Eaton Vance Enh Eqt Inc. IIEOS
13F holders, Q3 2024 (September 30)112holders +2
8new positions
5sold out
$21.70avg. 13F price*
At the end of Q3 2024, 112 institutions reported holding Eaton Vance Enh Eqt Inc. II (EOS) in their 13F filings, up 2 from Q2 2024. 8 opened new positions and 5 sold out. The largest holders were Bank of America Corp. ($30.7M), Morgan Stanley ($26.4M) and Guggenheim Capital LLC ($17.6M).
- Company
- Eaton Vance Enh Eqt Inc. II
- CUSIP
- 278277108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $264K |
| Exits | 5 | $625K |
All 13F filers, Q2 2024 → Q3 2024: 430,771 shares bought and 442,316 shares sold, net −11,545 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| Bank of America Corp. | 0.00% | Add +3.5% | 1,416,061 | $30.7M |
| Morgan Stanley | 0.00% | Add +0.5% | 1,215,518 | $26.4M |
| Guggenheim Capital LLC | 0.12% | Reduce -3.3% | 809,600 | $17.6M |
| Invesco Ltd. | 0.00% | Add +9.8% | 662,573 | $14.4M |
| Wells Fargo & Company | 0.00% | Add +3.5% | 579,492 | $12.6M |
| Karpus Management, Inc. | 0.28% | Reduce -2.6% | 467,134 | $10.1M |
| Advisors Asset Management, Inc. | 0.17% | Add +8.3% | 419,466 | $9.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +0.9% | 374,583 | $8.1M |
| UBS Group AG | 0.00% | Add +0.3% | 347,017 | $7.5M |
| LPL Financial LLC | 0.00% | Add +14.1% | 338,547 | $7.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.6% | 272,640 | $5.9M |
| Royal Bank of Canada | 0.00% | Add +7.1% | 260,001 | $5.6M |
| Raymond James & Associates | 0.00% | Add +1.0% | 238,245 | $5.2M |
| Cohen & Steers, Inc. | 0.01% | No change | 226,914 | $4.9M |
| Cornerstone Advisors, LLC | 0.17% | Reduce -56.8% | 201,874 | $4.4M |
| Cetera Investment Advisers | 0.01% | Reduce -8.0% | 183,169 | $4.0M |
| 1607 Capital Partners, LLC | 0.34% | Reduce -13.0% | 171,785 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +4.9% | 160,007 | $3.5M |
| Sunbelt Securities, Inc. | 0.25% | Reduce -18.3% | 118,785 | $2.6M |
| JBR Co Financial Management Inc | 1.57% | Reduce -3.1% | 110,612 | $2.4M |
| Larson Financial Group LLC | 0.13% | Add +8.7% | 109,214 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Add +16.9% | 100,481 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.6% | 98,910 | $2.1M |
| Roman Butler Fullerton & Co. | 0.53% | Add +0.8% | 79,792 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +463.4% | 70,504 | $1.5M |
| International Assets Investment Management, LLC | 0.11% | Add +215.3% | 64,161 | $1.3M |
| Shaker Financial Services, LLC | 0.49% | Add +26.2% | 60,090 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.5% | 59,064 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +0.8% | 57,735 | $1.3M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +1.4% | 56,362 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.3% | 51,571 | $1.1M |
| Global Assets Advisory, LLC | 0.61% | Add +0.7% | 51,571 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +19.1% | 48,141 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.5% | 45,200 | $981K |
| TBH Global Asset Management, LLC | 0.19% | No change | 39,474 | $857K |
| Private Advisor Group, LLC | 0.01% | Reduce -0.2% | 39,161 | $850K |
| Corient Private Wealth LP | 0.00% | Add +0.0% | 38,547 | $836K |
| D.A. Davidson & Co. | 0.01% | Add +7.0% | 29,554 | $641K |
| Tyche Wealth Partners LLC | 0.13% | Add +0.1% | 26,857 | $583K |
| Fairman Group, LLC | 0.52% | No change | 26,418 | $573K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.8% | 26,361 | $572K |
| NewEdge Advisors, LLC | 0.00% | Add +15.4% | 25,785 | $560K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -7.5% | 25,096 | $545K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.8% | 24,886 | $540K |
| Lanark Financial, Inc. | 0.04% | Add +12.8% | 24,645 | $534K |
| Compound Planning, Inc. | 0.03% | Add +6.1% | 24,332 | $528K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -8.4% | 22,574 | $523K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.2% | 23,774 | $516K |
| City Center Advisors, LLC | 0.55% | Add +44.7% | 22,762 | $494K |
| Wealth Effects LLC | 0.17% | Add +0.2% | 22,363 | $485K |
| Truist Financial Corp. | 0.00% | Add +0.3% | 20,785 | $451K |
| HighTower Advisors, LLC | 0.00% | Add +3.5% | 19,722 | $430K |
| Creative Planning | 0.00% | Add +1.7% | 18,426 | $400K |
| UMB Bank, n.a. | 0.01% | No change | 15,684 | $340K |
| Savant Capital, LLC | 0.00% | No change | 15,500 | $336K |
| Cordgrass Capital Advisors, LLC | 0.10% | Add +1.8% | 15,405 | $334K |
| Formidable Asset Management, LLC | 0.05% | Reduce -10.5% | 15,399 | $334K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.4% | 13,745 | $298K |
| ARS Wealth Advisors Group, LLC | 0.04% | No change | 13,500 | $293K |
| Shulman DeMeo Asset Management LLC | 0.07% | Reduce -0.3% | 13,282 | $288K |
| Semus Wealth Partners LLC | 0.20% | Reduce -29.6% | 13,218 | $287K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +4.4% | 12,467 | $271K |
| Diversified, LLC | 0.03% | Reduce -8.0% | 12,327 | $268K |
| Diversified Enterprises, LLC | 0.03% | — | 12,327 | $268K |
| Altus Wealth Group LLC | 0.11% | Reduce -8.4% | 12,207 | $265K |
| Spire Wealth Management | 0.01% | Add +2.2% | 11,188 | $243K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.3% | 11,060 | $240K |
| Traynor Capital Management, Inc. | 0.02% | No change | 10,730 | $233K |
| Commons Capital, LLC | 0.26% | Add +0.4% | 10,696 | $232K |
| Neuberger Berman Group LLC | 0.00% | No change | 10,600 | $230K |
| Garden State Investment Advisory Services LLC | 0.07% | Add +7.0% | 10,345 | $225K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -46.5% | 10,082 | $219K |
| Stockman Wealth Management, Inc. | 0.03% | No change | 10,000 | $217K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +1.2% | 9,885 | $215K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +3.3% | 9,535 | $207K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 9,379 | $204K |
| US Bancorp \de | 0.00% | No change | 9,326 | $202K |
| Comerica Bank | 0.00% | Reduce -1.7% | 9,151 | $199K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 6,960 | $151K |
| Pinnacle Financial Partners Inc | 0.00% | Reduce -12.8% | 6,755 | $147K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.9% | 5,103 | $111K |
| Wolverine Asset Management LLC | 0.01% | New | 3,859 | $84K |
| Cypress Capital Management LLC (WY) | 0.08% | No change | 3,550 | $77K |
| Cornerstone Planning Group LLC | 0.02% | Add +0.7% | 2,979 | $66K |
| Future Financial Wealth Managment LLC | 0.05% | New | 3,000 | $65K |
| American Capital Advisory, LLC | 0.03% | No change | 2,725 | $59K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,200 | $48K |
| CoreFirst Bank & Trust | 0.02% | New | 1,799 | $39K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,700 | $37K |
| Marquette Asset Management, LLC | 0.01% | New | 1,500 | $33K |
| Bokf, NA | 0.00% | New | 1,460 | $31K |
| MCF Advisors LLC | 0.00% | No change | 1,427 | $31K |
| Macroview Investment Management LLC | 0.03% | No change | 1,250 | $27K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,221 | $26K |
| 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% | No change | 1,000 | $22K |
| City Holding Co. | 0.00% | Reduce -23.8% | 960 | $21K |
| Creekmur Asset Management LLC | 0.00% | Add +2.1% | 723 | $16K |
| 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.