Latest Institutional Transactions on Eaton Vance Floating Rate Income Trust (EFT)
This table provides information on the latest institutional transactions involving Eaton Vance Floating Rate Income Trust (EFT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-12.5K- 4.65% |
$147K - $156K
|
257K
$3.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-53K- 46.36% |
$619K - $659K
|
61.3K
$821K
|
|
|
Nov 13, 2023
Q3 2023
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
SELL
|
- |
-69.6K- 16.61% |
$813K - $866K
|
349K
$4.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33+ 0.3% |
$385 - $411
|
10.9K
$146K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
127+ 1.13% |
$1.48K - $1.58K
|
11.4K
$153K
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-3.47K- 0.81% |
$40.5K - $43.1K
|
426K
$5.7M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
88+ 3.24% |
$978 - $1.03K
|
2.8K
$37.5K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.48K- 42.48% |
$16.4K - $17.3K
|
2K
$26.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21KNew |
$233K - $247K
|
21K
$281K
|
|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-136K- 78.24% |
$1.51M - $1.6M
|
37.9K
$508K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4K+ 18.98% |
$44.4K - $47K
|
25.1K
$336K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
255New |
$2.83K - $2.99K
|
255
$3.41K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-400- 5.03% |
$4.44K - $4.7K
|
7.55K
$101K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.6K- 51.31% |
$185K - $195K
|
15.8K
$211K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.27KNew |
$36.4K - $38.4K
|
3.27K
$43.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.17KNew |
$13K - $13.7K
|
1.17K
$15.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-2.11K- 78.66% |
$23.4K - $24.7K
|
571
$7.65K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1K- 17.24% |
$11.1K - $11.7K
|
4.8K
$64.3K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-765- 7.07% |
$8.5K - $8.98K
|
10.1K
$135K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-2K- 66.7% |
$22.3K - $23.5K
|
1K
$13.4K
|
|
| Q1 2023 | |||||||
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-3.76KClosed |
$41.8K - $45.7K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-56.9K- 61.97% |
$632K - $692K
|
34.9K
$468K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 50.0% |
$1.11K - $1.22K
|
100
$1.34K
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.1K- 9.68% |
$12.2K - $13.3K
|
10.2K
$137K
|
|
|
Apr 21, 2023
Q1 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-5K- 27.03% |
$55.6K - $60.8K
|
13.5K
$181K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.98KNew |
$22K - $24.1K
|
1.98K
$26.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-242K- 74.05% |
$2.69M - $2.94M
|
84.9K
$1.14M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3.37KNew |
$37.5K - $41K
|
3.37K
$45.2K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.4KNew |
$212K - $226K
|
19.4K
$260K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.8KNew |
$194K - $208K
|
17.8K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.8KNew |
$292K - $312K
|
26.8K
$359K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-78.1K- 68.38% |
$851K - $910K
|
36.1K
$484K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
200New |
$2.18K - $2.33K
|
200
$2.68K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
375New |
$4.08K - $4.37K
|
375
$5.02K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.62KNew |
$28.6K - $30.5K
|
2.62K
$35.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-430- 3.71% |
$4.68K - $5.01K
|
11.1K
$149K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.5K- 44.15% |
$94.1K - $110K
|
10.8K
$144K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-91- 85.85% |
$1.01K - $1.18K
|
15
$201
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.81KNew |
$31.1K - $36.4K
|
2.81K
$37.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
45+ 1.99% |
$498 - $584
|
2.31K
$30.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
500+ 3.57% |
$5.54K - $6.49K
|
14.5K
$194K
|
|
|
Oct 17, 2022
Q3 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
19.6KNew |
$216K - $254K
|
19.6K
$262K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
408New |
$4.7K - $5.59K
|
408
$5.46K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6.02KClosed |
$69.4K - $82.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-15.4KClosed |
$177K - $210K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.32K- 14.37% |
$26.7K - $31.8K
|
13.8K
$185K
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-22KClosed |
$253K - $301K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10.2KClosed |
$117K - $139K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-13.4KClosed |
$154K - $183K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-693Closed |
$7.98K - $9.49K
|
0
$0
|
|