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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.14K- 3.77% |
$26.9K - $28.1K
|
54.8K
$689K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.37K- 99.92% |
$29.8K - $31.1K
|
2
$25.1
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.68K- 25.48% |
$46.2K - $48.2K
|
10.8K
$135K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.17K- 3.31% |
$52.3K - $54.6K
|
122K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.29K- 1.03% |
$53.9K - $56.2K
|
411K
$5.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-5.17K- 6.05% |
$64.8K - $67.7K
|
80.2K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.5K- 22.92% |
$69K - $72.1K
|
18.5K
$233K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-7K- 20.77% |
$87.9K - $91.7K
|
26.7K
$336K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-7.25K- 8.87% |
$91K - $95K
|
74.5K
$937K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-7.67K- 2.1% |
$96.3K - $100K
|
357K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.2K- 3.66% |
$191K - $200K
|
401K
$5.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-26K- 31.87% |
$326K - $340K
|
55.6K
$698K
|