Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
86.2KNew |
$954K - $1.03M
|
86.2K
$1.12M
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
51.8K+ 43.46% |
$573K - $617K
|
171K
$2.21M
|
|
Aug 14, 2023
Q2 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
29.4K+ 38.69% |
$325K - $350K
|
105K
$1.36M
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
27.8K+ 5.51% |
$308K - $331K
|
533K
$6.89M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.3K+ 6.04% |
$192K - $206K
|
304K
$3.94M
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
16.6KNew |
$184K - $198K
|
16.6K
$215K
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
13.2K+ 41.82% |
$146K - $158K
|
44.9K
$581K
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
8.28K+ 8.33% |
$91.6K - $98.7K
|
108K
$1.39M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.91KNew |
$87.4K - $94.2K
|
7.91K
$102K
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.62K+ 33.27% |
$62.2K - $66.9K
|
22.5K
$291K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.87K+ 0.49% |
$53.8K - $58K
|
989K
$12.8M
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
BUY
|
- |
4.71K+ 7.76% |
$52.1K - $56.1K
|
65.4K
$846K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.38K+ 9.79% |
$15.2K - $16.4K
|
15.4K
$200K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
943+ 0.84% |
$10.4K - $11.2K
|
114K
$1.47M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
713+ 0.7% |
$7.89K - $8.49K
|
103K
$1.33M
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
400+ 1.17% |
$4.42K - $4.76K
|
34.5K
$446K
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
355+ 1.78% |
$3.93K - $4.23K
|
20.3K
$263K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
318+ 2.06% |
$3.52K - $3.79K
|
15.7K
$204K
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
158+ 0.2% |
$1.75K - $1.88K
|
78.8K
$1.02M
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
137+ 0.96% |
$1.52K - $1.63K
|
14.5K
$187K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
100+ 0.57% |
$1.11K - $1.19K
|
17.6K
$228K
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
30+ 0.12% |
$332 - $357
|
26K
$336K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
29+ 2.58% |
$321 - $345
|
1.15K
$14.9K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-31- 0.23% |
$343 - $369
|
13.4K
$173K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-65- 0.61% |
$719 - $774
|
10.6K
$137K
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-149- 1.03% |
$1.65K - $1.77K
|
14.4K
$186K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-300- 12.86% |
$3.32K - $3.57K
|
2.03K
$26.3K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-500- 2.72% |
$5.53K - $5.96K
|
17.9K
$231K
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-531- 2.09% |
$5.87K - $6.32K
|
24.9K
$322K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-880- 0.16% |
$9.73K - $10.5K
|
560K
$7.25M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-888- 7.81% |
$9.82K - $10.6K
|
10.5K
$136K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.45K- 5.59% |
$16K - $17.2K
|
24.4K
$316K
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.5K- 0.25% |
$16.6K - $17.9K
|
607K
$7.86M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.54K- 1.43% |
$17.1K - $18.4K
|
106K
$1.38M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.9K- 9.74% |
$21K - $22.6K
|
17.6K
$228K
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.23K- 0.49% |
$24.7K - $26.5K
|
454K
$5.88M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.67K- 2.72% |
$29.6K - $31.8K
|
95.7K
$1.24M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.81K- 1.28% |
$31.1K - $33.5K
|
217K
$2.81M
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.09K- 4.0% |
$34.2K - $36.8K
|
74.2K
$960K
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.88K- 4.2% |
$42.9K - $46.2K
|
88.4K
$1.14M
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.03K- 9.21% |
$55.7K - $59.9K
|
49.6K
$642K
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5.69K- 12.06% |
$62.9K - $67.8K
|
41.5K
$537K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.1K- 25.99% |
$78.5K - $84.5K
|
20.2K
$262K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.99K- 5.59% |
$99.5K - $107K
|
152K
$1.97M
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-45.7K- 17.12% |
$505K - $544K
|
221K
$2.86M
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-60.7K- 10.42% |
$672K - $723K
|
522K
$6.76M
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-66.2K- 58.15% |
$733K - $789K
|
47.7K
$617K
|