Eaton Vance Floating-Rate Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 1.04 M | $11.69 M | 3.09% | 3.90% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 799.92 K | $9.03 M | 994.28% | 3.01% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 704.26 K | $7.95 M | -28.88% | 2.65% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 654.55 K | $7.39 M | -17.26% | 2.46% |
| INVESCO LTD. | 02/19/2026 | 538.74 K | $6.08 M | 1.88% | 2.03% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 537.98 K | $6.07 M | -4.43% | 2.02% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 449.04 K | $5.07 M | -4.01% | 1.69% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 325.36 K | $3.67 M | 100.00% | 1.22% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 269.68 K | $3.04 M | 1,441.65% | 1.01% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 241.19 K | $2.72 M | 13.05% | 0.91% |
| 02/05/2026 | 239.36 K | $2.70 M | 100.00% | 0.90% | |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 210.66 K | $2.38 M | 77.15% | 0.79% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 207.14 K | $2.34 M | 100.00% | 0.78% |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 197.92 K | $2.23 M | -12.83% | 0.74% |
| ROYAL BANK OF CANADA | 02/17/2026 | 187.11 K | $2.11 M | -3.53% | 0.70% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 170.13 K | $1.92 M | 533.99% | 0.64% |
| LPL FINANCIAL LLC | 02/11/2026 | 167.76 K | $1.89 M | -38.71% | 0.63% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 158.09 K | $1.78 M | -66.93% | 0.59% |
| ICON ADVISERS INC/CO | 02/13/2026 | 150.34 K | $1.70 M | 100.00% | 0.57% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 130.04 K | $1.47 M | -9.29% | 0.49% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 128.82 K | $1.45 M | 32.23% | 0.48% |
| UBS GROUP AG | 01/29/2026 | 122.38 K | $1.38 M | -14.17% | 0.46% |
| COHEN & STEERS, INC. | 02/13/2026 | 117.24 K | $1.32 M | 0.00% | 0.44% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 116.64 K | $1.32 M | -17.27% | 0.44% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 112.51 K | $1.27 M | -1.34% | 0.42% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 106.91 K | $1.21 M | 100.00% | 0.40% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 88.49 K | $999.09 K | -28.44% | 0.33% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 69.48 K | $784.43 K | 6.46% | 0.26% |
| 02/09/2026 | 67.81 K | $765.60 K | 100.00% | 0.26% | |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 67.01 K | $762.33 K | 423.53% | 0.25% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 02/03/2026 | 63.76 K | $719.84 K | -7.36% | 0.24% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 61.17 K | $690.65 K | 21.16% | 0.23% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 59.40 K | $670.67 K | 100.00% | 0.22% |
| GARNER ASSET MANAGEMENT CORP | 02/03/2026 | 59.09 K | $667.17 K | -9.49% | 0.22% |
| VIRTUS INVESTMENT ADVISERS, INC. | 02/17/2026 | 52.94 K | $597.74 K | -23.42% | 0.20% |
| REGIONS FINANCIAL CORP | 01/27/2026 | 50.32 K | $568.14 K | -54.39% | 0.19% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 47.88 K | $540.57 K | -22.50% | 0.18% |
| LIDO ADVISORS, LLC | 02/10/2026 | 45.00 K | $529.65 K | 0.00% | 0.17% |
| MORSE ASSET MANAGEMENT, INC | 02/03/2026 | 41.50 K | $468.54 K | -15.32% | 0.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 40.98 K | $463.00 K | -28.77% | 0.15% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 35.47 K | $400.00 K | 1.33% | 0.13% |
| JANE STREET GROUP, LLC | 02/12/2026 | 34.87 K | $393.63 K | 52.08% | 0.13% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 33.00 K | $372.53 K | -5.99% | 0.12% |
| CHOREO, LLC | 01/23/2026 | 31.14 K | $354.09 K | 0.00% | 0.12% |
| BALLENTINE PARTNERS, LLC | 02/03/2026 | 27.85 K | $314.38 K | 0.00% | 0.10% |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 02/13/2026 | 26.68 K | $301.20 K | -26.10% | 0.10% |
| RETIREMENT PLANNING GROUP, LLC / NY | 02/02/2026 | 26.14 K | $297.30 K | 2.23% | 0.10% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 25.32 K | $285.85 K | 0.00% | 0.10% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 25.00 K | $282.25 K | 3.20% | 0.09% |
| GREENBERG FINANCIAL GROUP | 01/22/2026 | 20.96 K | $236.58 K | 100.00% | 0.08% |
Eaton Vance Floating-Rate Income Trust institutional Ownership - FAQ's
During the previous two years, 141 institutional investors and hedge funds held shares of Eaton Vance Floating-Rate Income Trust. The most heavily invested institutionals were:
WOLVERINE ASSET MANAGEMENT LLC: 213,863
Ethos Financial Group, LLC: 197,924
UBS Group AG: 107,845
Garner Asset Management Corp: 56,198
Apollon Wealth Management, LLC: 43,847
Cambridge Investment Research Advisors, Inc.: 35,843
36.00% of Eaton Vance Floating-Rate Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 12.37 M shares in the last 24 months. This purchase volume represents approximately $132.81 M in transactions.