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 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
27.1KNew |
$349K - $362K
|
27.1K
$332K
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.8K+ 10.24% |
$100K - $104K
|
84K
$1.03M
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
447New |
$5.75K - $5.96K
|
447
$5.48K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
102New |
$1.31K - $1.36K
|
102
$1.25K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.5KNew |
$412K - $430K
|
32.5K
$398K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.3KNew |
$333K - $348K
|
26.3K
$322K
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
14.3KNew |
$181K - $189K
|
14.3K
$175K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$142K - $148K
|
11.2K
$137K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.77K+ 15.36% |
$85.8K - $89.6K
|
50.9K
$623K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.6KNew |
$20.3K - $21.2K
|
1.6K
$19.6K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
850New |
$10.8K - $11.3K
|
850
$10.4K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
15KNew |
$171K - $192K
|
15K
$184K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.7KNew |
$144K - $162K
|
12.7K
$155K
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4K+ 66.67% |
$45.5K - $51K
|
10K
$123K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 15.87% |
$11.4K - $12.8K
|
7.3K
$89.4K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
925New |
$10.5K - $11.8K
|
925
$11.3K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
756New |
$8.6K - $9.65K
|
756
$9.26K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
713New |
$8.11K - $9.1K
|
713
$8.73K
|
|
Feb 14, 2024
Q4 2023
|
Jones Road Capital Management, L.P.
New York, NY |
BUY
|
- |
317+ 8.03% |
$3.6K - $4.04K
|
4.27K
$52.2K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
299+ 2.38% |
$3.4K - $3.82K
|
12.9K
$158K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
142New |
$1.61K - $1.81K
|
142
$1.74K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
11New |
$125 - $140
|
11
$135
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$123K - $129K
|
10.5K
$129K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3KNew |
$35.3K - $36.8K
|
3K
$36.8K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1.6KNew |
$18.8K - $19.6K
|
1.6K
$19.6K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
849New |
$9.98K - $10.4K
|
849
$10.4K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
666New |
$7.83K - $8.17K
|
666
$8.16K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
600New |
$7.06K - $7.36K
|
600
$7.35K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.5KNew |
$149K - $164K
|
13.5K
$165K
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$127K - $139K
|
11.5K
$141K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2KNew |
$22.1K - $24.2K
|
2K
$24.5K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
749New |
$8.28K - $9.08K
|
749
$9.18K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
550New |
$6.08K - $6.67K
|
550
$6.74K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
116KNew |
$1.25M - $1.35M
|
116K
$1.42M
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
41.6K+ 46.6% |
$448K - $482K
|
131K
$1.6M
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
37.5KNew |
$404K - $435K
|
37.5K
$460K
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
11.5KNew |
$124K - $133K
|
11.5K
$140K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
955New |
$10.3K - $11.1K
|
955
$11.7K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
20New |
$216 - $232
|
20
$245
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
16KNew |
$175K - $210K
|
16K
$196K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$111K - $133K
|
10.1K
$124K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
320KNew |
$3.72M - $4.49M
|
320K
$3.92M
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
22KNew |
$256K - $308K
|
22K
$270K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.99KNew |
$58.1K - $70K
|
4.99K
$61.2K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$11.6K - $14K
|
1K
$12.3K
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
289New |
$3.36K - $4.05K
|
289
$3.54K
|
|
Q1 2022 | |||||||
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.9K+ 62.73% |
$24.5K - $28.8K
|
4.93K
$60.4K
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
1.59KNew |
$20.4K - $24K
|
1.59K
$19.4K
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
7KNew |
$96.5K - $105K
|
7K
$85.8K
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
301KNew |
$3.81M - $4.18M
|
301K
$3.69M
|