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

$13.44
-0.02 (-0.15%)
(As of 05/10/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$6.26M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$16.84M
Get EFT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Eaton Vance Floating-Rate Income Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
5/9/2024 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%
4/22/2024 Raymond 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%
2/14/2024Garner 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%
2/6/2024 Benjamin 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%
1/30/2024 GraniteShares 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%
1/25/2024 HBK Sorce Advisory LLC41,980$527K0.0%-24.6%0.000%
1/25/2024 International Assets Investment Management LLC44,220$555K0.0%N/A0.000%
1/24/2024 International Assets Investment Management LLC44,220$555K0.0%N/A0.000%
1/23/2024 Ballentine 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%
1/11/2024 Dynamic 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%
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%
11/6/2023 HBK Sorce Advisory LLC55,672$685K0.0%-12.1%0.000%
11/2/2023Shaker Financial Services LLC99,117$1.22M0.6%-43.5%0.000%
10/31/2023 GraniteShares 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%
Trump’s “Tax Free” Retirement Strategy (Ad)

Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value. In other words, a dollar back then would buy $17.82 worth of goods in today's money. If you're planning on retiring any time soon…This poses a real problem.

Protect your retirement savings from the inevitable devaluation of the dollar…
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%
10/24/2023 Cambridge 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%
8/11/2023 Landscape 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%
8/10/2023 GraniteShares 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%
8/4/2023 HBK 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%
8/3/2023 PFG Investments LLC16,629$194K0.0%+16.6%0.000%
8/3/2023 Addison Advisors LLC3,845$45K0.0%-33.2%0.000%
8/3/2023 Shufro 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%
7/13/2023 Cambridge 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%
5/11/2023 PFG 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%
5/10/2023 Landscape 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%
4/28/2023 Avantax Advisory Services Inc.10,618$122K0.0%N/A0.000%
4/27/2023 Benjamin 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%
4/24/2023 GraniteShares Advisors LLC126,703$1.46M1.3%N/A0.000%
4/24/2023 Blodgett Wealth Advisors LLC13,500$155K0.2%-27.0%0.000%
Biggest hedge fund manager has huge warning for U.S. dollar (Ad)

Prescient CEO Makes Shocking New Prediction Known for his eerily accurate market calls over the years, this CEO has just revealed his newest prediction about "America's New Money."

Get the details before it's taken offline.
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%
4/20/2023 Shufro 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%
4/18/2023 Sather Financial Group Inc84,862$977K0.1%-74.0%0.000%
4/18/2023 Allworth Financial LP3,003$35K0.0%-42.5%0.000%
4/14/2023 Raymond James & Associates757,091$8.71M0.0%+14.4%0.000%
4/13/2023 Financial Management Professionals Inc.3,372$39K0.0%N/A0.000%
4/12/2023 Koshinski Asset Management Inc.72,966$840K0.1%+22.9%0.000%
4/5/2023 Carmichael Hill & Associates Inc.2,676$31K0.0%-42.8%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, 77 institutional investors and hedge funds held shares of Eaton Vance Floating-Rate Income Trust. The most heavily invested institutionals were Raymond James & Associates ($7.33M), Marble Harbor Investment Counsel LLC ($6.92M), Guggenheim Capital LLC ($5.89M), Kennedy Investment Group ($5.24M), Oaktree Capital Management LP ($4.30M), Advisors Asset Management Inc. ($3.56M), 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 ($1.40M), Sather Financial Group Inc ($326.98K), Raymond James & Associates ($151.87K), GraniteShares Advisors LLC ($148.79K), Next Capital Management LLC ($113.71K), Park Avenue Securities LLC ($109.00K), and Sit Investment Associates Inc. ($107.41K).

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

Institutional investors have bought a total of 3,940,981 shares in the last 24 months. This purchase volume represents approximately $46.17M in transactions.

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

Of the 52 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: Rock Creek Group LP ($366.05K), Raymond James & Associates ($325.36K), 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 2,582,066 shares in the last 24 months. This volume of shares sold represents approximately $30.54M in transactions.


This page (NYSE:EFT) was last updated on 5/10/2024 by MarketBeat.com Staff

From Our Partners