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Get Institutions for : 
Eaton Vance Floating-Rate Income Trust (EFT)  
$13.42 0.01 (0.07%) as of 4:30 Fri 4/26


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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  
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 1146 - 2023-12-31 744,430 $9,343,000 17,895
   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 280 - 2023-12-31 148,908 $1,869,000 15,473
   Koshinski Asset Management Inc. 101 - 2023-12-31 139,639 $1,752,000 54,186
   REGIONS FINANCIAL CORP 391 - 2023-12-31 135,000 $1,694,000 25,000
   LPL FINANCIAL CORP 2558 - 2023-12-31 132,024 $1,657,000 6,491
   GraniteShares Advisors LLC 30 - 2023-12-31 117,123 $1,470,000 -13,248
   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 1630 - 2023-12-31 81,185 $1,019,000 -6,333
   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
   AEGON USA INVESTMENT MANAGEMENT, LLC 13 - 2023-12-31 38,497 $483,000 -37,397
   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
   PARSONS CAPITAL MANAGEMENT INC/RI - 2023-12-31 31,360 $394,000 0
   MELFA WEALTH MANAGEMENT LLC - 2023-12-31 30,464 $382,000 -2,350
   BENJAMIN F. EDWARDS & COMPANY INC. 690 - 2023-12-31 29,559 $371,000 1,550
   BALLENTINE FINN & COMPANY INC 472 - 2024-03-31 27,846 $371,000 0
   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. 2824 *New 2023-12-31 19,835 $249,000 19,835
   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
   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
   AE Wealth Management LLC 1892 *New 2023-12-31 12,926 $169,000 12,926
   COMMONWEALTH EQUITY SERVICES LLC. 3503 - 2023-12-31 13,077 $164,000 1,938
   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
   RAYMOND JAMES TRUST CO 1163 - 2023-12-31 12,030 $151,000 -1
   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
   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
   MEADOWBROOK INVESTMENT ADVISORS LLC 146 *New 2023-12-31 6,594 $83,000 6,594
   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
   CAROLINAS WEALTH CONSULTING LLC 310 - 2023-12-31 4,856 $62,000 1,149
   PRIVATE TRUST CO NA - 2023-12-31 4,800 $60,000 0
   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
   HANSON MCCLAIN, INC. - 2023-12-31 1,000 $13,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 668 *New 2023-12-31 1,018 $13,000 1,018
   PRINCIPAL SECURITIES INC. 2150 - 2023-12-31 850 $11,000 0
   CALDWELL SUTTER CAPITAL INC. 538 - 2024-03-31 812 $11,000 0
   ROCK CREEK GROUP, LP 58 - 2023-12-31 756 $8,000 20
   Carmichael Hill & Associates Inc. - 2023-12-31 571 $7,000 0
   Planning Capital Management Corp 448 - 2023-12-31 590 $7,000 0
   Key Financial Inc 999 - 2023-12-31 325 $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 2033 - 2023-12-31 330 $4,000 0
   GRADIENT INVESTMENTS LLC 1264 - 2023-12-31 188 $2,000 0
   CWM LLC 4219 - 2024-03-31 40 $1,000 0
   Integrated Capital Management Inc. 80 *Closed 2024-03-31 0 $0 -12,938
   PROEQUITIES INC. 4755 - 2023-12-31 0 $0 0
   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
   PFG Investments LLC 503 *Closed 2023-12-31 0 $0 -16,780
   KENNEDY INVESTMENT GROUP 127 *Closed 2023-12-31 0 $0 -425,636
   FIFTH THIRD BANCORP 2651 *Closed 2023-12-31 0 $0 -675
   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
   Lindbrook Capital LLC 2822 - 2023-12-31 15 $0 0
   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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