Purchases and Sales Made in Q1 2022 in Eaton Vance Senior Floating Rate Trust (EFR)
This table provides information about the institutional ownership of Eaton Vance Senior Floating Rate Trust (EFR) during Q1 2022. The information is specifically focused on institutions that hold shares of EATON VANCE SENIOR FLOATING RATE TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
261K+ 57.2% |
$3.36M - $3.96M
|
718K
$9.29M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
113K+ 16.01% |
$1.45M - $1.71M
|
818K
$10.6M
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
109K+ 23.52% |
$1.4M - $1.65M
|
571K
$7.38M
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
95.6K+ 19.63% |
$1.23M - $1.45M
|
583K
$7.54M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.5K+ 8.99% |
$869K - $1.02M
|
818K
$10.6M
|
|
May 06, 2022
Q1 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
58.7KNew |
$756K - $890K
|
58.7K
$760K
|
|
Apr 26, 2022
Q1 2022
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
54.6KNew |
$702K - $827K
|
54.6K
$706K
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31.8KNew |
$409K - $481K
|
31.8K
$411K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
30.8K+ 41.06% |
$396K - $467K
|
106K
$1.37M
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
29.1K+ 175.15% |
$375K - $441K
|
45.8K
$592K
|
|
May 09, 2022
Q1 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
27.7K+ 4.91% |
$356K - $420K
|
592K
$7.66M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.7K+ 27.9% |
$344K - $404K
|
122K
$1.58M
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
20K+ 66.67% |
$257K - $303K
|
50K
$647K
|
|
May 11, 2022
Q1 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
16.6KNew |
$213K - $251K
|
16.6K
$215K
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
15.8KNew |
$203K - $239K
|
15.8K
$204K
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.2KNew |
$157K - $185K
|
12.2K
$158K
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
12.1KNew |
$156K - $183K
|
12.1K
$156K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10.8KNew |
$140K - $164K
|
10.8K
$140K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.95K+ 64.97% |
$115K - $136K
|
22.7K
$294K
|
|
May 16, 2022
Q1 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
5.63K+ 21.08% |
$72.4K - $85.2K
|
32.3K
$418K
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
5.18K+ 6.24% |
$66.6K - $78.4K
|
88.2K
$1.14M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.12K+ 2.4% |
$65.9K - $77.6K
|
219K
$2.83M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.86K+ 5.89% |
$62.6K - $73.7K
|
87.5K
$1.13M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.27K+ 17.4% |
$42.1K - $49.5K
|
22.1K
$285K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.18K+ 8.88% |
$28K - $33K
|
26.7K
$345K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2K+ 14.57% |
$25.8K - $30.4K
|
15.8K
$204K
|
|
Apr 29, 2022
Q1 2022
|
Garner Asset Management Corp
|
BUY
|
- |
1.97K+ 3.31% |
$25.4K - $29.9K
|
61.6K
$797K
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.9K+ 62.73% |
$24.5K - $28.8K
|
4.93K
$63.8K
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
1.59KNew |
$20.4K - $24K
|
1.59K
$20.5K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$12.9K - $15.2K
|
1K
$12.9K
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
950+ 0.99% |
$12.2K - $14.4K
|
96.7K
$1.25M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
761+ 6.3% |
$9.79K - $11.5K
|
12.8K
$166K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
675+ 6.02% |
$8.69K - $10.2K
|
11.9K
$154K
|
|
May 09, 2022
Q1 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
103+ 0.5% |
$1.33K - $1.56K
|
20.8K
$269K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
62+ 0.38% |
$798 - $939
|
16.5K
$213K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
15+ 0.13% |
$193 - $227
|
11.5K
$149K
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
12+ 0.11% |
$154 - $182
|
11.4K
$147K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-7- 5.3% |
$90.1 - $106
|
125
$1.62K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-101- 14.43% |
$1.3K - $1.53K
|
599
$7.75K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-119- 0.99% |
$1.53K - $1.8K
|
11.9K
$154K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-283Closed |
$3.64K - $4.29K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-634- 3.17% |
$8.16K - $9.61K
|
19.4K
$250K
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-637Closed |
$8.2K - $9.65K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-655Closed |
$8.43K - $9.92K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Belmont Capital, LLC
|
SELL
|
- |
-1.08KClosed |
$13.9K - $16.4K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.3K- 6.39% |
$16.7K - $19.7K
|
19K
$246K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.35KClosed |
$17.3K - $20.4K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-1.6K- 37.21% |
$20.6K - $24.2K
|
2.7K
$34.9K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.88KClosed |
$24.1K - $28.4K
|
0
$0
|