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 | 05/15/2026 | 988.30 K | $10.60 M | -4.59% | 3.72% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 839.63 K | $9.01 M | 19.22% | 3.16% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 823.14 K | $8.83 M | 2.90% | 3.10% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 724.13 K | $7.77 M | 10.63% | 2.72% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 548.05 K | $5.88 M | 1.87% | 2.06% |
| INVESCO LTD. | 05/12/2026 | 508.51 K | $5.46 M | -5.61% | 1.91% |
| LOOMIS SAYLES & CO L P | 05/14/2026 | 458.22 K | $4.92 M | 100.00% | 1.72% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 434.95 K | $4.67 M | -3.14% | 1.64% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 258.18 K | $2.77 M | 7.04% | 0.97% |
| 05/05/2026 | 233.21 K | $2.50 M | -2.57% | 0.88% | |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 217.20 K | $2.33 M | -19.46% | 0.82% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 213.86 K | $2.29 M | 1.52% | 0.80% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 197.92 K | $2.23 M | 0.00% | 0.74% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 174.09 K | $1.87 M | 263.60% | 0.66% |
| ICON ADVISERS INC/CO | 05/13/2026 | 170.28 K | $1.83 M | 13.27% | 0.64% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 159.08 K | $1.71 M | -6.49% | 0.60% |
| COHEN & STEERS, INC. | 05/15/2026 | 147.24 K | $1.58 M | 25.59% | 0.55% |
| 05/15/2026 | 136.53 K | $1.46 M | 101.33% | 0.51% | |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 132.48 K | $1.42 M | -16.20% | 0.50% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 131.89 K | $1.42 M | 23.37% | 0.50% |
| LPL FINANCIAL LLC | 05/06/2026 | 128.72 K | $1.38 M | -23.27% | 0.48% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 110.09 K | $1.18 M | -2.15% | 0.41% |
| UBS GROUP AG | 05/05/2026 | 107.85 K | $1.16 M | -11.88% | 0.41% |
| ROYAL BANK OF CANADA | 05/15/2026 | 102.90 K | $1.10 M | -45.01% | 0.39% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/12/2026 | 82.26 K | $882.69 K | -36.14% | 0.31% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 68.22 K | $732.02 K | -1.81% | 0.26% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 60.45 K | $648.62 K | -31.69% | 0.23% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 60.36 K | $647.67 K | -1.33% | 0.23% |
| GARNER ASSET MANAGEMENT CORP | 04/29/2026 | 56.20 K | $603.01 K | -4.90% | 0.21% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 53.89 K | $578.21 K | -19.59% | 0.20% |
| VIRTUS INVESTMENT ADVISERS, INC. | 05/14/2026 | 45.89 K | $492.44 K | -13.32% | 0.17% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 43.85 K | $470.48 K | -66.28% | 0.17% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 35.84 K | $385.00 K | -12.54% | 0.13% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 35.63 K | $382.31 K | -69.45% | 0.13% |
| REGIONS FINANCIAL CORP | 05/05/2026 | 35.62 K | $382.22 K | -29.21% | 0.13% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 34.90 K | $374.00 K | -1.60% | 0.13% |
| CHOREO, LLC | 05/13/2026 | 31.14 K | $334.15 K | 0.00% | 0.12% |
| IONIC CAPITAL MANAGEMENT LLC | 05/15/2026 | 30.00 K | $321.90 K | 100.00% | 0.11% |
| BALLENTINE PARTNERS, LLC | 05/14/2026 | 27.85 K | $298.79 K | 0.00% | 0.10% |
| RETIREMENT PLANNING GROUP, LLC / NY | 04/21/2026 | 26.72 K | $286.70 K | 2.24% | 0.10% |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 05/15/2026 | 26.68 K | $286.26 K | 0.00% | 0.10% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 26.47 K | $284.02 K | 5.88% | 0.10% |
| HILLTOP PARTNERS LLC | 05/12/2026 | 26.28 K | $476.20 K | 100.00% | 0.10% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 25.32 K | $271.67 K | 0.00% | 0.10% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 04/27/2026 | 23.56 K | $252.76 K | -63.05% | 0.09% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 22.96 K | $246.38 K | -30.41% | 0.09% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 21.32 K | $229.00 K | 16.82% | 0.08% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 04/08/2026 | 19.18 K | $205.78 K | 1.35% | 0.07% |
| HBK SORCE ADVISORY LLC | 05/11/2026 | 19.11 K | $210.21 K | 7.40% | 0.07% |
| NOMURA HOLDINGS INC | 05/15/2026 | 18.78 K | $201.46 K | -0.20% | 0.07% |
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Eaton Vance Floating-Rate Income Trust institutional Ownership - FAQ's
During the previous two years, 139 institutional investors and hedge funds held shares of Eaton Vance Floating-Rate Income Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 988,296
BANK OF AMERICA CORP /DE/: 839,629
1607 Capital Partners, LLC: 823,135
RAYMOND JAMES FINANCIAL INC: 724,133
Advisors Asset Management, Inc.: 548,049
Invesco Ltd.: 508,511
34.54% of Eaton Vance Floating-Rate Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 11.90 M shares in the last 24 months. This purchase volume represents approximately $127.82 M in transactions.