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Get Institutions for : 
Eaton Vance Floating-Rate Income Trust (EFT)  
$13.42 0.02 (0.15%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 79    8
Total shares held : 
7,669,575  
% of shares held : 
19.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -21  
Amount of shares held : 
-2,015,812  
% of shares held change : 
  -5.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$12.14  
Last Quarter's Ending Price : 
$12.55  
Last Quarter's Average Price
$12.21  
Change from last quarter's     
avg. price to the last closing  : 
1.21 (9.91%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 49,177
 0.64%
 
Increased Positions :
18
 411,765
 5.37%
 
Unchanged Positions :
22
 151,741
 1.98%
 
Decreased Positions :
31
-1,141,893
-14.89%
 
Closed Positions :
16
-1,334,861
-17.4%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BANK OF AMERICA CORP /DE/ 1985 - 2024-03-31 1,406,399 $18,719,000 47,791
   MORGAN STANLEY 2853 - 2024-03-31 1,269,572 $16,898,000 102,817
   RAYMOND JAMES & ASSOCIATES 1331 - 2024-03-31 550,719 $7,330,000 -193,711
   GUGGENHEIM CAPITAL LLC 462 - 2024-03-31 489,006 $6,509,000 -18,225
   FIXED INCOME SECURITIES INC 249 - 2024-03-31 406,148 $5,406,000 22,430
   INVESCO LTD 2169 - 2024-03-31 383,249 $5,101,000 -89,548
   MARBLE HARBOR INVESTMENT COUNSEL LLC 48 - 2024-03-31 327,193 $4,355,000 -62,105
   Advisor Group Holdings Inc. 1282 - 2024-03-31 265,240 $3,530,000 74,219
   ROYAL BANK OF CANADA 2206 - 2024-03-31 239,625 $3,189,000 46,082
   UBS Group AG 2741 - 2024-03-31 194,435 $2,588,000 -5,016
   Apollon Wealth Management LLC 294 - 2024-03-31 148,082 $1,971,000 -826
   LPL FINANCIAL CORP 2558 - 2024-03-31 139,295 $1,854,000 7,271
   REGIONS FINANCIAL CORP 392 - 2024-03-31 135,000 $1,797,000 0
   GraniteShares Advisors LLC 24 - 2024-03-31 134,203 $1,786,000 17,080
   Koshinski Asset Management Inc. 141 - 2024-03-31 114,200 $1,520,000 -25,439
   Hennion & Walsh Asset Management Inc. 331 - 2024-03-31 109,622 $1,459,000 10,716
   COHEN & STEERS INC 239 - 2024-03-31 96,240 $1,281,000 0
   WELLS FARGO & CO/MN 2941 - 2024-03-31 83,382 $1,110,000 -4,268
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1656 - 2024-03-31 81,868 $1,090,000 683
   Garner Asset Management Corp 73 - 2024-03-31 67,480 $898,000 723
   STIFEL FINANCIAL CORP 2382 - 2024-03-31 54,824 $730,000 16,384
   Lido Advisors LLC 749 *New 2024-03-31 45,000 $599,000 45,000
   Virtus ETF Advisers LLC 170 - 2024-03-31 40,548 $540,000 7,078
   HBK SORCE ADVISORY LLC 379 - 2024-03-31 31,516 $419,000 -10,464
   MELFA WEALTH MANAGEMENT LLC 88 - 2024-03-31 30,663 $408,000 199
   BENJAMIN F. EDWARDS & COMPANY INC. 704 - 2024-03-31 29,625 $394,000 66
   BALLENTINE FINN & COMPANY INC 472 - 2024-03-31 27,846 $371,000 0
   Rockefeller Capital Management L.P. 1537 - 2024-03-31 27,448 $365,000 0
   PARSONS CAPITAL MANAGEMENT INC/RI 360 - 2024-03-31 26,445 $352,000 -4,915
   WARREN AVERETT ASSET MANAGEMENT, LLC 545 - 2024-03-31 25,070 $334,000 0
   BB&T CORP 2273 - 2024-03-31 21,652 $288,000 3,818
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2904 - 2024-03-31 19,664 $262,000 -171
   ENVESTNET ASSET MANAGEMENT INC 3800 - 2024-03-31 18,546 $247,000 -89,368
   CUSTOM INDEX SYSTEMS LLC 210 - 2024-03-31 18,347 $244,000 0
   JANE STREET GROUP LLC 4580 *New 2024-03-31 17,966 $239,000 17,966
   Dynamic Advisors Solutions LLC 825 - 2024-03-31 17,097 $228,000 32
   AMERIPRISE FINANCIAL INC 3574 - 2024-03-31 16,650 $227,000 -922
   PFG Investments LLC 884 - 2024-03-31 15,694 $209,000 15,694
   SHUFRO ROSE & CO LLC 276 - 2024-03-31 15,180 $202,000 0
   FINANCIAL NETWORK 2595 *New 2024-03-31 14,258 $190,000 14,258
   Asset Allocation & Management Company LLC 47 - 2024-03-31 13,000 $173,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3628 - 2024-03-31 12,850 $171,000 -227
   Concurrent Investment Advisors LLC 814 - 2024-03-31 12,706 $169,000 0
   Capital Investment Advisors LLC 592 - 2024-03-31 12,202 $162,000 -3,398
   Lumature Wealth Partners LLC 172 - 2023-06-30 12,579 $147,000 0
   MULTIFINANCIAL SECURITIES CORP 2260 - 2024-03-31 10,593 $141,000 200
   Sigma Planning Corp 1150 *New 2024-03-31 10,310 $137,000 10,310
   COLONY GROUP, LLC 950 *New 2024-03-31 10,159 $137,000 10,159
   WESCAP Management Group Inc. 93 - 2024-03-31 10,217 $136,000 0
   PNC FINANCIAL SERVICES GROUP INC 2606 - 2024-03-31 7,551 $101,000 0
   COMERICA BANK 2559 - 2024-03-31 7,139 $95,000 3,330
   Parallel Advisors LLC 1305 - 2024-03-31 5,575 $74,000 0
   PRIVATE TRUST CO NA 1015 - 2024-03-31 4,800 $64,000 0
   MEADOWBROOK INVESTMENT ADVISORS LLC 160 - 2024-03-31 4,520 $60,000 -2,074
   ATTICUS WEALTH MANAGEMENT LLC 285 - 2024-03-31 2,160 $29,000 0
   Goss Wealth Management LLC 2501 - 2024-03-31 2,000 $27,000 0
   Addison Advisors LLC 463 - 2024-03-31 1,340 $18,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 668 *New 2023-12-31 1,018 $13,000 1,018
   HANSON MCCLAIN, INC. 1984 - 2024-03-31 1,000 $13,000 0
   Retirement Group LLC 445 *New 2024-03-31 850 $11,000 850
   CALDWELL SUTTER CAPITAL INC. 538 - 2024-03-31 812 $11,000 0
   PRINCIPAL SECURITIES INC. 2275 - 2024-03-31 850 $11,000 0
   Carmichael Hill & Associates Inc. 507 - 2024-03-31 571 $8,000 0
   TOWER RESEARCH CAPITAL LLC 4334 - 2024-03-31 500 $7,000 203
   Key Financial Inc 973 - 2024-03-31 325 $4,000 0
   Spire Wealth Management 1972 - 2024-03-31 330 $4,000 0
   CWM LLC 4219 - 2024-03-31 40 $1,000 0
   Lindbrook Capital LLC 2515 - 2024-03-31 15 $0 0
   ADVISORY SERVICES NETWORK, LLC 1812 *Closed 2024-03-31 0 $0 -6,000
   RAYMOND JAMES TRUST CO 1251 *Closed 2024-03-31 0 $0 -12,030
   GRADIENT INVESTMENTS LLC 1134 *Closed 2024-03-31 0 $0 -188
   Integrated Capital Management Inc. 80 *Closed 2024-03-31 0 $0 -12,938
   AE Wealth Management LLC 1334 *Closed 2024-03-31 0 $0 -12,926
   Planning Capital Management Corp 655 *Closed 2024-03-31 0 $0 -590
   PROEQUITIES INC. 3940 - 2024-03-31 0 $0 0
   AEGON USA INVESTMENT MANAGEMENT, LLC 26 *Closed 2024-03-31 0 $0 -38,497
   J P MORGAN CHASE & CO 6076 *Closed 2024-03-31 0 $0 -21,248
   Steward Partners Investment Advisory LLC 3441 - 2024-03-31 31 $0 -282
   GOLDMAN SACHS GROUP INC/ 4819 *Closed 2024-03-31 0 $0 -15,850
   Next Capital Management LLC 145 *Closed 2024-03-31 0 $0 -48,759
   SIT INVESTMENT ASSOCIATES INC 542 *Closed 2024-03-31 0 $0 -67,268
   TWIN FOCUS CAPITAL PARTNERS, LLC 159 *Closed 2024-03-31 0 $0 -11,800
   PARK AVENUE SECURITIES LLC 1407 *Closed 2024-03-31 0 $0 -91,043
   CAROLINAS WEALTH CONSULTING LLC 1144 *Closed 2024-03-31 0 $0 -4,856
   JONES FINANCIAL COMPANIES LLLP 1457 *Closed 2024-03-31 0 $0 -2,500
   JONES ROAD CAPITAL MANAGEMENT L.P. 30 *Closed 2024-03-31 0 $0 -10,964
   ROCK CREEK GROUP, LP 71 *Closed 2024-03-31 0 $0 -756
   Cape Investment Advisory Inc. 1178 *New 2023-12-31 7 $0 7

  88 Records found
  1    
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