Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
124K+ 9.75% |
$1.63M - $1.69M
|
1.39M
$18.7M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
124K+ 9.75% |
$1.63M - $1.69M
|
1.39M
$18.7M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.3K+ 297.91% |
$505K - $524K
|
51.1K
$687K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.7K+ 24.92% |
$458K - $475K
|
174K
$2.34M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.2K+ 205.24% |
$451K - $468K
|
50.8K
$683K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
30.4KNew |
$401K - $415K
|
30.4K
$408K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.2K+ 9.86% |
$345K - $358K
|
291K
$3.91M
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
BUY
|
- |
24.8KNew |
$327K - $340K
|
24.8K
$333K
|
|
Aug 01, 2024
Q2 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
19.1K+ 14.25% |
$252K - $262K
|
153K
$2.06M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
17.5KNew |
$231K - $240K
|
17.5K
$235K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.9K+ 80.83% |
$210K - $218K
|
35.6K
$478K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.7K+ 1.12% |
$207K - $215K
|
1.42M
$19.1M
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
13.8K+ 33.92% |
$182K - $188K
|
54.3K
$729K
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.5K+ 10.44% |
$151K - $157K
|
121K
$1.63M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11KNew |
$146K - $151K
|
11K
$148K
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
5K+ 5.2% |
$66K - $68.5K
|
101K
$1.36M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.88K+ 2.04% |
$64.4K - $66.8K
|
245K
$3.28M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.7K+ 14.23% |
$48.9K - $50.7K
|
29.7K
$399K
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
3.11K+ 4.6% |
$41K - $42.5K
|
70.6K
$948K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.97KNew |
$39.1K - $40.6K
|
2.97K
$39.8K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.2KNew |
$29K - $30.1K
|
2.2K
$29.5K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
658+ 1.46% |
$8.69K - $9.01K
|
45.7K
$613K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
609New |
$8.04K - $8.34K
|
609
$8.18K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
540+ 7.56% |
$7.13K - $7.39K
|
7.68K
$103K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
456+ 2.67% |
$6.02K - $6.24K
|
17.6K
$236K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
114+ 0.73% |
$1.5K - $1.56K
|
15.8K
$212K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
17New |
$224 - $233
|
17
$228
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-62- 7.64% |
$818 - $849
|
750
$10.1K
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-70- 1.55% |
$924 - $958
|
4.45K
$59.8K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-183- 0.33% |
$2.42K - $2.51K
|
54.6K
$734K
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-200- 1.32% |
$2.64K - $2.74K
|
15K
$201K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-499- 99.8% |
$6.59K - $6.83K
|
1
$13.4
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-700- 2.36% |
$9.24K - $9.58K
|
28.9K
$388K
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-901- 7.38% |
$11.9K - $12.3K
|
11.3K
$152K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.1K- 82.09% |
$14.5K - $15.1K
|
240
$3.22K
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.51K- 11.13% |
$46.3K - $48K
|
28K
$376K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.42K- 19.76% |
$71.6K - $74.3K
|
22K
$296K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.43K- 29.71% |
$84.9K - $88.1K
|
15.2K
$204K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.67K- 3.43% |
$88K - $91.3K
|
188K
$2.52M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.82K- 36.75% |
$90K - $93.3K
|
11.7K
$158K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.43K- 6.37% |
$124K - $129K
|
139K
$1.86M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.4K- 20.04% |
$217K - $225K
|
65.5K
$879K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-20.1K- 17.58% |
$265K - $275K
|
94.1K
$1.26M
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-26.6K- 5.44% |
$351K - $364K
|
462K
$6.21M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-28.7K- 34.45% |
$379K - $393K
|
54.7K
$734K
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-30.2K- 7.88% |
$398K - $413K
|
353K
$4.74M
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-42.8K- 10.54% |
$565K - $586K
|
363K
$4.88M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-115K- 20.84% |
$1.52M - $1.57M
|
436K
$5.85M
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-269K- 82.2% |
$3.55M - $3.68M
|
58.3K
$782K
|