Latest Institutional Purchases of Eaton Vance Senior Floating Rate Trust (EFR)
This list provides information on the latest institutional transactions involving Eaton Vance Senior Floating Rate Trust (EFR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
28KNew |
$352K - $367K
|
28K
$373K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.6K+ 25.79% |
$171K - $178K
|
66.4K
$884K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
11K+ 9.76% |
$138K - $144K
|
124K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.85K+ 3.98% |
$48.3K - $50.4K
|
101K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.68KNew |
$46.1K - $48.2K
|
3.68K
$48.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.2K+ 13.49% |
$27.6K - $28.8K
|
18.5K
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
268+ 2.4% |
$3.36K - $3.51K
|
11.4K
$152K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34+ 0.28% |
$427 - $445
|
12.2K
$162K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
31+ 0.12% |
$389 - $406
|
26.4K
$351K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
74K+ 14.68% |
$913K - $984K
|
578K
$7.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
60K+ 19.77% |
$740K - $798K
|
364K
$4.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
39.8K+ 10.58% |
$491K - $529K
|
416K
$5.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.1K+ 7.25% |
$471K - $507K
|
564K
$7.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29.6K+ 24.55% |
$366K - $394K
|
150K
$2M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
28.1KNew |
$347K - $374K
|
28.1K
$374K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
24.7KNew |
$305K - $329K
|
24.7K
$329K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
23.2KNew |
$286K - $309K
|
23.2K
$309K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
20KNew |
$247K - $266K
|
20K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.7KNew |
$181K - $195K
|
14.7K
$196K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.4KNew |
$165K - $178K
|
13.4K
$178K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.1KNew |
$149K - $161K
|
12.1K
$161K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.6K+ 2.61% |
$131K - $141K
|
416K
$5.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10KNew |
$124K - $133K
|
10K
$133K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 2.66% |
$123K - $133K
|
385K
$5.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.85K+ 1.22% |
$96.9K - $104K
|
650K
$8.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
7.8K+ 39.0% |
$96.3K - $104K
|
27.8K
$370K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
6.7K+ 40.28% |
$82.6K - $89.1K
|
23.3K
$310K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.78K+ 39.22% |
$71.3K - $76.9K
|
20.5K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.97K+ 25.25% |
$36.6K - $39.5K
|
14.7K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.6KNew |
$19.7K - $21.3K
|
1.6K
$21.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.1K+ 7.96% |
$13.5K - $14.6K
|
14.9K
$198K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.07K+ 4.17% |
$13.2K - $14.3K
|
26.8K
$357K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
800+ 29.42% |
$9.87K - $10.6K
|
3.52K
$46.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
800New |
$9.87K - $10.6K
|
800
$10.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
637+ 5.01% |
$7.86K - $8.47K
|
13.3K
$178K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
276+ 0.22% |
$3.41K - $3.67K
|
126K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
203+ 0.29% |
$2.51K - $2.7K
|
69.6K
$926K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55+ 0.46% |
$679 - $732
|
11.9K
$159K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7New |
$86.4 - $93.1
|
7
$93.2
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 2.84% |
$49.4 - $53.2
|
145
$1.93K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 2.53% |
$24.7 - $26.6
|
81
$1.08K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
27.1KNew |
$349K - $362K
|
27.1K
$361K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.8K+ 10.24% |
$100K - $104K
|
84K
$1.12M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
447New |
$5.75K - $5.96K
|
447
$5.95K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
102New |
$1.31K - $1.36K
|
102
$1.36K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.5KNew |
$412K - $430K
|
32.5K
$433K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.3KNew |
$333K - $348K
|
26.3K
$350K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
14.3KNew |
$181K - $189K
|
14.3K
$190K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$142K - $148K
|
11.2K
$149K
|
|