Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
151KNew |
$2.2M - $2.3M
|
151K
$1.97M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
103K+ 33.91% |
$1.5M - $1.57M
|
408K
$5.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
93.1K+ 28.27% |
$1.35M - $1.42M
|
422K
$5.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
91.8K+ 8.61% |
$1.34M - $1.4M
|
1.16M
$15.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
62.3KNew |
$906K - $949K
|
62.3K
$812K
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
31.5KNew |
$458K - $480K
|
31.5K
$411K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30K+ 397.3% |
$437K - $458K
|
37.6K
$490K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.6K+ 4.39% |
$416K - $436K
|
680K
$8.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.2K+ 23.22% |
$396K - $415K
|
144K
$1.88M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20K+ 57.83% |
$290K - $304K
|
54.4K
$711K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.5K+ 15.34% |
$284K - $297K
|
147K
$1.91M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17KNew |
$247K - $259K
|
17K
$221K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
16.6KNew |
$241K - $253K
|
16.6K
$216K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.5K+ 64.83% |
$211K - $221K
|
36.9K
$482K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.3K+ 17.53% |
$164K - $172K
|
75.7K
$988K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.7K+ 25.1% |
$155K - $163K
|
53.2K
$694K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
9.92K+ 9.2% |
$144K - $151K
|
118K
$1.54M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
9.63KNew |
$140K - $147K
|
9.63K
$126K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.57K+ 17.88% |
$110K - $115K
|
49.9K
$651K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.3K+ 2.91% |
$91.6K - $96K
|
223K
$2.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.24K+ 7.25% |
$61.7K - $64.7K
|
62.8K
$819K
|
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
BUY
|
- |
3.65K+ 7.93% |
$53.1K - $55.7K
|
49.7K
$648K
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.83KNew |
$41.1K - $43.1K
|
2.83K
$36.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.19K+ 0.32% |
$17.4K - $18.2K
|
380K
$4.96M
|
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
942+ 0.18% |
$13.7K - $14.4K
|
510K
$6.66M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
705New |
$10.3K - $10.8K
|
705
$9.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
685New |
$9.97K - $10.4K
|
685
$8.94K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
500New |
$7.28K - $7.63K
|
500
$6.53K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
362New |
$5.27K - $5.52K
|
362
$4.72K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
310+ 2066.67% |
$4.51K - $4.73K
|
325
$4.24K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
259+ 0.79% |
$3.77K - $3.95K
|
33.2K
$433K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
230+ 1.68% |
$3.35K - $3.51K
|
13.9K
$181K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
91+ 1.56% |
$1.32K - $1.39K
|
5.92K
$77.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
34+ 1.58% |
$495 - $519
|
2.18K
$28.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10New |
$146 - $153
|
10
$131
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 1.59% |
$116 - $122
|
510
$6.66K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.27% |
$29.1 - $30.5
|
755
$9.85K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-78- 5.38% |
$1.13K - $1.19K
|
1.37K
$17.9K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-183- 0.54% |
$2.66K - $2.79K
|
33.9K
$442K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-259Closed |
$3.77K - $3.95K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-314Closed |
$4.57K - $4.79K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-402- 18.52% |
$5.85K - $6.13K
|
1.77K
$23.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.04KClosed |
$29.7K - $31.2K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.67KClosed |
$38.8K - $40.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-3.62K- 12.39% |
$52.6K - $55.2K
|
25.6K
$334K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.79K- 5.53% |
$55.1K - $57.7K
|
64.6K
$843K
|
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-5K- 33.33% |
$72.8K - $76.3K
|
10K
$131K
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-5.73KClosed |
$83.3K - $87.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.57K- 3.74% |
$125K - $131K
|
221K
$2.88M
|