Latest Institutional Transactions on Eaton Vance Senior Floating Rate Trust (EFR)

EFR Quotes by TradingView

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
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
2K
New
$22.1K - $24.2K
2K $22.2K
May 08, 2023 Q1 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
11.5K
New
$127K - $139K
11.5K $128K
May 03, 2023 Q1 2023
Le Jeune Puetz Investment Counsel LLC

SELL
 -
-947
- 1.1%
$10.5K - $11.5K
85.2K $948K
May 02, 2023 Q1 2023
Round Rock Advisors, LLC

SELL
 -
-1K
- 8.33%
$11.1K - $12.1K
11K $122K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
550
New
$6.08K - $6.67K
550 $6.12K
Q4 2022
Aug 13, 2025 Q4 2022
Stone X Group Inc.

BUY
 -
10.5K
New
$113K - $121K
10.5K $116K
Nov 13, 2023 Q4 2022
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-1.45K
Closed
$15.6K - $16.8K
0 $0
Feb 14, 2023 Q4 2022
Claraphi Advisory Network, LLC

SELL
 -
-677K
- 90.86%
$7.29M - $7.85M
68.1K $757K
Feb 14, 2023 Q4 2022
Rivernorth Capital Management, LLC

West Palm Beach, FL
SELL
 -
-53.7K
- 80.03%
$579K - $623K
13.4K $149K
Feb 14, 2023 Q4 2022
Weiss Asset Management LP

Boston, MA
BUY
 -
11.5K
New
$124K - $133K
11.5K $128K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
955
New
$10.3K - $11.1K
955 $10.6K
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
20
New
$216 - $232
20 $222
Jan 18, 2023 Q4 2022
Private Trust CO Na

SELL
 -
-2K
- 30.3%
$21.6K - $23.2K
4.6K $51.2K
Q3 2022
Nov 14, 2022 Q3 2022
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
16K
New
$175K - $210K
16K $178K
Oct 14, 2022 Q3 2022
Cornerstone Wealth Management, LLC

BUY
 -
10.1K
New
$111K - $133K
10.1K $113K
Q2 2022
Oct 13, 2022 Q2 2022
Axim Planning & Wealth

Dayton, OH
BUY
 -
289
New
$3.36K - $4.05K
289 $3.21K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
1K
New
$11.6K - $14K
1K $11.1K
Aug 16, 2022 Q2 2022
Svb Wealth LLC

Boston, MA
SELL
 -
-3.65K
Closed
$42.4K - $51.1K
0 $0
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
4.99K
New
$58.1K - $70K
4.99K $55.5K
Aug 15, 2022 Q2 2022
Bluefin Capital Management, LLC

New York, NY
SELL
 -
-12.1K
Closed
$141K - $169K
0 $0
Aug 15, 2022 Q2 2022
Standard Family Office LLC

Sioux Falls, SD
BUY
 -
22K
New
$256K - $308K
22K $245K
Aug 15, 2022 Q2 2022
Shorepoint Capital Partners LLC

Norwood, MA
BUY
 -
320K
New
$3.72M - $4.49M
320K $3.56M
Aug 15, 2022 Q2 2022
Israel Englander Millennium Management LLC | New York, Ny
SELL
 -
-12.2K
Closed
$142K - $171K
0 $0
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-5.3K
- 23.31%
$61.6K - $74.3K
17.4K $194K
Aug 04, 2022 Q2 2022
Addison Advisors LLC

SELL
 -
-3.33K
- 73.28%
$38.8K - $46.7K
1.22K $13.5K
Jul 27, 2022 Q2 2022
V Wealth Advisors LLC

SELL
 -
-50K
Closed
$582K - $701K
0 $0
Jul 26, 2022 Q2 2022
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-2K
Closed
$23.3K - $28K
0 $0
Jul 25, 2022 Q2 2022
Geneva Partners, LLC

SELL
 -
-120K
Closed
$1.39M - $1.68M
0 $0
Q1 2022
May 25, 2022 Q1 2022
Ever Source Wealth Advisors, LLC

SELL
 -
-101
- 14.43%
$1.3K - $1.53K
599 $6.66K
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-8.58K
Closed
$110K - $130K
0 $0
May 13, 2022 Q1 2022
Penserra Capital Management LLC

Orinda, CA
SELL
 -
-790K
Closed
$10.2M - $12M
0 $0
May 09, 2022 Q1 2022
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-20K
Closed
$257K - $303K
0 $0
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-283
Closed
$3.64K - $4.29K
0 $0
May 02, 2022 Q1 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
1.9K
+ 62.73%
$24.5K - $28.8K
4.93K $54.8K
Apr 26, 2022 Q1 2022
Belmont Capital, LLC

SELL
 -
-1.08K
Closed
$13.9K - $16.4K
0 $0
Apr 26, 2022 Q1 2022
Tap Consulting, LLC

SELL
 -
-637
Closed
$8.2K - $9.65K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-1.88K
Closed
$24.1K - $28.4K
0 $0
Apr 21, 2022 Q1 2022
Lindbrook Capital, LLC

SELL
 -
-655
Closed
$8.43K - $9.92K
0 $0
Apr 18, 2022 Q1 2022
Piscataqua Savings Bank

BUY
 -
1.59K
New
$20.4K - $24K
1.59K $17.6K
Apr 18, 2022 Q1 2022
Spire Wealth Management

SELL
 -
-4.8K
Closed
$61.8K - $72.7K
0 $0
Apr 08, 2022 Q1 2022
Optimum Investment Advisors

SELL
 -
-1.6K
- 37.21%
$20.6K - $24.2K
2.7K $30K
Q4 2021
Feb 14, 2022 Q4 2021
Quilter PLC

SELL
 -
-30.2K
Closed
$439K - $470K
0 $0
Feb 11, 2022 Q4 2021
Scotia Capital Inc.

SELL
 -
-10.2K
Closed
$148K - $159K
0 $0
Feb 10, 2022 Q4 2021
Citigroup Inc

SELL
 -
-2.46K
Closed
$35.7K - $38.2K
0 $0
Jan 28, 2022 Q4 2021
Hbc Financial Services, Pllc

SELL
 -
-1
Closed
$14.5 - $15.5
0 $0
Q3 2021
Nov 15, 2021 Q3 2021
Oak Hill Advisors LP

New York, NY
SELL
 -
-795K
Closed
$11M - $11.9M
0 $0
Nov 15, 2021 Q3 2021
Clough Capital Partners L P

Boston, MA
SELL
 -
-59.2K
Closed
$816K - $884K
0 $0
Nov 15, 2021 Q3 2021
Css LLC

Chicago, IL
SELL
 -
-51.6K
Closed
$711K - $770K
0 $0
Nov 15, 2021 Q3 2021
Saba Capital Management, L.P.

New York, NY
SELL
 -
-3.5M
Closed
$48.2M - $52.3M
0 $0

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