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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
832KNew |
$9.49M - $10.1M
|
832K
$9.25M
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
332KNew |
$3.79M - $4.05M
|
332K
$3.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
288KNew |
$3.29M - $3.52M
|
288K
$3.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
151K+ 271.89% |
$1.72M - $1.84M
|
206K
$2.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
140K+ 15.45% |
$1.59M - $1.7M
|
1.04M
$11.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
126K+ 81184.52% |
$1.44M - $1.53M
|
126K
$1.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
95.3K+ 122.39% |
$1.09M - $1.16M
|
173K
$1.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
77.2K+ 19.69% |
$881K - $942K
|
470K
$5.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
67.5KNew |
$770K - $823K
|
67.5K
$751K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.7KNew |
$556K - $594K
|
48.7K
$541K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
46.8K+ 8.9% |
$534K - $571K
|
573K
$6.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
34.3K+ 326.39% |
$391K - $418K
|
44.8K
$498K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
27.9K+ 5.22% |
$318K - $340K
|
563K
$6.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
27.7K+ 75.33% |
$316K - $338K
|
64.5K
$717K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25.4K+ 20.05% |
$290K - $310K
|
152K
$1.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
25.3K+ 97.27% |
$289K - $309K
|
51.4K
$571K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25.2KNew |
$287K - $307K
|
25.2K
$280K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.1K+ 205.94% |
$252K - $269K
|
32.8K
$365K
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
20K+ 6.29% |
$228K - $244K
|
338K
$3.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.6KNew |
$178K - $190K
|
15.6K
$174K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.1KNew |
$150K - $160K
|
13.1K
$146K
|
|
|
Nov 14, 2025
Q3 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
9.42K+ 2.22% |
$107K - $115K
|
433K
$4.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.93K+ 7.38% |
$90.5K - $96.7K
|
115K
$1.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
6.53K+ 118.8% |
$74.6K - $79.6K
|
12K
$134K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.23K+ 13.77% |
$59.7K - $63.7K
|
43.2K
$480K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.06K+ 16.78% |
$57.7K - $61.7K
|
35.2K
$391K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.79K+ 2.64% |
$54.6K - $58.3K
|
186K
$2.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Garner Asset Management Corp
|
BUY
|
- |
3.93K+ 6.81% |
$44.8K - $47.9K
|
61.6K
$685K
|
|
|
Nov 14, 2025
Q3 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.33K+ 2.66% |
$38K - $40.6K
|
129K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.7K+ 20.12% |
$19.4K - $20.7K
|
10.2K
$113K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.54KNew |
$17.6K - $18.8K
|
1.54K
$17.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.27K+ 6.8% |
$14.4K - $15.4K
|
19.9K
$221K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.06K+ 0.43% |
$12.1K - $12.9K
|
246K
$2.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
973+ 3.49% |
$11.1K - $11.9K
|
28.8K
$320K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
919New |
$10.5K - $11.2K
|
919
$10.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
403+ 2.7% |
$4.6K - $4.91K
|
15.3K
$170K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
400New |
$4.56K - $4.88K
|
400
$4.45K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
371+ 3.47% |
$4.23K - $4.52K
|
11.1K
$123K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
311New |
$3.55K - $3.79K
|
311
$3.46K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
248+ 2.06% |
$2.83K - $3.02K
|
12.3K
$136K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
225New |
$2.57K - $2.74K
|
225
$2.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
200New |
$2.28K - $2.44K
|
200
$2.22K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
160+ 0.32% |
$1.83K - $1.95K
|
49.4K
$550K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
135+ 1.21% |
$1.54K - $1.65K
|
11.3K
$126K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
127+ 0.89% |
$1.45K - $1.55K
|
14.4K
$160K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
107+ 0.57% |
$1.22K - $1.3K
|
18.8K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
31+ 0.12% |
$354 - $378
|
26.3K
$292K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
18New |
$205 - $219
|
18
$200
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 2.33% |
$22.8 - $24.4
|
88
$979
|
|
| Q2 2025 | |||||||
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
20.5KNew |
$220K - $249K
|
20.5K
$228K
|
|