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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
70.8KNew |
$759K - $861K
|
70.8K
$848K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
49.3KNew |
$528K - $599K
|
49.3K
$590K
|
|
|
Jul 21, 2025
Q2 2025
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
14.8KNew |
$158K - $180K
|
14.8K
$177K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
749New |
$8.03K - $9.11K
|
749
$8.97K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
63New |
$675 - $766
|
63
$754
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
31+ 0.12% |
$332 - $377
|
26.2K
$314K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
324K+ 240.95% |
$3.96M - $4.31M
|
458K
$5.48M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
242KNew |
$2.96M - $3.22M
|
242K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
77KNew |
$942K - $1.02M
|
77K
$921K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.3K+ 42.16% |
$628K - $683K
|
173K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
49.2K+ 10.97% |
$602K - $655K
|
498K
$5.96M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
24.6KNew |
$301K - $327K
|
24.6K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.3KNew |
$150K - $164K
|
12.3K
$147K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.2KNew |
$150K - $163K
|
12.2K
$147K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.9K+ 2.64% |
$133K - $145K
|
422K
$5.05M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.36K+ 385.34% |
$65.7K - $71.4K
|
6.76K
$80.9K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.9K+ 36.61% |
$60K - $65.2K
|
18.3K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.97K+ 0.99% |
$48.6K - $52.9K
|
405K
$4.84M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.5K+ 5.63% |
$30.6K - $33.3K
|
46.9K
$562K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.48K+ 17.98% |
$30.4K - $33.1K
|
16.3K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.03K+ 13.15% |
$24.8K - $27K
|
17.5K
$209K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.98K+ 1.6% |
$24.2K - $26.3K
|
126K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.88K+ 1.1% |
$23K - $25K
|
173K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
900+ 12.33% |
$11K - $12K
|
8.2K
$98.2K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
783+ 5.84% |
$9.58K - $10.4K
|
14.2K
$170K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
532+ 2.24% |
$6.51K - $7.08K
|
24.3K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
380+ 1.52% |
$4.65K - $5.06K
|
25.4K
$303K
|
|
|
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
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
100+ 2.84% |
$1.22K - $1.33K
|
3.62K
$43.3K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56+ 0.5% |
$685 - $745
|
11.3K
$135K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
35+ 0.13% |
$428 - $466
|
26.4K
$316K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 2.03% |
$36.7 - $39.9
|
151
$1.81K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.2% |
$12.2 - $13.3
|
84
$1.01K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
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
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
9.43K+ 47.16% |
$118K - $124K
|
29.4K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
6.3K+ 11.91% |
$79K - $82.5K
|
59.1K
$708K
|
|
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
92+ 0.76% |
$1.15K - $1.21K
|
12.2K
$146K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
70New |
$879 - $917
|
70
$838
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
51+ 0.43% |
$640 - $668
|
12K
$143K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34+ 0.28% |
$427 - $445
|
12.2K
$146K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
28.1KNew |
$347K - $374K
|
28.1K
$337K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10KNew |
$124K - $133K
|
10K
$120K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
7.8K+ 39.0% |
$96.3K - $104K
|
27.8K
$333K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.78K+ 39.22% |
$71.3K - $76.9K
|
20.5K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.6KNew |
$19.7K - $21.3K
|
1.6K
$19.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
800New |
$9.87K - $10.6K
|
800
$9.58K
|
|
|
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
|
|