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 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-15Closed |
$190 - $208
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-164KClosed |
$2.07M - $2.27M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-206Closed |
$2.61K - $2.86K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-36.7KClosed |
$464K - $508K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12.9KClosed |
$163K - $179K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
14.8KNew |
$187K - $205K
|
14.8K
$193K
|
|
| Q4 2020 | |||||||
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-614- 50.58% |
$7.21K - $8.02K
|
600
$7.83K
|
|
|
Feb 12, 2021
Q4 2020
|
Loomis Sayles & CO L P
|
SELL
|
- |
-167KClosed |
$1.96M - $2.18M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2KClosed |
$23.5K - $26.1K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4KNew |
$47K - $52.2K
|
4K
$52.2K
|
|
|
Feb 08, 2021
Q4 2020
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
14.8KNew |
$173K - $193K
|
14.8K
$193K
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
3KNew |
$35.2K - $39.2K
|
3K
$39.2K
|
|
| Q2 2020 | |||||||
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-7.1KClosed |
$67K - $83K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-700Closed |
$6.61K - $8.19K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-21KClosed |
$198K - $245K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20KNew |
$189K - $234K
|
20K
$261K
|
|
|
Aug 10, 2020
Q2 2020
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-23.8KClosed |
$225K - $278K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Matisse Capital
|
SELL
|
- |
-50.2KClosed |
$474K - $587K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-770Closed |
$7.27K - $9.01K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-925Closed |
$7.32K - $12.8K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Q Global Advisors, LLC
Fort Worth, TX |
SELL
|
- |
-87.9KClosed |
$695K - $1.22M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-1.5KClosed |
$11.9K - $20.8K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-73.1KClosed |
$578K - $1.01M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-98.9KClosed |
$783K - $1.37M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Wt Wealth Management
|
SELL
|
- |
-12.8KClosed |
$101K - $178K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
North Rock Partners, LLC
|
SELL
|
- |
-19.2KClosed |
$152K - $266K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Us Bancorp \De\
|
SELL
|
- |
-7K- 82.35% |
$55.4K - $97K
|
1.5K
$19.6K
|
|
|
May 12, 2020
Q1 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
225New |
$1.78K - $3.12K
|
225
$2.94K
|
|
|
May 07, 2020
Q1 2020
|
Leisure Capital Management
|
SELL
|
- |
-40.3KClosed |
$319K - $558K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.44KClosed |
$11.4K - $19.9K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Community Capital Management, LLC
|
SELL
|
- |
-25KClosed |
$198K - $347K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Busey Wealth Management
|
SELL
|
- |
-1.77KClosed |
$14K - $24.5K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-23KClosed |
$182K - $319K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-700Closed |
$8.95K - $9.49K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-10.3KClosed |
$132K - $140K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Rmb Capital Management, LLC
|
SELL
|
- |
-341KClosed |
$4.37M - $4.62M
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-188KClosed |
$2.4M - $2.55M
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Whittier Trust CO
|
SELL
|
- |
-5.6KClosed |
$71.6K - $75.9K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-101Closed |
$1.29K - $1.37K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.29KClosed |
$16.5K - $17.5K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.21KClosed |
$28.3K - $30K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Mar 24, 2023
Q3 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
260New |
$3.32K - $3.44K
|
260
$3.39K
|
|
|
Nov 12, 2019
Q3 2019
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-23KClosed |
$294K - $305K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Beach Point Capital Management LP
Santa Monica, CA |
SELL
|
- |
-89.5KClosed |
$1.14M - $1.19M
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Comerica Securities,Inc.
|
SELL
|
- |
-22KClosed |
$281K - $291K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 29, 2019
Q2 2019
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-3.8KClosed |
$49.7K - $51.2K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-2KClosed |
$26.2K - $26.9K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-700Closed |
$9.15K - $9.42K
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$13.1 - $13.5
|
1
$13.1
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-25.4KClosed |
$307K - $359K
|
0
$0
|
|