Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
25K+ 14.41% |
$292K - $311K
|
198K
$2.66M
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
22.6K+ 4.48% |
$264K - $281K
|
527K
$7.07M
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
21.1K+ 35.97% |
$246K - $262K
|
79.7K
$1.07M
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
20.4K+ 86.62% |
$239K - $254K
|
44K
$591K
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
20K+ 22.22% |
$234K - $249K
|
110K
$1.48M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.2K+ 32.57% |
$224K - $239K
|
78.2K
$1.05M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.3K+ 2031.06% |
$202K - $215K
|
18.1K
$243K
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.4K+ 97.14% |
$180K - $192K
|
31.2K
$419K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.1K+ 1.97% |
$164K - $175K
|
727K
$9.75M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.1KNew |
$130K - $139K
|
11.1K
$149K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
10.4KNew |
$121K - $129K
|
10.4K
$139K
|
|
Oct 31, 2023
Q3 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
5K+ 3.99% |
$58.4K - $62.2K
|
130K
$1.75M
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
5K+ 0.82% |
$58.4K - $62.2K
|
618K
$8.3M
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.9K+ 4.78% |
$45.5K - $48.5K
|
85.5K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.71KNew |
$43.3K - $46.1K
|
3.71K
$49.7K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.51K+ 4.18% |
$41K - $43.7K
|
87.5K
$1.17M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.06K+ 2.34% |
$35.7K - $38K
|
133K
$1.79M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3K+ 12.07% |
$35K - $37.3K
|
27.8K
$374K
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
BUY
|
- |
2.4K+ 3.54% |
$28.1K - $29.9K
|
70.4K
$944K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.34K+ 1.07% |
$27.3K - $29.1K
|
222K
$2.98M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.89K+ 0.81% |
$22K - $23.4K
|
234K
$3.14M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.55K+ 2.37% |
$18.1K - $19.2K
|
66.9K
$897K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
400+ 1.45% |
$4.67K - $4.98K
|
28K
$376K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
306+ 1.72% |
$3.57K - $3.81K
|
18.1K
$242K
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
276+ 0.85% |
$3.22K - $3.43K
|
32.8K
$440K
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
151+ 0.91% |
$1.76K - $1.88K
|
16.8K
$225K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
127+ 1.13% |
$1.48K - $1.58K
|
11.4K
$153K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33+ 0.3% |
$385 - $411
|
10.9K
$146K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-15- 0.27% |
$175 - $187
|
5.58K
$74.8K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-15- 0.27% |
$175 - $187
|
5.58K
$74.8K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-255- 6.63% |
$2.98K - $3.17K
|
3.59K
$48.2K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-302- 2.82% |
$3.53K - $3.76K
|
10.4K
$140K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1K- 1.13% |
$11.7K - $12.5K
|
87.9K
$1.18M
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.06K- 7.47% |
$12.4K - $13.2K
|
13.2K
$177K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.14K- 57.01% |
$13.3K - $14.2K
|
861
$11.6K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.24K- 0.98% |
$14.4K - $15.4K
|
126K
$1.68M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.06K- 4.98% |
$24.1K - $25.7K
|
39.4K
$528K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.15K- 11.68% |
$25.1K - $26.7K
|
16.2K
$218K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.66K- 7.81% |
$31.1K - $33.1K
|
31.4K
$422K
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-3.47K- 0.81% |
$40.5K - $43.1K
|
426K
$5.71M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.84K- 14.66% |
$79.8K - $85K
|
39.8K
$534K
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-7.24K- 18.76% |
$84.6K - $90.1K
|
31.4K
$421K
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.7K- 12.14% |
$89.9K - $95.7K
|
55.7K
$747K
|
|
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
|
Css LLC
Chicago, IL |
SELL
|
- |
-15.9K- 49.97% |
$186K - $198K
|
15.9K
$214K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.9K- 12.0% |
$186K - $198K
|
117K
$1.57M
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-41.7K- 7.96% |
$487K - $519K
|
482K
$6.47M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.5K- 3.26% |
$497K - $529K
|
1.26M
$17M
|