Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
44.4KNew |
$558K - $582K
|
44.4K
$580K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
28KNew |
$352K - $367K
|
28K
$366K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.6K+ 25.79% |
$171K - $178K
|
66.4K
$866K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
11K+ 9.76% |
$138K - $144K
|
124K
$1.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.85K+ 3.98% |
$48.3K - $50.4K
|
101K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.68KNew |
$46.1K - $48.2K
|
3.68K
$48K
|
|
|
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
$241K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.37K+ 5.1% |
$17.2K - $17.9K
|
28.2K
$368K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
268+ 2.4% |
$3.36K - $3.51K
|
11.4K
$149K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34+ 0.28% |
$427 - $445
|
12.2K
$159K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
31+ 0.12% |
$389 - $406
|
26.4K
$344K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16+ 0.12% |
$201 - $210
|
13.4K
$175K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 2.07% |
$37.7 - $39.3
|
148
$1.93K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 2.47% |
$25.1 - $26.2
|
83
$1.08K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-323- 1.26% |
$4.05K - $4.23K
|
25.3K
$330K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-323- 1.39% |
$4.05K - $4.23K
|
23K
$300K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-733- 2.0% |
$9.2K - $9.6K
|
36K
$470K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-848- 5.78% |
$10.6K - $11.1K
|
13.8K
$180K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-893- 7.93% |
$11.2K - $11.7K
|
10.4K
$135K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.01K- 4.88% |
$12.7K - $13.3K
|
19.7K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.14K- 3.77% |
$26.9K - $28.1K
|
54.8K
$715K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.37K- 99.92% |
$29.8K - $31.1K
|
2
$26.1
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.68K- 25.48% |
$46.2K - $48.2K
|
10.8K
$141K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-7.67K- 2.1% |
$96.3K - $100K
|
357K
$4.66M
|