Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
420KNew |
$4.58M - $4.89M
|
420K
$5.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Sather Financial Group Inc
|
BUY
|
- |
327KNew |
$3.56M - $3.81M
|
327K
$4.27M
|
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
270KNew |
$2.94M - $3.14M
|
270K
$3.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
244KNew |
$2.66M - $2.84M
|
244K
$3.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
168K+ 14.06% |
$1.83M - $1.96M
|
1.36M
$17.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
107KNew |
$1.17M - $1.25M
|
107K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
BUY
|
- |
70.4K+ 20.18% |
$766K - $819K
|
419K
$5.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
69.9K+ 318.76% |
$761K - $814K
|
91.9K
$1.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
68.5KNew |
$746K - $797K
|
68.5K
$894K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
57.3K+ 86.47% |
$624K - $667K
|
124K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
57K+ 59.15% |
$621K - $664K
|
153K
$2M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
50.3K+ 10.27% |
$548K - $585K
|
540K
$7.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
36.8KNew |
$401K - $429K
|
36.8K
$481K
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
33.4K+ 296.98% |
$363K - $388K
|
44.6K
$582K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.8KNew |
$292K - $312K
|
26.8K
$350K
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
BUY
|
- |
26.5K+ 1.89% |
$288K - $308K
|
1.43M
$18.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
19.9K+ 27.14% |
$217K - $232K
|
93.2K
$1.22M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.4KNew |
$212K - $226K
|
19.4K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
19.3KNew |
$210K - $224K
|
19.3K
$251K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.8KNew |
$194K - $208K
|
17.8K
$233K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
14.5K+ 35.94% |
$158K - $169K
|
54.9K
$716K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
11.1KNew |
$121K - $130K
|
11.1K
$145K
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
8.4K+ 1.57% |
$91.4K - $97.7K
|
544K
$7.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.01K+ 35.92% |
$76.3K - $81.5K
|
26.5K
$346K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.83KNew |
$74.3K - $79.5K
|
6.83K
$89.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
6.01K+ 8.86% |
$65.5K - $70K
|
73.9K
$964K
|
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
4.32K+ 2.72% |
$47K - $50.3K
|
163K
$2.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.17K+ 6.33% |
$45.4K - $48.5K
|
70K
$914K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.76KNew |
$40.9K - $43.8K
|
3.76K
$49.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.89K+ 7.61% |
$31.5K - $33.7K
|
40.9K
$534K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.71KNew |
$29.5K - $31.5K
|
2.71K
$35.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.64K+ 15.49% |
$28.7K - $30.7K
|
19.6K
$256K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.62KNew |
$28.6K - $30.5K
|
2.62K
$34.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.2K+ 7.25% |
$24K - $25.6K
|
32.6K
$425K
|
|
|
Feb 10, 2023
Q4 2022
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
1.64K+ 7.3% |
$17.8K - $19.1K
|
24.1K
$314K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.45K+ 13.71% |
$15.8K - $16.9K
|
12K
$157K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.05K+ 6.94% |
$11.4K - $12.2K
|
16.2K
$211K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
812New |
$8.84K - $9.45K
|
812
$10.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
375New |
$4.08K - $4.37K
|
375
$4.89K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
200New |
$2.18K - $2.33K
|
200
$2.61K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
66+ 0.11% |
$719 - $768
|
59.4K
$775K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11New |
$120 - $128
|
11
$144
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
11+ 2.04% |
$120 - $128
|
551
$7.19K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-148- 0.29% |
$1.61K - $1.72K
|
51.4K
$671K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-407- 1.19% |
$4.43K - $4.74K
|
33.8K
$441K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-430- 3.71% |
$4.68K - $5.01K
|
11.1K
$145K
|
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-780- 5.49% |
$8.49K - $9.08K
|
13.4K
$175K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-1.46K- 20.18% |
$15.8K - $16.9K
|
5.76K
$75.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.75K- 4.29% |
$19.1K - $20.4K
|
39.1K
$510K
|