Mga Batayang Estadistika
| Pemilik Institusional | 133 total, 133 long only, 0 short only, 0 long/short - change of 1.53% MRQ |
| Alokasi Portofolio Rata-rata | 0.1144 % - change of -1.68% MRQ |
| Saham Institusional (Jangka Panjang) | 10,787,290 (ex 13D/G) - change of 0.37MM shares 3.54% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 245,506 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Eaton Vance Enhanced Equity Income Fund II (US:EOS) memiliki 133 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 10,787,290 saham. Pemegang saham terbesar meliputi 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 .
Struktur kepemilikan institusional Eaton Vance Enhanced Equity Income Fund II (NYSE:EOS) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 24.11 / share. Previously, on September 6, 2024, the share price was 20.61 / share. This represents an increase of 16.98% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi 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 |
