Purchases and Sales Made in Q2 2025 in Eaton Vance Senior Floating Rate Trust (EFR)
This table provides information about the institutional ownership of Eaton Vance Senior Floating Rate Trust (EFR) during Q2 2025. The information is specifically focused on institutions that hold shares of EATON VANCE SENIOR FLOATING RATE TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
424KNew |
$4.54M - $5.15M
|
424K
$4.71M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
270K+ 42.6% |
$2.89M - $3.28M
|
904K
$10M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
127KNew |
$1.36M - $1.54M
|
127K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
113K+ 26.65% |
$1.21M - $1.37M
|
535K
$5.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
70.8KNew |
$759K - $861K
|
70.8K
$788K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
53.3K+ 216.63% |
$571K - $648K
|
77.8K
$866K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
49.3KNew |
$528K - $599K
|
49.3K
$548K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
36.8KNew |
$394K - $447K
|
36.8K
$409K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.1K+ 326.01% |
$311K - $353K
|
38K
$422K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
29K+ 109.91% |
$311K - $353K
|
55.4K
$616K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
28.8K+ 5.78% |
$308K - $350K
|
526K
$5.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
26KNew |
$279K - $317K
|
26K
$289K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
20.5KNew |
$220K - $249K
|
20.5K
$228K
|
|
|
Jul 21, 2025
Q2 2025
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
14.8KNew |
$158K - $180K
|
14.8K
$164K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.7KNew |
$115K - $131K
|
10.7K
$119K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10.6K+ 43.76% |
$114K - $129K
|
34.9K
$388K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$113K - $128K
|
10.5K
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 3.25% |
$107K - $122K
|
318K
$3.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.51K+ 4.93% |
$91.3K - $104K
|
181K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.85K+ 12.45% |
$62.7K - $71.1K
|
52.8K
$587K
|
|
|
Aug 13, 2025
Q2 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
3.7K+ 2.96% |
$39.7K - $45K
|
129K
$1.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.37K+ 1.39% |
$36.1K - $40.9K
|
245K
$2.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.78K+ 5.23% |
$29.8K - $33.8K
|
55.9K
$622K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.5K+ 83.33% |
$26.8K - $30.4K
|
5.5K
$61.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.28K+ 8.17% |
$24.4K - $27.7K
|
30.1K
$335K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.27K+ 7.28% |
$13.6K - $15.5K
|
18.7K
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1K+ 4.94% |
$10.7K - $12.2K
|
21.2K
$236K
|
|
|
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
|
- |
749New |
$8.03K - $9.11K
|
749
$8.33K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
250+ 3.05% |
$2.68K - $3.04K
|
8.45K
$94K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
97+ 0.68% |
$1.04K - $1.18K
|
14.3K
$159K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
63New |
$675 - $766
|
63
$701
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54+ 0.48% |
$579 - $657
|
11.3K
$126K
|
|
|
Jan 06, 2026
Q2 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
52+ 0.43% |
$557 - $632
|
12.3K
$137K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
31+ 0.12% |
$332 - $377
|
26.2K
$292K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4+ 2.65% |
$42.9 - $48.6
|
155
$1.72K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 2.38% |
$21.4 - $24.3
|
86
$956
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6- 85.71% |
$64.3 - $73
|
1
$11.1
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-227- 1.85% |
$2.43K - $2.76K
|
12K
$134K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300- 12.63% |
$3.22K - $3.65K
|
2.08K
$23.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-478- 4.1% |
$5.12K - $5.81K
|
11.2K
$124K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-693- 0.55% |
$7.43K - $8.43K
|
125K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-857- 2.99% |
$9.19K - $10.4K
|
27.8K
$310K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1K- 3.75% |
$10.7K - $12.2K
|
25.7K
$286K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1K- 14.75% |
$10.7K - $12.2K
|
5.78K
$64.3K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-1K- 27.63% |
$10.7K - $12.2K
|
2.62K
$29.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.11K- 1.67% |
$11.8K - $13.4K
|
64.9K
$721K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.13K- 8.38% |
$12.1K - $13.7K
|
12.4K
$137K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.38K- 0.4% |
$14.8K - $16.7K
|
341K
$3.79M
|
|