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

Eaton Vance Floating-Rate Income Trust logo
$12.10 -0.01 (-0.04%)
Closing price 03:58 PM Eastern
Extended Trading
$12.08 -0.03 (-0.25%)
As of 04:10 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.
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Institutional Ownership Changes (13F Filings) for Eaton Vance Floating-Rate Income Trust (NYSE:EFT)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$37.97M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$4.11M
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EFT Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Bank of America Corp DE1,050,109$13.11M0.0%-5.1%0.000%
8/15/2025 Ameriprise Financial Inc.44,684$558K0.0%+29.0%0.000%
8/14/2025 Jane Street Group LLC17,494$218K0.0%N/A0.000%
8/14/2025 Raymond James Financial Inc.830,163$10.36M0.0%+8.3%0.000%
8/14/2025 NewEdge Advisors LLC122,562$1.53M0.0%+6,028.1%0.000%
8/13/2025 StoneX Group Inc.10,151$127K0.0%-42.0%0.000%
8/13/2025 Guggenheim Capital LLC529,959$6.61M0.1%-4.9%0.000%
8/13/2025 Invesco Ltd.503,658$6.29M0.0%+22.7%0.000%
8/13/2025 Virtus Investment Advisers LLC63,600$794K0.3%-14.7%0.000%
8/13/2025 Garner Asset Management Corp59,543$743K0.3%-9.6%0.000%
8/12/2025 Advisors Asset Management Inc.517,700$6.46M0.1%+5.0%0.000%
8/12/2025 MAI Capital Management115,270$1.44M0.0%-4.1%0.000%
8/8/2025 Rockefeller Capital Management L.P.20,024$250K0.0%-4.8%0.000%
8/8/2025 Cetera Investment Advisers60,846$759K0.0%+4.2%0.000%
8/8/2025 Marble Harbor Investment Counsel LLC56,450$704K0.1%-9.8%0.000%
8/6/2025 Ethos Financial Group LLC224,637$2.80M0.2%+1.7%0.000%
8/4/2025 Wolverine Asset Management LLC69,454$867K0.0%+217.1%0.000%
8/4/2025 MeadowBrook Investment Advisors LLC4,085$51K0.0%+55.0%0.000%
8/4/2025 HBK Sorce Advisory LLC35,846$447K0.0%+22.9%0.000%
7/29/2025 Koshinski Asset Management Inc.86,026$1.07M0.1%-1.2%0.000%
7/25/2025 Apollon Wealth Management LLC142,880$1.78M0.0%-5.9%0.000%
7/21/2025 Ameritas Advisory Services LLC3,400$42K0.0%N/A0.000%
7/8/2025 Parallel Advisors LLC4,754$59K0.0%-14.7%0.000%
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%
What Are Some Strategies to Help Lower RMD Taxes? (Ad)

Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain retirement accounts. Without the right strategy, these withdrawals can significantly increase your tax bill and shrink your nest egg. SmartAsset outlines six strategies that could help reduce your RMDs and potentially lower your tax burden. Their free tool can match you with vetted fiduciary financial advisors in your area—professionals legally bound to act in your best interest.tc pixel

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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%
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%
2/5/2025WT 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%
What Are Some Strategies to Help Lower RMD Taxes? (Ad)

Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain retirement accounts. Without the right strategy, these withdrawals can significantly increase your tax bill and shrink your nest egg. SmartAsset outlines six strategies that could help reduce your RMDs and potentially lower your tax burden. Their free tool can match you with vetted fiduciary financial advisors in your area—professionals legally bound to act in your best interest.tc pixel

Click here to see the six strategies and get your free advisor matches today.
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%
10/22/2024WT Wealth Management22,735$296K0.1%-8.4%0.000%
10/18/2024Raymond James & Associates471,856$6.08M0.0%+8.2%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, 82 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 ($13.11M), Raymond James Financial Inc. ($10.36M), Guggenheim Capital LLC ($6.61M), Advisors Asset Management Inc. ($6.46M), Invesco Ltd. ($6.29M), Raymond James & Associates ($6.08M), and Kennedy Investment Group ($5.24M).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 55 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. ($1.48M), Ethos Financial Group LLC ($224.64K), Advisors Asset Management Inc. ($200.47K), LPL Financial LLC ($123.35K), NewEdge Advisors LLC ($120.56K), International Assets Investment Management LLC ($113.42K), and Invesco Ltd. ($108.28K).

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

Institutional investors have bought a total of 2,984,950 shares in the last 24 months. This purchase volume represents approximately $37.97M in transactions.

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

Of the 31 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: Bank of America Corp DE ($71.85K), Marble Harbor Investment Counsel LLC ($28.40K), Guggenheim Capital LLC ($27.14K), Joel Isaacson & Co. LLC ($20K), Shaker Financial Services LLC ($18.77K), Cohen & Steers Inc. ($14K), and Apollon Wealth Management LLC ($13.99K).

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

Institutional investors have sold a total of 325,701 shares in the last 24 months. This volume of shares sold represents approximately $4.11M in transactions.


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This page (NYSE:EFT) was last updated on 8/28/2025 by MarketBeat.com Staff
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