Latest Institutional Purchases of Eaton Vance Senior Floating Rate Trust (EFR)
This list provides information on the latest institutional transactions involving Eaton Vance Senior Floating Rate Trust (EFR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
424KNew |
$4.54M - $5.15M
|
424K
$4.94M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
270K+ 42.6% |
$2.89M - $3.28M
|
904K
$10.5M
|
|
|
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
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
113K+ 26.65% |
$1.21M - $1.37M
|
535K
$6.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
70.8KNew |
$759K - $861K
|
70.8K
$826K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
53.3K+ 216.63% |
$571K - $648K
|
77.8K
$908K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
49.3KNew |
$528K - $599K
|
49.3K
$574K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
36.8KNew |
$394K - $447K
|
36.8K
$429K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
29K+ 109.91% |
$311K - $353K
|
55.4K
$646K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
28.8K+ 5.78% |
$308K - $350K
|
526K
$6.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
26KNew |
$279K - $317K
|
26K
$304K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
20.5KNew |
$220K - $249K
|
20.5K
$239K
|
|
|
Jul 21, 2025
Q2 2025
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
14.8KNew |
$158K - $180K
|
14.8K
$172K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.7KNew |
$115K - $131K
|
10.7K
$125K
|
|
|
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
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$113K - $128K
|
10.5K
$123K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 3.25% |
$107K - $122K
|
318K
$3.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.51K+ 4.93% |
$91.3K - $104K
|
181K
$2.11M
|
|
|
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 13, 2025
Q2 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
3.7K+ 2.96% |
$39.7K - $45K
|
129K
$1.5M
|
|
|
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 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.78K+ 5.23% |
$29.8K - $33.8K
|
55.9K
$652K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.5K+ 83.33% |
$26.8K - $30.4K
|
5.5K
$64.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.28K+ 8.17% |
$24.4K - $27.7K
|
30.1K
$351K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.27K+ 7.28% |
$13.6K - $15.5K
|
18.7K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1K+ 4.94% |
$10.7K - $12.2K
|
21.2K
$248K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
749New |
$8.03K - $9.11K
|
749
$8.73K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
250+ 3.05% |
$2.68K - $3.04K
|
8.45K
$98.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
97+ 0.68% |
$1.04K - $1.18K
|
14.3K
$167K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
63New |
$675 - $766
|
63
$735
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54+ 0.48% |
$579 - $657
|
11.3K
$132K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
31+ 0.12% |
$332 - $377
|
26.2K
$306K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4+ 2.65% |
$42.9 - $48.6
|
155
$1.81K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 2.38% |
$21.4 - $24.3
|
86
$1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.3KNew |
$150K - $164K
|
12.3K
$143K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.36K+ 385.34% |
$65.7K - $71.4K
|
6.76K
$78.8K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.9K+ 36.61% |
$60K - $65.2K
|
18.3K
$213K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.48K+ 17.98% |
$30.4K - $33.1K
|
16.3K
$190K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
380+ 1.52% |
$4.65K - $5.06K
|
25.4K
$296K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
115+ 0.62% |
$1.41K - $1.53K
|
18.6K
$217K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.5KNew |
$345K - $360K
|
27.5K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
9.43K+ 47.16% |
$118K - $124K
|
29.4K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
6.3K+ 11.91% |
$79K - $82.5K
|
59.1K
$690K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.68KNew |
$46.1K - $48.2K
|
3.68K
$42.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
268+ 2.4% |
$3.36K - $3.51K
|
11.4K
$133K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
92+ 0.76% |
$1.15K - $1.21K
|
12.2K
$142K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
70New |
$879 - $917
|
70
$816
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34+ 0.28% |
$427 - $445
|
12.2K
$142K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
28.1KNew |
$347K - $374K
|
28.1K
$328K
|
|