Purchases and Sales Made in Q1 2023 in Eaton Vance Floating Rate Income Trust (EFT)
This table provides information about the institutional ownership of Eaton Vance Floating Rate Income Trust (EFT) during Q1 2023. The information is specifically focused on institutions that hold shares of Eaton Vance Floating-Rate Income Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
140K+ 8.71% |
$1.55M - $1.7M
|
1.74M
$22.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
127KNew |
$1.41M - $1.54M
|
127K
$1.65M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
95.4K+ 14.42% |
$1.06M - $1.16M
|
757K
$9.88M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
60.1K+ 42.44% |
$667K - $730K
|
202K
$2.63M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
56.7K+ 10.42% |
$630K - $689K
|
601K
$7.84M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
38.2KNew |
$425K - $464K
|
38.2K
$499K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.4K+ 79.31% |
$360K - $394K
|
73.3K
$957K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
32.4KNew |
$360K - $394K
|
32.4K
$423K
|
|
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
24.3K+ 54.58% |
$271K - $296K
|
69K
$900K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
21.1KNew |
$234K - $256K
|
21.1K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
20K+ 13.03% |
$222K - $243K
|
173K
$2.26M
|
|
|
May 12, 2023
Q1 2023
|
Jones Road Capital Management, L.P.
New York, NY |
BUY
|
- |
20KNew |
$222K - $243K
|
20K
$261K
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
19.7K+ 12.06% |
$219K - $239K
|
183K
$2.39M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.9KNew |
$210K - $230K
|
18.9K
$247K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.9KNew |
$198K - $217K
|
17.9K
$233K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.3KNew |
$158K - $173K
|
14.3K
$186K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13.6K+ 22.88% |
$151K - $165K
|
73K
$952K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.4K+ 16.25% |
$126K - $138K
|
81.4K
$1.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.6KNew |
$118K - $129K
|
10.6K
$139K
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
8.02K+ 41.63% |
$89.1K - $97.4K
|
27.3K
$356K
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
7.92K+ 1.88% |
$88K - $96.2K
|
428K
$5.59M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.37KNew |
$37.5K - $41K
|
3.37K
$44K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.34K+ 123.29% |
$37.1K - $40.5K
|
6.04K
$78.8K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.36KNew |
$26.2K - $28.7K
|
2.36K
$30.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.17K+ 16.14% |
$24.1K - $26.3K
|
15.6K
$203K
|
|
|
Apr 25, 2023
Q1 2023
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
2K+ 2.71% |
$22.2K - $24.3K
|
75.9K
$990K
|
|
|
May 25, 2023
Q1 2023
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
2K+ 2.71% |
$22.2K - $24.3K
|
75.9K
$990K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.98KNew |
$22K - $24.1K
|
1.98K
$25.9K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.58K+ 8.86% |
$17.6K - $19.2K
|
19.4K
$254K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.15K+ 4.34% |
$12.8K - $14K
|
27.7K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
BUY
|
- |
1.1K+ 2.14% |
$12.2K - $13.4K
|
52.5K
$685K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
1K+ 6.59% |
$11.1K - $12.2K
|
16.2K
$211K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
985+ 6.08% |
$10.9K - $12K
|
17.2K
$224K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
840+ 0.68% |
$9.33K - $10.2K
|
124K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
767+ 0.59% |
$8.52K - $9.32K
|
130K
$1.7M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
195+ 0.31% |
$2.17K - $2.37K
|
63.6K
$829K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
162+ 0.16% |
$1.8K - $1.97K
|
100K
$1.31M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
125+ 0.37% |
$1.39K - $1.52K
|
33.9K
$442K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
16+ 2.9% |
$178 - $194
|
567
$7.4K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 0.27% |
$167 - $182
|
5.59K
$72.9K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24- 0.74% |
$267 - $292
|
3.22K
$42K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 50.0% |
$1.11K - $1.22K
|
100
$1.31K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-329- 0.41% |
$3.66K - $4K
|
80.7K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-938- 3.9% |
$10.4K - $11.4K
|
23.1K
$302K
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.1K- 9.68% |
$12.2K - $13.3K
|
10.2K
$133K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.32K- 7.57% |
$14.6K - $16K
|
16.1K
$210K
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-1.34K- 5.27% |
$14.9K - $16.3K
|
24.1K
$315K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.58K- 8.14% |
$17.6K - $19.2K
|
17.9K
$233K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-2K- 42.77% |
$22.2K - $24.3K
|
2.68K
$34.9K
|