advisors LLC | 0.05% | Add +0.3% | 10,836 | $219K |
| Traynor Capital Management, Inc. | 0.02% | No change | 10,730 | $216K |
| Commons Capital, LLC | 0.31% | Add +0.3% | 10,619 | $214K |
| Neuberger Berman Group LLC | 0.00% | No change | 10,600 | $214K |
| Stockman Wealth Management, Inc. | 0.04% | No change | 10,000 | $202K |
| Comerica Bank | 0.00% | No change | 9,452 | $191K |
| US Bancorp \de | 0.00% | No change | 9,326 | $188K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 7,748 | $156K |
| Wolverine Asset Management LLC | 0.01% | New | 7,668 | $155K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 6,960 | $140K |
| Allworth Financial LP | 0.00% | No change | 6,000 | $121K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +47.8% | 4,914 | $99K |
| Cypress Capital Management LLC (WY) | 0.08% | Add +2.9% | 3,550 | $72K |
| Future Financial Wealth Managment LLC | 0.05% | New | 3,000 | $61K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 2,500 | $50K |
| Builder Investment Group Inc. | 0.01% | No change | 50,000 | $50K |
| American Capital Advisory, LLC | 0.04% | No change | 2,725 | $45K |
| CoreFirst Bank & Trust | 0.02% | Reduce -21.8% | 1,799 | $36K |
| AlphaMark Advisors, LLC | 0.01% | No change | 1,727 | $35K |
| MCF Advisors LLC | 0.00% | No change | 1,427 | $29K |
| City Holding Co. | 0.00% | No change | 1,260 | $25K |
| Macroview Investment Management LLC | 0.03% | Add +316.7% | 1,250 | $25K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,221 | $25K |
| Assetmark, Inc. | 0.00% | Add +2665.9% | 1,217 | $25K |
| CNB Bank | 0.01% | New | 1,130 | $23K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -50.0% | 1,000 | $20K |
| Creekmur Asset Management LLC | 0.00% | Add +2.3% | 700 | $14K |
| Beacon Capital Management, LLC | 0.00% | New | 506 | $10K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 500 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 500 | $10K |
| CoreCap Advisors, LLC | 0.00% | New | 470 | $9K |
| Piscataqua Savings Bank | 0.01% | No change | 410 | $8K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 359 | $7K |
"% of holder's portfolio" is EOS's weight in each manager's 13F, not the share of Eaton Vance Enh Eqt Inc. II the manager owns.