Institutional Ownership Eaton Vance Floating Rate Income Trust (EFT)
This table provides information about the institutional ownership of Eaton Vance Floating Rate Income Trust (EFT). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 7.58 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
45,000
shares
|
$599,400
0.0% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
37,936
shares
|
$505,307
0.0% of portfolio
|
Q3 2024
Added 27.67%
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
30,663
shares
|
$408,431
0.26% of portfolio
|
Q1 2024
Added 0.65%
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
30,350
shares
|
$404,262
0.01% of portfolio
|
Q2 2024
New holding
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
29,109
shares
|
$387,731
0.01% of portfolio
|
Q3 2024
Added 3.93%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
28,925
shares
|
$385,281
0.01% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
28,475
shares
|
$379,287
0.01% of portfolio
|
Q3 2024
New holding
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
28,214
shares
|
$375,810
0.01% of portfolio
|
Q3 2024
New holding
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
27,846
shares
|
$370,908
0.01% of portfolio
|
Q4 2023
Reduced 49.28%
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
26,450
shares
|
$352,314
0.08% of portfolio
|
Q3 2024
Added 0.0%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
25,070
shares
|
$333,932
0.01% of portfolio
|
Q2 2023
Added 18.98%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
24,981
shares
|
$332,746
0.01% of portfolio
|
Q3 2024
New holding
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
22,735
shares
|
$302,830
0.07% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
22,024
shares
|
$293,359
0.0% of portfolio
|
Q2 2024
Reduced 19.76%
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
21,407
shares
|
$285,141
0.0% of portfolio
|
Q3 2024
New holding
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
20,528
shares
|
$273,432
0.0% of portfolio
|
Q3 2024
Added 17.12%
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
16,884
shares
|
$224,894
0.01% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,790
shares
|
$210,322
0.0% of portfolio
|
Q1 2021
Reduced 5.96%
|
|
Bard Associates Inc
Chicago, IL |
Nov 06, 2024 Q3 2024 |
15,192
shares
|
$202,357
0.07% of portfolio
|
Q3 2024
New holding
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
14,980
shares
|
$199,533
0.02% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
14,540
shares
|
$193,672
0.0% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
14,223
shares
|
$189,450
0.0% of portfolio
|
Q3 2024
Reduced 72.18%
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
13,784
shares
|
$183,602
0.02% of portfolio
|
Q3 2024
New holding
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
13,326
shares
|
$177,502
0.01% of portfolio
|
Q3 2024
Reduced 15.7%
|
|
Asset Allocation & Management Company, LLC
|
Oct 22, 2024 Q3 2024 |
13,000
shares
|
$173,160
0.1% of portfolio
|
Q4 2019
New holding
|