Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
103K+ 8.81% |
$1.29M - $1.38M
|
1.27M
$16.6M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
103K+ 8.81% |
$1.29M - $1.38M
|
1.27M
$16.6M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74.2K+ 38.85% |
$934K - $995K
|
265K
$3.46M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.8K+ 3.52% |
$601K - $640K
|
1.41M
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.1K+ 23.81% |
$580K - $617K
|
240K
$3.13M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
45KNew |
$566K - $603K
|
45K
$587K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26KNew |
$327K - $349K
|
26K
$339K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
22.4K+ 5.85% |
$282K - $301K
|
406K
$5.3M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18KNew |
$226K - $241K
|
18K
$234K
|
|
|
Apr 22, 2024
Q1 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
17.1K+ 14.58% |
$215K - $229K
|
134K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.4K+ 42.62% |
$206K - $220K
|
54.8K
$715K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15.7KNew |
$197K - $210K
|
15.7K
$205K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.3KNew |
$179K - $191K
|
14.3K
$186K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10.7K+ 10.83% |
$135K - $144K
|
110K
$1.43M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.3KNew |
$130K - $138K
|
10.3K
$135K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.91KNew |
$112K - $119K
|
8.91K
$116K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.27K+ 5.51% |
$91.5K - $97.4K
|
139K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
7.08K+ 21.15% |
$89K - $94.8K
|
40.5K
$529K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
3.82K+ 21.41% |
$48K - $51.2K
|
21.7K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.33K+ 87.42% |
$41.9K - $44.6K
|
7.14K
$93.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
850New |
$10.7K - $11.4K
|
850
$11.1K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
723+ 1.08% |
$9.1K - $9.69K
|
67.5K
$881K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
683+ 0.84% |
$8.59K - $9.15K
|
81.9K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
203+ 68.35% |
$2.55K - $2.72K
|
500
$6.53K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
200+ 1.92% |
$2.52K - $2.68K
|
10.6K
$138K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
199+ 0.65% |
$2.5K - $2.67K
|
30.7K
$400K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
66+ 0.22% |
$830 - $884
|
29.6K
$387K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
32+ 0.19% |
$403 - $429
|
17.1K
$223K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-171- 0.86% |
$2.15K - $2.29K
|
19.7K
$257K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-227- 1.74% |
$2.86K - $3.04K
|
12.9K
$168K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-282- 90.1% |
$3.55K - $3.78K
|
31
$405
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-826- 0.55% |
$10.4K - $11.1K
|
148K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-922- 5.25% |
$11.6K - $12.4K
|
16.7K
$217K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.02K- 62.5% |
$12.8K - $13.6K
|
609
$7.95K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-2.07K- 31.45% |
$26.1K - $27.8K
|
4.52K
$59K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.4K- 21.78% |
$42.7K - $45.5K
|
12.2K
$159K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.27K- 4.87% |
$53.7K - $57.2K
|
83.4K
$1.09M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.88K- 2.0% |
$61.4K - $65.4K
|
240K
$3.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-4.92K- 15.67% |
$61.8K - $65.9K
|
26.4K
$345K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.02K- 2.51% |
$63.1K - $67.2K
|
194K
$2.54M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10.5K- 24.93% |
$132K - $140K
|
31.5K
$411K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-18.2K- 3.59% |
$229K - $244K
|
489K
$6.38M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-25.4K- 18.22% |
$320K - $341K
|
114K
$1.49M
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-62.1K- 15.95% |
$781K - $832K
|
327K
$4.27M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-89.4K- 82.81% |
$1.12M - $1.2M
|
18.5K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-89.5K- 18.94% |
$1.13M - $1.2M
|
383K
$5M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-124K- 8.88% |
$1.56M - $1.66M
|
1.27M
$16.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-194K- 26.02% |
$2.44M - $2.6M
|
551K
$7.19M
|