Eaton Vance Senior Floating Rate Trust EFR
Institutional shares held
8.54 Million
0
calls
0
puts
Total value of holdings
$95.6M
$0
calls
$0
puts
Market Cap
N/A
Institutional ownership
N/A
# of Institutions
102
We take great care to ensure that the data presented and summarized in this overview for EATON VANCE SENIOR FLOATING RATE TRUST is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding EFR
View all-
Morgan Stanley New York, NY904KShares$10.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC775KShares$8.67 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL547KShares$6.13 Million0.05% of portfolio
-
Invesco Ltd. Atlanta, GA535KShares$5.98 Million0.0% of portfolio
-
Advisors Asset Management, Inc. Monument, CO526KShares$5.89 Million0.12% of portfolio
-
Polar Asset Management Partners Inc. Toronto, A6424KShares$4.74 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA422KShares$4.72 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN392KShares$4.39 Million0.0% of portfolio
-
White Pine Capital LLC Golden Valley, MN341KShares$3.81 Million1.35% of portfolio
-
Cambridge Investment Research Advisors, Inc.321KShares$3.59 Million0.01% of portfolio
Latest Institutional Activity in EFR
Top Purchases
Top Sells
About EFR
Eaton Vance Senior Floating-Rate 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 primarily invests in senior, secured floating rate loans. It benchmarks the performance of its portfolio against the S&P/LSTA Leveraged Loan Index. Eaton Vance Senior Floating-Rate Trust was formed on November 28, 2003 and is domiciled in the United States.
Insider Transactions at EFR
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Oct 15
2024
|
Bank Of America Corp |
BUY
Open market or private purchase
|
Indirect |
1,800
+100.0%
|
$21,600
$12.7 P/Share
|
|
Oct 10
2024
|
Bank Of America Corp |
SELL
Open market or private sale
|
Indirect |
1,800
-100.0%
|
$21,600
$12.81 P/Share
|
|
Aug 15
2024
|
Bank Of America Corp |
BUY
Open market or private purchase
|
Indirect |
39
+100.0%
|
$468
$12.78 P/Share
|
|
Aug 05
2024
|
Bank Of America Corp |
SELL
Open market or private sale
|
Indirect |
116
-45.28%
|
$1,508
$13.1 P/Share
|
|
Aug 05
2024
|
Bank Of America Corp |
BUY
Open market or private purchase
|
Indirect |
116
+50.0%
|
$1,392
$12.36 P/Share
|
|
Aug 01
2024
|
Bank Of America Corp |
SELL
Open market or private sale
|
Indirect |
39
-100.0%
|
$507
$13.12 P/Share
|
|
Dec 01
2022
|
Keith Quinton |
BUY
Open market or private purchase
|
Direct |
6,900
+39.66%
|
$75,900
$11.66 P/Share
|
|
Mar 25
2020
|
Ubs Group Ag > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
501
-100.0%
|
$4,008
$8.93 P/Share
|
|
Mar 24
2020
|
Ubs Group Ag > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
206,119
-99.76%
|
$1,648,952
$8.37 P/Share
|
|
Mar 23
2020
|
Ubs Group Ag > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
304,485
-59.57%
|
$2,131,395
$7.99 P/Share
|
|
Mar 20
2020
|
Ubs Group Ag > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
506,812
-49.79%
|
$4,054,496
$8.56 P/Share
|
|
Mar 19
2020
|
Ubs Group Ag > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
92,009
-8.29%
|
$736,072
$8.13 P/Share
|
|
Mar 18
2020
|
Ubs Group Ag > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
304,633
-21.54%
|
$2,437,064
$8.24 P/Share
|
|
Jan 06
2020
|
Ubs Group Ag > 10% Shareholder |
BUY
Open market or private purchase
|
Indirect |
347,267
+19.71%
|
$4,514,471
$13.55 P/Share
|
|
Jan 03
2020
|
Ubs Group Ag > 10% Shareholder |
BUY
Open market or private purchase
|
Indirect |
347,473
+24.56%
|
$4,517,149
$13.55 P/Share
|
|
Jan 02
2020
|
Ubs Group Ag > 10% Shareholder |
BUY
Open market or private purchase
|
Indirect |
351,906
+32.84%
|
$4,574,778
$13.56 P/Share
|
|
Dec 30
2019
|
Ubs Group Ag > 10% Shareholder |
BUY
Open market or private purchase
|
Indirect |
26,065
+6.62%
|
$338,845
$13.6 P/Share
|
|
Jan 07
2019
|
Ubs Group Ag > 10% Shareholder |
BUY
Open market or private purchase
|
Indirect |
2,518
+0.73%
|
$32,734
$13.03 P/Share
|
|
Jan 04
2019
|
Ubs Group Ag > 10% Shareholder |
BUY
Open market or private purchase
|
Indirect |
111,000
+24.65%
|
$1,332,000
$12.88 P/Share
|
|
Jan 03
2019
|
Ubs Group Ag > 10% Shareholder |
BUY
Open market or private purchase
|
Indirect |
113,549
+33.21%
|
$1,362,588
$12.69 P/Share
|
Last 12 Months Summary
Buy / Acquisition
1.8K
Shares
From
1
Insiders
| Open market or private purchase | 1.8K shares |
|---|
Sell / Disposition
0
Shares
From
0
Insiders