EATON VANCE ENH EQT INC II (EOS) Institutional Ownership Changes & 13F Activity
EATON VANCE ENH EQT INC II (EOS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Osaic Holdings, Inc., Ameriprise Financial Inc, Karpus Management, Inc., and Advisors Asset Management, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, Llc | Buy | +6,571 | +5.1% | 135,552 | $2.99M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -4,515 | -13.1% | 29,895 | $658.89K | Q2 2026 | Aug 27, 2026 |
| Invesco Ltd. | Buy | +722,969 | — | 722,969 | $15.93M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +360,972 | +120.3% | 661,124 | $14.57M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +123,026 | — | 123,026 | $2.72M | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | Buy | +100,705 | +91.1% | 211,237 | $4.66M | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Sell | -45,325 | -34.1% | 87,405 | $1.93M | Q2 2026 | Aug 14, 2026 |
| Cohen & Steers, Inc. | Buy | +45,000 | +34.8% | 174,355 | $3.84M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -33,518 | -3.0% | 1,100,999 | $24.27M | Q2 2026 | Aug 14, 2026 |
| Logan Stone Capital, Llc | Buy | +33,515 | +54.4% | 95,109 | $2.10M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +27,311 | — | 27,311 | $601.93K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -22,800 | -3.3% | 676,679 | $14.91M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +21,425 | — | 21,425 | $472.21K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +14,935 | +52.6% | 43,351 | $955.58K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +14,668 | +4.0% | 381,035 | $8.40M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -10,465 | -1.4% | 758,767 | $16.72M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +9,517 | +49.5% | 28,734 | $633.29K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -4,191 | -15.8% | 22,291 | $473.11K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +3,372 | +2.4% | 145,361 | $3.20M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +1,645 | — | 1,645 | $36.26K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +1,100 | — | 1,100 | $23.54K | Q2 2026 | Aug 14, 2026 |
| Ameriflex Group, Inc. | Sell | -1,000 | -28.2% | 2,550 | $56.20K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +112 | — | 112 | $2.47K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -43,118 | -10.1% | 385,025 | $8.49M | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, Llc | Buy | +42,291 | — | 42,291 | $932.09K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +25,574 | +2.1% | 1,239,124 | $27.31M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +22,311 | +18.4% | 143,241 | $3.16M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +2,670 | +24.9% | 13,384 | $294.99K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +1,930 | +3.5% | 57,450 | $1.27M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +403 | +2.2% | 19,033 | $419.49K | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about EOS activity
Which institutional owners are buying EOS?
Institutional owners buying EOS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EOS activity?
"Buy" means an investor increased their reported position in EOS compared to the prior reporting period. This reflects growing exposure to EATON VANCE ENH EQT INC II (EOS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EOS increasing?
Institutional interest in EOS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related EOS Institutional Insights
- EOS Overview
- EOS 13F Institutional Holders
- EOS Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- EOS Insider Trading & SEC Form 4 Activity
- EOS Articles
- Top Institutional Investor Stock Rankings