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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
550New |
$6.08K - $6.67K
|
550
$6.12K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
11.5KNew |
$124K - $133K
|
11.5K
$128K
|
|
|
Aug 13, 2025
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
10.5KNew |
$113K - $121K
|
10.5K
$116K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
955New |
$10.3K - $11.1K
|
955
$10.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
20New |
$216 - $232
|
20
$222
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
16KNew |
$175K - $210K
|
16K
$178K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$111K - $133K
|
10.1K
$113K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
320KNew |
$3.72M - $4.49M
|
320K
$3.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
22KNew |
$256K - $308K
|
22K
$245K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.99KNew |
$58.1K - $70K
|
4.99K
$55.5K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$11.6K - $14K
|
1K
$11.1K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
289New |
$3.36K - $4.05K
|
289
$3.21K
|
|
| Q1 2022 | |||||||
|
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 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
1.59KNew |
$20.4K - $24K
|
1.59K
$17.6K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
7KNew |
$96.5K - $105K
|
7K
$77.8K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
301KNew |
$3.81M - $4.18M
|
301K
$3.35M
|
|
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
14.8KNew |
$187K - $205K
|
14.8K
$165K
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
14.8KNew |
$173K - $193K
|
14.8K
$164K
|
|
|
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4KNew |
$47K - $52.2K
|
4K
$44.5K
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
3KNew |
$35.2K - $39.2K
|
3K
$33.4K
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20KNew |
$189K - $234K
|
20K
$222K
|
|
| Q4 2019 | |||||||
|
Oct 06, 2025
Q4 2019
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
3KNew |
$38.4K - $40.7K
|
3K
$33.4K
|
|
| Q3 2019 | |||||||
|
Mar 24, 2023
Q3 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
260New |
$3.32K - $3.44K
|
260
$2.89K
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$13.1 - $13.5
|
1
$11.1
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
48.2KNew |
$675K - $692K
|
48.2K
$536K
|
|
| Q3 2017 | |||||||
|
Nov 13, 2017
Q3 2017
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
14KNew |
$204K - $209K
|
14K
$156K
|
|
| Q2 2017 | |||||||
|
Aug 11, 2017
Q2 2017
|
Sandy Spring Bank
|
BUY
|
- |
20.5KNew |
N/A
|
20.5K
$228K
|
|