Latest Institutional Transactions on Eaton Vance Senior Floating Rate Trust (EFR)
This table provides information on the latest institutional transactions involving Eaton Vance Senior Floating Rate Trust (EFR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
14.8KNew |
$158K - $180K
|
14.8K
$177K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
749New |
$8.03K - $9.11K
|
749
$8.96K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
49.3KNew |
$528K - $599K
|
49.3K
$589K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-857- 2.99% |
$9.19K - $10.4K
|
27.8K
$333K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
63New |
$675 - $766
|
63
$753
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
70.8KNew |
$759K - $861K
|
70.8K
$847K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
31+ 0.12% |
$332 - $377
|
26.2K
$314K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300- 12.63% |
$3.22K - $3.65K
|
2.08K
$24.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-5.81K- 16.15% |
$62.2K - $70.6K
|
30.1K
$361K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.2KNew |
$150K - $163K
|
12.2K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-96.4K- 23.84% |
$1.18M - $1.28M
|
308K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.36K- 0.28% |
$28.9K - $31.4K
|
841K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.9K- 2.3% |
$183K - $199K
|
634K
$7.58M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
380+ 1.52% |
$4.65K - $5.06K
|
25.4K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
532+ 2.24% |
$6.51K - $7.08K
|
24.3K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.33K- 6.18% |
$16.3K - $17.8K
|
20.2K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
49.2K+ 10.97% |
$602K - $655K
|
498K
$5.95M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.03K+ 13.15% |
$24.8K - $27K
|
17.5K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.88K+ 1.1% |
$23K - $25K
|
173K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.97K+ 0.99% |
$48.6K - $52.9K
|
405K
$4.84M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.3KNew |
$150K - $164K
|
12.3K
$147K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-30.4K- 4.53% |
$372K - $404K
|
641K
$7.66M
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
77KNew |
$942K - $1.02M
|
77K
$920K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
324K+ 240.95% |
$3.96M - $4.31M
|
458K
$5.48M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-13.3K- 17.78% |
$162K - $176K
|
61.3K
$733K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
900+ 12.33% |
$11K - $12K
|
8.2K
$98.1K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.5K+ 5.63% |
$30.6K - $33.3K
|
46.9K
$561K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.15K- 2.07% |
$14.1K - $15.3K
|
54.4K
$651K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.36K+ 385.34% |
$65.7K - $71.4K
|
6.76K
$80.8K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
242KNew |
$2.96M - $3.22M
|
242K
$2.89M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-14.8K- 4.13% |
$181K - $196K
|
342K
$4.09M
|
|
|
May 13, 2025
Q1 2025
|
Collar Capital Management, LLC
Appleton, WI |
SELL
|
- |
-6.2K- 4.73% |
$75.9K - $82.5K
|
125K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.52K- 11.53% |
$18.6K - $20.2K
|
11.7K
$140K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.9K+ 2.64% |
$133K - $145K
|
422K
$5.05M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1.92K- 10.1% |
$23.5K - $25.5K
|
17.1K
$204K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
24.6KNew |
$301K - $327K
|
24.6K
$294K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
100+ 2.84% |
$1.22K - $1.33K
|
3.62K
$43.3K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56+ 0.5% |
$685 - $745
|
11.3K
$135K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-15.8K- 27.04% |
$193K - $210K
|
42.6K
$510K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.3K+ 42.16% |
$628K - $683K
|
173K
$2.07M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
35+ 0.13% |
$428 - $466
|
26.4K
$316K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-873- 4.36% |
$10.7K - $11.6K
|
19.1K
$229K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-1.17K- 5.1% |
$14.4K - $15.6K
|
21.8K
$261K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-240- 0.8% |
$2.94K - $3.19K
|
29.9K
$358K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-5.23K- 7.52% |
$64K - $69.6K
|
64.2K
$768K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.48K+ 17.98% |
$30.4K - $33.1K
|
16.3K
$195K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.9K+ 36.61% |
$60K - $65.2K
|
18.3K
$219K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-27.1K- 33.74% |
$331K - $360K
|
53.1K
$636K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.2% |
$12.2 - $13.3
|
84
$1K
|
|