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 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
11New |
$125 - $140
|
11
$126
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 15.87% |
$11.4K - $12.8K
|
7.3K
$83.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
756New |
$8.6K - $9.65K
|
756
$8.68K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
299+ 2.38% |
$3.4K - $3.82K
|
12.9K
$148K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4K+ 66.67% |
$45.5K - $51K
|
10K
$115K
|
|
|
Feb 05, 2024
Q4 2023
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-47.5K- 73.55% |
$540K - $606K
|
17.1K
$196K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
713New |
$8.11K - $9.1K
|
713
$8.19K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.7KNew |
$144K - $162K
|
12.7K
$145K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3KNew |
$35.3K - $36.8K
|
3K
$34.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-300- 14.76% |
$3.53K - $3.68K
|
1.73K
$19.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-38.5K- 36.62% |
$453K - $472K
|
66.7K
$766K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$123K - $129K
|
10.5K
$120K
|
|
|
Nov 13, 2023
Q3 2023
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
SELL
|
- |
-54.9K- 18.26% |
$646K - $674K
|
246K
$2.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-15.8K- 31.76% |
$185K - $193K
|
33.8K
$389K
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-7.1K- 25.72% |
$83.5K - $87K
|
20.5K
$235K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
666New |
$7.83K - $8.17K
|
666
$7.65K
|
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-124K- 56.26% |
$1.46M - $1.53M
|
96.8K
$1.11M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1.6KNew |
$18.8K - $19.6K
|
1.6K
$18.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.02K- 1.16% |
$12K - $12.6K
|
87.4K
$1M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
600New |
$7.06K - $7.36K
|
600
$6.89K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
849New |
$9.98K - $10.4K
|
849
$9.75K
|
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.18K- 8.22% |
$13.9K - $14.5K
|
13.2K
$152K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-66.2K- 58.15% |
$733K - $789K
|
47.7K
$547K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.5KNew |
$149K - $164K
|
13.5K
$155K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2KNew |
$22.1K - $24.2K
|
2K
$23K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$127K - $139K
|
11.5K
$132K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-947- 1.1% |
$10.5K - $11.5K
|
85.2K
$978K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1K- 8.33% |
$11.1K - $12.1K
|
11K
$126K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
749New |
$8.28K - $9.08K
|
749
$8.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
550New |
$6.08K - $6.67K
|
550
$6.31K
|
|
| Q4 2022 | |||||||
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.45KClosed |
$15.6K - $16.8K
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
37.5KNew |
$404K - $435K
|
37.5K
$431K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-677K- 90.86% |
$7.29M - $7.85M
|
68.1K
$781K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
41.6K+ 46.6% |
$448K - $482K
|
131K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-53.7K- 80.03% |
$579K - $623K
|
13.4K
$154K
|
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
116KNew |
$1.25M - $1.35M
|
116K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
11.5KNew |
$124K - $133K
|
11.5K
$132K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.98K- 98.76% |
$108K - $116K
|
125
$1.44K
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-8.33K- 18.14% |
$89.8K - $96.7K
|
37.6K
$432K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-16K- 44.56% |
$172K - $185K
|
19.9K
$228K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
955New |
$10.3K - $11.1K
|
955
$11K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
20New |
$216 - $232
|
20
$230
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-2K- 30.3% |
$21.6K - $23.2K
|
4.6K
$52.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
16KNew |
$175K - $210K
|
16K
$184K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$111K - $133K
|
10.1K
$116K
|
|
| Q2 2022 | |||||||
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
289New |
$3.36K - $4.05K
|
289
$3.32K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$11.6K - $14K
|
1K
$11.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.99KNew |
$58.1K - $70K
|
4.99K
$57.3K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.65KClosed |
$42.4K - $51.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-12.1KClosed |
$141K - $169K
|
0
$0
|
|