Eaton Vance Floating-Rate Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.10 M | $11.92 M | 52.38% | 4.15% |
| MORGAN STANLEY | 08/13/2026 | 1.09 M | $11.76 M | 10.16% | 4.10% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 911.07 K | $9.84 M | 8.51% | 3.43% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 596.16 K | $6.44 M | 30.10% | 2.24% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 551.97 K | $5.96 M | 0.72% | 2.08% |
| INVESCO LTD. | 08/14/2026 | 520.41 K | $5.62 M | 2.34% | 1.96% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 431.40 K | $4.66 M | -47.59% | 1.62% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 404.41 K | $4.37 M | -7.02% | 1.52% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 300.59 K | $3.25 M | 16.43% | 1.13% |
| THAYER PARTNERS, LLC / MA | 07/31/2026 | 271.43 K | $2.93 M | 16.39% | 1.02% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 218.29 K | $2.36 M | 25.39% | 0.82% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 218.07 K | $2.36 M | 1.97% | 0.82% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 210.22 K | $2.27 M | 59.39% | 0.79% |
| ETHOS FINANCIAL GROUP, LLC | 08/07/2026 | 194.43 K | $2.10 M | -1.76% | 0.73% |
| ICON ADVISERS INC/CO | 08/13/2026 | 180.28 K | $1.95 M | 5.87% | 0.68% |
| COHEN & STEERS, INC. | 08/14/2026 | 147.24 K | $1.59 M | 0.00% | 0.55% |
| LPL FINANCIAL LLC | 08/07/2026 | 138.07 K | $1.49 M | 7.26% | 0.52% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 132.17 K | $1.43 M | -0.24% | 0.50% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 107.19 K | $1.16 M | -2.63% | 0.40% |
| KEATING FINANCIAL ADVISORY SERVICES, INC. | 08/11/2026 | 106.35 K | $1.15 M | -22.10% | 0.40% |
| ROYAL BANK OF CANADA | 08/14/2026 | 95.93 K | $1.04 M | -6.78% | 0.36% |
| UBS GROUP AG | 08/13/2026 | 94.82 K | $1.02 M | -12.08% | 0.36% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 86.61 K | $935.42 K | -60.12% | 0.33% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 79.05 K | $853.73 K | 15.87% | 0.30% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 65.18 K | $703.89 K | -59.03% | 0.25% |
| GARNER ASSET MANAGEMENT CORP | 08/07/2026 | 57.38 K | $619.73 K | 2.11% | 0.22% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 57.02 K | $615.77 K | -5.54% | 0.21% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 53.28 K | $575.45 K | -11.86% | 0.20% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2026 | 41.91 K | $452.62 K | -49.06% | 0.16% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 38.35 K | $414.15 K | 100.00% | 0.14% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 37.91 K | $409.42 K | -13.54% | 0.14% |
| REGIONS FINANCIAL CORP | 08/10/2026 | 35.32 K | $381.48 K | -0.84% | 0.13% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 34.40 K | $372.00 K | -1.43% | 0.13% |
| HILLTOP PARTNERS LLC | 08/05/2026 | 34.12 K | $627.11 K | 29.83% | 0.13% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 33.86 K | $365.65 K | -37.17% | 0.13% |
| VIRTUS INVESTMENT ADVISERS, INC. | 08/11/2026 | 33.75 K | $364.45 K | -26.47% | 0.13% |
| CHOREO, LLC | 08/04/2026 | 30.00 K | $324.00 K | -3.67% | 0.11% |
| BALLENTINE PARTNERS, LLC | 07/17/2026 | 27.85 K | $300.74 K | 0.00% | 0.10% |
| CITADEL ADVISORS LLC | 09/02/2026 | 27.18 K | $293.52 K | 131.13% | 0.10% |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 08/14/2026 | 26.68 K | $288.12 K | 0.00% | 0.10% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 26.47 K | $285.88 K | 0.00% | 0.10% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 08/05/2026 | 25.64 K | $276.88 K | 100.00% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 24.66 K | $266.00 K | -31.20% | 0.09% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 07/07/2026 | 21.52 K | $232.41 K | 12.21% | 0.08% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 21.26 K | $229.62 K | -7.40% | 0.08% |
| NOMURA HOLDINGS INC | 08/14/2026 | 20.00 K | $216.00 K | 6.52% | 0.08% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 19.85 K | $214.38 K | -21.60% | 0.07% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 19.52 K | $210.76 K | 44.88% | 0.07% |
| HBK SORCE ADVISORY LLC | 08/06/2026 | 19.11 K | $206.39 K | 0.00% | 0.07% |
| RETIREMENT PLANNING GROUP, LLC / NY | 08/07/2026 | 18.28 K | $197.44 K | -31.58% | 0.07% |
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Eaton Vance Floating-Rate Income Trust institutional Ownership - FAQ's
During the previous two years, 138 institutional investors and hedge funds held shares of Eaton Vance Floating-Rate Income Trust. The most heavily invested institutionals were:
RAYMOND JAMES FINANCIAL INC: 1.1 M
MORGAN STANLEY: 1.09 M
BANK OF AMERICA CORP /DE/: 911,066
LOOMIS SAYLES & CO L P: 596,159
Advisors Asset Management, Inc.: 551,971
Invesco Ltd.: 520,407
34.92% of Eaton Vance Floating-Rate Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 12.38 M shares in the last 24 months. This purchase volume represents approximately $133.00 M in transactions.