Eaton Vance Senior Floating Rate Trust EFR
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-
Bank Of America Corp Charlotte, NC819KShares$10.6 Million0.0% of portfolio
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Morgan Stanley New York, NY650KShares$8.44 Million0.0% of portfolio
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Guggenheim Capital LLC Chicago, IL578KShares$7.5 Million0.05% of portfolio
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Cambridge Investment Research Advisors, Inc.564KShares$7.33 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN416KShares$5.4 Million0.0% of portfolio
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Invesco Ltd. Atlanta, GA416KShares$5.4 Million0.0% of portfolio
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Cohen & Steers, Inc. New York, NY385KShares$5 Million0.01% of portfolio
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White Pine Capital LLC Golden Valley, MN365KShares$4.73 Million1.63% of portfolio
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Advisors Asset Management, Inc. Monument, CO364KShares$4.72 Million0.09% of portfolio
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Northwestern Mutual Wealth Management CO150KShares$1.95 Million0.0% 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 allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
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
|
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
|
Jan 02
2019
|
Ubs Group Ag > 10% Shareholder |
BUY
Open market or private purchase
|
Indirect |
114,781
+50.0%
|
$1,377,372
$12.75 P/Share
|
Last 12 Months Summary
Open market or private purchase | 116 shares |
---|
Open market or private sale | 116 shares |
---|