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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
45+ 1.99% |
$498 - $584
|
2.31K
$28.4K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.81KNew |
$31.1K - $36.4K
|
2.81K
$34.5K
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
500+ 3.57% |
$5.54K - $6.49K
|
14.5K
$178K
|
|
Oct 17, 2022
Q3 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
19.6KNew |
$216K - $254K
|
19.6K
$241K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
408New |
$4.7K - $5.59K
|
408
$5.02K
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-22KClosed |
$253K - $301K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.32K- 14.37% |
$26.7K - $31.8K
|
13.8K
$170K
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-15.4KClosed |
$177K - $210K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6.02KClosed |
$69.4K - $82.5K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10.2KClosed |
$117K - $139K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-13.4KClosed |
$154K - $183K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-693Closed |
$7.98K - $9.49K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
6K+ 91.2% |
$69.1K - $82.2K
|
12.6K
$155K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.08KNew |
$93.1K - $111K
|
8.08K
$99.5K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.26% |
$23 - $27.4
|
758
$9.33K
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-20.8KClosed |
$240K - $285K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
11.5KNew |
$148K - $177K
|
11.5K
$142K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.53KClosed |
$19.6K - $23.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
884New |
$11.3K - $13.6K
|
884
$10.9K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-500Closed |
$6.41K - $7.7K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-14KClosed |
$179K - $216K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-362Closed |
$4.64K - $5.57K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-705Closed |
$9.03K - $10.9K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Tredje Ap Fonden
|
BUY
|
- |
92.1KNew |
$1.18M - $1.42M
|
92.1K
$1.13M
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-2.83KClosed |
$36.2K - $43.5K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-9.63KClosed |
$123K - $148K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-10KClosed |
$128K - $154K
|
0
$0
|
|
Q4 2021 | |||||||
Apr 27, 2022
Q4 2021
|
Triad Investment Management
|
SELL
|
- |
-93.3KClosed |
$1.36M - $1.42M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-652KClosed |
$9.49M - $9.95M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Invesco Senior Secured Management Inc
New York, NY |
SELL
|
- |
-571KClosed |
$8.31M - $8.71M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.4KClosed |
$166K - $174K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-12KClosed |
$175K - $183K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-259Closed |
$3.77K - $3.95K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.67KClosed |
$38.8K - $40.7K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-402- 18.52% |
$5.85K - $6.13K
|
1.77K
$21.8K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.04KClosed |
$29.7K - $31.2K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-5.73KClosed |
$83.3K - $87.3K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Oak Hill Advisors LP
New York, NY |
SELL
|
- |
-953KClosed |
$13.5M - $14.8M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-78.9KClosed |
$1.12M - $1.22M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-6.22MClosed |
$88.4M - $96.5M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-15.7KClosed |
$223K - $243K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-354KClosed |
$5.03M - $5.49M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-87.5KClosed |
$1.24M - $1.36M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-3.47KClosed |
$49.3K - $53.8K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-21.8KClosed |
$309K - $338K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
325New |
$4.62K - $5.04K
|
325
$4K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-10KClosed |
$142K - $155K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
10.8KNew |
$153K - $167K
|
10.8K
$133K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-345Closed |
$4.85K - $4.99K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-650Closed |
$9.14K - $9.4K
|
0
$0
|