Eaton Vance Enh Eqt Inc. IIEOS
13F holders, Q2 2024 (June 30)110holders +5
15new positions
11sold out
$21.76avg. 13F price*
At the end of Q2 2024, 110 institutions reported holding Eaton Vance Enh Eqt Inc. II (EOS) in their 13F filings, up 5 from Q1 2024. 15 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($29.8M), Morgan Stanley ($26.4M) and Guggenheim Capital LLC ($18.2M).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $2.8M |
| Exits | 11 | $1.6M |
All 13F filers, Q1 2024 → Q2 2024: 566,369 shares bought and 657,534 shares sold, net −91,165 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| Bank of America Corp. | 0.00% | Reduce -8.3% | 1,368,176 | $29.8M |
| Morgan Stanley | 0.00% | Add +2.9% | 1,209,863 | $26.4M |
| Guggenheim Capital LLC | 0.13% | Reduce -4.5% | 836,897 | $18.2M |
| Invesco Ltd. | 0.00% | Add +5.7% | 603,274 | $13.1M |
| Wells Fargo & Company | 0.00% | Add +8.4% | 560,093 | $12.2M |
| Karpus Management, Inc. | 0.29% | Add +3.3% | 479,585 | $10.4M |
| Cornerstone Advisors, LLC | 0.41% | Reduce -32.8% | 467,232 | $10.2M |
| Advisors Asset Management, Inc. | 0.16% | Add +41.5% | 387,229 | $8.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.4% | 371,354 | $8.1M |
| UBS Group AG | 0.00% | Reduce -4.1% | 346,146 | $7.5M |
| LPL Financial LLC | 0.00% | Add +15.2% | 296,627 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.1% | 265,692 | $5.8M |
| Royal Bank of Canada | 0.00% | Add +0.3% | 242,706 | $5.3M |
| Raymond James & Associates | 0.00% | Reduce -0.1% | 235,863 | $5.1M |
| Cohen & Steers, Inc. | 0.01% | Add +16.9% | 226,914 | $4.9M |
| Cetera Investment Advisers | 0.01% | Add +0.1% | 199,190 | $4.3M |
| 1607 Capital Partners, LLC | 0.39% | Add +19.5% | 197,498 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -22.2% | 152,545 | $3.3M |
| Sunbelt Securities, Inc. | 0.32% | Add +0.0% | 145,466 | $3.2M |
| JBR Co Financial Management Inc | 1.75% | Add +0.6% | 114,203 | $2.5M |
| Larson Financial Group LLC | 0.15% | Add +9.0% | 100,518 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +9.0% | 99,552 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.1% | 85,959 | $1.9M |
| Roman Butler Fullerton & Co. | 0.58% | Add +4.0% | 79,139 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.6% | 57,598 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -5.7% | 57,272 | $1.2M |
| Concourse Financial Group Securities, Inc. | 0.08% | Add +32.7% | 55,582 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.4% | 52,803 | $1.2M |
| Global Assets Advisory, LLC | 1.78% | Reduce -1.7% | 51,226 | $1.1M |
| Shaker Financial Services, LLC | 0.42% | Add +45.3% | 47,610 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.0% | 41,272 | $899K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -28.4% | 40,414 | $880K |
| TBH Global Asset Management, LLC | 0.19% | Reduce -4.1% | 39,474 | $860K |
| Private Advisor Group, LLC | 0.01% | Add +9.3% | 39,228 | $854K |
| Corient Private Wealth LP | 0.00% | Reduce -2.5% | 38,539 | $839K |
| D.A. Davidson & Co. | 0.01% | No change | 27,609 | $601K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -2.1% | 27,139 | $591K |
| Tyche Wealth Partners LLC | 0.14% | Add +0.1% | 26,843 | $585K |
| Fairman Group, LLC | 0.58% | New | 26,418 | $575K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.4% | 25,900 | $564K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -24.3% | 24,819 | $541K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.6% | 24,210 | $527K |
| Compound Planning, Inc. | 0.04% | Add +6.0% | 22,933 | $499K |
| Gratus Capital, LLC | 0.02% | New | 22,500 | $490K |
| NewEdge Advisors, LLC | 0.00% | Add +25.2% | 22,338 | $487K |
| Wealth Effects LLC | 0.18% | Add +0.2% | 22,321 | $486K |
| Sanctuary Advisors, LLC | 0.00% | — | 24,652 | $483K |
| Lanark Financial, Inc. | 0.04% | Reduce -4.1% | 21,855 | $476K |
| Truist Financial Corp. | 0.00% | Reduce -6.9% | 20,723 | $451K |
| International Assets Investment Management, LLC | 0.04% | Add +1.8% | 20,348 | $443K |
| HighTower Advisors, LLC | 0.00% | Reduce -13.7% | 19,065 | $416K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -62.9% | 18,858 | $411K |
| Semus Wealth Partners LLC | 0.32% | Reduce -9.7% | 18,777 | $409K |
| Creative Planning | 0.00% | No change | 18,126 | $395K |
| Formidable Asset Management, LLC | 0.06% | No change | 17,199 | $375K |
| UMB Bank, n.a. | 0.01% | Reduce -13.7% | 15,684 | $342K |
| Savant Capital, LLC | 0.00% | No change | 15,500 | $338K |
| Cordgrass Capital Advisors, LLC | 0.10% | Add +1.9% | 15,129 | $330K |
| City Center Advisors, LLC | 0.37% | No change | 15,732 | $317K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.9% | 13,935 | $304K |
| ARS Wealth Advisors Group, LLC | 0.04% | No change | 13,500 | $294K |
| Diversified, LLC | 0.03% | Add +0.4% | 13,404 | $292K |
| Shulman DeMeo Asset Management LLC | 0.08% | Reduce -0.4% | 13,325 | $290K |
| Altus Wealth Group LLC | 0.15% | No change | 13,322 | $290K |
| Captrust Financial Advisors | 0.00% | Reduce -16.7% | 13,233 | $288K |
| Calamos Advisors LLC | 0.00% | New | 12,726 | $277K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 12,513 | $273K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 11,940 | $260K |
| Perigon Wealth Management, LLC | 0.01% | New | 11,095 | $242K |
| Spire Wealth Management | 0.01% | Reduce -2.5% | 10,951 | $239K |
| Traynor Capital Management, Inc. | 0.02% | No change | 10,730 | $234K |
| Commons Capital, LLC | 0.28% | Add +0.4% | 10,657 | $232K |
| Neuberger Berman Group LLC | 0.00% | No change | 10,600 | $231K |
| Stockman Wealth Management, Inc. | 0.04% | No change | 10,000 | $218K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 9,771 | $213K |
| Garden State Investment Advisory Services LLC | 0.07% | New | 9,670 | $211K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 9,379 | $204K |
| US Bancorp \de | 0.00% | No change | 9,326 | $203K |
| Comerica Bank | 0.00% | Reduce -1.5% | 9,308 | $203K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 9,234 | $201K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 7,748 | $156K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 6,960 | $152K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.9% | 5,009 | $109K |
| Cypress Capital Management LLC (WY) | 0.08% | No change | 3,550 | $77K |
| Cornerstone Planning Group LLC | 0.02% | New | 2,958 | $58K |
| American Capital Advisory, LLC | 0.04% | No change | 2,725 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +340.0% | 2,200 | $47K |
| AlphaMark Advisors, LLC | 0.01% | No change | 1,727 | $38K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -32.0% | 1,700 | $37K |
| MCF Advisors LLC | 0.00% | No change | 1,427 | $31K |
| City Holding Co. | 0.00% | No change | 1,260 | $27K |
| Macroview Investment Management LLC | 0.03% | No change | 1,250 | $27K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,221 | $27K |
| CNB Bank | 0.01% | No change | 1,130 | $25K |
| Fortis Group Advisors, LLC | 0.00% | No change | 1,000 | $22K |
| Fifth Third Bancorp | 0.00% | New | 1,000 | $22K |
| Strategic Financial Concepts, LLC | 0.01% | New | 10,181 | $17K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +99.4% | 716 | $16K |
| Creekmur Asset Management LLC | 0.00% | Add +1.1% | 708 | $15K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 500 | $11K |
"% 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.