Statistik Asas
| Pemilik Institusi | 133 total, 133 long only, 0 short only, 0 long/short - change of 1.53% MRQ |
| Purata Peruntukan Portfolio | 0.1144 % - change of -1.68% MRQ |
| Saham Institusi (Panjang) | 10,787,290 (ex 13D/G) - change of 0.37MM shares 3.54% MRQ |
| Nilai Institusi (Panjang) | $ 245,506 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Eaton Vance Enhanced Equity Income Fund II (US:EOS) telah 133 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 10,787,290 saham. Pemegang saham terbesar termasuk Bank Of America Corp /de/, Morgan Stanley, Guggenheim Capital Llc, Wells Fargo & Company/mn, Raymond James Financial Inc, Advisor Group Holdings, Inc., Invesco Ltd., Advisors Asset Management, Inc., PCEF - Invesco CEF Income Composite ETF, and LPL Financial LLC .
Eaton Vance Enhanced Equity Income Fund II (NYSE:EOS) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 24.16 / share. Previously, on September 6, 2024, the share price was 20.61 / share. This represents an increase of 17.22% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 14,538 | 16.38 | 352 | 33.46 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 10,000 | 0.00 | 242 | 14.69 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 11,880 | 288 | ||||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 410 | 0.00 | 10 | 12.50 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 3,002 | 0.00 | 73 | 14.29 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Transcend Wealth Collective, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 9,115 | 0.68 | 221 | 15.18 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 27,586 | -1.97 | 668 | 12.48 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 18,492 | 5.49 | 448 | 21.14 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 48,102 | 9.85 | 1,165 | 26.11 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 165,230 | -0.96 | 4,000 | 13.64 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 31,933 | -5.95 | 773 | 7.96 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 1,000 | 0.00 | 24 | 14.29 | ||||
| 2025-04-25 | 13F | Heritage Investment Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 23,722 | 574 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 107,220 | -8.15 | 2,568 | 4.22 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 820 | 0.00 | 20 | 11.76 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 8,444 | 204 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9,831 | 238 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 500 | 0.00 | 12 | 20.00 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 2,965 | 0.00 | 72 | 14.52 | ||||
| 2025-07-08 | 13F | Ransom Advisory, Ltd | 300 | 7 | ||||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 1,316 | 229.00 | 32 | 287.50 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 333 | 8 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 438 | -21.79 | 11 | -9.09 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 11,159 | -7.84 | 270 | 5.88 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9,351 | 226 | ||||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 1,500 | 0.00 | 36 | 16.13 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 657,406 | 4.78 | 15,916 | 20.22 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 12,757 | 0.47 | 309 | 15.36 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 26,612 | 0.05 | 644 | 14.80 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 651,652 | 4.61 | 15,776 | 20.03 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 40,958 | -2.33 | 992 | 12.10 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39,818 | -39.51 | 1 | -100.00 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 18,452 | -7.88 | 447 | 5.69 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 9,734 | -3.33 | 236 | 10.85 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16,748 | 7.10 | 407 | 23.71 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 15,599 | 0.00 | 329 | 0.00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 3,033 | 73 | ||||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 136,543 | -1.25 | 3,306 | 13.30 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 2,725 | 0.00 | 66 | 14.04 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 18,100 | -2.95 | 438 | 11.45 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 372,149 | 3.92 | 9 | 28.57 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 819,583 | -7.63 | 19,842 | 5.99 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 3,033 | 64 | ||||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 20,930 | -8.41 | 507 | 4.98 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 22,335 | 0.00 | 541 | 14.65 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 14 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 562,802 | 6.46 | 13,625 | 22.14 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 295,824 | 11.13 | 7,161 | 27.49 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 299 | 7 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 165 | 0.00 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 6,960 | 0.00 | 169 | 15.07 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 113,352 | -22.77 | 2,731 | -36.62 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 17,400 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9,070 | 220 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 134,709 | 6.55 | 3,261 | 22.27 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,761 | 44.23 | 43 | 68.00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Fairman Group, LLC | 20,934 | -20.76 | 507 | -19.94 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 12,207 | 0.00 | 296 | 14.79 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 38,781 | 939 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 258 | 0.00 | 6 | 20.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 201,832 | -1.71 | 4,886 | 12.79 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 104,375 | 2.32 | 2,527 | 17.38 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 10,809 | 0.02 | 260 | 14.04 | ||||
| 2025-08-08 | 13F | Creative Planning | 18,845 | 2.94 | 456 | 18.13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6,315 | 6.83 | 153 | 22.58 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 13,082 | -0.48 | 317 | 14.08 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 15,547 | 0.00 | 376 | 14.63 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 15,684 | 0.00 | 380 | 14.85 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 40,574 | 2.47 | 979 | 17.13 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 54,952 | -3.72 | 1,330 | 10.47 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 35,356 | 6.54 | 856 | 22.14 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 8,389 | 0.00 | 203 | 1.50 | ||||
| 2025-07-17 | 13F | City Holding Co | 960 | 0.00 | 23 | 15.00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1,700 | 0.00 | 41 | 17.14 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 15,685 | 0.48 | 380 | 15.20 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Commons Capital, Llc | 13,178 | 0.66 | 319 | 15.58 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 78,383 | -0.05 | 1,901 | 18.82 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9,092 | 220 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 166 | 0.00 | 4 | 33.33 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 10,750 | 1.42 | 260 | 16.59 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8,565 | 0.00 | 207 | 15.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6,192 | 150 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 22,060 | -0.58 | 534 | 14.10 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 24,390 | 0.00 | 1 | |||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 6,755 | 0.00 | 162 | 10.27 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 48,971 | 1.38 | 1,186 | 16.29 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 15,147 | 0.00 | 367 | 14.73 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 31,124 | 1.63 | 754 | 16.56 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 15,104 | 12.79 | 0 | |||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 3,000 | 0.00 | 73 | 14.29 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 171,355 | 4.26 | 4,149 | 19.64 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 10,600 | 0.00 | 257 | 14.80 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,262 | 1.99 | 103 | 17.05 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,327 | -0.95 | 298 | 14.18 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 22,558 | 1.45 | 546 | 16.42 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 1,276,359 | 2.09 | 30,901 | 17.14 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 51,544 | -65.96 | 1,242 | -59.16 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 9,835 | 0.00 | 238 | 14.98 | ||||
| 2025-05-14 | 13F | Karpus Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 647,966 | 153.90 | 15,688 | 191.33 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 26,103 | -0.87 | 632 | 0.80 | ||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 9,709 | -9.35 | 235 | 4.44 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 399,316 | -2.30 | 9,667 | 12.09 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 171,355 | 4.26 | 4 | 33.33 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 3,550 | 0.00 | 86 | 14.86 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 2,556 | 2.69 | 61 | 20.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,378,577 | 0.63 | 33,375 | 15.47 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13,742 | 13.19 | 333 | 29.69 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1,427 | 0.00 | 35 | 13.33 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,352 | 0.00 | 33 | 14.29 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1,006 | 24 | ||||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 12,231 | -0.07 | 296 | 14.73 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 159,684 | 2.80 | 3,866 | 17.94 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12,199 | -2.09 | 295 | 12.60 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 21,816 | 528 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 9,566 | 0.10 | 233 | 15.42 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,000 | -7.19 | 48 | 6.67 | ||||
| 2025-08-14 | 13F | UBS Group AG | 322,104 | -7.97 | 7,798 | 5.59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 382,327 | -2.51 | 9,256 | 11.87 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19,775 | 281.24 | 479 | 338.53 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 765 | 2.00 | 19 | 20.00 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 22,484 | 0.18 | 544 | 15.01 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1,500 | 0.00 | 36 | 16.13 | ||||
| 2025-07-31 | 13F | CNB Bank | 1,130 | 0.00 | 27 | 17.39 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 37,717 | -5.62 | 913 | 8.30 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5,423 | 2.03 | 131 | 16.96 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 17,764 | 0.00 | 430 | 14.97 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 49,165 | 24.47 | 1,190 | 42.86 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 11,323 | 0.00 | 274 | 15.13 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 1,800 | 0.00 | 44 | 16.22 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 22,002 | 19.28 | 533 | 36.76 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 44 | 0.00 | 1 | |||||
| 2025-05-15 | 13F | 1607 Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 382,801 | -21.44 | 8,781 | -22.12 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 100 | 0.00 | 2 | 0.00 |
