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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-191K- 76.6% |
$2.36M - $2.54M
|
58.4K
$756K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54.7K- 37.82% |
$675K - $728K
|
90K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.7K- 3.5% |
$366K - $395K
|
819K
$10.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-27.6K- 24.43% |
$341K - $367K
|
85.4K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.1K- 41.09% |
$124K - $134K
|
14.5K
$187K
|
|
|
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
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-5.2K- 8.96% |
$64.2K - $69.2K
|
52.8K
$683K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-2.48K- 6.32% |
$30.6K - $33K
|
36.7K
$475K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.86K- 50.41% |
$22.9K - $24.7K
|
1.83K
$23.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.85K- 2.21% |
$22.8K - $24.6K
|
81.8K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.72K- 2.06% |
$21.2K - $22.8K
|
81.6K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.38K- 5.73% |
$17K - $18.3K
|
22.6K
$293K
|
|
|
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
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-681- 5.44% |
$8.4K - $9.06K
|
11.8K
$153K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-400- 0.7% |
$4.94K - $5.32K
|
56.9K
$736K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-367- 2.42% |
$4.53K - $4.88K
|
14.8K
$191K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-250- 0.26% |
$3.09K - $3.33K
|
96.7K
$1.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-70- 0.52% |
$864 - $931
|
13.4K
$173K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28- 0.13% |
$346 - $372
|
21.6K
$279K
|
|
| 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
$438K
|
|
|
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
$617K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-10.2K- 64.43% |
$112K - $123K
|
5.61K
$72.6K
|
|
|
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
$880K
|
|
|
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
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.98K- 98.76% |
$108K - $116K
|
125
$1.62K
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-8.33K- 18.14% |
$89.8K - $96.7K
|
37.6K
$486K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-2K- 30.3% |
$21.6K - $23.2K
|
4.6K
$59.5K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.45KClosed |
$15.6K - $16.8K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-120KClosed |
$1.39M - $1.68M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-50KClosed |
$582K - $701K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-12.2KClosed |
$142K - $171K
|
0
$0
|
|