Purchases and Sales Made in Q1 2023 in Eaton Vance Senior Floating Rate Trust (EFR)

EFR Quotes by TradingView

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 $12.8M
May 15, 2023 Q1 2023
Cohen & Steers, Inc.

New York, NY
BUY
 -
80K
+ 26.82%
$884K - $970K
378K $4.91M
May 12, 2023 Q1 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
54.6K
New
$604K - $662K
54.6K $709K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
45.5K
+ 80.12%
$503K - $551K
102K $1.33M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
38.8K
+ 15.62%
$428K - $470K
287K $3.72M
Feb 02, 2024 Q1 2023
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
31.7K
New
$350K - $384K
31.7K $411K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
24K
New
$265K - $291K
24K $311K
May 15, 2023 Q1 2023
Aqr Arbitrage LLC

Greenwich, CT
BUY
 -
18K
+ 31.05%
$199K - $218K
75.9K $984K
May 12, 2023 Q1 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
17.6K
+ 17.36%
$195K - $214K
119K $1.55M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
15.5K
New
$171K - $188K
15.5K $201K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
13.5K
New
$149K - $164K
13.5K $175K
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
13.4K
New
$148K - $163K
13.4K $174K
May 08, 2023 Q1 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
11.5K
New
$127K - $139K
11.5K $149K
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
BUY
 -
10.3K
New
$114K - $125K
10.3K $134K
May 12, 2023 Q1 2023
Jones Road Capital Management, L.P.

New York, NY
BUY
 -
9.45K
New
$104K - $115K
9.45K $123K
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 $337K
May 17, 2023 Q1 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
5.55K
+ 48.93%
$61.3K - $67.3K
16.9K $219K
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
4.06K
+ 26.23%
$44.8K - $49.2K
19.5K $253K
May 08, 2023 Q1 2023
Shaker Financial Services, LLC

BUY
 -
3.15K
+ 1.19%
$34.8K - $38.1K
267K $3.46M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.84K
+ 1.31%
$31.4K - $34.4K
220K $2.85M
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
 -
2K
New
$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 $335K
Apr 18, 2023 Q1 2023
Independent Wealth Network Inc.

BUY
 -
1.05K
+ 2.27%
$11.6K - $12.7K
47.2K $612K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
1K
+ 800.0%
$11.1K - $12.1K
1.13K $14.6K
May 05, 2023 Q1 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
961
+ 7.19%
$10.6K - $11.6K
14.3K $186K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
895
+ 6.16%
$9.89K - $10.8K
15.4K $200K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
749
New
$8.28K - $9.08K
749 $9.71K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
612
+ 0.38%
$6.76K - $7.42K
161K $2.09M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
550
New
$6.08K - $6.67K
550 $7.13K
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
500
+ 18.39%
$5.53K - $6.06K
3.22K $41.8K
Apr 25, 2023 Q1 2023
Oxbow Advisors, LLC

Corpus Christi, TX
BUY
 -
422
+ 1.25%
$4.66K - $5.11K
34.1K $442K
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 $259K
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 $1.28M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-128
- 1.11%
$1.41K - $1.55K
11.4K $148K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

SELL
 -
-500
- 4.73%
$5.53K - $6.06K
10.1K $131K
May 15, 2023 Q1 2023
Garner Asset Management Corp

SELL
 -
-896
- 1.45%
$9.9K - $10.9K
60.7K $787K
May 03, 2023 Q1 2023
Le Jeune Puetz Investment Counsel LLC

SELL
 -
-947
- 1.1%
$10.5K - $11.5K
85.2K $1.11M
May 02, 2023 Q1 2023
Round Rock Advisors, LLC

SELL
 -
-1K
- 8.33%
$11.1K - $12.1K
11K $143K
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 $330K
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 $358K
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

SELL
 -
-7.17K
- 7.2%
$79.2K - $86.9K
92.3K $1.2M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-7.7K
- 21.99%
$85.1K - $93.3K
27.3K $354K

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