Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
255K+ 93.7% |
$3.27M - $3.4M
|
526K
$6.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
50.2K+ 11.06% |
$645K - $669K
|
504K
$6.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
27.1KNew |
$349K - $362K
|
27.1K
$352K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.1K+ 4.95% |
$246K - $255K
|
405K
$5.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
15.4K+ 36.21% |
$198K - $206K
|
58K
$753K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.4K+ 13.51% |
$185K - $192K
|
121K
$1.56M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.7K+ 132.98% |
$176K - $182K
|
23.9K
$310K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.7KNew |
$163K - $169K
|
12.7K
$165K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.8K+ 10.24% |
$100K - $104K
|
84K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
5K+ 1.35% |
$64.3K - $66.7K
|
375K
$4.87M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.07K+ 39.37% |
$52.3K - $54.2K
|
14.4K
$187K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.9K+ 16.37% |
$50.2K - $52K
|
27.7K
$360K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.69KNew |
$47.4K - $49.2K
|
3.69K
$47.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.88K+ 7.9% |
$24.2K - $25.1K
|
25.7K
$334K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.4K+ 6.19% |
$18K - $18.7K
|
24K
$311K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.23K+ 1.28% |
$15.8K - $16.3K
|
96.9K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
1.1K+ 1.6% |
$14.1K - $14.6K
|
69.4K
$900K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
958+ 8.87% |
$12.3K - $12.8K
|
11.8K
$152K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
880+ 0.14% |
$11.3K - $11.7K
|
642K
$8.33M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
880+ 0.14% |
$11.3K - $11.7K
|
642K
$8.33M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
765+ 5.32% |
$9.84K - $10.2K
|
15.1K
$196K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
594+ 0.54% |
$7.64K - $7.92K
|
110K
$1.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
574+ 4.8% |
$7.38K - $7.66K
|
12.5K
$163K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
447New |
$5.75K - $5.96K
|
447
$5.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
447New |
$5.75K - $5.96K
|
447
$5.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
411+ 0.37% |
$5.29K - $5.48K
|
113K
$1.47M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
375+ 18.75% |
$4.82K - $5K
|
2.38K
$30.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
102New |
$1.31K - $1.36K
|
102
$1.32K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56+ 0.47% |
$720 - $747
|
11.9K
$154K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
23+ 0.15% |
$296 - $307
|
15.2K
$197K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
21+ 0.03% |
$270 - $280
|
83.3K
$1.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
17+ 0.1% |
$219 - $227
|
16.6K
$216K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 2.92% |
$51.4 - $53.4
|
141
$1.83K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 3.95% |
$38.6 - $40
|
79
$1.02K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1- 0.01% |
$12.9 - $13.3
|
14.9K
$193K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-66- 0.25% |
$849 - $880
|
26.3K
$341K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-93- 0.63% |
$1.2K - $1.24K
|
14.7K
$191K
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-422- 2.72% |
$5.43K - $5.63K
|
15.1K
$196K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-500- 15.53% |
$6.43K - $6.67K
|
2.72K
$35.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.3K- 8.77% |
$16.7K - $17.3K
|
13.5K
$175K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.89K- 17.38% |
$37.2K - $38.6K
|
13.8K
$178K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-2.98K- 7.07% |
$38.3K - $39.8K
|
39.2K
$508K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.36K- 2.61% |
$43.2K - $44.8K
|
126K
$1.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.38K- 5.57% |
$43.5K - $45.1K
|
57.3K
$743K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-3.85K- 4.4% |
$49.5K - $51.4K
|
83.6K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-5.99K- 1.93% |
$77K - $79.8K
|
304K
$3.94M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-12.3K- 53.38% |
$158K - $163K
|
10.7K
$139K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17K- 10.5% |
$218K - $226K
|
145K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-46.4K- 14.45% |
$597K - $619K
|
275K
$3.56M
|