Latest Institutional Purchases of Eaton Vance Senior Floating Rate Trust (EFR)

EFR Quotes by TradingView

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
Jul 21, 2025 Q2 2025
Aegon Usa Investment Management, LLC

BUY
 -
14.8K
New
$158K - $180K
14.8K $164K
Aug 14, 2025 Q2 2025
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
10.6K
+ 43.76%
$114K - $129K
34.9K $388K
Nov 21, 2025 Q2 2025
Royal Bank Of Canada

Toronto, A6
BUY
 -
1K
+ 4.94%
$10.7K - $12.2K
21.2K $236K
Jul 21, 2025 Q2 2025
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
749
New
$8.03K - $9.11K
749 $8.33K
Jul 14, 2025 Q2 2025
Gamma Investing LLC

Foster City, CA
BUY
 -
63
New
$675 - $766
63 $701
Aug 06, 2025 Q2 2025
Commonwealth Equity Services, LLC

BUY
 -
54
+ 0.48%
$579 - $657
11.3K $126K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
May 14, 2025 Q1 2025
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
12.3K
New
$150K - $164K
12.3K $137K
May 13, 2025 Q1 2025
Elequin Capital LP

New York, NY
BUY
 -
5.36K
+ 385.34%
$65.7K - $71.4K
6.76K $75.1K
May 05, 2025 Q1 2025
J.W. Cole Advisors, Inc.

BUY
 -
2.48K
+ 17.98%
$30.4K - $33.1K
16.3K $181K
Q4 2024
Feb 14, 2025 Q4 2024
Sfi Advisors, LLC

Montclair, NJ
BUY
 -
9.43K
+ 47.16%
$118K - $124K
29.4K $327K
Feb 14, 2025 Q4 2024
Virtus ETF Advisers LLC

New York, NY
BUY
 -
6.3K
+ 11.91%
$79K - $82.5K
59.1K $658K
Jan 22, 2025 Q4 2024
Union Bancaire Privee, Ubp Sa

Geneva 1, V8
BUY
 -
3.68K
New
$46.1K - $48.2K
3.68K $40.9K
Jan 17, 2025 Q4 2024
Edge Financial Advisors LLC

Wheaton, IL
BUY
 -
268
+ 2.4%
$3.36K - $3.51K
11.4K $127K
Feb 12, 2025 Q4 2024
Orion Portfolio Solutions, LLC

BUY
 -
92
+ 0.76%
$1.15K - $1.21K
12.2K $136K
Feb 24, 2025 Q4 2024
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
70
New
$879 - $917
70 $778
Q3 2024
Nov 08, 2024 Q3 2024
Landscape Capital Management, L.L.C.

BUY
 -
28.1K
New
$347K - $374K
28.1K $313K
Oct 29, 2024 Q3 2024
Janney Montgomery Scott LLC

BUY
 -
10K
New
$124K - $133K
10K $111K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
5.78K
+ 39.22%
$71.3K - $76.9K
20.5K $228K
Nov 12, 2024 Q3 2024
Jones Financial Companies Lllp

BUY
 -
1.6K
New
$19.7K - $21.3K
1.6K $17.8K
Oct 08, 2024 Q3 2024
Future Financial Wealth Managment LLC

BUY
 -
800
New
$9.87K - $10.6K
800 $8.9K
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
637
+ 5.01%
$7.86K - $8.47K
13.3K $148K
Q2 2024
Aug 01, 2024 Q2 2024
Midland Wealth Advisors LLC

Rockford, IL
BUY
 -
27.1K
New
$349K - $362K
27.1K $302K
Jul 18, 2024 Q2 2024
Independent Wealth Network Inc.

BUY
 -
7.8K
+ 10.24%
$100K - $104K
84K $934K
Dec 26, 2024 Q2 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
447
New
$5.75K - $5.96K
447 $4.97K
Jul 31, 2024 Q2 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
102
New
$1.31K - $1.36K
102 $1.13K
Q1 2024
May 13, 2024 Q1 2024
Hrt Financial LP

New York, NY
BUY
 -
26.3K
New
$333K - $348K
26.3K $292K
Jun 02, 2025 Q1 2024
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
14.3K
New
$181K - $189K
14.3K $159K
May 15, 2024 Q1 2024
Two Sigma Securities, LLC

New York, NY
BUY
 -
11.2K
New
$142K - $148K
11.2K $124K
Jun 04, 2024 Q1 2024
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
6.77K
+ 15.36%
$85.8K - $89.6K
50.9K $566K
May 02, 2024 Q1 2024
Salomon & Ludwin, LLC

BUY
 -
1.6K
New
$20.3K - $21.2K
1.6K $17.8K
Apr 30, 2024 Q1 2024
Retirement Group, LLC

BUY
 -
850
New
$10.8K - $11.3K
850 $9.45K
Q4 2023
Feb 14, 2024 Q4 2023
Nomura Holdings Inc

Tokyo, M0
BUY
 -
15K
New
$171K - $192K
15K $167K
Jan 24, 2024 Q4 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
12.7K
New
$144K - $162K
12.7K $141K
Feb 06, 2024 Q4 2023
Cullen/Frost Bankers, Inc.

BUY
 -
4K
+ 66.67%
$45.5K - $51K
10K $111K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
756
New
$8.6K - $9.65K
756 $8.41K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
713
New
$8.11K - $9.1K
713 $7.93K
Feb 14, 2024 Q4 2023
Jones Road Capital Management, L.P.

New York, NY
BUY
 -
317
+ 8.03%
$3.6K - $4.04K
4.27K $47.4K
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
299
+ 2.38%
$3.4K - $3.82K
12.9K $143K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
142
New
$1.61K - $1.81K
142 $1.58K
Feb 12, 2024 Q4 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
11
New
$125 - $140
11 $122
Q3 2023
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
10.5K
New
$123K - $129K
10.5K $117K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
1.6K
New
$18.8K - $19.6K
1.6K $17.8K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
849
New
$9.98K - $10.4K
849 $9.44K
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
666
New
$7.83K - $8.17K
666 $7.41K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
600
New
$7.06K - $7.36K
600 $6.67K
Q1 2023
May 08, 2023 Q1 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
11.5K
New
$127K - $139K
11.5K $128K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
2K
New
$22.1K - $24.2K
2K $22.2K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
550
New
$6.08K - $6.67K
550 $6.12K

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