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

$13.44
+0.03 (+0.22%)
(As of 07/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$5.53M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$17.53M
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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
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%
7/19/2024 Raymond James & Associates435,930$5.85M0.0%-20.8%0.000%
7/12/2024 Capital Investment Advisors LLC11,301$152K0.0%-7.4%0.000%
5/17/2024Comerica Bank7,139$95K0.0%+87.4%0.000%
5/14/2024Advisors Asset Management Inc.406,148$5.41M0.1%+5.8%0.000%
5/9/2024HBK 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%
4/22/2024PFG Investments LLC15,694$209K0.0%N/A0.000%
4/22/2024 Parsons Capital Management Inc. RI26,445$352K0.0%-15.7%0.000%
4/22/2024 Raymond James & Associates550,719$7.33M0.0%-26.0%0.000%
4/22/2024GraniteShares 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%
2/14/2024Garner Asset Management Corp66,757$889K0.4%-5.1%0.000%
2/14/2024Jones Road Capital Management L.P.10,964$138K0.0%-45.2%0.000%
2/13/2024Jones Financial Companies Lllp2,500$31K0.0%N/A0.000%
2/13/2024Carolinas Wealth Consulting LLC4,856$62K0.0%+31.0%0.000%
2/6/2024 Apollon Wealth Management LLC148,908$1.87M0.1%+11.6%0.000%
2/6/2024 MeadowBrook Investment Advisors LLC6,594$83K0.1%N/A0.000%
2/6/2024Benjamin F. Edwards & Company Inc.29,559$371K0.0%+5.5%0.000%
2/5/2024 AEGON USA Investment Management LLC38,497$483K0.4%-49.3%0.000%
2/2/2024Truist Financial Corp17,834$224K0.0%-55.2%0.000%
1/30/2024GraniteShares Advisors LLC117,123$1.47M1.3%-10.2%0.000%
1/29/2024 Koshinski Asset Management Inc.139,639$1.75M0.3%+63.4%0.000%
1/26/2024Custom Index Systems LLC18,347$230K0.1%N/A0.000%
1/25/2024HBK Sorce Advisory LLC41,980$527K0.0%-24.6%0.000%
1/25/2024International Assets Investment Management LLC44,220$555K0.0%N/A0.000%
1/24/2024International Assets Investment Management LLC44,220$555K0.0%N/A0.000%
1/23/2024Ballentine Partners LLC27,846$349K0.0%-49.3%0.000%
1/22/2024 Melfa Wealth Management LLC30,464$382K0.4%-7.2%0.000%
1/19/2024Next Capital Management LLC48,759$612K0.3%-47.7%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.19,835$249K0.0%N/A0.000%
1/16/2024 Raymond James & Associates744,430$9.34M0.0%+2.5%0.000%
1/11/2024Dynamic Advisor Solutions LLC17,065$216K0.0%-5.5%0.000%
1/5/2024 Capital Investment Advisors LLC15,600$196K0.0%-50.3%0.000%
11/15/20231607 Capital Partners LLC257,352$3.17M0.2%-4.6%0.000%
11/15/2023Advisors Asset Management Inc.289,364$3.56M0.1%+7.3%0.000%
11/14/2023AQR Arbitrage LLC61,292$755K0.0%-46.4%0.000%
11/14/2023Oaktree Capital Management LP349,427$4.30M0.1%-16.6%0.000%
11/9/2023UBS Group AG234,226$2.88M0.0%+0.8%0.000%
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11/7/2023Virtus ETF Advisers LLC44,039$542K0.3%+86.6%0.000%
11/6/2023 Parsons Capital Management Inc. RI31,360$386K0.0%-18.8%0.000%
11/6/2023HBK Sorce Advisory LLC55,672$685K0.0%-12.1%0.000%
11/2/2023Shaker Financial Services LLC99,117$1.22M0.6%-43.5%0.000%
10/31/2023GraniteShares Advisors LLC130,371$1.61M1.5%+4.0%0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.79,720$981K0.1%+36.0%0.000%
10/26/2023 Park Avenue Securities LLC87,880$1.08M0.0%-1.1%0.000%
10/25/2023 Kennedy Investment Group425,636$5.24M3.2%-0.8%0.000%
10/24/2023 Raymond James & Associates726,535$8.94M0.0%+2.0%0.000%
10/24/2023Cambridge Investment Research Advisors Inc.87,518$1.08M0.0%+4.2%0.000%
10/23/2023Commonwealth Equity Services LLC11,139$137K0.0%N/A0.000%
10/18/2023 Koshinski Asset Management Inc.85,453$1.05M0.1%+4.8%0.000%
10/16/2023 Capital Investment Advisors LLC31,411$387K0.0%-7.8%0.000%
10/11/2023 Integrated Capital Management Inc.13,171$162K0.1%-7.5%0.000%
8/15/2023Garner Asset Management Corp67,965$794K0.4%+29.4%0.000%
8/14/2023CSS LLC IL31,819$372K0.0%+16.6%0.000%
8/11/2023Landscape Capital Management L.L.C.14,591$170K0.0%+9.1%0.000%
8/11/2023Guggenheim Capital LLC504,129$5.89M0.0%-8.2%0.000%
8/10/2023Cetera Advisors LLC10,725$125K0.0%-8.5%0.000%
8/10/2023GraniteShares Advisors LLC125,369$1.46M1.3%-1.1%0.000%
8/10/2023Sit Investment Associates Inc.34,043$398K0.0%-68.3%0.000%
8/9/2023Rock Creek Group LP287,073$2.89M0.4%-56.0%0.000%
8/7/2023Shaker Financial Services LLC175,435$2.05M0.9%-4.2%0.000%
8/4/2023HBK Sorce Advisory LLC63,367$740K0.0%-49.1%0.000%
8/4/2023Envestnet Asset Management Inc.132,727$1.55M0.0%-13.0%0.000%
8/3/2023PFG Investments LLC16,629$194K0.0%+16.6%0.000%
8/3/2023Addison Advisors LLC3,845$45K0.0%-33.2%0.000%
8/3/2023Shufro Rose & Co. LLC15,180$177K0.0%-6.2%0.000%
8/1/2023Truist Financial Corp46,626$545K0.0%-53.5%0.000%
7/31/2023LPL Financial LLC126,770$1.48M0.0%-3.6%0.000%
7/31/2023 Integrated Capital Management Inc.14,234$166K0.1%-8.7%0.000%
7/28/2023 Koshinski Asset Management Inc.81,557$953K0.1%+11.8%0.000%
7/28/2023 Private Trust Co. NA4,800$56K0.0%-17.2%0.000%
7/25/2023 Raymond James & Associates712,467$8.32M0.0%-5.9%0.000%
7/19/2023 Kennedy Investment Group429,103$5.01M2.9%+0.2%0.000%
7/14/2023 Park Avenue Securities LLC88,882$1.04M0.0%-4.1%0.000%
7/14/2023 Cornerstone Wealth Management LLC11,281$132K0.0%-29.8%0.000%
7/13/2023Cambridge Investment Research Advisors Inc.84,007$981K0.0%+4.1%0.000%
6/1/2023 Kennedy Investment Group428,036$4.93M3.0%+1.9%0.000%
5/25/2023 AEGON USA Investment Management LLC75,894$874K0.4%+2.7%0.000%
5/16/2023Garner Asset Management Corp52,518$604K0.3%+2.1%0.000%
5/12/2023Jones Road Capital Management L.P.20,000$230K0.2%N/A0.000%
5/11/2023PFG Investments LLC14,265$164K0.0%N/A0.000%
5/11/2023Elequin Securities LLC2,714$31K0.0%-75.6%0.000%
5/11/2023Guggenheim Capital LLC549,458$6.32M0.1%-1.7%0.000%
5/10/2023Landscape Capital Management L.L.C.13,378$154K0.0%-50.2%0.000%
5/10/2023Marble Harbor Investment Counsel LLC600,888$6.92M0.9%+10.4%0.000%
5/8/2023Shaker Financial Services LLC183,046$2.11M0.9%+12.1%0.000%
5/8/2023Wolverine Asset Management LLC9,360$108K0.0%-86.3%0.000%
5/4/2023WESCAP Management Group Inc.10,217$118K0.0%-9.7%0.000%
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4/28/2023Avantax Advisory Services Inc.10,618$122K0.0%N/A0.000%
4/27/2023Benjamin F. Edwards & Company Inc.27,659$318K0.0%+4.3%0.000%
4/26/2023 Integrated Capital Management Inc.15,592$132K0.1%+16.1%0.000%
4/25/2023 AEGON USA Investment Management LLC75,894$874K0.5%+2.7%0.000%
4/24/2023GraniteShares Advisors LLC126,703$1.46M1.3%N/A0.000%
4/24/2023 Blodgett Wealth Advisors LLC13,500$155K0.2%-27.0%0.000%
4/20/2023 Hennion & Walsh Asset Management Inc.38,216$440K0.0%N/A0.000%
4/20/2023 Melfa Wealth Management LLC32,281$372K0.4%-12.3%0.000%
4/20/2023Shufro Rose & Co. LLC16,180$186K0.0%+6.6%0.000%
4/18/2023 Park Avenue Securities LLC92,689$1.07M0.0%-7.6%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, 78 institutional investors and hedge funds held shares of Eaton Vance Floating-Rate Income Trust. The most heavily invested institutionals were Marble Harbor Investment Counsel LLC ($6.92M), Guggenheim Capital LLC ($5.89M), Raymond James & Associates ($5.85M), Advisors Asset Management Inc. ($5.41M), Kennedy Investment Group ($5.24M), Oaktree Capital Management LP ($4.30M), and 1607 Capital Partners LLC ($3.17M).Learn more on EFT's institutional investors.

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

Of the 64 institutional investors that purchased Eaton Vance Floating-Rate Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Rock Creek Group LP ($1.27M), Sather Financial Group Inc ($326.98K), GraniteShares Advisors LLC ($148.79K), Raymond James & Associates ($145.13K), Park Avenue Securities LLC ($109.00K), Sit Investment Associates Inc. ($107.41K), and Cohen & Steers Inc. ($96.45K).

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

Institutional investors have bought a total of 3,608,588 shares in the last 24 months. This purchase volume represents approximately $41.98M in transactions.

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

Of the 51 institutional investors that sold Eaton Vance Floating-Rate Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($440.15K), Rock Creek Group LP ($366.05K), Sather Financial Group Inc ($242.12K), Envestnet Asset Management Inc. ($226.16K), Rockefeller Capital Management L.P. ($181.64K), Wolverine Asset Management LLC ($98.89K), and HBK Sorce Advisory LLC ($92.93K).

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

Institutional investors have sold a total of 2,678,577 shares in the last 24 months. This volume of shares sold represents approximately $31.87M in transactions.


This page (NYSE:EFT) was last updated on 7/26/2024 by MarketBeat.com Staff

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