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, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-12.1KClosed |
$141K - $169K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
22KNew |
$256K - $308K
|
22K
$287K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.3K- 23.31% |
$61.6K - $74.3K
|
17.4K
$227K
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-3.33K- 73.28% |
$38.8K - $46.7K
|
1.22K
$15.9K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-50KClosed |
$582K - $701K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2KClosed |
$23.3K - $28K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-120KClosed |
$1.39M - $1.68M
|
0
$0
|
|
Q1 2022 | |||||||
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-101- 14.43% |
$1.3K - $1.53K
|
599
$7.82K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-8.58KClosed |
$110K - $130K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-790KClosed |
$10.2M - $12M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-20KClosed |
$257K - $303K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-283Closed |
$3.64K - $4.29K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.9K+ 62.73% |
$24.5K - $28.8K
|
4.93K
$64.3K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.88KClosed |
$24.1K - $28.4K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-637Closed |
$8.2K - $9.65K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Belmont Capital, LLC
|
SELL
|
- |
-1.08KClosed |
$13.9K - $16.4K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-655Closed |
$8.43K - $9.92K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-4.8KClosed |
$61.8K - $72.7K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
1.59KNew |
$20.4K - $24K
|
1.59K
$20.7K
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-1.6K- 37.21% |
$20.6K - $24.2K
|
2.7K
$35.2K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Quilter PLC
|
SELL
|
- |
-30.2KClosed |
$439K - $470K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-10.2KClosed |
$148K - $159K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.46KClosed |
$35.7K - $38.2K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1Closed |
$14.5 - $15.5
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Css LLC
Chicago, IL |
SELL
|
- |
-51.6KClosed |
$711K - $770K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-59.2KClosed |
$816K - $884K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-3.5MClosed |
$48.2M - $52.3M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Oak Hill Advisors LP
New York, NY |
SELL
|
- |
-795KClosed |
$11M - $11.9M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-462KClosed |
$6.37M - $6.9M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-109KClosed |
$1.5M - $1.63M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-10.2K- 40.65% |
$141K - $153K
|
14.9K
$195K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-4KClosed |
$55.2K - $59.8K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
7KNew |
$96.5K - $105K
|
7K
$91.4K
|
|
Nov 05, 2021
Q3 2021
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-26.5KClosed |
$365K - $396K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-164KClosed |
$2.26M - $2.44M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-11.3KClosed |
$155K - $168K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-13.3KClosed |
$184K - $199K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17.8KClosed |
$247K - $254K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
SELL
|
- |
-556KClosed |
$7.7M - $7.94M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.3KClosed |
$157K - $162K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-226KClosed |
$3.13M - $3.23M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1.5KClosed |
$20.8K - $21.4K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-11.3KClosed |
$157K - $162K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-499Closed |
$6.91K - $7.12K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-212Closed |
$2.93K - $3.03K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-105Closed |
$1.45K - $1.5K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-7.87KClosed |
$109K - $112K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-18.1KClosed |
$229K - $251K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
301KNew |
$3.81M - $4.18M
|
301K
$3.93M
|
|
May 17, 2021
Q1 2021
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-55.3KClosed |
$700K - $767K
|
0
$0
|