Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
320KNew |
$3.72M - $4.49M
|
320K
$4.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
153K+ 124.91% |
$1.78M - $2.14M
|
275K
$3.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
102K+ 29.01% |
$1.19M - $1.43M
|
454K
$5.89M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
87.2K+ 138.1% |
$1.01M - $1.22M
|
150K
$1.95M
|
|
|
Aug 01, 2022
Q2 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
77.9K+ 132.69% |
$906K - $1.09M
|
137K
$1.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
71.7KNew |
$834K - $1.01M
|
71.7K
$930K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
63.6K+ 8.86% |
$740K - $892K
|
782K
$10.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
40.9K+ 7.16% |
$475K - $573K
|
612K
$7.93M
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
22KNew |
$256K - $308K
|
22K
$285K
|
|
|
Aug 05, 2022
Q2 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
21.5K+ 129.81% |
$250K - $302K
|
38.1K
$494K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
14.5K+ 127.67% |
$169K - $204K
|
25.9K
$336K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13K+ 14.89% |
$151K - $183K
|
100K
$1.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.3KNew |
$132K - $159K
|
11.3K
$147K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.1K+ 5.06% |
$129K - $155K
|
230K
$2.98M
|
|
|
Jul 29, 2022
Q2 2022
|
Garner Asset Management Corp
|
BUY
|
- |
9.72K+ 15.77% |
$113K - $136K
|
71.3K
$925K
|
|
|
Jul 20, 2022
Q2 2022
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
7.71K+ 14.13% |
$89.7K - $108K
|
62.3K
$808K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.62K+ 39.37% |
$88.6K - $107K
|
27K
$350K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
6.6KNew |
$76.8K - $92.5K
|
6.6K
$85.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.54K+ 55.15% |
$76.1K - $91.7K
|
18.4K
$239K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
6K+ 21.51% |
$69.8K - $84.1K
|
33.9K
$440K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.33K+ 11.65% |
$62K - $74.7K
|
51.1K
$663K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.99KNew |
$58.1K - $70K
|
4.99K
$64.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.62K+ 10.79% |
$53.7K - $64.8K
|
47.4K
$615K
|
|
|
Aug 12, 2022
Q2 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
4.5K+ 13.93% |
$52.3K - $63.1K
|
36.8K
$477K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.53K+ 21.43% |
$41.1K - $49.5K
|
20K
$260K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.53K+ 27.49% |
$41.1K - $49.5K
|
16.4K
$212K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.76K+ 14.77% |
$20.4K - $24.6K
|
13.6K
$177K
|
|
|
Aug 15, 2022
Q2 2022
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
BUY
|
- |
1.35K+ 0.61% |
$15.7K - $19K
|
224K
$2.91M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 25.0% |
$14K - $16.8K
|
6K
$77.8K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$11.6K - $14K
|
1K
$13K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
960+ 8.34% |
$11.2K - $13.5K
|
12.5K
$162K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
646+ 0.47% |
$7.51K - $9.06K
|
139K
$1.81M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
481+ 3.05% |
$5.59K - $6.74K
|
16.2K
$211K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
431+ 15.39% |
$5.01K - $6.04K
|
3.23K
$41.9K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
289New |
$3.36K - $4.05K
|
289
$3.75K
|
|
|
Aug 15, 2022
Q2 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
252+ 1.21% |
$2.93K - $3.53K
|
21.1K
$273K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11+ 0.05% |
$128 - $154
|
22.1K
$286K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-664- 0.66% |
$7.72K - $9.31K
|
99.8K
$1.29M
|
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-792- 1.07% |
$9.21K - $11.1K
|
73.2K
$949K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1KClosed |
$11.6K - $14K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.83K- 2.07% |
$21.2K - $25.6K
|
86.3K
$1.12M
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2KClosed |
$23.3K - $28K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-2.14K- 2.22% |
$24.9K - $30.1K
|
94.6K
$1.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.31K- 17.39% |
$38.5K - $46.4K
|
15.7K
$204K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-3.33K- 73.28% |
$38.8K - $46.7K
|
1.22K
$15.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.65KClosed |
$42.4K - $51.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.29K- 19.81% |
$61.5K - $74.1K
|
21.4K
$278K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.3K- 23.31% |
$61.6K - $74.3K
|
17.4K
$226K
|
|
|
Aug 11, 2022
Q2 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-5.7K- 0.96% |
$66.3K - $79.9K
|
586K
$7.61M
|