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Eaton Vance Floating-Rate Income Trust (EFT) Institutional Ownership

Eaton Vance Floating-Rate Income Trust logo
$12.34 +0.04 (+0.33%)
Closing price 06/27/2025 03:58 PM Eastern
Extended Trading
$12.35 +0.01 (+0.08%)
As of 06/27/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Eaton Vance Floating-Rate Income Trust (NYSE:EFT)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$34.45M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$7.90M
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EFT Institutional Buying and Selling by Quarter

Eaton Vance Floating-Rate Income Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Advisors Asset Management Inc.492,934$6.19M0.1%-0.8%0.000%
5/15/2025 Royal Bank of Canada215,021$2.70M0.0%-5.9%0.000%
5/15/2025 Landscape Capital Management L.L.C.21,076$265K0.0%N/A0.000%
5/13/2025 Elequin Capital LP6,675$84K0.0%+106.3%0.000%
5/13/2025 Ethos Financial Group LLC220,923$2.77M0.3%N/A0.000%
5/13/2025 Raymond James Financial Inc.766,447$9.62M0.0%+18.1%0.000%
5/12/2025 Invesco Ltd.410,386$5.15M0.0%+3.8%0.000%
5/12/2025 Wolverine Asset Management LLC21,902$275K0.0%N/A0.000%
5/9/2025 Marble Harbor Investment Counsel LLC62,617$786K0.1%-26.2%0.000%
5/7/2025 LPL Financial LLC283,289$3.56M0.0%+71.1%0.000%
5/7/2025 First Heartland Consultants Inc.15,126$190K0.0%N/A0.000%
5/6/2025 Cetera Investment Advisers58,421$733K0.0%+67.1%0.000%
5/6/2025 Readystate Asset Management LP26,245$329K0.0%+14.6%0.000%
5/6/2025 Choreo LLC31,142$391K0.0%+3.8%0.000%
5/6/2025 Garner Asset Management Corp65,839$826K0.4%-6.9%0.000%
5/5/2025 Kestra Private Wealth Services LLC11,278$142K0.0%N/A0.000%
5/2/2025 Apollon Wealth Management LLC151,834$1.91M0.0%+13.7%0.000%
4/29/2025 Capital Investment Advisory Services LLC79,677$1M0.1%N/A0.000%
4/25/2025 Koshinski Asset Management Inc.87,032$1.09M0.1%-4.0%0.000%
4/25/2025 Joel Isaacson & Co. LLC21,152$265K0.0%-48.6%0.000%
4/23/2025 HBK Sorce Advisory LLC29,158$366K0.0%-7.3%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.57,981$728K0.0%-3.5%0.000%
4/21/2025 HFG Advisors Inc.10,069$126K0.1%N/A0.000%
4/17/2025 Dynamic Advisor Solutions LLC16,948$213K0.0%+7.2%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.121,015$1.52M0.1%+7.2%0.000%
4/9/2025 NBC Securities Inc.4,550$57K0.0%+113,650.0%0.000%
2/18/2025 Elequin Capital LP3,236$42K0.0%N/A0.000%
2/17/2025 Morse Asset Management Inc37,772$485K0.1%+42.8%0.000%
2/17/2025 Focus Partners Wealth12,688$163K0.0%N/A0.000%
2/17/2025 CoreCap Advisors LLC6,400$82K0.0%-50.4%0.000%
2/17/2025 Cetera Investment Advisers34,959$449K0.0%-7.8%0.000%
2/17/2025 Bank of America Corp DE1,334,088$17.12M0.0%-1.1%0.000%
2/17/2025 Ameriprise Financial Inc.70,100$899K0.0%+9.8%0.000%
2/14/2025 Virtus ETF Advisers LLC55,087$707K0.3%+10.1%0.000%
2/14/2025 Stifel Financial Corp42,477$545K0.0%-21.8%0.000%
2/14/2025 Shaker Financial Services LLC35,985$465K0.2%-34.3%0.000%
2/13/2025 Guggenheim Capital LLC604,100$7.75M0.1%+8.1%0.000%
2/13/2025 Cohen & Steers Inc.87,240$1.12M0.0%-13.8%0.000%
2/13/2025 Raymond James Financial Inc.649,105$8.33M0.0%N/A0.000%
2/13/2025 Invesco Ltd.395,377$5.07M0.0%-0.7%0.000%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
2/13/2025 Envestnet Asset Management Inc.10,295$132K0.0%-6.8%0.000%
2/13/2025 Wells Fargo & Company MN59,771$767K0.0%+4.2%0.000%
2/12/2025 StoneX Group Inc.14,596$187K0.0%N/A0.000%
2/11/2025 LPL Financial LLC165,572$2.12M0.0%+3.5%0.000%
2/10/2025 Advisors Asset Management Inc.496,886$6.38M0.1%+18.1%0.000%
2/10/2025 Commonwealth Equity Services LLC12,937$166K0.0%-9.0%0.000%
2/10/2025 HBK Sorce Advisory LLC31,450$404K0.0%+8.0%0.000%
2/6/2025 Raymond James Financial Inc.649,105$8.33M0.0%N/A0.000%
2/5/2025 WT Wealth Management13,961$179K0.1%-38.6%0.000%
2/4/2025 Union Bancaire Privee UBP SA8,200$108K0.0%N/A0.000%
2/3/2025 Private Advisor Group LLC16,107$207K0.0%-21.5%0.000%
1/29/2025 MeadowBrook Investment Advisors LLC3,450$44K0.0%-34.3%0.000%
1/28/2025 Apollon Wealth Management LLC133,557$1.71M0.0%-3.6%0.000%
1/28/2025 Joel Isaacson & Co. LLC41,152$528K0.0%N/A0.000%
1/22/2025 Union Bancaire Privee UBP SA8,200$108K0.0%N/A0.000%
1/22/2025 PFG Investments LLC11,862$152K0.0%-11.0%0.000%
1/21/2025 Dynamic Advisor Solutions LLC15,813$203K0.0%-6.3%0.000%
1/17/2025 Melfa Wealth Management Inc.25,319$325K0.2%-17.4%0.000%
1/16/2025 Koshinski Asset Management Inc.90,618$1.16M0.0%-3.2%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.112,930$1.45M0.1%-9.9%0.000%
11/20/2024 Morse Asset Management Inc26,450$341K0.1%N/A0.000%
11/15/2024 Morse Asset Management Inc26,449$341K0.1%N/A0.000%
11/15/2024 Benjamin Edwards Inc.28,475$367K0.0%N/A0.000%
11/14/2024 Walleye Capital LLC21,407$276K0.0%N/A0.000%
11/13/2024 Horizon Kinetics Asset Management LLC12,000$155K0.0%N/A0.000%
11/9/2024 Landscape Capital Management L.L.C.13,784$178K0.0%N/A0.000%
11/8/2024 Advisors Asset Management Inc.420,836$5.42M0.1%+15.8%0.000%
11/6/2024 Bard Associates Inc.15,192$196K0.1%N/A0.000%
11/6/2024 MeadowBrook Investment Advisors LLC5,250$68K0.1%+18.0%0.000%
11/4/2024 Wolverine Asset Management LLC28,214$363K0.0%N/A0.000%
10/31/2024 Shaker Financial Services LLC54,752$705K0.3%N/A0.000%
10/24/2024 PFG Investments LLC13,326$172K0.0%-15.7%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.125,374$1.62M0.1%+3.6%0.000%
10/22/2024 International Assets Investment Management LLC24,981$322K0.0%N/A0.000%
10/22/2024 Private Advisor Group LLC20,528$264K0.0%+17.1%0.000%
10/22/2024 WT Wealth Management22,735$296K0.1%-8.4%0.000%
10/18/2024Raymond James & Associates471,856$6.08M0.0%+8.2%0.000%
10/15/2024 NBC Securities Inc.4,550$58K0.0%+106.8%0.000%
8/21/2024 Truist Financial Corp15,219$204K0.0%-29.7%0.000%
8/16/2024 Northwestern Mutual Wealth Management Co.2,965$40K0.0%N/A0.000%
8/12/2024 Garner Asset Management Corp70,585$947K0.5%+4.6%0.000%
8/9/2024 Marble Harbor Investment Counsel LLC58,250$782K0.1%-82.2%0.000%
8/8/2024 HBK Sorce Advisory LLC28,009$376K0.0%-11.1%0.000%
8/7/2024 Choreo LLC30,350$411K0.0%N/A0.000%
8/1/2024 GraniteShares Advisors LLC153,328$2.06M0.7%+14.3%0.000%
7/31/2024 Commonwealth Equity Services LLC51,132$686K0.0%+297.9%0.000%
7/20/2024 Apollon Wealth Management LLC138,656$1.86M0.1%-6.4%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.121,072$1.63M0.1%+10.4%0.000%
7/19/2024Raymond James & Associates435,930$5.85M0.0%-20.8%0.000%
7/12/2024 Capital Investment Advisors LLC11,301$152K0.0%-7.4%0.000%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
5/17/2024 Comerica Bank7,139$95K0.0%+87.4%0.000%
5/14/2024 Advisors Asset Management Inc.406,148$5.41M0.1%+5.8%0.000%
5/9/2024 HBK Sorce Advisory LLC31,516$419K0.0%-24.9%0.000%
5/9/2024 Koshinski Asset Management Inc.114,200$1.52M0.2%-18.2%0.000%
4/22/2024 PFG Investments LLC15,694$209K0.0%N/A0.000%
4/22/2024 Parsons Capital Management Inc. RI26,445$352K0.0%-15.7%0.000%
4/22/2024Raymond James & Associates550,719$7.33M0.0%-26.0%0.000%
4/22/2024 GraniteShares Advisors LLC134,203$1.79M0.9%+14.6%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.109,622$1.46M0.1%+10.8%0.000%
2/14/2024 Garner Asset Management Corp66,757$889K0.4%-5.1%0.000%
(Data available from 1/1/2016 forward)

EFT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EFT shares?

During the previous two years, 83 institutional investors and hedge funds held shares of Eaton Vance Floating-Rate Income Trust. The most heavily invested institutionals were Bank of America Corp DE ($17.12M), Raymond James Financial Inc. ($9.62M), Guggenheim Capital LLC ($7.75M), Advisors Asset Management Inc. ($6.19M), Raymond James & Associates ($6.08M), Kennedy Investment Group ($5.24M), and Invesco Ltd. ($5.15M).Learn more on Eaton Vance Floating-Rate Income Trust's institutional investors.

Which institutional investors have been buying Eaton Vance Floating-Rate Income Trust's stock?

Of the 54 institutional investors that purchased Eaton Vance Floating-Rate Income Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.42M), Ethos Financial Group LLC ($220.92K), Advisors Asset Management Inc. ($175.71K), LPL Financial LLC ($123.35K), International Assets Investment Management LLC ($113.42K), Capital Investment Advisory Services LLC ($79.68K), and Raymond James & Associates ($67.89K).

How much institutional buying is happening at Eaton Vance Floating-Rate Income Trust?

Institutional investors have bought a total of 2,695,156 shares in the last 24 months. This purchase volume represents approximately $34.45M in transactions.

Which of Eaton Vance Floating-Rate Income Trust's major shareholders have been selling company stock?

Of the 28 institutional investors that sold Eaton Vance Floating-Rate Income Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Marble Harbor Investment Counsel LLC ($291.18K), Raymond James & Associates ($114.79K), Joel Isaacson & Co. LLC ($20K), Shaker Financial Services LLC ($18.77K), Bank of America Corp DE ($15.46K), Apollon Wealth Management LLC ($14.46K), and Cohen & Steers Inc. ($14K).

How much institutional selling is happening at Eaton Vance Floating-Rate Income Trust?

Institutional investors have sold a total of 598,731 shares in the last 24 months. This volume of shares sold represents approximately $7.90M in transactions.



This page (NYSE:EFT) was last updated on 6/29/2025 by MarketBeat.com Staff
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