Latest Institutional Purchases of Eaton Vance Floating Rate Income Trust (EFT)
This list provides information on the latest institutional transactions involving Eaton Vance Floating Rate Income Trust (EFT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.7KNew |
$146K - $164K
|
12.7K
$165K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6KNew |
$69.1K - $77.3K
|
6K
$77.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.16K+ 3.6% |
$36.4K - $40.7K
|
91K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.5KNew |
$28.8K - $32.2K
|
2.5K
$32.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.15K+ 31.0% |
$13.2K - $14.8K
|
4.86K
$63K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.02KNew |
$11.7K - $13.1K
|
1.02K
$13.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
850New |
$9.78K - $10.9K
|
850
$11K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
590New |
$6.79K - $7.6K
|
590
$7.65K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
40New |
$460 - $515
|
40
$519
|
|
|
Feb 13, 2024
Q4 2023
|
Rock Creek Group, LP
|
BUY
|
- |
20+ 2.72% |
$230 - $258
|
756
$9.81K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7New |
$80.6 - $90.2
|
7
$90.8
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.4K+ 97.14% |
$180K - $192K
|
31.2K
$405K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
127+ 1.13% |
$1.48K - $1.58K
|
11.4K
$148K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33+ 0.3% |
$385 - $411
|
10.9K
$141K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21KNew |
$233K - $247K
|
21K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4K+ 18.98% |
$44.4K - $47K
|
25.1K
$325K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.27KNew |
$36.4K - $38.4K
|
3.27K
$42.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.17KNew |
$13K - $13.7K
|
1.17K
$15.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
255New |
$2.83K - $2.99K
|
255
$3.31K
|
|
| Q1 2023 | |||||||
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.37KNew |
$37.5K - $41K
|
3.37K
$43.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.98KNew |
$22K - $24.1K
|
1.98K
$25.7K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.4KNew |
$212K - $226K
|
19.4K
$252K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.8KNew |
$194K - $208K
|
17.8K
$231K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.62KNew |
$28.6K - $30.5K
|
2.62K
$34K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
375New |
$4.08K - $4.37K
|
375
$4.86K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
200New |
$2.18K - $2.33K
|
200
$2.59K
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
19.6KNew |
$216K - $254K
|
19.6K
$254K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.81KNew |
$31.1K - $36.4K
|
2.81K
$36.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
500+ 3.57% |
$5.54K - $6.49K
|
14.5K
$188K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
45+ 1.99% |
$498 - $584
|
2.31K
$29.9K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.08KNew |
$93.1K - $111K
|
8.08K
$105K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
6K+ 91.2% |
$69.1K - $82.2K
|
12.6K
$163K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
408New |
$4.7K - $5.59K
|
408
$5.29K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.26% |
$23 - $27.4
|
758
$9.83K
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Tredje Ap Fonden
|
BUY
|
- |
92.1KNew |
$1.18M - $1.42M
|
92.1K
$1.19M
|
|
|
May 16, 2022
Q1 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
11.5KNew |
$148K - $177K
|
11.5K
$149K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
884New |
$11.3K - $13.6K
|
884
$11.5K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
10.8KNew |
$153K - $167K
|
10.8K
$140K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
325New |
$4.62K - $5.04K
|
325
$4.22K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
75.2KNew |
$983K - $1.07M
|
75.2K
$975K
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
330New |
$4.31K - $4.68K
|
330
$4.28K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
24+ 1.96% |
$234 - $281
|
1.25K
$16.2K
|
|
| Q4 2019 | |||||||
|
Feb 06, 2020
Q4 2019
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
19.6KNew |
$256K - $271K
|
19.6K
$254K
|
|
|
Nov 13, 2020
Q4 2019
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
13KNew |
$170K - $180K
|
13K
$169K
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2New |
$26.7 - $27.5
|
2
$25.9
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
15.7KNew |
$226K - $233K
|
15.7K
$204K
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.78KNew |
$54.4K - $56.1K
|
3.78K
$49K
|
|