Eaton Vance Enh Eqt Inc. IIEOS
13F holders, Q4 2024 (December 31)122holders +10
15new positions
10sold out
$23.95avg. 13F price*
At the end of Q4 2024, 122 institutions reported holding Eaton Vance Enh Eqt Inc. II (EOS) in their 13F filings, up 10 from Q3 2024. 15 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($34.7M), Morgan Stanley ($31.0M) and Guggenheim Capital LLC ($21.2M).
- Company
- Eaton Vance Enh Eqt Inc. II
- CUSIP
- 278277108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $1.8M |
| Exits | 10 | $6.0M |
All 13F filers, Q3 2024 → Q4 2024: 629,619 shares bought and 967,072 shares sold, net −337,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 122 holders
| Bank of America Corp. | 0.00% | Add +2.3% | 1,449,121 | $34.7M |
| Morgan Stanley | 0.00% | Add +6.7% | 1,296,328 | $31.0M |
| Guggenheim Capital LLC | 0.17% | Add +9.1% | 883,293 | $21.2M |
| Invesco Ltd. | 0.00% | Reduce -1.4% | 652,967 | $15.6M |
| Raymond James Financial Inc. | 0.01% | — | 619,143 | $14.8M |
| Wells Fargo & Company | 0.00% | Add +6.5% | 617,372 | $14.8M |
| Advisors Asset Management, Inc. | 0.19% | Add +1.3% | 424,937 | $10.2M |
| LPL Financial LLC | 0.00% | Add +12.7% | 381,593 | $9.1M |
| UBS Group AG | 0.00% | Reduce -5.4% | 328,123 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +9.9% | 299,677 | $7.2M |
| Royal Bank of Canada | 0.00% | Add +4.3% | 271,221 | $6.5M |
| Cohen & Steers, Inc. | 0.01% | No change | 226,914 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Add +22.4% | 195,919 | $4.7M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +173.6% | 192,880 | $4.6M |
| Cetera Investment Advisers | 0.01% | Reduce -5.1% | 173,809 | $4.2M |
| Chung Wu Investment Group, LLC | 4.02% | — | 166,830 | $4.0M |
| Larson Financial Group LLC | 0.15% | Add +9.0% | 119,068 | $2.9M |
| JBR Co Financial Management Inc | 1.65% | Add +1.9% | 112,678 | $2.7M |
| Sunbelt Securities, Inc. | 0.23% | Reduce -9.7% | 107,220 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Add +4.7% | 105,157 | $2.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.5% | 100,360 | $2.4M |
| Karpus Management, Inc. | 0.07% | Reduce -80.0% | 93,419 | $2.2M |
| Roman Butler Fullerton & Co. | 0.59% | Reduce -3.1% | 77,335 | $1.9M |
| Concourse Financial Group Securities, Inc. | 0.09% | Add +16.9% | 65,857 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.8% | 66,618 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +11.6% | 64,414 | $1.5M |
| Global Assets Advisory, LLC | 0.68% | Add +0.5% | 51,843 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.4% | 49,831 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.5% | 46,761 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +2.6% | 40,187 | $962K |
| TBH Global Asset Management, LLC | 0.22% | No change | 39,474 | $945K |
| Corient Private Wealth LP | 0.00% | Add +0.0% | 38,554 | $923K |
| D.A. Davidson & Co. | 0.01% | Add +3.6% | 30,624 | $733K |
| Chancellor Financial Group WB LP | 0.57% | — | 29,613 | $709K |
| Envestnet Asset Management Inc. | 0.00% | Add +10.4% | 29,109 | $697K |
| 1607 Capital Partners, LLC | 0.05% | Reduce -83.5% | 28,410 | $680K |
| Tyche Wealth Partners LLC | 0.14% | Reduce -0.2% | 26,794 | $642K |
| Oppenheimer & Co. Inc. | 0.01% | Add +7.4% | 26,718 | $640K |
| Fairman Group, LLC | 0.52% | No change | 26,418 | $633K |
| Ameritas Advisory Services, LLC | 0.02% | Add +4.9% | 26,332 | $631K |
| Compound Planning, Inc. | 0.03% | Add +3.3% | 25,128 | $602K |
| City Center Advisors, LLC | 0.66% | Add +7.5% | 24,463 | $586K |
| Truist Financial Corp. | 0.00% | Add +14.0% | 23,689 | $567K |
| Wealth Effects LLC | 0.19% | Add +0.2% | 22,402 | $537K |
| Compass Planning Associates Inc | 0.54% | — | 22,335 | $535K |
| International Assets Investment Management, LLC | 0.04% | Reduce -65.2% | 22,310 | $532K |
| HighTower Advisors, LLC | 0.00% | No change | 19,722 | $472K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -17.3% | 18,674 | $450K |
| Creative Planning | 0.00% | Reduce -0.1% | 18,406 | $441K |
| Colonial Trust Co / SC | 0.06% | Add +6628.8% | 17,764 | $425K |
| NewEdge Advisors, LLC | 0.00% | Reduce -35.9% | 16,527 | $396K |
| UMB Bank, n.a. | 0.01% | No change | 15,684 | $376K |
| Savant Capital, LLC | 0.00% | Add +0.5% | 15,570 | $373K |
| Cordgrass Capital Advisors, LLC | 0.11% | Add +0.9% | 15,547 | $372K |
| Formidable Asset Management, LLC | 0.06% | No change | 15,399 | $369K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +61.5% | 15,147 | $363K |
| Essential Planning, LLC. | 0.00% | New | 15,456 | $347K |
| ARS Wealth Advisors Group, LLC | 0.04% | No change | 13,500 | $323K |
| Shulman DeMeo Asset Management LLC | 0.09% | No change | 13,282 | $318K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.1% | 13,180 | $316K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +5.7% | 13,178 | $316K |
| Commons Capital, LLC | 0.27% | Add +17.4% | 12,562 | $301K |
| Perigon Wealth Management, LLC | 0.01% | Add +12.7% | 12,459 | $294K |
| Diversified Enterprises, LLC | 0.03% | Reduce -0.6% | 12,249 | $293K |
| Altus Wealth Group LLC | 0.13% | No change | 12,207 | $292K |
| Semus Wealth Partners LLC | 0.19% | Reduce -8.4% | 12,108 | $290K |
| Shaker Financial Services, LLC | 0.11% | Reduce -80.5% | 11,691 | $280K |
| Burk Holdings LLC | 0.22% | — | 11,323 | $271K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -53.6% | 11,024 | $264K |
| Traynor Capital Management, Inc. | 0.02% | Add +0.7% | 10,806 | $259K |
| Neuberger Berman Group LLC | 0.00% | No change | 10,600 | $254K |
| Garden State Investment Advisory Services LLC | 0.07% | Reduce -3.3% | 10,006 | $240K |
| Gateway Wealth Partners, LLC | 0.06% | New | 10,000 | $240K |
| Stockman Wealth Management, Inc. | 0.04% | No change | 10,000 | $240K |
| Apollon Wealth Management, LLC | 0.01% | New | 9,970 | $239K |
| Spire Wealth Management | 0.01% | Reduce -11.4% | 9,916 | $237K |
| Heritage Investment Group, Inc. | 0.04% | New | 9,800 | $235K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.1% | 9,545 | $229K |
| US Bancorp \de | 0.00% | No change | 9,326 | $223K |
| Comerica Bank | 0.00% | Reduce -0.7% | 9,087 | $218K |
| Transcend Capital Advisors, LLC | 0.02% | New | 9,078 | $217K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 8,389 | $201K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 6,960 | $167K |
| Ameriflex Group, Inc. | 0.07% | — | 6,300 | $152K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 6,755 | $147K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | New | 5,210 | $125K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.7% | 5,191 | $124K |
| Cypress Capital Management LLC (WY) | 0.10% | No change | 3,550 | $85K |
| Future Financial Wealth Managment LLC | 0.05% | No change | 3,000 | $72K |
| Washington Trust Advisors, Inc. | 0.01% | New | 2,965 | $71K |
| American Capital Advisory, LLC | 0.04% | No change | 2,725 | $65K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -15.3% | 2,524 | $61K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,200 | $53K |
| Kentucky Trust Co | 0.03% | — | 1,800 | $43K |
| CoreFirst Bank & Trust | 0.03% | No change | 1,799 | $43K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,700 | $41K |
| Marquette Asset Management, LLC | 0.01% | No change | 1,500 | $36K |
| Bokf, NA | 0.00% | No change | 1,460 | $35K |
| MCF Advisors LLC | 0.00% | No change | 1,427 | $34K |
| Fifth Third Bancorp | 0.00% | Add +35.2% | 1,352 | $32K |
"% 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.