Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-26K- 31.87% |
$326K - $340K
|
55.6K
$718K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.2K- 3.66% |
$191K - $200K
|
401K
$5.18M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-7.67K- 2.1% |
$96.3K - $100K
|
357K
$4.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-7.25K- 8.87% |
$91K - $95K
|
74.5K
$963K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-7K- 20.77% |
$87.9K - $91.7K
|
26.7K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.5K- 22.92% |
$69K - $72.1K
|
18.5K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-5.17K- 6.05% |
$64.8K - $67.7K
|
80.2K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.29K- 1.03% |
$53.9K - $56.2K
|
411K
$5.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.17K- 3.31% |
$52.3K - $54.6K
|
122K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.68K- 25.48% |
$46.2K - $48.2K
|
10.8K
$139K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.37K- 99.92% |
$29.8K - $31.1K
|
2
$25.8
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.14K- 3.77% |
$26.9K - $28.1K
|
54.8K
$708K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.82K- 99.67% |
$22.9K - $23.9K
|
6
$77.5
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.69K- 0.26% |
$21.2K - $22.1K
|
649K
$8.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.53K- 10.38% |
$19.2K - $20K
|
13.2K
$170K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.01K- 4.88% |
$12.7K - $13.3K
|
19.7K
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-893- 7.93% |
$11.2K - $11.7K
|
10.4K
$134K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-848- 5.78% |
$10.6K - $11.1K
|
13.8K
$178K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-733- 2.0% |
$9.2K - $9.6K
|
36K
$465K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-649- 5.48% |
$8.14K - $8.5K
|
11.2K
$145K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-323- 1.39% |
$4.05K - $4.23K
|
23K
$297K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-323- 1.26% |
$4.05K - $4.23K
|
25.3K
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-139- 0.2% |
$1.74K - $1.82K
|
69.5K
$897K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33- 0.15% |
$414 - $432
|
21.6K
$279K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-191K- 76.6% |
$2.36M - $2.54M
|
58.4K
$755K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.95K- 21.44% |
$73.4K - $79.1K
|
21.8K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-885- 7.64% |
$10.9K - $11.8K
|
10.7K
$138K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-885- 7.64% |
$10.9K - $11.8K
|
10.7K
$138K
|
|
| Q2 2024 | |||||||
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-12.3K- 53.38% |
$158K - $163K
|
10.7K
$138K
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-422- 2.72% |
$5.43K - $5.63K
|
15.1K
$195K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1- 0.01% |
$12.9 - $13.3
|
14.9K
$193K
|
|
| Q1 2024 | |||||||
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-6.22K- 30.86% |
$78.7K - $82.3K
|
13.9K
$180K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.27K- 17.2% |
$28.8K - $30.1K
|
10.9K
$141K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-47.5K- 73.55% |
$540K - $606K
|
17.1K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3K- 22.42% |
$34.1K - $38.3K
|
10.4K
$134K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-124K- 56.26% |
$1.46M - $1.53M
|
96.8K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
SELL
|
- |
-54.9K- 18.26% |
$646K - $674K
|
246K
$3.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-38.5K- 36.62% |
$453K - $472K
|
66.7K
$862K
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-15.8K- 31.76% |
$185K - $193K
|
33.8K
$437K
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-7.1K- 25.72% |
$83.5K - $87K
|
20.5K
$265K
|
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.18K- 8.22% |
$13.9K - $14.5K
|
13.2K
$171K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.02K- 1.16% |
$12K - $12.6K
|
87.4K
$1.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-300- 14.76% |
$3.53K - $3.68K
|
1.73K
$22.4K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-66.2K- 58.15% |
$733K - $789K
|
47.7K
$616K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1K- 8.33% |
$11.1K - $12.1K
|
11K
$142K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-947- 1.1% |
$10.5K - $11.5K
|
85.2K
$1.1M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-677K- 90.86% |
$7.29M - $7.85M
|
68.1K
$879K
|
|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-53.7K- 80.03% |
$579K - $623K
|
13.4K
$173K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-16K- 44.56% |
$172K - $185K
|
19.9K
$257K
|
|