Purchases and Sales Made in Q4 2023 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 2023. 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, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
114K+ 42.32% |
$1.31M - $1.47M
|
384K
$5.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
113K+ 144.31% |
$1.3M - $1.45M
|
191K
$2.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
54.2K+ 63.41% |
$624K - $698K
|
140K
$1.82M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
44.2KNew |
$509K - $570K
|
44.2K
$577K
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
33.2K+ 97.6% |
$382K - $428K
|
67.3K
$878K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
25K+ 22.73% |
$288K - $322K
|
135K
$1.76M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.2KNew |
$245K - $274K
|
21.2K
$277K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.8K+ 31.1% |
$239K - $268K
|
87.7K
$1.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.8KNew |
$228K - $255K
|
19.8K
$259K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
19.2K+ 24.07% |
$221K - $247K
|
98.9K
$1.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
18.3KNew |
$211K - $236K
|
18.3K
$239K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.9K+ 2.46% |
$206K - $230K
|
744K
$9.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.5K+ 11.6% |
$178K - $199K
|
149K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12.9KNew |
$149K - $166K
|
12.9K
$169K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.7KNew |
$146K - $164K
|
12.7K
$166K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
6.59KNew |
$75.9K - $84.9K
|
6.59K
$86.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.49K+ 5.17% |
$74.7K - $83.6K
|
132K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6KNew |
$69.1K - $77.3K
|
6K
$78.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.16K+ 3.6% |
$36.4K - $40.7K
|
91K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.13K+ 17.3% |
$36.1K - $40.4K
|
21.2K
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.5KNew |
$28.8K - $32.2K
|
2.5K
$32.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.94K+ 17.4% |
$22.3K - $25K
|
13.1K
$171K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.55K+ 5.53% |
$17.8K - $20K
|
29.6K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.33K+ 8.22% |
$15.4K - $17.2K
|
17.6K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.15K+ 31.0% |
$13.2K - $14.8K
|
4.86K
$63.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.02KNew |
$11.7K - $13.1K
|
1.02K
$13.3K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.02K+ 166.67% |
$11.7K - $13.1K
|
1.62K
$21.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
850New |
$9.78K - $10.9K
|
850
$11.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
590New |
$6.79K - $7.6K
|
590
$7.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
297New |
$3.42K - $3.83K
|
297
$3.88K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
40New |
$460 - $515
|
40
$522
|
|
|
Feb 13, 2024
Q4 2023
|
Rock Creek Group, LP
|
BUY
|
- |
20+ 2.72% |
$230 - $258
|
756
$9.87K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7New |
$80.6 - $90.2
|
7
$91.4
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1- 0.01% |
$11.5 - $12.9
|
12K
$157K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-30- 0.29% |
$345 - $386
|
10.4K
$136K
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-233- 1.77% |
$2.68K - $3K
|
12.9K
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-400- 1.44% |
$4.6K - $5.15K
|
27.4K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-548- 63.65% |
$6.31K - $7.06K
|
313
$4.08K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-914- 2.32% |
$10.5K - $11.8K
|
38.4K
$502K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-986- 5.46% |
$11.3K - $12.7K
|
17.1K
$223K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-2.25K- 62.67% |
$25.9K - $29K
|
1.34K
$17.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2.35K- 7.16% |
$27K - $30.3K
|
30.5K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-3.61K- 5.13% |
$41.6K - $46.5K
|
66.8K
$871K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.33K- 7.24% |
$72.9K - $81.6K
|
81.2K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-6.54K- 63.21% |
$75.3K - $84.3K
|
3.81K
$49.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.89K- 7.61% |
$102K - $114K
|
108K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Jones Road Capital Management, L.P.
New York, NY |
SELL
|
- |
-9.04K- 45.18% |
$104K - $116K
|
11K
$143K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-9.26K- 1.92% |
$107K - $119K
|
473K
$6.17M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-10.6K- 24.0% |
$122K - $136K
|
33.5K
$437K
|