Latest Institutional Transactions on Eaton Vance Floating Rate Income Trust (EFT)
This table provides information on the latest institutional transactions involving Eaton Vance Floating Rate Income Trust (EFT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6KNew |
$69.1K - $77.3K
|
6K
$73.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
850New |
$9.78K - $10.9K
|
850
$10.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-37.4K- 49.28% |
$430K - $482K
|
38.5K
$474K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
40New |
$460 - $515
|
40
$492
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.02KNew |
$11.7K - $13.1K
|
1.02K
$12.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
18.3KNew |
$211K - $236K
|
18.3K
$226K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-27.1K- 49.28% |
$311K - $348K
|
27.8K
$343K
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
SELL
|
- |
-44.5K- 47.69% |
$512K - $573K
|
48.8K
$600K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.16K+ 3.6% |
$36.4K - $40.7K
|
91K
$1.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1- 0.01% |
$11.5 - $12.9
|
12K
$148K
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-233- 1.77% |
$2.68K - $3K
|
12.9K
$159K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-15- 0.27% |
$175 - $187
|
5.58K
$68.6K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.4K+ 97.14% |
$180K - $192K
|
31.2K
$385K
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-53K- 46.36% |
$619K - $659K
|
61.3K
$755K
|
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-12.5K- 4.65% |
$147K - $156K
|
257K
$3.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-15.9K- 49.97% |
$186K - $198K
|
15.9K
$196K
|
|
|
Nov 13, 2023
Q3 2023
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
SELL
|
- |
-69.6K- 16.61% |
$813K - $866K
|
349K
$4.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33+ 0.3% |
$385 - $411
|
10.9K
$134K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
127+ 1.13% |
$1.48K - $1.58K
|
11.4K
$140K
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-3.47K- 0.81% |
$40.5K - $43.1K
|
426K
$5.24M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21KNew |
$233K - $247K
|
21K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.48K- 42.48% |
$16.4K - $17.3K
|
2K
$24.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-136K- 78.24% |
$1.51M - $1.6M
|
37.9K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4K+ 18.98% |
$44.4K - $47K
|
25.1K
$309K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
255New |
$2.83K - $2.99K
|
255
$3.14K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-400- 5.03% |
$4.44K - $4.7K
|
7.55K
$93K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.6K- 51.31% |
$185K - $195K
|
15.8K
$194K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.27KNew |
$36.4K - $38.4K
|
3.27K
$40.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.17KNew |
$13K - $13.7K
|
1.17K
$14.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-2.11K- 78.66% |
$23.4K - $24.7K
|
571
$7.03K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1K- 17.24% |
$11.1K - $11.7K
|
4.8K
$59.1K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-765- 7.07% |
$8.5K - $8.98K
|
10.1K
$124K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-2K- 66.7% |
$22.3K - $23.5K
|
1K
$12.3K
|
|
| Q1 2023 | |||||||
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-3.76KClosed |
$41.8K - $45.7K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-56.9K- 61.97% |
$632K - $692K
|
34.9K
$430K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 50.0% |
$1.11K - $1.22K
|
100
$1.23K
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.1K- 9.68% |
$12.2K - $13.3K
|
10.2K
$126K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.98KNew |
$22K - $24.1K
|
1.98K
$24.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-5K- 27.03% |
$55.6K - $60.8K
|
13.5K
$166K
|
|
|
Apr 18, 2023
Q1 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-242K- 74.05% |
$2.69M - $2.94M
|
84.9K
$1.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.37KNew |
$37.5K - $41K
|
3.37K
$41.5K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.4KNew |
$212K - $226K
|
19.4K
$239K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.8KNew |
$194K - $208K
|
17.8K
$220K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-78.1K- 68.38% |
$851K - $910K
|
36.1K
$445K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
200New |
$2.18K - $2.33K
|
200
$2.46K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
375New |
$4.08K - $4.37K
|
375
$4.62K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.62KNew |
$28.6K - $30.5K
|
2.62K
$32.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-430- 3.71% |
$4.68K - $5.01K
|
11.1K
$137K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.5K- 44.15% |
$94.1K - $110K
|
10.8K
$132K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-91- 85.85% |
$1.01K - $1.18K
|
15
$185
|
|