Latest Institutional Transactions on Eaton Vance Senior Floating Rate Trust (EFR)
This table provides information on the latest institutional transactions involving Eaton Vance Senior Floating Rate Trust (EFR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-7K- 20.77% |
$87.9K - $91.7K
|
26.7K
$336K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
70New |
$879 - $917
|
70
$881
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
9.43K+ 47.16% |
$118K - $124K
|
29.4K
$371K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.1K+ 4.63% |
$328K - $342K
|
591K
$7.44M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.6K+ 2.89% |
$297K - $310K
|
843K
$10.6M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
25KNew |
$313K - $327K
|
25K
$314K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-26K- 31.87% |
$326K - $340K
|
55.6K
$700K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.82K- 99.67% |
$22.9K - $23.9K
|
6
$75.5
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
6.3K+ 11.91% |
$79K - $82.5K
|
59.1K
$745K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33- 0.15% |
$414 - $432
|
21.6K
$272K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.2K- 3.66% |
$191K - $200K
|
401K
$5.05M
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.39KNew |
$17.5K - $18.2K
|
1.39K
$17.5K
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
26.4KNew |
$331K - $345K
|
26.4K
$332K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.5KNew |
$345K - $360K
|
27.5K
$346K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.69K- 0.26% |
$21.2K - $22.1K
|
649K
$8.17M
|
|
Feb 14, 2025
Q4 2024
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
131KNew |
$1.65M - $1.72M
|
131K
$1.65M
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7.23KNew |
$90.7K - $94.7K
|
7.23K
$91K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.5K- 22.92% |
$69K - $72.1K
|
18.5K
$233K
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.29K- 1.03% |
$53.9K - $56.2K
|
411K
$5.18M
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-139- 0.2% |
$1.74K - $1.82K
|
69.5K
$875K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
586+ 3.95% |
$7.35K - $7.68K
|
15.4K
$194K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-5.17K- 6.05% |
$64.8K - $67.7K
|
80.2K
$1.01M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.53K- 10.38% |
$19.2K - $20K
|
13.2K
$166K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
51+ 0.43% |
$640 - $668
|
12K
$151K
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
19KNew |
$238K - $249K
|
19K
$239K
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
93.3K+ 16.15% |
$1.17M - $1.22M
|
671K
$8.45M
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
19K+ 4.93% |
$238K - $249K
|
404K
$5.09M
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-7.25K- 8.87% |
$91K - $95K
|
74.5K
$938K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
92+ 0.76% |
$1.15K - $1.21K
|
12.2K
$153K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.4K+ 49.38% |
$558K - $582K
|
134K
$1.69M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.22K+ 35.28% |
$65.5K - $68.4K
|
20K
$252K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.5K+ 13.64% |
$257K - $269K
|
171K
$2.15M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.17K- 3.31% |
$52.3K - $54.6K
|
122K
$1.53M
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
84.9K+ 23.35% |
$1.07M - $1.11M
|
448K
$5.65M
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
554+ 2.39% |
$6.95K - $7.26K
|
23.8K
$299K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-649- 5.48% |
$8.14K - $8.5K
|
11.2K
$141K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 2.47% |
$25.1 - $26.2
|
83
$1.04K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.68K- 25.48% |
$46.2K - $48.2K
|
10.8K
$136K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.53K+ 33.29% |
$94.5K - $98.7K
|
30.2K
$380K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
44.4KNew |
$558K - $582K
|
44.4K
$560K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.37K+ 5.1% |
$17.2K - $17.9K
|
28.2K
$355K
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-323- 1.39% |
$4.05K - $4.23K
|
23K
$290K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 2.07% |
$37.7 - $39.3
|
148
$1.86K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16+ 0.12% |
$201 - $210
|
13.4K
$169K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34+ 0.28% |
$427 - $445
|
12.2K
$153K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-848- 5.78% |
$10.6K - $11.1K
|
13.8K
$174K
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-7.67K- 2.1% |
$96.3K - $100K
|
357K
$4.5M
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-893- 7.93% |
$11.2K - $11.7K
|
10.4K
$130K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.85K+ 3.98% |
$48.3K - $50.4K
|
101K
$1.27M
|