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Eaton Vance Floating Rate

Q2 2022 vs Q3 2022

Comparing institutional holders between quarters

Quarters

Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Morgan Stanley
DECREASED
Shares1,868,907 from 2,096,568
Change-227,661 (-11%)
Value$16.1K (-$1.8K)
Filed 2022-11-14
Bank of America Corp
INCREASED
Shares766,083 from 696,587
Change+69,496 (+10%)
Value$6.6K (+$646)
Filed 2022-11-14
Eaton Vance Management
UNCHANGED
Shares500,866 from 500,866
Change0 (0%)
Value$4.3K (+$35)
Filed 2022-11-14
LPL Financial LLC
INCREASED
Shares392,243 from 387,443
Change+4,800 (+1%)
Value$3.4K (+$68)
Filed 2022-11-14
Wells Fargo & Company
DECREASED
Shares332,427 from 375,777
Change-43,350 (-12%)
Value$2.9K (-$347)
Filed 2022-11-14
Janney Montgomery Scott LLC
DECREASED
Shares239,163 from 246,359
Change-7,196 (-3%)
Value$2.1K (-$67)
Filed 2022-10-25
Relative Value Partners Group, LLC
INCREASED
Shares173,122 from 166,176
Change+6,946 (+4%)
Value$1.5K (+$62)
Filed 2022-11-10
Steward Partners Investment Advisory, LLC
DECREASED
Shares138,884 from 145,363
Change-6,479 (-4%)
Value$1.2K (-$46)
Filed 2022-11-10
Commonwealth Equity Services, LLC
DECREASED
Shares117,022 from 117,482
Change-460 (0%)
Value$1.0K (+$4)
Filed 2022-11-14
Jane Street Group, LLC
INCREASED
Shares114,804 from 56,727
Change+58,077 (+102%)
Value$987 (+$503)
Filed 2022-11-15
Icon Advisers Inc
NEW
Shares103,550
Change+103,550
Value$891
Filed 2022-11-14
Covington Capital Management
UNCHANGED
Shares100,475 from 100,475
Change0 (0%)
Value$864 (+$7)
Filed 2022-11-15
Royal Bank of Canada
DECREASED
Shares90,203 from 96,385
Change-6,182 (-6%)
Value$776 (-$47)
Filed 2022-11-14
UBS Group AG
DECREASED
Shares89,883 from 99,322
Change-9,439 (-9%)
Value$773 (-$75)
Filed 2022-11-10
Ameriprise Financial Inc
INCREASED
Shares86,198 from 65,243
Change+20,955 (+32%)
Value$741 (+$184)
Filed 2022-11-14
Verus Capital Partners, LLC
DECREASED
Shares84,048 from 89,032
Change-4,984 (-6%)
Value$723 (-$36)
Filed 2022-11-15
Laidlaw Wealth Management LLC
DECREASED
Shares80,309 from 82,611
Change-2,302 (-3%)
Value$691 (-$14)
Filed 2022-11-14
Raymond James & Associates
INCREASED
Shares77,280 from 74,360
Change+2,920 (+4%)
Value$665 (+$31)
Filed 2022-10-25
Greatmark Investment Partners, Inc.
UNCHANGED
Shares69,700 from 69,700
Change0 (0%)
Value$599 (+$4)
Filed 2022-11-08
Susquehanna International Group, LLP
NEW
Shares65,410
Change+65,410
Value$563
Filed 2022-11-14
E&G Advisors, LLC
UNCHANGED
Shares52,500 from 52,500
Change0 (0%)
Value$452 (+$4)
Filed 2022-10-11
Aegon USA Investment Management, LLC
UNCHANGED
Shares46,973 from 46,973
Change0 (0%)
Value$404 (+$3)
Filed 2022-10-17
Stifel Financial Corp
DECREASED
Shares34,140 from 38,177
Change-4,037 (-11%)
Value$294 (-$32)
Filed 2022-11-14
Cypress Wealth Services, LLC
INCREASED
Shares33,827 from 33,778
Change+49 (+0%)
Value$291 (+$3)
Filed 2022-10-14
Sarissa Consulting LLC
NEW
Shares33,822
Change+33,822
Value$291
Filed 2022-11-14
Qube Research & Technologies Ltd
UNCHANGED
Shares33,332 from 33,332
Change0 (0%)
Value$287 (+$3)
Filed 2022-11-14
Baird Financial Group, Inc.
DECREASED
Shares32,418 from 75,660
Change-43,242 (-57%)
Value$279 (-$366)
Filed 2022-11-15
Kestra Advisory Services, LLC
INCREASED
Shares31,244 from 11,244
Change+20,000 (+178%)
Value$269 (+$173)
Filed 2022-11-01
BlackDiamond Wealth Management, LLC
INCREASED
Shares30,293 from 29,091
Change+1,202 (+4%)
Value$261 (+$11)
Filed 2022-10-26
Virtus Advisers, LLC
NEW
Shares29,829
Change+29,829
Value$257
Filed 2022-11-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares27,109 from 29,922
Change-2,813 (-9%)
Value$233 (-$22)
Filed 2022-10-17
First Trust Advisors LP
DECREASED
Shares25,641 from 26,710
Change-1,069 (-4%)
Value$221 (-$7)
Filed 2022-11-14
Yakira Capital Management, Inc.
NEW
Shares24,641
Change+24,641
Value$212
Filed 2022-11-10
Magnus Financial Group LLC
DECREASED
Shares24,330 from 26,561
Change-2,231 (-8%)
Value$209 (-$18)
Filed 2022-11-09
Wealthspire Advisors, LLC
UNCHANGED
Shares22,509 from 22,509
Change0 (0%)
Value$194 (+$2)
Filed 2022-11-14
Osaic Holdings, Inc.
DECREASED
Shares17,106 from 70,662
Change-53,556 (-76%)
Value$147 (-$456)
Filed 2022-11-14
Wedbush Securities Inc
UNCHANGED
Shares15,500 from 15,500
Change0 (0%)
Value$133 (+$1)
Filed 2022-10-18
Mariner, LLC
NEW
Shares12,321
Change+12,321
Value$106
Filed 2022-11-10
Royal Fund Management, LLC
UNCHANGED
Shares10,762 from 10,762
Change0 (0%)
Value$92 (+$1)
Filed 2022-11-14
Avior Wealth Management, LLC
INCREASED
Shares511 from 507
Change+4 (+1%)
Value$4 ($0)
Filed 2022-10-26
FourThought Financial, LLC
NEW
Shares29
Change+29
Value$0
Filed 2022-11-21
Chicago Partners Investment Group LLC
CLOSED
Shares0 from 222,659
Change-222,659 (-100%)
Value$0 (-$1.9K)
Filed 2022-11-09
Moors & Cabot, Inc.
CLOSED
Shares0 from 18,000
Change-18,000 (-100%)
Value$0 (-$154)
Filed 2022-11-08
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2022-11-15
Status
Morgan Stanley
DECREASED1,868,9072,096,568-227,661-11%$17.9K$16.1K-$1.8K2022-11-14
Bank of America Corp
INCREASED766,083696,587+69,496+10%$5.9K$6.6K+$6462022-11-14
Eaton Vance Management
UNCHANGED500,866500,86600%$4.3K$4.3K+$352022-11-14
LPL Financial LLC
INCREASED392,243387,443+4,800+1%$3.3K$3.4K+$682022-11-14
Wells Fargo & Company
DECREASED332,427375,777-43,350-12%$3.2K$2.9K-$3472022-11-14
Janney Montgomery Scott LLC
DECREASED239,163246,359-7,196-3%$2.1K$2.1K-$672022-10-25
Relative Value Partners Group, LLC
INCREASED173,122166,176+6,946+4%$1.4K$1.5K+$622022-11-10
Steward Partners Investment Advisory, LLC
DECREASED138,884145,363-6,479-4%$1.2K$1.2K-$462022-11-10
Commonwealth Equity Services, LLC
DECREASED117,022117,482-4600%$1.0K$1.0K+$42022-11-14
Jane Street Group, LLC
INCREASED114,80456,727+58,077+102%$484$987+$5032022-11-15
Icon Advisers Inc
NEW103,550—+103,550——$891—2022-11-14
Covington Capital Management
UNCHANGED100,475100,47500%$857$864+$72022-11-15
Royal Bank of Canada
DECREASED90,20396,385-6,182-6%$823$776-$472022-11-14
UBS Group AG
DECREASED89,88399,322-9,439-9%$848$773-$752022-11-10
Ameriprise Financial Inc
INCREASED86,19865,243+20,955+32%$557$741+$1842022-11-14
Verus Capital Partners, LLC
DECREASED84,04889,032-4,984-6%$759$723-$362022-11-15
Laidlaw Wealth Management LLC
DECREASED80,30982,611-2,302-3%$705$691-$142022-11-14
Raymond James & Associates
INCREASED77,28074,360+2,920+4%$634$665+$312022-10-25
Greatmark Investment Partners, Inc.
UNCHANGED69,70069,70000%$595$599+$42022-11-08
Susquehanna International Group, LLP
NEW65,410—+65,410——$563—2022-11-14
E&G Advisors, LLC
UNCHANGED52,50052,50000%$448$452+$42022-10-11
Aegon USA Investment Management, LLC
UNCHANGED46,97346,97300%$401$404+$32022-10-17
Stifel Financial Corp
DECREASED34,14038,177-4,037-11%$326$294-$322022-11-14
Cypress Wealth Services, LLC
INCREASED33,82733,778+49+0%$288$291+$32022-10-14
Sarissa Consulting LLC
NEW33,822—+33,822——$291—2022-11-14
Qube Research & Technologies Ltd
UNCHANGED33,33233,33200%$284$287+$32022-11-14
Baird Financial Group, Inc.
DECREASED32,41875,660-43,242-57%$645$279-$3662022-11-15
Kestra Advisory Services, LLC
INCREASED31,24411,244+20,000+178%$96$269+$1732022-11-01
BlackDiamond Wealth Management, LLC
INCREASED30,29329,091+1,202+4%$250$261+$112022-10-26
Virtus Advisers, LLC
NEW29,829—+29,829——$257—2022-11-14
Cambridge Investment Research Advisors, Inc.
DECREASED27,10929,922-2,813-9%$255$233-$222022-10-17
First Trust Advisors LP
DECREASED25,64126,710-1,069-4%$228$221-$72022-11-14
Yakira Capital Management, Inc.
NEW24,641—+24,641——$212—2022-11-10
Magnus Financial Group LLC
DECREASED24,33026,561-2,231-8%$227$209-$182022-11-09
Wealthspire Advisors, LLC
UNCHANGED22,50922,50900%$192$194+$22022-11-14
Osaic Holdings, Inc.
DECREASED17,10670,662-53,556-76%$603$147-$4562022-11-14
Wedbush Securities Inc
UNCHANGED15,50015,50000%$132$133+$12022-10-18
Mariner, LLC
NEW12,321—+12,321——$106—2022-11-10
Royal Fund Management, LLC
UNCHANGED10,76210,76200%$91$92+$12022-11-14
Avior Wealth Management, LLC
INCREASED511507+4+1%$4$4$02022-10-26
FourThought Financial, LLC
NEW29—+29——$0—2022-11-21
Chicago Partners Investment Group LLC
CLOSED0222,659-222,659-100%$1.9K$0-$1.9K2022-11-09
Moors & Cabot, Inc.
CLOSED018,000-18,000-100%$154$0-$1542022-11-08
Proequities, Inc.
UNCHANGED000—$0$0$02022-11-15
Showing 44 of 44 institutions