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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
11.7KNew |
$149K - $159K
|
11.7K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
10KNew |
$127K - $136K
|
10K
$120K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
2.65KNew |
$33.7K - $35.9K
|
2.65K
$31.7K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1KNew |
$12.7K - $13.6K
|
1K
$12K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
884New |
$11.3K - $12K
|
884
$10.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
620New |
$7.89K - $8.41K
|
620
$7.43K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11KNew |
$146K - $151K
|
11K
$132K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.97KNew |
$39.1K - $40.6K
|
2.97K
$35.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
17New |
$224 - $233
|
17
$204
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.3KNew |
$179K - $191K
|
14.3K
$171K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.3KNew |
$130K - $138K
|
10.3K
$124K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
850New |
$10.7K - $11.4K
|
850
$10.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
200+ 1.92% |
$2.52K - $2.68K
|
10.6K
$127K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
33.2K+ 97.6% |
$382K - $428K
|
67.3K
$806K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.2KNew |
$245K - $274K
|
21.2K
$255K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
18.3KNew |
$211K - $236K
|
18.3K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12.9KNew |
$149K - $166K
|
12.9K
$155K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.7KNew |
$146K - $164K
|
12.7K
$152K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6KNew |
$69.1K - $77.3K
|
6K
$71.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.16K+ 3.6% |
$36.4K - $40.7K
|
91K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.5KNew |
$28.8K - $32.2K
|
2.5K
$30K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.15K+ 31.0% |
$13.2K - $14.8K
|
4.86K
$58.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.02KNew |
$11.7K - $13.1K
|
1.02K
$12.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
850New |
$9.78K - $10.9K
|
850
$10.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
590New |
$6.79K - $7.6K
|
590
$7.07K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
40New |
$460 - $515
|
40
$479
|
|
|
Feb 13, 2024
Q4 2023
|
Rock Creek Group, LP
|
BUY
|
- |
20+ 2.72% |
$230 - $258
|
756
$9.06K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7New |
$80.6 - $90.2
|
7
$83.9
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.4K+ 97.14% |
$180K - $192K
|
31.2K
$374K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
127+ 1.13% |
$1.48K - $1.58K
|
11.4K
$137K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33+ 0.3% |
$385 - $411
|
10.9K
$130K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21KNew |
$233K - $247K
|
21K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4K+ 18.98% |
$44.4K - $47K
|
25.1K
$300K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.27KNew |
$36.4K - $38.4K
|
3.27K
$39.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.17KNew |
$13K - $13.7K
|
1.17K
$14K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
255New |
$2.83K - $2.99K
|
255
$3.05K
|
|
| Q1 2023 | |||||||
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.37KNew |
$37.5K - $41K
|
3.37K
$40.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.98KNew |
$22K - $24.1K
|
1.98K
$23.7K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.4KNew |
$212K - $226K
|
19.4K
$233K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.8KNew |
$194K - $208K
|
17.8K
$214K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.62KNew |
$28.6K - $30.5K
|
2.62K
$31.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
375New |
$4.08K - $4.37K
|
375
$4.49K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
200New |
$2.18K - $2.33K
|
200
$2.4K
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
19.6KNew |
$216K - $254K
|
19.6K
$234K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.81KNew |
$31.1K - $36.4K
|
2.81K
$33.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
500+ 3.57% |
$5.54K - $6.49K
|
14.5K
$174K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
45+ 1.99% |
$498 - $584
|
2.31K
$27.7K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.08KNew |
$93.1K - $111K
|
8.08K
$96.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
6K+ 91.2% |
$69.1K - $82.2K
|
12.6K
$151K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
408New |
$4.7K - $5.59K
|
408
$4.89K
|
|