Purchases and Sales Made in Q1 2025 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 2025. 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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
324K+ 240.95% |
$3.96M - $4.31M
|
458K
$5.48M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
242KNew |
$2.96M - $3.22M
|
242K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
77KNew |
$942K - $1.02M
|
77K
$921K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.3K+ 42.16% |
$628K - $683K
|
173K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
49.2K+ 10.97% |
$602K - $655K
|
498K
$5.96M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
24.6KNew |
$301K - $327K
|
24.6K
$294K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.7K+ 155.2% |
$205K - $223K
|
27.5K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.3KNew |
$150K - $164K
|
12.3K
$147K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.2KNew |
$150K - $163K
|
12.2K
$147K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.9K+ 2.64% |
$133K - $145K
|
422K
$5.05M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.36K+ 385.34% |
$65.7K - $71.4K
|
6.76K
$80.9K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.9K+ 36.61% |
$60K - $65.2K
|
18.3K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.97K+ 0.99% |
$48.6K - $52.9K
|
405K
$4.84M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.5K+ 5.63% |
$30.6K - $33.3K
|
46.9K
$562K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.48K+ 17.98% |
$30.4K - $33.1K
|
16.3K
$195K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.37K+ 118650.0% |
$29K - $31.6K
|
2.38K
$28.4K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.03K+ 13.15% |
$24.8K - $27K
|
17.5K
$209K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.98K+ 1.6% |
$24.2K - $26.3K
|
126K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.88K+ 1.1% |
$23K - $25K
|
173K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
900+ 12.33% |
$11K - $12K
|
8.2K
$98.2K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
783+ 5.84% |
$9.58K - $10.4K
|
14.2K
$170K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
681+ 2.43% |
$8.34K - $9.06K
|
28.7K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
532+ 2.24% |
$6.51K - $7.08K
|
24.3K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
380+ 1.52% |
$4.65K - $5.06K
|
25.4K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
115+ 0.62% |
$1.41K - $1.53K
|
18.6K
$223K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
100+ 2.84% |
$1.22K - $1.33K
|
3.62K
$43.3K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56+ 0.5% |
$685 - $745
|
11.3K
$135K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
35+ 0.13% |
$428 - $466
|
26.4K
$316K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 2.03% |
$36.7 - $39.9
|
151
$1.81K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.2% |
$12.2 - $13.3
|
84
$1.01K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-30- 0.08% |
$367 - $399
|
36K
$430K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-170- 0.64% |
$2.08K - $2.26K
|
26.2K
$314K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-240- 0.8% |
$2.94K - $3.19K
|
29.9K
$358K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-296- 1.05% |
$3.62K - $3.94K
|
27.9K
$334K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-394- 0.59% |
$4.82K - $5.24K
|
66K
$790K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-450- 6.22% |
$5.51K - $5.99K
|
6.78K
$81.2K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-873- 4.36% |
$10.7K - $11.6K
|
19.1K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.15K- 2.07% |
$14.1K - $15.3K
|
54.4K
$651K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.17K- 4.64% |
$14.4K - $15.6K
|
24.1K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-1.17K- 5.1% |
$14.4K - $15.6K
|
21.8K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.33K- 6.18% |
$16.3K - $17.8K
|
20.2K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.52K- 11.53% |
$18.6K - $20.2K
|
11.7K
$140K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1.92K- 10.1% |
$23.5K - $25.5K
|
17.1K
$204K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2K- 11.88% |
$24.5K - $26.6K
|
14.8K
$178K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.36K- 0.28% |
$28.9K - $31.4K
|
841K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.58K- 4.7% |
$31.5K - $34.3K
|
52.2K
$625K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-5.23K- 7.52% |
$64K - $69.6K
|
64.2K
$769K
|
|
|
May 13, 2025
Q1 2025
|
Collar Capital Management, LLC
Appleton, WI |
SELL
|
- |
-6.2K- 4.73% |
$75.9K - $82.5K
|
125K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-13.3K- 17.78% |
$162K - $176K
|
61.3K
$733K
|