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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
270K+ 42.6% |
$2.89M - $3.28M
|
904K
$10.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.13K- 8.38% |
$12.1K - $13.7K
|
12.4K
$144K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-478- 4.1% |
$5.12K - $5.81K
|
11.2K
$131K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 3.25% |
$107K - $122K
|
318K
$3.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-227- 1.85% |
$2.43K - $2.76K
|
12K
$140K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.52K- 2.79% |
$16.3K - $18.4K
|
52.9K
$617K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.5K- 7.98% |
$392K - $444K
|
422K
$4.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.4K- 3.05% |
$132K - $150K
|
392K
$4.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$113K - $128K
|
10.5K
$123K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.85K+ 12.45% |
$62.7K - $71.1K
|
52.8K
$616K
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
424KNew |
$4.54M - $5.15M
|
424K
$4.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-66K- 7.85% |
$708K - $803K
|
775K
$9.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10.6K+ 43.76% |
$114K - $129K
|
34.9K
$407K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1K+ 4.94% |
$10.7K - $12.2K
|
21.2K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6- 85.71% |
$64.3 - $73
|
1
$11.7
|
|
|
Aug 13, 2025
Q2 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
3.7K+ 2.96% |
$39.7K - $45K
|
129K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-11.5K- 14.92% |
$123K - $140K
|
65.5K
$763K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.51K+ 4.93% |
$91.3K - $104K
|
181K
$2.11M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-1K- 27.63% |
$10.7K - $12.2K
|
2.62K
$30.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.6K- 67.58% |
$199K - $226K
|
8.91K
$104K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
113K+ 26.65% |
$1.21M - $1.37M
|
535K
$6.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
127KNew |
$1.36M - $1.54M
|
127K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.5K+ 83.33% |
$26.8K - $30.4K
|
5.5K
$64.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-93.2K- 14.54% |
$999K - $1.13M
|
547K
$6.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
250+ 3.05% |
$2.68K - $3.04K
|
8.45K
$98.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
28.8K+ 5.78% |
$308K - $350K
|
526K
$6.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-65.4K- 37.84% |
$702K - $796K
|
108K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.38K- 0.4% |
$14.8K - $16.7K
|
341K
$3.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-6.56K- 10.22% |
$70.4K - $79.8K
|
57.7K
$672K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1K- 3.75% |
$10.7K - $12.2K
|
25.7K
$300K
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
26KNew |
$279K - $317K
|
26K
$304K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 2.38% |
$21.4 - $24.3
|
86
$1K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.2K- 44.19% |
$142K - $161K
|
16.7K
$195K
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-4.13K- 9.69% |
$44.3K - $50.3K
|
38.5K
$449K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.7KNew |
$115K - $131K
|
10.7K
$125K
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.78K+ 5.23% |
$29.8K - $33.8K
|
55.9K
$652K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
29K+ 109.91% |
$311K - $353K
|
55.4K
$646K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.11K- 1.67% |
$11.8K - $13.4K
|
64.9K
$757K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
20.5KNew |
$220K - $249K
|
20.5K
$239K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.37K+ 1.39% |
$36.1K - $40.9K
|
245K
$2.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54+ 0.48% |
$579 - $657
|
11.3K
$132K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-4.35K- 7.1% |
$46.6K - $52.9K
|
56.9K
$664K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.27K+ 7.28% |
$13.6K - $15.5K
|
18.7K
$218K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-5.1K- 26.66% |
$54.7K - $62.1K
|
14K
$164K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-13.3K- 35.36% |
$143K - $162K
|
24.3K
$283K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
97+ 0.68% |
$1.04K - $1.18K
|
14.3K
$167K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
36.8KNew |
$394K - $447K
|
36.8K
$429K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-693- 0.55% |
$7.43K - $8.43K
|
125K
$1.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1K- 14.75% |
$10.7K - $12.2K
|
5.78K
$67.4K
|