Purchases and Sales Made in Q1 2023 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 2023. 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 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
123K+ 14.33% |
$1.36M - $1.5M
|
984K
$12.7M
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
80K+ 26.82% |
$884K - $970K
|
378K
$4.89M
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
54.6KNew |
$604K - $662K
|
54.6K
$706K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
45.5K+ 80.12% |
$503K - $551K
|
102K
$1.32M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
38.8K+ 15.62% |
$428K - $470K
|
287K
$3.71M
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
31.7KNew |
$350K - $384K
|
31.7K
$410K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24KNew |
$265K - $291K
|
24K
$310K
|
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
18K+ 31.05% |
$199K - $218K
|
75.9K
$981K
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
17.6K+ 17.36% |
$195K - $214K
|
119K
$1.54M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.5KNew |
$171K - $188K
|
15.5K
$200K
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.3K+ 2.69% |
$169K - $185K
|
583K
$7.54M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.5KNew |
$149K - $164K
|
13.5K
$174K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.4KNew |
$148K - $163K
|
13.4K
$173K
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$127K - $139K
|
11.5K
$149K
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3KNew |
$114K - $125K
|
10.3K
$133K
|
|
May 12, 2023
Q1 2023
|
Jones Road Capital Management, L.P.
New York, NY |
BUY
|
- |
9.45KNew |
$104K - $115K
|
9.45K
$122K
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
9.03K+ 9.98% |
$99.8K - $109K
|
99.5K
$1.29M
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
7.88K+ 43.57% |
$87K - $95.4K
|
25.9K
$336K
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.55K+ 48.93% |
$61.3K - $67.3K
|
16.9K
$218K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4.06K+ 26.23% |
$44.8K - $49.2K
|
19.5K
$252K
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
3.15K+ 1.19% |
$34.8K - $38.1K
|
267K
$3.45M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.84K+ 1.31% |
$31.4K - $34.4K
|
220K
$2.84M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.74K+ 2.49% |
$30.2K - $33.2K
|
113K
$1.46M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2KNew |
$22.1K - $24.2K
|
2K
$25.9K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.5K+ 6.17% |
$16.6K - $18.2K
|
25.8K
$334K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.05K+ 2.27% |
$11.6K - $12.7K
|
47.2K
$610K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1K+ 800.0% |
$11.1K - $12.1K
|
1.13K
$14.5K
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
961+ 7.19% |
$10.6K - $11.6K
|
14.3K
$185K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
895+ 6.16% |
$9.89K - $10.8K
|
15.4K
$199K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
749New |
$8.28K - $9.08K
|
749
$9.68K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
612+ 0.38% |
$6.76K - $7.42K
|
161K
$2.08M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
550New |
$6.08K - $6.67K
|
550
$7.11K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
500+ 18.39% |
$5.53K - $6.06K
|
3.22K
$41.6K
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
422+ 1.25% |
$4.66K - $5.11K
|
34.1K
$441K
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
296+ 2.08% |
$3.27K - $3.59K
|
14.5K
$188K
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
133+ 0.67% |
$1.47K - $1.61K
|
20K
$258K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
81+ 0.46% |
$895 - $982
|
17.5K
$227K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19+ 0.02% |
$210 - $230
|
98.4K
$1.27M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-128- 1.11% |
$1.41K - $1.55K
|
11.4K
$147K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-500- 4.73% |
$5.53K - $6.06K
|
10.1K
$130K
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-896- 1.45% |
$9.9K - $10.9K
|
60.7K
$785K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-947- 1.1% |
$10.5K - $11.5K
|
85.2K
$1.1M
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1K- 8.33% |
$11.1K - $12.1K
|
11K
$142K
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.39K- 1.73% |
$15.3K - $16.8K
|
78.6K
$1.02M
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-1.66K- 6.12% |
$18.3K - $20.1K
|
25.4K
$329K
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.85K- 2.34% |
$20.4K - $22.4K
|
77.3K
$1M
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.94K- 6.57% |
$21.5K - $23.5K
|
27.6K
$357K
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.17K- 7.2% |
$79.2K - $86.9K
|
92.3K
$1.19M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.7K- 21.99% |
$85.1K - $93.3K
|
27.3K
$353K
|