Institute For Wealth Management, Llc. Eaton Vance Senior Income Trust Transaction History

Institute For Wealth Management, Llc.

$737 Million
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	SELL	$5.37 - $6.44 $32,220 - $38,640	-6,000 Reduced 36.36%	10,500 $57,000
Q3 2020 Nov 03, 2020	SELL	$5.29 - $6.01 $5,290 - $6,010	-1,000 Reduced 5.71%	16,500 $97,000
Q4 2019 Feb 27, 2020	BUY	$6.09 - $6.41 $106,575 - $112,175	17,500 New	17,500 $112,000
Q4 2019 Jan 27, 2020	SELL	$6.09 - $6.41 $106,575 - $112,175	-17,500 Closed	0 $0
Q3 2019 Oct 28, 2019	SELL	$6.03 - $6.32 $24,120 - $25,280	-4,000 Reduced 18.6%	17,500 $107,000
Q2 2019 Aug 02, 2019	SELL	$6.08 - $6.39 $31,616 - $33,228	-5,200 Reduced 19.48%	21,500 $134,000
Q1 2019 May 15, 2019	SELL	$5.92 - $6.31 $80,512 - $85,816	-13,600 Reduced 33.75%	26,700 $164,000
Q4 2018 Feb 08, 2019	SELL	$5.69 - $6.48 $15,932 - $18,144	-2,800 Reduced 6.5%	40,300 $242,000
Q2 2018 Aug 10, 2018	SELL	$6.38 - $6.84 $7,018 - $7,524	-1,100 Reduced 2.49%	43,100 $278,000
Q1 2018 May 15, 2018	SELL	$6.42 - $6.81 $8,988 - $9,534	-1,400 Reduced 3.07%	44,200 $285,000
Q2 2017 Aug 14, 2017	BUY	N/A	45,600	45,600 $305,000

Others Institutions Holding EVF

# of Institutions

46

Shares Held

2.17M

Call Options Held

0

Put Options Held

0

About EATON VANCE SENIOR INCOME TRUST

Ticker EVF
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Senior Income Trust is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in the fixed income markets of the United States. It seeks to invest in the securities of companies operating across the diversified sectors. The fund primarily invests in senior secured floating rate loans....

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