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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
783+ 5.84% |
$9.58K - $10.4K
|
14.2K
$170K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 2.03% |
$36.7 - $39.9
|
151
$1.81K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.7K- 16.59% |
$204K - $222K
|
83.8K
$1M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.17K- 4.64% |
$14.4K - $15.6K
|
24.1K
$289K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.98K+ 1.6% |
$24.2K - $26.3K
|
126K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-296- 1.05% |
$3.62K - $3.94K
|
27.9K
$334K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-129K- 21.92% |
$1.58M - $1.72M
|
461K
$5.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-450- 6.22% |
$5.51K - $5.99K
|
6.78K
$81.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
115+ 0.62% |
$1.41K - $1.53K
|
18.6K
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2K- 11.88% |
$24.5K - $26.6K
|
14.8K
$178K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-394- 0.59% |
$4.82K - $5.24K
|
66K
$790K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.1K- 51.21% |
$177K - $184K
|
13.4K
$161K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-7K- 20.77% |
$87.9K - $91.7K
|
26.7K
$320K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
70New |
$879 - $917
|
70
$838
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
9.43K+ 47.16% |
$118K - $124K
|
29.4K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.5KNew |
$345K - $360K
|
27.5K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
6.3K+ 11.91% |
$79K - $82.5K
|
59.1K
$708K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.82K- 99.67% |
$22.9K - $23.9K
|
6
$71.8
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.5K- 22.92% |
$69K - $72.1K
|
18.5K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
51+ 0.43% |
$640 - $668
|
12K
$143K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
92+ 0.76% |
$1.15K - $1.21K
|
12.2K
$146K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34+ 0.28% |
$427 - $445
|
12.2K
$146K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-893- 7.93% |
$11.2K - $11.7K
|
10.4K
$124K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.01K- 4.88% |
$12.7K - $13.3K
|
19.7K
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.68KNew |
$46.1K - $48.2K
|
3.68K
$44K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
268+ 2.4% |
$3.36K - $3.51K
|
11.4K
$137K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7New |
$86.4 - $93.1
|
7
$83.8
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-885- 7.64% |
$10.9K - $11.8K
|
10.7K
$128K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
7.8K+ 39.0% |
$96.3K - $104K
|
27.8K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.6KNew |
$19.7K - $21.3K
|
1.6K
$19.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
28.1KNew |
$347K - $374K
|
28.1K
$337K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-885- 7.64% |
$10.9K - $11.8K
|
10.7K
$128K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10KNew |
$124K - $133K
|
10K
$120K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.78K+ 39.22% |
$71.3K - $76.9K
|
20.5K
$246K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
637+ 5.01% |
$7.86K - $8.47K
|
13.3K
$160K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
800New |
$9.87K - $10.6K
|
800
$9.58K
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
447New |
$5.75K - $5.96K
|
447
$5.35K
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-422- 2.72% |
$5.43K - $5.63K
|
15.1K
$181K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
27.1KNew |
$349K - $362K
|
27.1K
$325K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
102New |
$1.31K - $1.36K
|
102
$1.22K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1- 0.01% |
$12.9 - $13.3
|
14.9K
$179K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.8K+ 10.24% |
$100K - $104K
|
84K
$1.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-12.3K- 53.38% |
$158K - $163K
|
10.7K
$128K
|
|
| Q1 2024 | |||||||
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
14.3KNew |
$181K - $189K
|
14.3K
$171K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.77K+ 15.36% |
$85.8K - $89.6K
|
50.9K
$609K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-6.22K- 30.86% |
$78.7K - $82.3K
|
13.9K
$167K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.5KNew |
$412K - $430K
|
32.5K
$389K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$142K - $148K
|
11.2K
$134K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.3KNew |
$333K - $348K
|
26.3K
$314K
|
|