Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
120K+ 179.36% |
$1.33M - $1.56M
|
187K
$2.52M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
109KNew |
$1.21M - $1.41M
|
109K
$1.47M
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
96.4KNew |
$1.07M - $1.25M
|
96.4K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
BUY
|
- |
94.7K+ 37.28% |
$1.05M - $1.23M
|
349K
$4.69M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
68.9K+ 21.36% |
$762K - $893K
|
391K
$5.27M
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
65.7K+ 11.26% |
$728K - $853K
|
650K
$8.75M
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
40.4KNew |
$447K - $524K
|
40.4K
$544K
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
35.3K+ 70.92% |
$391K - $458K
|
85.1K
$1.15M
|
|
Nov 10, 2022
Q3 2022
|
Rock Creek Group, LP
|
BUY
|
- |
25.6K+ 1.86% |
$283K - $332K
|
1.4M
$18.9M
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
22K+ 4.72% |
$244K - $286K
|
490K
$6.59M
|
|
Nov 14, 2022
Q3 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
21.9KNew |
$243K - $284K
|
21.9K
$295K
|
|
Oct 17, 2022
Q3 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
19.6KNew |
$216K - $254K
|
19.6K
$263K
|
|
Nov 08, 2022
Q3 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
18.8K+ 3.64% |
$208K - $244K
|
536K
$7.21M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.8K+ 2.43% |
$197K - $231K
|
749K
$10.1M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
15.5KNew |
$171K - $201K
|
15.5K
$208K
|
|
Nov 01, 2022
Q3 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
14.2KNew |
$157K - $184K
|
14.2K
$191K
|
|
Nov 14, 2022
Q3 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
11.2KNew |
$124K - $146K
|
11.2K
$151K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
10.6KNew |
$117K - $137K
|
10.6K
$142K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
10.4KNew |
$115K - $135K
|
10.4K
$140K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.36K+ 6.8% |
$59.3K - $69.5K
|
84.2K
$1.13M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.01K+ 9.23% |
$55.5K - $65K
|
59.3K
$798K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.96K+ 2.2% |
$54.9K - $64.4K
|
231K
$3.11M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
4.69K+ 4.1% |
$51.9K - $60.8K
|
119K
$1.6M
|
|
Nov 14, 2022
Q3 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
4.49K+ 4.09% |
$49.7K - $58.2K
|
114K
$1.54M
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.91K+ 6.27% |
$43.3K - $50.7K
|
66.3K
$892K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.86K+ 23.24% |
$31.6K - $37.1K
|
15.2K
$204K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.81KNew |
$31.1K - $36.4K
|
2.81K
$37.8K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.5K+ 2.33% |
$16.6K - $19.5K
|
65.8K
$886K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.45KNew |
$16K - $18.8K
|
1.45K
$19.5K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
990+ 0.48% |
$11K - $12.8K
|
209K
$2.81M
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
500+ 3.57% |
$5.54K - $6.49K
|
14.5K
$195K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
392+ 0.26% |
$4.34K - $5.08K
|
153K
$2.06M
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
200New |
$2.21K - $2.59K
|
200
$2.69K
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
103+ 0.3% |
$1.14K - $1.34K
|
34.2K
$460K
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
45+ 1.99% |
$498 - $584
|
2.31K
$31.1K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
10+ 1.89% |
$111 - $130
|
540
$7.27K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23- 0.14% |
$255 - $298
|
17K
$229K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-91- 85.85% |
$1.01K - $1.18K
|
15
$202
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-265- 2.24% |
$2.93K - $3.44K
|
11.6K
$156K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-985- 14.52% |
$10.9K - $12.8K
|
5.8K
$78.1K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.08K- 24.98% |
$12K - $14K
|
3.24K
$43.7K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.23K- 5.93% |
$13.6K - $16K
|
19.5K
$263K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.45K- 6.06% |
$27.2K - $31.8K
|
38K
$512K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.37K- 0.28% |
$37.3K - $43.7K
|
1.2M
$16.1M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.78K- 2.98% |
$52.9K - $61.9K
|
155K
$2.09M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.93K- 13.95% |
$54.5K - $63.9K
|
30.4K
$409K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.42K- 5.27% |
$60K - $70.2K
|
97.3K
$1.31M
|
|
Nov 14, 2022
Q3 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-7.54K- 20.87% |
$83.4K - $97.7K
|
28.6K
$384K
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-7.84K- 4.7% |
$86.8K - $102K
|
159K
$2.14M
|