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Get Institutions for : 
Eaton Vance Floating-Rate Income Trust (EFT)  
$13.44 0.02 (0.15%) as of 4:30 Fri 5/10


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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  : 
1.23 (10.07%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 1929 - 2023-12-31 1,358,608 $17,051,000 -379,725
   MORGAN STANLEY 2985 - 2023-12-31 1,166,755 $14,643,000 -97,200
   RAYMOND JAMES & ASSOCIATES 1331 - 2024-03-31 550,719 $7,330,000 -193,711
   GUGGENHEIM CAPITAL LLC 454 - 2023-12-31 507,231 $6,366,000 -19,502
   INVESCO LTD 2097 - 2023-12-31 472,797 $5,934,000 -9,257
   MARBLE HARBOR INVESTMENT COUNSEL LLC 44 - 2023-12-31 389,298 $4,886,000 -229,040
   FIXED INCOME SECURITIES INC 250 - 2023-12-31 383,718 $4,816,000 94,354
   UBS Group AG 2614 - 2023-12-31 199,451 $2,503,000 -34,775
   ROYAL BANK OF CANADA 2415 - 2023-12-31 193,543 $2,429,000 -28,436
   Advisor Group Holdings Inc. 1720 - 2023-12-31 191,021 $2,397,000 112,832
   Apollon Wealth Management LLC 294 - 2024-03-31 148,082 $1,971,000 -826
   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. 101 - 2023-12-31 139,639 $1,752,000 54,186
   LPL FINANCIAL CORP 2558 - 2023-12-31 132,024 $1,657,000 6,491
   Hennion & Walsh Asset Management Inc. 331 - 2024-03-31 109,622 $1,459,000 10,716
   ENVESTNET ASSET MANAGEMENT INC 2694 - 2023-12-31 107,914 $1,354,000 -8,885
   COHEN & STEERS INC 238 - 2023-12-31 96,240 $1,208,000 -102,256
   WELLS FARGO & CO/MN 2904 - 2023-12-31 87,650 $1,100,000 20,795
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1656 - 2024-03-31 81,868 $1,090,000 683
   Garner Asset Management Corp 65 - 2023-12-31 66,757 $889,000 -3,612
   SIT INVESTMENT ASSOCIATES INC 368 - 2023-12-31 67,268 $844,000 33,225
   Next Capital Management LLC 66 - 2023-12-31 48,759 $612,000 -44,460
   HBK SORCE ADVISORY LLC - 2023-12-31 41,980 $527,000 -13,692
   STIFEL FINANCIAL CORP 2567 - 2023-12-31 38,440 $482,000 -914
   Virtus ETF Advisers LLC 163 - 2023-12-31 33,470 $420,000 -10,569
   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
   PARSONS CAPITAL MANAGEMENT INC/RI 360 - 2024-03-31 26,445 $352,000 -4,915
   Rockefeller Capital Management L.P. 1425 - 2023-12-31 27,448 $344,000 -400
   WARREN AVERETT ASSET MANAGEMENT, LLC 352 - 2023-12-31 25,070 $315,000 0
   J P MORGAN CHASE & CO 4005 - 2023-12-31 21,248 $267,000 3,134
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2904 - 2024-03-31 19,664 $262,000 -171
   CUSTOM INDEX SYSTEMS LLC - 2023-12-31 18,347 $230,000 0
   Dynamic Advisors Solutions LLC 825 - 2024-03-31 17,097 $228,000 32
   BB&T CORP 2403 - 2023-12-31 17,834 $224,000 -21,956
   AMERIPRISE FINANCIAL INC 3621 - 2023-12-31 17,572 $221,000 1,334
   PFG Investments LLC 884 - 2024-03-31 15,694 $209,000 15,694
   GOLDMAN SACHS GROUP INC/ 4195 - 2023-12-31 15,850 $199,000 -15,397
   SHUFRO ROSE & CO LLC 271 - 2023-12-31 15,180 $187,000 0
   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
   AE Wealth Management LLC 1892 *New 2023-12-31 12,926 $169,000 12,926
   Capital Investment Advisors LLC 592 - 2024-03-31 12,202 $162,000 -3,398
   Concurrent Investment Advisors LLC 783 - 2023-12-31 12,706 $159,000 0
   TWIN FOCUS CAPITAL PARTNERS, LLC 155 - 2023-12-31 11,800 $148,000 0
   Lumature Wealth Partners LLC 172 - 2023-06-30 12,579 $147,000 0
   JONES ROAD CAPITAL MANAGEMENT L.P. 24 - 2023-12-31 10,964 $138,000 -9,036
   Sigma Planning Corp 1150 *New 2024-03-31 10,310 $137,000 10,310
   MULTIFINANCIAL SECURITIES CORP 1675 - 2023-12-31 10,393 $130,000 -30
   WESCAP Management Group Inc. 90 - 2023-12-31 10,217 $128,000 0
   PNC FINANCIAL SERVICES GROUP INC 2637 - 2023-12-31 7,551 $95,000 0
   ADVISORY SERVICES NETWORK, LLC 1772 *New 2023-12-31 6,000 $75,000 6,000
   Parallel Advisors LLC 1261 - 2023-12-31 5,575 $70,000 0
   PRIVATE TRUST CO NA 1015 - 2024-03-31 4,800 $64,000 0
   CAROLINAS WEALTH CONSULTING LLC 310 - 2023-12-31 4,856 $62,000 1,149
   MEADOWBROOK INVESTMENT ADVISORS LLC 160 - 2024-03-31 4,520 $60,000 -2,074
   COMERICA BANK 2720 - 2023-12-31 3,809 $48,000 -6,543
   JONES FINANCIAL COMPANIES LLLP 536 *New 2023-12-31 2,500 $31,000 2,500
   ATTICUS WEALTH MANAGEMENT LLC 285 - 2024-03-31 2,160 $29,000 0
   Goss Wealth Management LLC 2473 - 2023-12-31 2,000 $25,000 0
   Addison Advisors LLC 454 - 2023-12-31 1,340 $17,000 -2,250
   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
   ROCK CREEK GROUP, LP 58 - 2023-12-31 756 $8,000 20
   Key Financial Inc 972 - 2024-03-31 325 $4,000 0
   Steward Partners Investment Advisory LLC 3038 - 2023-12-31 313 $4,000 -548
   TOWER RESEARCH CAPITAL LLC 5037 *New 2023-12-31 297 $4,000 297
   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
   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
   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
   CI Private Wealth LLC 2285 *Closed 2023-12-31 0 $0 -15,790
   CSS LLC/IL 466 *Closed 2023-12-31 0 $0 -15,918
   1607 CAPITAL PARTNERS, LLC 143 *Closed 2023-12-31 0 $0 -257,352
   CNH PARTNERS LLC 610 *Closed 2023-12-31 0 $0 -61,292
   Audent Global Asset Management LLC 51 *Closed 2023-12-31 0 $0 -43,569
   SHAKER FINANCIAL SERVICES, LLC 155 *Closed 2023-12-31 0 $0 -99,117
   H D Vest Advisory Services 1597 *Closed 2023-12-31 0 $0 -10,870
   OAKTREE CAPITAL MANAGEMENT LP 66 *Closed 2023-12-31 0 $0 -349,427
   Capital Analysts Inc. 1163 *Closed 2023-12-31 0 $0 -255
   EverSource Wealth Advisors LLC 2764 *Closed 2023-12-31 0 $0 -375
   BARD ASSOCIATES INC 180 *Closed 2023-12-31 0 $0 -23,125
   PARK AVENUE SECURITIES LLC 1407 *Closed 2024-03-31 0 $0 -91,043
   US BANCORP 4041 *Closed 2023-12-31 0 $0 -3,272
   Cape Investment Advisory Inc. 1178 *New 2023-12-31 7 $0 7
  96 Records found
  1    
  Page 1 of 1
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