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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-140K- 30.41% |
$1.5M - $1.71M
|
321K
$3.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-93.2K- 14.54% |
$999K - $1.13M
|
547K
$6.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-66K- 7.85% |
$708K - $803K
|
775K
$9.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-65.4K- 37.84% |
$702K - $796K
|
108K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.5K- 7.98% |
$392K - $444K
|
422K
$4.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.6K- 67.58% |
$199K - $226K
|
8.91K
$104K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-13.3K- 35.36% |
$143K - $162K
|
24.3K
$283K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.2K- 44.19% |
$142K - $161K
|
16.7K
$195K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.4K- 3.05% |
$132K - $150K
|
392K
$4.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-11.5K- 14.92% |
$123K - $140K
|
65.5K
$763K
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-6.56K- 10.22% |
$70.4K - $79.8K
|
57.7K
$672K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-5.81K- 16.15% |
$62.2K - $70.6K
|
30.1K
$352K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-5.1K- 26.66% |
$54.7K - $62.1K
|
14K
$164K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-4.35K- 7.1% |
$46.6K - $52.9K
|
56.9K
$664K
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-4.13K- 9.69% |
$44.3K - $50.3K
|
38.5K
$449K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-3.5K- 23.18% |
$37.5K - $42.6K
|
11.6K
$135K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.52K- 2.79% |
$16.3K - $18.4K
|
52.9K
$617K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.38K- 0.4% |
$14.8K - $16.7K
|
341K
$3.98M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.13K- 8.38% |
$12.1K - $13.7K
|
12.4K
$144K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.11K- 1.67% |
$11.8K - $13.4K
|
64.9K
$757K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-1K- 27.63% |
$10.7K - $12.2K
|
2.62K
$30.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1K- 3.75% |
$10.7K - $12.2K
|
25.7K
$300K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1K- 14.75% |
$10.7K - $12.2K
|
5.78K
$67.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-857- 2.99% |
$9.19K - $10.4K
|
27.8K
$325K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-693- 0.55% |
$7.43K - $8.43K
|
125K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-478- 4.1% |
$5.12K - $5.81K
|
11.2K
$131K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300- 12.63% |
$3.22K - $3.65K
|
2.08K
$24.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-227- 1.85% |
$2.43K - $2.76K
|
12K
$140K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6- 85.71% |
$64.3 - $73
|
1
$11.7
|
|
| Q1 2025 | |||||||
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.7K- 16.59% |
$204K - $222K
|
83.8K
$978K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-12.2KClosed |
$149K - $162K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2K- 11.88% |
$24.5K - $26.6K
|
14.8K
$173K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1.92K- 10.1% |
$23.5K - $25.5K
|
17.1K
$199K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-1.17K- 5.1% |
$14.4K - $15.6K
|
21.8K
$254K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.17K- 4.64% |
$14.4K - $15.6K
|
24.1K
$281K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.5K- 22.92% |
$69K - $72.1K
|
18.5K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.82K- 99.67% |
$22.9K - $23.9K
|
6
$70
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.01K- 4.88% |
$12.7K - $13.3K
|
19.7K
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-893- 7.93% |
$11.2K - $11.7K
|
10.4K
$121K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-885- 7.64% |
$10.9K - $11.8K
|
10.7K
$125K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-885- 7.64% |
$10.9K - $11.8K
|
10.7K
$125K
|
|
| Q2 2024 | |||||||
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-12.3K- 53.38% |
$158K - $163K
|
10.7K
$125K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1- 0.01% |
$12.9 - $13.3
|
14.9K
$174K
|
|
| 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
$162K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.27K- 17.2% |
$28.8K - $30.1K
|
10.9K
$128K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3K- 22.42% |
$34.1K - $38.3K
|
10.4K
$121K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
SELL
|
- |
-54.9K- 18.26% |
$646K - $674K
|
246K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-38.5K- 36.62% |
$453K - $472K
|
66.7K
$778K
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-15.8K- 31.76% |
$185K - $193K
|
33.8K
$395K
|
|