Purchases and Sales Made in Q1 2024 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 2024. 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 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
76.2KNew |
$966K - $1.01M
|
76.2K
$988K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.6K+ 19.12% |
$553K - $578K
|
272K
$3.52M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.5KNew |
$412K - $430K
|
32.5K
$422K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.3KNew |
$333K - $348K
|
26.3K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
25.3K+ 8.9% |
$321K - $335K
|
310K
$4.02M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.1K+ 4.64% |
$217K - $227K
|
386K
$5.01M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
16.6KNew |
$211K - $220K
|
16.6K
$216K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.8KNew |
$187K - $195K
|
14.8K
$191K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
14.3KNew |
$181K - $189K
|
14.3K
$185K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12KNew |
$151K - $158K
|
12K
$155K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.8KNew |
$149K - $156K
|
11.8K
$153K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$142K - $148K
|
11.2K
$145K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
10.6KNew |
$134K - $140K
|
10.6K
$137K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.5K+ 10.99% |
$133K - $139K
|
106K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.3KNew |
$131K - $137K
|
10.3K
$134K
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
8.88K+ 26.31% |
$112K - $118K
|
42.6K
$553K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.51K+ 1.34% |
$108K - $113K
|
642K
$8.32M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.51K+ 1.34% |
$108K - $113K
|
642K
$8.32M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.77K+ 15.36% |
$85.8K - $89.6K
|
50.9K
$660K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.1K+ 4.48% |
$51.9K - $54.3K
|
95.7K
$1.24M
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
2.94K+ 4.49% |
$37.2K - $38.9K
|
68.3K
$886K
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.79K+ 1.62% |
$22.7K - $23.8K
|
113K
$1.46M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.6KNew |
$20.3K - $21.2K
|
1.6K
$20.8K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.22K+ 1.13% |
$15.5K - $16.2K
|
109K
$1.42M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.16K+ 5.1% |
$14.6K - $15.3K
|
23.8K
$309K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.08K+ 4.99% |
$13.6K - $14.2K
|
22.6K
$293K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1K+ 3.06% |
$12.7K - $13.2K
|
33.7K
$437K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
850New |
$10.8K - $11.3K
|
850
$11K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
800New |
$10.1K - $10.6K
|
800
$10.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
146+ 0.56% |
$1.85K - $1.93K
|
26.4K
$342K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
50+ 0.21% |
$634 - $662
|
23.8K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
30+ 0.2% |
$380 - $397
|
15.1K
$196K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
5+ 3.79% |
$63.4 - $66.2
|
137
$1.78K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.33% |
$12.7 - $13.2
|
76
$986
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-73- 0.34% |
$925 - $967
|
21.6K
$281K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-95- 0.69% |
$1.2K - $1.26K
|
13.7K
$177K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-169- 1.62% |
$2.14K - $2.24K
|
10.3K
$133K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-196- 1.78% |
$2.48K - $2.6K
|
10.8K
$140K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-301- 2.53% |
$3.81K - $3.99K
|
11.6K
$150K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-880- 0.14% |
$11.1K - $11.7K
|
642K
$8.32M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1K- 6.5% |
$12.7K - $13.2K
|
14.4K
$187K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.4K- 8.27% |
$17.7K - $18.5K
|
15.5K
$201K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.27K- 17.2% |
$28.8K - $30.1K
|
10.9K
$142K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.46K- 66.57% |
$31.1K - $32.5K
|
1.23K
$16K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.91K- 16.39% |
$36.8K - $38.5K
|
14.8K
$192K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-3.24K- 7.14% |
$41.1K - $43K
|
42.2K
$547K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.45K- 2.09% |
$43.7K - $45.7K
|
162K
$2.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.39K- 6.74% |
$55.6K - $58.1K
|
60.7K
$787K
|